Financial Advisor
Full-time · On-site · Ellicott City, MD
Company Description
Marks Wealth, LLC provides individualized financial planning services to individuals and businesses, both locally and remotely, to help clients meet their short-term and long-term financial goals. The firm’s Forbes nationally ranked team offers comprehensive wealth management, portfolio and asset management, and legacy planning. Core services include retirement planning, investment and risk management, tax-efficient strategies, estate and legacy planning, and behavioral finance coaching. In a complex global market environment, Marks Wealth, LLC is committed to actively monitoring clients’ financial futures so they can focus on the moments that matter most.
Role Description
The Financial Advisor role is a full-time, on-site position based in Ellicott City, MD. This role focuses on fostering and maintaining long-term client relationships by providing personalized financial planning, investment management, and retirement planning services. The Financial Advisor will also be responsible for developing new relationships through proactive outreach and sales efforts, acquiring new clients, and growing the firm’s assets under management. The position involves collaborating with the firm’s advisory team to deliver a high level of client service and contribute to the continued growth of Marks Wealth. Firm growth-associated bonuses are included with this role.
Qualifications
- Strong sales, communication, and relationship-building skills.
- Ability to acquire new clients, develop trust, and foster long-term professional relationships.
- Self-motivated and results-oriented, with an interest in bringing new assets under management to the firm.
- Interest in financial planning, investment management, and retirement planning.
- Series 65 license, CFP certification, or other relevant industry credentials preferred; willingness to obtain required licenses.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Ability to work collaboratively with a team, maintain confidentiality, and demonstrate sound judgment and professionalism.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- On-site gym
- Paid time off
- Relocation assistance
Work Location
In person.
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How We Work as a Team
Boutique Culture, Institutional Capabilities
A five-person team backed by institutional-grade research, active portfolio management, and a planning framework built for high-net-worth households.
Direct Mentorship from Firm Leadership
Every team member works alongside the firm’s founder, portfolio manager, and principal planner. Career development here is built into the daily work, not reserved for annual reviews.
Meaningful Equity in Your Career
We invest in credentialed professionals and offer a trajectory that rewards those who help grow the practice, including an ownership track for senior producers.
A Client Base That Expects Excellence
Our clients are high-net-worth individuals and families who expect active stewardship of their wealth. The standard is high, and the work reflects it.
Featured In
We’re honored to be recognized by Forbes for the work we do on behalf of our clients.
What We Stand For at Marks Wealth Management
Our clients’ best interests always come first.
We are a client-focused, independent, fiduciary wealth management firm, which means that every recommendation we make is driven by your goals and what is in your best interest.
Your Interests First
As fiduciaries, every decision we make is guided by what serves you and your family best.
Long-Term Partnership
We focus on building relationships designed to last. We aim to be involved in your life as it evolves and your financial needs change.
Thoughtful, Informed Decisions
We ensure that every recommendation reflects both your priorities and current market conditions by combining structured planning and active market insight.
Direct, Personal Access
You work directly with a team that knows your situation and is always available to answer questions or give advice.
Meet The Team
Charles N. Marks
Founder and CEO
Recognized by Forbes as a Best-In-State Wealth Advisor for 2025/2026, Charles Marks founded Marks Wealth Management in 2020 on a principle he carried from his first role as an intern at Merrill Lynch at age 20: his clients' best interests come first. He leads the firm's strategy today with the same conviction, building long-term relationships with clients who become friends and family.
Catherine Jackson, CFP®
Principal Financial Planner
Catherine leads the firm's financial planning work, building and guiding plans for clients across retirement, Social Security optimization, and long-term wealth strategy. She earned her CFP® designation in 2019 and has been with the firm since 2016, making her one of the longest-tenured members of the team.
Taylor A. Marks
Managing Director
Taylor oversees client relationships, compliance, and the firm's operational direction. Every piece of content and every client-facing detail passes through her review before it reaches the outside world. She sets the standard for how the firm presents itself and how clients experience the relationship.
Finnian P. Devine, CMT®
Portfolio Manager
Finnian is one of the youngest Chartered Market Technicians in the country. He works alongside Charles Marks conducting daily portfolio monitoring and market analysis, bringing technical analysis skills to the firm's active management approach.
Richard T. Gloekler
Associate Advisor
Richard guides prospective clients through the firm's planning process, ensuring every new relationship starts with personal attention from the very first conversation. He joined Marks Wealth Management as an intern before moving into a full-time advisory role.