Personal Financial Advisor Jobs in Gaithersburg, MD

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-15 of 19 Jobs

Financial Wealth Advisor - Alexandria, VA

Alexandria, VA (23 miles from Gaithersburg, MD)
11 hours ago

Alexandria, VA (23 miles from Gaithersburg, MD)
11 hours ago

Job Description Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts....

Remote Work

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Tysons, VA (12 miles from Gaithersburg, MD)
1 day ago

Tysons, VA (12 miles from Gaithersburg, MD)
1 day ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory Wealth Advisor, Schwab Wealth Advisory

Tysons, VA (12 miles from Gaithersburg, MD)
1 day ago

Tysons, VA (12 miles from Gaithersburg, MD)
1 day ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Associate Wealth Advisor - Schwab Wealth Advisory Associate Wealth Advisor - Schwab Wealth Advisory

Tysons, VA (12 miles from Gaithersburg, MD)
1 day ago

Tysons, VA (12 miles from Gaithersburg, MD)
1 day ago

You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...

Wealth Advisor - PNC Investments Wealth Advisor - PNC Investments

McLean, VA (14 miles from Gaithersburg, MD)
1 day ago

McLean, VA (14 miles from Gaithersburg, MD)
1 day ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Multifamily Asset Management Advisor

Reston, VA (15 miles from Gaithersburg, MD)
1 day ago

Reston, VA (15 miles from Gaithersburg, MD)
1 day ago

At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...

Wealth Advisor, Schwab Wealth Advisory

Tysons Corner, VA (12 miles from Gaithersburg, MD)
3 days ago

Tysons Corner, VA (12 miles from Gaithersburg, MD)
3 days ago

Associate Wealth Advisor - Schwab Wealth Advisory

Tysons Corner, VA (12 miles from Gaithersburg, MD)
3 days ago

Tysons Corner, VA (12 miles from Gaithersburg, MD)
3 days ago

Wealth Advisor

Columbia, MD (16 miles from Gaithersburg, MD)
4 days ago

Columbia, MD (16 miles from Gaithersburg, MD)
4 days ago

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...

Commercial Asset Advisor - Midland

McLean, VA (14 miles from Gaithersburg, MD)
11 days ago

McLean, VA (14 miles from Gaithersburg, MD)
11 days ago

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...

Fiduciary Wealth Advisor

Washington, DC (18 miles from Gaithersburg, MD)
15 days ago

Washington, DC (18 miles from Gaithersburg, MD)
15 days ago

management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Tysons Corner, VA (12 miles from Gaithersburg, MD)
18 days ago

Tysons Corner, VA (12 miles from Gaithersburg, MD)
18 days ago

plans and portfolios for clients....

Senior Wealth Advisor

Bethesda, MD (11 miles from Gaithersburg, MD)
23 days ago

Bethesda, MD (11 miles from Gaithersburg, MD)
23 days ago

Series 65, or CFP required Knowledge and Skills: Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience...

Fiduciary Wealth Advisor, Sr

Washington, DC (18 miles from Gaithersburg, MD)
30+ days ago

Washington, DC (18 miles from Gaithersburg, MD)
30+ days ago

Trust and Financial Advisor certification (CTFA) within one year of employment required Certified Financial Planning certification highly desired Ability to present situations and resolutions effectively...

UHR Benefits and Retirement Specialist

College Park, MD (16 miles from Gaithersburg, MD)
30+ days ago

College Park, MD (16 miles from Gaithersburg, MD)
30+ days ago

Summary The UHR Benefits and Retirement Specialist within University Human Resources plays a critical role in delivering comprehensive benefits guidance and support to university faculty and...

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Demographic Data for Gaithersburg, MD

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

Median Age

Average Household Income

Home Value vs Household Income in Gaithersburg, MD

Local

National

Total Population

143,758

Number of Businesses

4,551

City Size

Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Gaithersburg, MD

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Gaithersburg, MD offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Gaithersburg, MD

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills

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