Top 42 Financial advisor Jobs in Prince Frederick Md

Associate Financial Advisor
Innovative Wealth Building —California, MD
- $60,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Writing skills
- Paid training
- Health insurance
Quick Apply
Financial Advisor | Career Changers Encouraged to Apply | (Training and Licensing Support Given)
Northwestern Mutual —Waldorf, MD
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Prince Frederick, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Chesapeake Beach, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Financial Advisor
Edward Jones —Dunkirk, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Prince Frederick, MD
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Advisor Development Program - Financial Solutions Advisor Trainee: La Plata Financial Center
Bank of America —La Plata, MD
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Spanish
- Office
Wealth Banker - PNC Wealth Management
PNC Financial Services Group —Charlotte Hall, MD
- $70,125 - $116,875 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
Financial Advisor
Edward Jones —La Plata, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - Lexington Park or Waldorf, MD
Navy Federal Credit Union —Lexington Park, MD
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Office
- Finance
- Referral program
Financial Advisor
Shore United Bank —Waldorf, MD
- $60,000 - $65,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Paid parental leave
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Lexington Park, MD
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Registered Representative - State Farm Agent Team Member
Philip Watson - State Farm Agent —La Plata, MD
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
Quick Apply

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Associate Financial Advisor

Innovative Wealth Building
California, MD

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Professional ethics
Securities & Exchange Commission
Employee relationship building
Research
Series 65
Experience practicing in the securities industry
Series 63

Full Job Description

Associate Financial Advisor

Join our dynamic team!

Are you looking for a family-oriented company that’s truly passionate about helping people?
Do you take initiative and have a genuine drive to grow in the financial services industry?
Is “doing the right thing” (even when it’s hard) second nature for you?

If you answered YES to all these questions, our company could be your final career move.

Company Description

Innovative Wealth Building (IWB) is a SEC-registered, independent investment advisory firm based in California, MD. We believe that when we treat our people well, they take great care of our clients. We are passionate about educating our people and helping them grow, while consciously fostering their mental wellbeing. Our team here is committed to helping clients achieve financial independence by getting to know them deeply and crafting custom strategies tailored to their goals.

What It Takes to Be a Successful Associate Financial Advisor

We are seeking a driven, high-capacity, and detail-oriented Associate Financial Advisor to join our team in California, MD. This is a critical support role designed for a professional who thrives behind the scenes, providing the "heavy lift" necessary to facilitate client lists for our lead advisors. We are looking for a dedicated team member who values "A to Z" ownership of tasks and is committed to delivering OUTSTANDING levels of service to every client.

We are looking for someone who:

Is genuine in assistance to others & passionate for helping people achieve financial independence and take care of complicated life events
Takes total ownership of assigned projects and tasks from start to finish, ensuring nothing falls through the cracks
Values teamwork and is always willing to "step up and in," including during situations that require long days or early mornings to meet firm needs
Possesses exceptional attention to detail, specifically when reviewing complex financial documents, plans, and account information
Does not shy away from a high-volume workload, comfortably managing the follow-up actions for 16 to 40 clients per day.
Feels organization is second nature – the associate will have to be highly organized and thrive on managing multiple tasks and deadlines simultaneously
Diligently prioritizes - able to consider the implications of various tasks and action them promptly and in order of precedence
Is comfortable with Change - must thrive in a changing environment and be constantly willing to adapt
Has experience with CRM & other technology platforms - embraces technology and learns new software platforms quickly
Maintains high standards of professionalism, treating all client interactions -even administrative follow-ups—with warmth, clarity, and integrity
Communicates clearly with confidence, and warmth — in person, by phone, and in writing
Willingly attends and supports company events and presentations
Builds authentic, trust-based relationships with everyone in the office
Maintains strict confidentiality while handling sensitive client financial information
Is an active listener
Is timely and consistently dependable
Has the highest standards of professionalism and integrity (required)

On a Daily Basis, Our Associate Financial Advisor Will:

Act as the "Action Associate" for all tasks originating from the day’s client meetings, ensuring all follow-up items are handled quickly and efficiently.
Execute administrative work related to retirements and healthcare, including facilitating 401(k) rollovers and other complex transitions
Manage workflows and identify discrepancies within firm systems, ensuring all data entry is accurate and compliant; assign and coordinate workflow to appropriate team members
Conduct follow-up calls to clients to address specific action items or gather necessary information
Input client information, notes, and updates into the CRM system accurately and promptly
Perform deep-dive research on financial products, trends and strategies to support advisor recommendations
Support the preparation of comprehensive financial plans, portfolio reviews, and client presentation materials for advisors
Prep the analysis of client financial data to help identify needs, opportunities, and strategies aligned with their goals and provide notes to advisors
Respond to client inquiries or direct all incoming client correspondence to the appropriate team member or as directed by advisors in a timely manner
Support internal compliance and record-keeping in alignment with SEC regulations and IWB policies
Utilize appropriate tech platforms proficiently (CRM, Outlook, financial planning tools, custodial platforms, efficiency platforms etc.)
Continuously grow knowledge of financial planning, investment management, and client service best practices
Set the standard for professionalism by conducting yourself with integrity, positivity, and a commitment to excellence in every interaction
Note: This role is not front-facing; the Associate will not lead appointments or attend daily client-facing meetings.

Qualifications & Skills

Must currently hold Series 65
Must be in good standing with the U.S. Securities and Exchange Commission (SEC), FINRA, and all applicable regulatory bodies, with no history of disciplinary action, regulatory sanctions, or derogatory findings on record is required
1–2 years of experience in financial services, wealth management, insurance, banking, or client servicing required
Associate or bachelor’s degree in finance, business, economics, or a related field preferred
Series 6, 7, 63, and/or SIE license, or willingness to obtain preferred
Strong consideration for applicants with experience in financial services, custodial operations, or client-facing advisory support
Deep passionfor financial planning and desire to assist others in long-term success
Very High-level organizational, analytical, and multi-tasking abilities
Strong attention to detail with a people-first mindset
Contributes positivity, productivity, and the utmost professionalism to the workplace culture and environment
Proficiency in Microsoft Office and ability to adapt to new technology and financial planning software
Ability to thrive in a fast-paced, team-oriented environment

Perks of Working with Innovative Wealth Building

Competitive compensation package
Generous paid time off
Extensive and on-going training and support
Decades of financial advising experience with in-house mentorship
Leadership & growth opportunities within the company
Team building activities and events
Family oriented environment

Benefits

401K with Safe Harbor and Matching opportunities
Healthcare Options
Generous paid time off to start
Group Life Insurance
Professional Development Opportunities

Job Type

Full Time

Base Pay & Additional Compensation

$60,000–$70,000 Starting Base Salary Range
Bonus Opportunities

Why Join IWB?

Play a pivotal role in delivering white-gloved, personalized financial service in a firm driven by transparency, simplicity, and partnership.
Be part of a supportive team empowered to make a real impact on clients’ financial journeys.
Grow with a firm built on trust, tailored strategies, and shared success.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Professional development assistance
Retirement plan

Experience:

Financial Services, Banking, Insurance, or other related: 1 year (Preferred)

License/Certification:

Series 65 (Preferred)

Ability to Commute:

California, MD 20619 (Preferred)

Work Location: In person

Quick Apply

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financial advisor jobs in prince frederick md

Associate Financial Advisor

Financial Advisor | Career Changers Encouraged to Apply | (Training and Licensing Support Given)

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor - PNC Wealth Management

Advisor Development Program - Financial Solutions Advisor Trainee: La Plata Financial Center

Wealth Banker - PNC Wealth Management

Financial Advisor

Financial Advisor - Lexington Park or Waldorf, MD

Financial Advisor

Financial Advisor

Registered Representative - State Farm Agent Team Member

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