Are you passionate about collaborative teamwork and providing exceptional customer service with a keen eye for detail? Join our financial planning team in Baltimore as a Wealth Manager. This role involves overseeing client funds entering and exiting the firm, handling investment and insurance transactions, managing client requests, and utilizing CRM software. Performance-based sales bonuses and incentives are available. Responsibilities: • Processing applications for IRAs, brokerage accounts, insurance, etc. • Creating client profiles in CRM • Managing CRM • Dispersing client checks • Assisting the client with rollover calls • Gathering client data in advance in preparation for financial planning meetings Qualifications: • A strong command of technology and Microsoft Office products including Excel, Word, and Outlook • Organizational skills with high attention to detail for client files • Self-starter who has the initiative to create efficiency and production without micromanagement • Ability to work under pressure and meet deadlines • Strong verbal and written communication skills Compensation: $52,000 yearly + bonus

• Processing applications for IRAs, brokerage accounts, insurance, etc. • Creating client profiles in CRM • Managing CRM • Dispersing client checks • Assisting the client with rollover calls • Gathering client data in advance in preparation for financial planning meetings