We integrate every portfolio with an effective estate + tax* plan to help maximize each client’s wealth potential.
From instant scheduling to electronic vaults, we work tirelessly to provide clients with innovative tools + resources.
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.
Please send your resume, along with a cover letter, to our team by email: email@example.com. We look forward to hearing from you.
EOE/ADA • SPC Financial, Inc. has an employment at-will policy.