Personal Financial Advisor Jobs in Maryland
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.
FNB Wealth Management, within an assigned region....
In PersonPrimary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person#LI-CH1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
RemoteSenior Wealth Advisor SAFE Act - DMV Market
- Citigroup
- Bethesda, MD
- 30+ days ago
- Bethesda, 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 PersonAssist with the development of client financial plans using financial planning software and present results and solutions to clients....
In PersonSenior Retirement Advisor - The Baldwin Group Financial Services
- The Baldwin Group
- Bethesda, MD
- 60+ days ago
- Bethesda, 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....
Hybridplanning process....
In PersonInvestments - 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
- 90+ days ago
- Bethesda, 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 PersonQualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
HybridWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Charlotte Hall, MD
- 90+ days ago
- Charlotte Hall, MD
- 90+ days ago
As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA....
In PersonDemographic Data for Maryland
Moving to Maryland? Find some basic demographic data about Maryland below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Maryland
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Maryland 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
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