Top 2300 client advisor Jobs in silver spring, md

Associate Wealth Advisor
M&M Wealth —Silver Spring, MD
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
8d
Financial Planner/Investment Advisor - Grow with Sullivan Wealth Mgmt!
Sullivan & Company CPAs/Sullivan Wealth Management —Bethesda, MD
- $60,000 - $120,000 a year
- Full-time
- Background check
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Account Executive - Employee Benefits
NFP Corp —Bethesda, MD
- $72,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor of Science
- Research
- Paid holidays
- Dental insurance
Quick Apply
Benefits Analyst I (Hybrid)
NFP Corp —Bethesda, MD
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- High school diploma or GED
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Client Advisor – Luxury + Volume Opportunity | $80K–$200K+ Potential | DC Metro
Confidential —Bethesda, MD
- $80,000 - $200,000 a year
- Full-time
- Background check
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Tax Manager – Tax Strategy (Flex Arrangements)
Ross & Moncure, Inc. —Alexandria, VA
- $100,000 - $150,000 a year
- Part-time
- Hybrid work
- CPA
- Research
- Bachelor's degree
- Health insurance
- Flextime
Quick Apply
B2G / Government / Public Sector Marketing Manager
Government Business Results, LLC —Reston, VA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Google Workspace
- 5 years
- Office
- Health insurance
- Dental insurance
4d
Automotive Service Advisor
Radley Acura —Falls Church, VA
- Weekends as needed
- Dealership
- Mid-level
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
USAdvisors Network —Alexandria, VA
- $80,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- US work authorization
- Paid training
- Referral program
Quick Apply
External Mortgage Relationship Manager - This is a fully commissioned self sourced position.
WRIGHT PATMAN CONGRESSIONAL FED CREDIT UNION —Oakton, VA
- Full-time
- Mid-level
- Office
- Residential
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
Managing Director, Complex Accounting & Litigation
J.S. Held LLC —Reston, VA
- $200,000 - $400,000 a year
- Full-time
- Remote
- CPA
- 11+ years
- Analysis skills
- Commuter assistance
- Health insurance
Quick Apply
8d
Board Governance & Legal Operations Officer
Capital Bank, N.A. —Rockville, MD
- $85,000 - $115,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Paid holidays
Quick Apply
Service Advisor
The Car Doctor —Falls Church, VA
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Driver's License
- Team management
- Paid time off
- Employee discount
Quick Apply
9d
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
Insurance Agency Operations Lead (copy9)
Farmers District 68 —Ashburn, VA
- $60,000 - $100,000 a year
- Full-time
- Spanish
- Business development
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
3d
Real Estate Salesperson- $90K Guaranteed or We will PAY YOU the Difference!
Debbie Dogrul Associates —Fairfax, VA
- From $90,000 a year
- Full-time
- Mid-level
- Real Estate License
- In-person
- Flexible schedule
Quick Apply
Financial Advisor II
FSA Wealth Partners, Inc. —Rockville, MD
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- 401(k)
- Paid time off
Quick Apply
Financial Advisor
Edward Jones —Ellicott City, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Portfolio Management Credit Manager
Capital Automotive —McLean, VA
- Full-time
- Microsoft Excel
- Writing skills
- Office
- Health insurance
- Dental insurance

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client advisor jobs near silver spring, md

Associate Wealth Advisor

M&M Wealth -
Silver Spring, MD

Apply Now

Job Details

Full-time
$75,000 - $90,000 a year
8 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Retirement plan

Qualifications

Customer communication
CFP
Data analysis skills
Analysis skills
Series 65
Practicing in the securities industry
Analytical thinking

Full Job Description

Associate Wealth Manager Woman-Owned Independent RIA Metro DC Area Hybrid Advisory Track 3–5+ Years Experience Series 65 Required or Obtainable Fully remote applicants will be considered

WHAT MAKES THIS DIFFERENT

This is not a support role with an advisory title. This is a genuine advisor-track position at a woman-owned independent RIA where your work matters on day one — and where the firm is invested in your long-term growth.

✓ Conduct real client reviews from the start ✓ Fiduciary, independent RIA — no sales quotas

✓ CFP® study fully supported ✓ Serve clients through major life transitions

✓ Licensed advisory role (Series 65 required) ✓ Direct mentorship from a 25-year CFP® veteran

✓ CDFA® designation encouraged & supported ✓ Hybrid or remote schedule, Metro DC area

ABOUT THE FIRM

We are a woman-owned independent registered investment advisor in the Metro DC area, built on a simple conviction: that every client deserves a fiduciary partner who takes the time to truly understand their financial life. Our practice serves high-net-worth individuals, couples, and families — with particular depth in serving women and clients navigating significant life transitions, including divorce, the loss of a spouse, and retirement.

We are a small, intentional firm. That means the work you do here is visible, the relationships you build are real, and the career path in front of you is not theoretical.

THE OPPORTUNITY

We are growing and looking for a Wealth Advisor to join our team. This is a hybrid, in-office role (2–3 days per week in our Metro DC area office) for a financial planning professional with 3 to 5+ years of experience who is ready to step into advisory support responsibilities with a goal of moving to an independent advisory role over time. Fully remote applicants will be considered.

You will work directly with the advisor and clients — conducting annual reviews, supporting comprehensive financial plans, and completing required advisory disclosures. You will also support engagements in our life-transition financial planning practice, which serves clients navigating divorce and other major financial changes. We strongly encourage the CDFA® designation for this role and will fully support you in pursuing it.

If you have been working in client service or as an associate and are ready to be recognized — and compensated — as the advisor you are becoming, this role was built for you.

WHAT YOU’LL DO

Support Advisory Responsibilities

Support advisor annual and periodic client reviews, including preparation, client-facing meetings, and follow-through execution.
Complete rollover best interest disclosures and analyses in compliance with applicable regulatory requirements.
Deliver financial planning recommendations across retirement, tax, investment, insurance, and estate planning.
Support life-transition financial planning engagements, including divorce financial analysis and settlement scenario modeling.
Ability to work effectively across multiple business lines to create a cohesive advisor and client experience.*

Financial Planning & Analysis

Build and maintain comprehensive financial plans using financial planning software such as RightCapital or eMoney, including retirement projections, cash flow models, and scenario analyses.
Gather and analyze client financial data to support advisory conversations and planning recommendations.
Support tax planning analysis using appropriate tools.
Coordinate with estate planning platforms and third-party providers on client planning needs.

Client Relationships & Operations

Serve as a professional point of contact for clients alongside the Managing Partner.
Prepare for and participate in client meetings; capture notes and drive action items to completion.
Support account administration and onboarding in coordination with Schwab and/or Fidelity.
Assist with compliance review submissions for marketing and client communications

COMPENSATION & BENEFITS

Compensation: $75,000–$90,000 base salary + merit-based bonus 100% employer-paid medical, dental & vision 401(k) Paid time off CFP® study support

customer relationship management (CRM) systems. Exceptional communication skills with a client-focused approach; ability to explain complex financial topics clearly and confidently. Join us at Stratos Wealth Partners where your expertise will help shape the future of personalized wealth management!

WHAT WE’RE LOOKING FOR

Required

3 to 5+ years in financial services, wealth management, or financial planning. Client service backgrounds considered for candidates committed to the advisory track.
Series 65 (Investment Adviser Representative) license currently held, or the commitment and ability to obtain within 90 to 120 days of hire.
Experience with Schwab and/or Fidelity custodial platforms.
Solid working knowledge of financial planning concepts, advisory process, and fiduciary principles.
Strong written and verbal communication skills — you can translate complex financial ideas into language clients actually use.
Self-directed and accountable; comfortable managing multiple responsibilities in a lean, growing practice.

Preferred

Working towards CFP® designation or genuine interest in obtaining it — we will actively support your path to certification.
Genuine interest in divorce financial planning or other life-transition specializations.
Familiarity with financial planning software such as RightCapital or eMoney.

Licensing & Designation Requirements

Series 65: Required. Must be obtained within 90 to 120 days of hire if not currently held.
CDFA®: Strongly encouraged. The firm supports candidates in pursuing the Certified Divorce Financial Analyst® designation; training and designation costs supported by the firm.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Retirement plan
Vision insurance

Work Location: Hybrid remote in Silver Spring, MD 20903

Apply Now

Refine Your Search

client advisor jobs in silver spring, md

Associate Wealth Advisor

Financial Planner/Investment Advisor - Grow with Sullivan Wealth Mgmt!

Account Executive - Employee Benefits

Benefits Analyst I (Hybrid)

Client Advisor – Luxury + Volume Opportunity | $80K–$200K+ Potential | DC Metro

Tax Manager – Tax Strategy (Flex Arrangements)

B2G / Government / Public Sector Marketing Manager

Automotive Service Advisor

Financial Advisor

External Mortgage Relationship Manager - This is a fully commissioned self sourced position.

Financial Advisor/Wealth Manager - D.C.

Managing Director, Complex Accounting & Litigation

Board Governance & Legal Operations Officer

Service Advisor

Financial Consultant: Retirement Benefits Group

Insurance Agency Operations Lead (copy9)

Real Estate Salesperson- $90K Guaranteed or We will PAY YOU the Difference!

Financial Advisor II

Financial Advisor

Portfolio Management Credit Manager

I want to receive the latest job alert for client advisor in silver spring, md

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