Associate Client Relationship Manager

Associate Client Relationship Manager: Work closely with Client Relationship Manager to prepare all necessary documentation for client account review meetings and maintaining client accounts.

  • Prepare and conduct client-facing investment, insurance reviews, analyses; retirement, life insurance, education, and social security
  • Help maintain client relationships and portfolio management
  • Daily client interaction via email and phone
  • Proactively identify/develop investment and insurance observations and recommendations
  • Develop investment proposal, retirement analysis, life insurance analysis, education analysis
  • Develop observations and recommendations (Implementation Schedule, Estate Plan Write-Up)
  • Prepare investment reviews
  • Develop investment models and asset allocation strategies (Investment Committee)
  • Research investment/insurance/annuity product developments, sales opportunities (L&L)
  • Execute trading and/or rebalancing
  • Create Insurance Quotes & Illustrations
  • Run in-force Insurance Illustrations and strategize with Client Relationship Manager
  • Data entry using planning software (designIt and eMoney)
  • Calculate Required Minimum Distributions (RMD)
  • 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