Top 296 Financial advisor Jobs in Montgomery County Md

Financial Solutions Advisor -Western MD Market
Bank of America —Gaithersburg, MD
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Advisor - Montgomery, Frederick and Washington County MD
Thrivent —Frederick, MD
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
SR Financial Analyst/Consultant
Artemis Consulting —Washington, DC
- $95,000 - $130,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Research
Quick Apply
Financial Advisor
First Command Financial Services —Arlington, VA
- $62,000 - $109,000 a year
- Choose your own hours
- Background check
- Sales
- Military
- Paid training
- 401(k)
Quick Apply
Licensed Life Insurance Agent/Financial Consultant serving Fort Belvoir
Armed Forces Benefits Network —Fairfax, VA
- $65,000 - $90,000 a year
- Evenings as needed
- Hybrid work
- Military
- 11+ years
- Organizational skills
- Opportunities for advancement
- Flexible schedule
Quick Apply
9d
Financial Advisor/Wealth Manager - D.C.
Tristate Financial Advisors —Vienna, VA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Career Change Opportunity | Financial Services Trainee | Training Provided | $75K–$150K+
VWM Financial Services Agency —Beltsville, MD
- $1,000 - $15,000 a month
- Part-time
- 18 years or older
- No experience needed
- Business development
- Health insurance
- Professional development assistance
Quick Apply
3d
Director of Financial Planning
K Street Financial —Washington, DC
- $150,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
NASA Federal Credit Union —Washington, DC
- $45,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $24,850 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Solutions Advisor
Endgame Financial Enterprises —Beltsville, MD
- $59,135.56 - $126,852.56 a year
- Part-time
- Hybrid work
- Mid-level
- Driver's License
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
3d
Entry Level - Financial Advisor - Columbia, MD
Equitable Advisors —Columbia, MD
- $36,500 - $125,000 a year
- Full-time
- Background check
- Sales
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Edward Jones —Dunn Loring, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
5d
Financial Professional
MassMutual Greater Washington —McLean, VA
- $50,000 - $250,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (VA)
Bankers Life —Chantilly, VA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Retirement Financial Planner
Sentinel Asset Management LLC —Columbia, MD
- From $50,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Relocation assistance
- 401(k) 4% Match
Quick Apply
Financial Advisor
Edward Jones —New Market, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - Career Changers Encouraged to Apply - Training Provided
Northwestern Mutual —Arlington, VA
- $52,000 - $148,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (MD)
Bankers Life —Frederick, MD
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Planner Career Changer Opportunity
Tysons District - Northwestern Mutual —Ashburn, VA
- $62,000 - $72,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1d

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financial advisor jobs near montgomery county md

Financial Solutions Advisor -Western MD Market

Bank of America -
Gaithersburg, MD

Apply Now

Job Details

Full-time
$70,000 - $80,000 a year

Qualifications

Customer communication
Financial sales
Customer relationship building
Regulatory due diligence experience
High school diploma or GED
Series 7
Financial product expertise
Meeting or exceeding sales goals
Experience practicing in the securities industry
Experience conducting due diligence within finance

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:

Strong computer skills with an ability to multitask in a demanding environment
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Skills:

Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial advisor jobs in montgomery county md

Financial Solutions Advisor -Western MD Market

Financial Advisor - Montgomery, Frederick and Washington County MD

SR Financial Analyst/Consultant

Financial Advisor

Licensed Life Insurance Agent/Financial Consultant serving Fort Belvoir

Financial Advisor/Wealth Manager - D.C.

Career Change Opportunity | Financial Services Trainee | Training Provided | $75K–$150K+

Director of Financial Planning

Financial Advisor

Financial Consultant: Retirement Benefits Group

Financial Solutions Advisor

Entry Level - Financial Advisor - Columbia, MD

Financial Advisor

Financial Professional

Wealth Management Trainee (VA)

Retirement Financial Planner

Financial Advisor

Financial Advisor - Career Changers Encouraged to Apply - Training Provided

Wealth Management Trainee (MD)

Financial Planner Career Changer Opportunity

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