Financial Advisor Salaries in Potomac, MD

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

$59,000 - $74,000 a year

Proficiency with financial software applications and technical accounting tools used within asset management or public accounting environments.

$40,000 - $120,000 a year

1 day ago

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients…

$28.85 - $33.65 an hour

Handles inbound inquiries from leads regarding Merrill offerings. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

$80,000 - $90,000 a year

We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

$70,000 - $80,000 a year