Personal Financial Advisor Jobs in Columbia, MD

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1-10 of 10 Jobs
Citigroup - Washington, DC (22 miles from Columbia, MD)
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
2 days ago
Citigroup - Washington, DC (22 miles from Columbia, MD)
**Description of Citi Personal Wealth Management** Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized...
3 days ago
M&T Bank - Baltimore, MD (15 miles from Columbia, MD)
planning process....
10 days ago
Truist - Washington, DC (22 miles from Columbia, MD)
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning 5....
17 days ago
Saul Centers - Bethesda, MD (19 miles from Columbia, MD)
planning and fiduciary services Ability to effectively communicate and advise on a wide range of wealth management issues Demonstrated career history of continued growth and success, in roles of increased...
27 days ago
Waldron Private Wealth - Washington, DC (22 miles from Columbia, MD)
We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management....
30+ days ago
M&T Bank - Washington, DC (22 miles from Columbia, MD)
planning process....
30+ days ago
Waldron Private Wealth - Washington, DC (22 miles from Columbia, MD)
We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management....
45+ days ago
Truist - Washington, DC (22 miles from Columbia, MD)
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...
90+ days ago
Truist - Washington, DC (22 miles from Columbia, MD)
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
90+ days ago

Demographic Data for Columbia, MD

Moving to Columbia, MD? Find some basic demographic data about Columbia, MD below.


95,072
3,669
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Columbia, MD

This is the average annual salary for Personal Financial Advisor jobs in Columbia, MD as reported by the BLS.

$78,336

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Columbia, MD offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.6%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Columbia, MD
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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