or apply directly on Focus Financial Partners's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 20 days Focus Financial Partners's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 71% of Focus Financial Partners's roles list one
- Ghost-job risk at Focus Financial Partners
- high 22 stale, 1 reposted of 34 open
- Hiring momentum
- 45 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Focus Financial Partners's own greenhouse board since 2026-08-03. Full hiring picture for Focus Financial Partners.
About this role
The Associate Wealth Manager at XML Financial Group will work closely with senior advisors and the client service team to deliver high-quality service to clients. Daily tasks include managing client relationships, responding to inquiries, coordinating with custodians, and assisting with account management and reporting. This role offers significant opportunities for professional growth as the firm develops future leaders.
- benefits
- 2/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Focus Financial Partners as an employer.
What you need
- Bachelor's degree required, preferably in Finance, Business, Economics, Accounting, or a related field
- 2+ years of experience in wealth management, financial services, or a related client service/advisory environment
- Series 7 and Series 66 licenses required
- Strong understanding of wealth management, investment products, and financial markets
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
Nice to have
- CFP® certification or progress toward the CFP® designation
- Experience at a large wealth management or financial services organization
- Experience supporting high-net-worth individuals and families
- Experience working in a multi-custodian wealth management environment
- Prior experience at firms such as Fidelity, Wells Fargo, or other established wealth management platforms
What you get
- Annual cash bonus
- Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)
- Support for further education and/or industry designations
- Opportunities for personal growth from strong performance
Worth weighing
- Position requires 3 days per week in the Bethesda, MD office, with a preference for local candidates due to traffic considerations
- Role heavily focused on client servicing and support rather than direct advisory responsibilities
- Base pay range is provided, but actual salary may vary based on multiple factors
- Job title may change based on the selected candidate's experience and education
Summarised from Focus Financial Partners's posting. Read the full original.
Listed by Focus Financial Partners on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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