Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Certified Financial Planner | Client-Focused Wealth Advisor

$70k - $120k

Quadstate Manpower

Quadstate Manpower is seeking a motivated Certified Financial Planner to join a well-established wealth management firm in Frederick, Maryland. The role involves supporting existing client relationships and collaborating closely with a Lead Advisor. Qualified candidates must have a Bachelor’s degree in Finance or a related field, 1+ year of experience, and relevant FINRA certifications. The position offers a starting salary of $70,000–$120,000 along with generous benefits. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Certified Financial Planner | Client-Focused Wealth Advisor in Frederick, MD vacancy
  • $70k - $120k

     ...Financial Planner Frederick This is a FT Direct Hire position. Our client, a well-established local wealth management firm, is seeking a motivated...  ...and personable Certified Financial...  ...closely with a Lead Advisor. Highly...  ...organized, and client-focused ~ Ability to... 
    Suggested
    Local area

    Manpower

    Frederick, MD
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming...  ...you can help your clients achieve their goals...  ...representative focused on client-building and...  ...Series 63, and more Certified Financial Planner® licensing support2...  ...Northwestern Mutual Wealth Management Company®... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Frederick, MD
    2 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique...  ...where you can help your clients achieve their goals through...  ...financial representative focused on client‑building and obtaining...  ...7, Series 63, and more Certified Financial Planner licensing support Fully... 
    Suggested
    Work at office

    UNAVAILABLE

    Frederick, MD
    2 days ago
  •  ...Mmbba is seeking a Financial Advisor within PNC Wealth Management based in Prince Frederick, MD. The role involves consulting on investment strategies and developing financial plans for clients. Financial Advisors manage client relationships while working collaboratively... 
    Suggested

    Mmbba

    Frederick, MD
    18 hours ago
  • $23.84 - $39.74 per hour

     ...sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/...  ...order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of... 
    Suggested
    Hourly pay

    M&T Bank

    Frederick, MD
    3 days ago
  • $23.84 - $39.74 per hour

     ...sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/...  ...order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of... 
    Hourly pay

    M&T Bank

    Frederick, MD
    1 day ago
  •  ...A leading investment firm is seeking financial advisors to join their team. You’ll develop your practice with robust support from a dedicated...  ...office team. Financial advisors are responsible for building client relationships, understanding goals, and creating tailored strategies... 
    Home office

    Edward Jones

    New Market, MD
    4 days ago
  • $23.84 - $39.74 per hour

     ...opportunities, account opening and lead-focused outbound calling), Sales...  ...ways to add value to clients banking relationship and transition...  ...needs to based discussion on financial goals* Identify financial...  ...traditional banking services with the wealth management and institutional... 

    M&T Bank Corporation

    Frederick, MD
    3 days ago
  • M&T Bank is seeking a dedicated professional in Frederick, Maryland, to enhance customer relationships and identify sales opportunities. This role requires a high school diploma or equivalent and involves understanding customer needs to provide tailored banking solutions...

    M&T Bank

    Frederick, MD
    3 days ago
  • $45k - $100k

     ...professional crossroads, a career as a financial advisor may be the right change for...  ...advisors partner with clients to help them achieve their...  ...goals: retirement, building wealth, estate strategies, funding...  ...lighten the load so you can focus on your clients A support... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Frederick, MD
    2 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive...  ...financial principles and a client-first philosophy. We inspire...  ...military families, you will focus on financial plans that are constantly...  .../banking Investments/wealth management Insurance/risk... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Frederick, MD
    4 days ago
  • $45.76k - $54.5k

    Crump Life Insurance Svcs Inc is looking for a Universal Banker in Walkersville, Maryland. The role involves providing excellent client service, completing transactions efficiently, and supporting sales processes. Candidates should have a high school diploma and client... 

    Crump Life Insurance Svcs Inc

    Walkersville, MD
    1 day ago
  • $45.76k - $54.5k

    Truist in Walkersville, Maryland is seeking a Universal Banker to deliver exceptional client service and support sales activities. Responsibilities include handling transactions, educating clients on digital banking, and building customer relationships. The ideal candidate... 

    Truist

    Walkersville, MD
    2 days ago
  • $75k

     ...Job Profile Financial Advisor within PNC Wealth Management based in Prince Frederick, MD. Position Overview At PNC, our people are our greatest...  ...Management delivers advice and planning strategies focused on helping clients meet their savings, investing and retirement goals.... 
    Temporary work
    Work experience placement
    Work at office

    Mmbba

    Frederick, MD
    4 days ago
  •  ...Responsible for providing an industry leading client service experience both in person and on...  ...existing client relationships. Provides financial solutions that meet client needs based on...  ...by offering products and services with a focus on developing, expanding and retaining... 
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Middletown, MD
    18 hours ago
  • $80k - $90k

    Overview Merrill Wealth Management is a leading provider of comprehensive wealth...  ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...driven, resilient, results focused and effective. The Advisor Development... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Frederick, MD
    4 days ago
  • $28.85 - $33.65 per hour

    Job Overview Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) is a role focused on building a foundation of wealth‑management skills, completing Securities Industry licenses...  ...advisory skills including client relationship building, financial... 
    Hourly pay
    Traineeship
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Frederick, MD
    1 day ago
  • $45k - $100k

     ...Position Type Financial Advisor Location Maryland, Prince Frederick EEO Statement Edward Jones does not discriminate on the basis of race,...  ...ambition, self-motivation, and commitment to establishing long‑term client relationships. Financial advisors grow the business through... 
    Traineeship
    Local area
    Flexible hours

    ROLE

    Frederick, MD
    3 days ago
  • $25 - $27.88 per hour

    Job Overview This role engages clients in the lobby to educate and assist with transactions...  ...to gain in‑depth knowledge of clients’ financial and life priorities, connecting them to solutions...  ...with strong work ethic and intense focus on results, acting in the best interest... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Mount Airy, MD
    2 days ago
  • $61k - $250k

    Join Northwestern Mutual as a financial advisor, where you will help clients achieve their goals through personalized financial planning. This role allows for uncapped earning potential and the opportunity to build a business that aligns with your vision. Responsibilities... 

    UNAVAILABLE

    Frederick, MD
    3 days ago
  •  ...SkyKey Financial in Frederick, Maryland is seeking motivated individuals for both part-time and full-time positions to help clients select the best retirement options and life insurance policies. The role involves building strong client relationships and providing ongoing... 
    Full time
    Part time

    SkyKey Financial

    Frederick, MD
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...and network to build your business and client base Develop and execute on a business strategy...  ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Frederick, MD
    4 days ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for their internship program in Frederick, Maryland. The role offers a...  ...develop networking skills. Responsibilities include prospecting clients, executing business strategies, and preparing financial plans.... 
    Full time
    Internship

    Northwestern Mutual

    Frederick, MD
    3 days ago
  •  ...Description At Northwestern Mutual, we're passionate about empowering you to help clients achieve lasting financial security. As an Entry-Level Financial Services Professional, you'll embark on a meaningful career journey, supported by our award-winning training and... 

    Northwestern Mutual Life Insurance Company

    Frederick, MD
    1 day ago
  • Northwestern Mutual is seeking College Financial Representatives for their internship program in Frederick, Maryland. The role offers a...  ...develop networking skills. Responsibilities include prospecting clients, executing business strategies, and preparing financial plans.... 
    Full time
    Internship

    Northwestern Mutual

    Frederick, MD
    3 days ago
  • $58.44k

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the...  ...certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Frederick, MD
    2 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...and network to build your business and client base Develop and execute on a business...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications Are... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Frederick, MD
    2 days ago
  • $100k

    Role, Inc. is seeking a motivated Financial Advisor to drive business growth in Maryland, fostering strong client relationships through personalized financial solutions. Successful candidates will ideally possess a Bachelor's degree and a passion for financial services.... 
    Local area
    Flexible hours

    Role, Inc.

    Frederick, MD
    1 day ago
  • $15.87 - $26.44 per hour

     ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing...  ...we expect our employees to be: Customer Focused - Knowledgeable of the values and...  ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX),... 
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Frederick, MD
    4 days ago
  •  ...biosecurity, and defense. We specialize in systems engineering, advanced analytics, R&D programs, and strategic advisory support. Our clients - including NASA, DoW, HHS, DHS, and other civil and national security agencies - rely on us to drive mission success and... 
    Civilian Contractor
    For contractors
    Work at office
    Local area

    BryceTech

    Frederick, MD
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Certified Financial Planner | Client-Focused Wealth Advisor. Be the first to apply!