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Servicing Representative - Onsite- Part Time

Part-time

The Mom Project

Annapolis, MDPart-time$40–45/hrPosted 1 day agoStill listed 1 day ago

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At a glance

Compensation
$40–45/hr
Location
Annapolis, MD
Schedule
Part-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Series 7 LicenseSeries 66 License

Job overview

The Mom Project is partnering with a growing financial services team seeking a licensed Servicing Financial Advisor to support existing clients. The role focuses on client relationships, financial planning support, and proactive service, with no requirement to prospect, market, or bring a book of business. The representative works within a small advisory team and may lead client review meetings as responsibilities grow.

Skills & qualifications

RequiredNice to have

Skills

Client ServiceFinancial PlanningInvestmentsAccount ServicingAttention to DetailSound JudgmentFollow-ThroughFinancial CommunicationTechnologyAssetMarkeMoneyRedtailCollaborationProblem Solving

Qualifications

Series 7 LicenseSeries 66 License3 Years Financial Services Experience

Benefits

401(k) Match

Full job description

ONSITE - Annapolis, MD

PERM Placement

Pay- $40 - $45 per hour

Hours: 20 - 30 hrs per week

The Mom Project is partnering with a growing Financial Services team looking for a licensed Servicing Financial Advisor to help care for our existing clients. There is no requirement to prospect, market, or bring a book of business. Your focus will be building trusted relationships, supporting financial planning, and delivering attentive, proactive service.

You enjoy helping clients make great financial decisions—and making sure the details don’t fall through the cracks. You’re organized, thoughtful, and ready to take ownership of client service within a small advisory team.

Core Responsibilities

  • Serve as a dependable point of contact for existing clients, answering questions and coordinating their financial needs.
  • Prepare for and participate in client review meetings, with opportunities to lead meetings as your responsibilities grow.
  • Support financial planning by gathering information, updating plans, and identifying items that need attention.
  • Implement approved recommendations and coordinate account service requests with our team and financial partners.
  • Take ownership of meeting follow-up, keeping clients informed and seeing tasks through to completion.
  • Maintain accurate client records and documentation while following firm and broker-dealer requirements.
  • Work closely with the lead advisor and support team to provide a consistent, personal client experience.

Qualifications/Skills

  • Active Series 7 and Series 66 licenses.
  • Approximately three years of relevant financial services experience, including direct client interaction.
  • A working understanding of financial planning, investments, and account servicing.
  • Strong attention to detail, sound judgment, and dependable follow-through.
  • The ability to explain financial information clearly and communicate with warmth and professionalism.
  • Comfort using technology and learning new systems. Experience with AssetMark, eMoney, or Redtail is a plus.
  • A collaborative approach and the initiative to solve problems and ask questions when needed.

Company Benefits/Perks

  • Potential performance bonus.
  • Flexibility that supports work-life balance while meeting client and team needs.
  • Employer retirement plan contributions.

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