Skip to main content
McCarthy Search

Associate Wealth Advisor

L5

mdrn wealthtmBel Air, MD4 days ago

$70,000–$90,000/yr

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
MDRN Wealth is a fast-growing boutique RIA based in Los Angeles, serving clients nationwide as a fee-only fiduciary. We obsess over the full picture — proactive tax planning, estate planning, and investment management that actually work together. Our firm is built on modern technology and AI, which lets our experienced team deliver deeply personalized service to every client. Our work has been recognized in the Wall Street Journal, Barron’s, Bloomberg, The New York Times, and CBS News.
The Role: This role is for a CFP® professional who wants to build deep expertise in financial planning. You’ll be hands-on in every part of the plan and learn our planning approach in depth. You’ll support our lead advisors across the full planning process, from tax projections and financial plans to complex client requests, and coordinate end-to-end execution with our client service team and trading operations associate. The role sits on our advisor career track, with a clear path to Lead Advisor as you grow.
What You’ll Do:
  • Support our lead advisors in client meetings, from meeting prep and plan updates to complex client requests
  • Run tax projections, review tax returns, and support proactive tax planning
  • Build and maintain financial plans, including cash flow, savings, Social Security, and early retirement scenarios
  • Help clients implement retirement account strategies, including rollovers, backdoor and mega backdoor Roths, and workplace benefits
  • Coordinate execution with our client service team, trading operations associate, and clients’ CPAs, attorneys, and other outside professionals
  • Keep CRM records current and own follow-up items through completion You’re the Right Fit If
  • You enjoy the technical details of planning and are hands-on from data gathering to final recommendations, explaining it all clearly to clients
  • You’re coachable and eager to learn our approach to planning
  • You take ownership of your work in a high-trust, high-autonomy environment
  • You care about helping clients reach financial independence What We Need
  • CFP® certification required
  • 3+ years of financial planning experience at an RIA, including current or prior experience as an Associate Advisor or in an equivalent role
  • Strong technical knowledge of tax, retirement, and cash flow planning, including retirement account strategies, rollovers, and Social Security
  • Ability to interpret paystubs, tax returns, equity compensation, and estate documents
  • Working knowledge of core client service processes, including money movement, account openings, transfers, titling, and beneficiaries
  • Experience with financial planning and tax software (e.g., RightCapital, Holistiplan, IncomeLab)
  • Must be available to work Pacific Time hours (8am–5pm)
Nice to Have:
  • Experience with Altruist
  • Based in Los Angeles or Southern California
Compensation & Benefits: We take care of our team the same way we take care of our clients — by looking at the full picture.
  • Base salary: $70,000–$90,000/yr, depending on experience
  • Quarterly performance-based profit-sharing bonus eligibility
  • 100% remote — work from anywhere in the US
  • Unlimited PTO + paid holidays
  • 401(k) with employer match
  • Medical, dental, vision, life, and disability insurance
  • Professional development support, including certifications, licenses, and continuing educationMDRN Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.mdrnwealth.com | linkedin.com/company/mdrn-wealth
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$70,000–$90,000/yr

Location

Bel Air, MD

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile