Career Center

This is a full time, on-site position in our Timonium, MD office.  Role Responsibilities: Supports one or more Hybrid Advisors, Relationship Managers and/or Lead Advisors, as assigned by Executive Council. Prepares lead advisor(s) for meetings: reviewing meeting prep and drafting recommendations on the hypos, allocations, and holdings; finalizing agenda; briefing at least 24 hours prior to meeting to generate advice & then sending meeting prep requests when applicable. If supporting a member of Executive Council or a Relationship Manager or Lead Advisor at full client capacity the associate should: Wrap up within 48 hours after client meetings: Assist with completing final models; updating hypos with changes made (i