Founded in 1970, we strive to meet each client’s individual needs and personal goals.

From instant scheduling to electronic vaults, we work tirelessly to provide clients with innovative tools + resources.

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Portfolio Associate

SPC Financial, Inc.Rockville, MD

We are seeking a detailed, analytical professional with great organizational and data analysis skills to join our team! Applicant must be able to work in-person at our Rockville, MD office.

SPC Financial® is more than a financial planning firm; we hold our motto of Finance on a Human Level® deep in our core. We’re one of the oldest, tax-integrated*, white glove investment management and financial planning firms in the country, ready to provide simple solutions to complex financial problems.

This Portfolio Associate will be responsible for the day-to-day administration of our trading platform and work across teams to meet business needs.

Key Responsibilities:

  • Collaborate with the President & CEO, Director of Investments and Financial Advisors on investment strategies and their implementation in client accounts
  • Build and monitor custom portfolios and security sets for our client's investment plans
  • Gather and organize data for client reports and presentations
  • Work across departments (including Operations, Compliance, and Financial Planning) on firm initiatives

Required Qualifications:

  • Bachelor's Degree or relevant experience
  • FINRA Series 7 & 66 (or ability to obtain within 6 months)
  • Expert-level knowledge of leveraging Microsoft Excel to visualize data and gain insights
  • Strong written and verbal communication skills with a professional demeanor
  • Highly dependable quick learner with a positive attitude who thrives in both individual and team settings
  • Proactive and willing to contribute ideas. Not afraid to ask questions

Preferred Qualifications:

  • 1-3 years of experience in the financial industry
  • Coursework in financial industry-focused classes
  • Experience with Orion, Morningstar, and/or FactSet

Ready to Apply?

Please send your resume, along with a cover letter, to our team by email: We look forward to hearing from you.


EOE/ADA • SPC Financial, Inc. has an employment at-will policy.