Personal Financial Advisor Jobs in Laurel, 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.
- Nationwide
- Baltimore, MD (20 miles from Laurel, MD)
- moments ago
- Baltimore, MD (20 miles from Laurel, MD)
- moments ago
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and...
Remote- SageVest Wealth Management
- McLean, VA (18 miles from Laurel, MD)
- 2 days ago
- McLean, VA (18 miles from Laurel, MD)
- 2 days ago
WEALTH ADVISOR SageVest Wealth Management is a growing, top-ranked wealth management firm offering a wealth advisor position....
Hybrid- Accenture
- Arlington, VA (18 miles from Laurel, MD)
- 7 days ago
- Arlington, VA (18 miles from Laurel, MD)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- First National Bank (FNB Corp.)
- Baltimore, MD (19 miles from Laurel, MD)
- 22 days ago
- Baltimore, MD (19 miles from Laurel, MD)
- 22 days ago
FNB Wealth Management, within an assigned region....
In Person- Citizens
- Arlington, MD (20 miles from Laurel, MD)
- 24 days ago
- Arlington, MD (20 miles from Laurel, MD)
- 24 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- EY
- McLean, VA (18 miles from Laurel, MD)
- 27 days ago
- McLean, VA (18 miles from Laurel, MD)
- 27 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Focus Financial Partners
- Bethesda, MD (14 miles from Laurel, MD)
- 28 days ago
- Bethesda, MD (14 miles from Laurel, MD)
- 28 days ago
#LI-CH1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
Remote- UBS
- Washington, DC (16 miles from Laurel, MD)
- 30+ days ago
- Washington, DC (16 miles from Laurel, MD)
- 30+ days ago
Private Wealth Management Team (one of the top 50 within the firm)?...
In PersonSenior Wealth Advisor SAFE Act - DMV Market
- Citigroup
- Bethesda, MD (14 miles from Laurel, MD)
- 30+ days ago
- Bethesda, MD (14 miles from Laurel, MD)
- 30+ days ago
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...
In Person- NFP Corp
- Rockville, MD (14 miles from Laurel, MD)
- 45+ days ago
- Rockville, MD (14 miles from Laurel, MD)
- 45+ days ago
Assist with the development of client financial plans using financial planning software and present results and solutions to clients....
In Person- M&T Bank
- Falls Church, VA (21 miles from Laurel, MD)
- 45+ days ago
- Falls Church, VA (21 miles from Laurel, MD)
- 45+ days ago
planning process....
In PersonSenior Retirement Advisor - The Baldwin Group Financial Services
- The Baldwin Group
- Bethesda, MD (14 miles from Laurel, MD)
- 60+ days ago
- Bethesda, MD (14 miles from Laurel, MD)
- 60+ days ago
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwins integrated advice platform....
Hybrid- United Bank, Inc.
- Washington, DC (16 miles from Laurel, MD)
- 60+ days ago
- Washington, DC (16 miles from Laurel, MD)
- 60+ 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...
In Person- Pircairn
- Baltimore, MD (19 miles from Laurel, MD)
- 90+ days ago
- Baltimore, MD (19 miles from Laurel, MD)
- 90+ days ago
Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting...
In PersonSenior Wealth Advisor - The Baldwin Group Financial Services
- The Baldwin Group
- Bethesda, MD (14 miles from Laurel, MD)
- 90+ days ago
- Bethesda, MD (14 miles from Laurel, MD)
- 90+ days ago
Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, taxaware strategies, and estate considerations to protect clients assets and incomes....
In PersonDemographic Data for Laurel, MD
Moving to Laurel, MD? Find some basic demographic data about Laurel, MD below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Laurel, MD
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Laurel, MD offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »