Responsibilities fall under three general categories: client on-boarding experience, financial planning, and product research as it relates to financial planning.
Manage client expectations and experience during on-boarding process
Coordination with outside professionals
Development of observations and recommendations, alternate iterations, stress tests, and additional analyses
Estate Planning Analyses
Business Succession Analyses
Plan Delivery and Implementation
Guide clients in understanding life planning through a complete understanding of financial options and strategies
Ongoing Business Succession and Estate Planning with MWA’s existing clients
Evaluation of alternative strategies
Current market trends and analysis
Evaluation of new strategies
Professional education required (CFP, CIMA, or CFA)
Applicants must be local to Hunt Valley, Maryland. There are no remote worksites for our firm.
This position does not involve any selling or business development
Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies Maller Wealth Advisors is not affiliated with Lincoln Financial Advisors. CRN-2035906-022218
Additional Salary Information: Benefits are in addition to salary
About Maller Wealth Advisors
Maller Wealth Advisors, headquartered in Hunt Valley, MD, specializes in sophisticated investment strategies, comprehensive financial planning, risk management services, business owner/key executive programs, and employee benefit solutions.
Maller Wealth Advisors was founded on the principle of providing high net worth individuals, families and business owners with a thorough analysis and exploration of their financial situation. We assist our clients by integrating all facets of their financial life into a single, comprehensive financial plan that addresses each aspect of their financial needs. By focusing on investment management and financial planning strategies, our goal is to ensure our clients achieve financial independence and maintain their standard of living, both today and tomorrow, and plan for their efficient transfer of wealth to future generations.