58 cfp jobs at 23 companies in Annapolis, MD
2mo
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Wealth Advisor
Washington, District of Columbia, United States
$120k-$200k/yr OnsiteFull Time
5+ YOECFP designation; five years wealth management experience; bachelor’s degree.
MoneyGuide, eMoney
2mo
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Wealth Financial Consultant
Alexandria, Virginia, United States
HybridFull Time
8+ YOE8+ years industry experience; CFP designation; proficient in Microsoft Office; bachelor's degree in business, finance or accounting
Microsoft Office
2mo
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Senior Financial Planning Associate
McLean, Virginia, United States
OnsiteFull Time
1+ YOE1+ years in wealth management or financial planning; CFP candidate or designation preferred; office-based in McLean, VA; relocation willing; strong communication.
2mo
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Fire Sprinkler Estimator
Forestville, Maryland, United States
$90k-$130k/yr OnsiteFull Time
2+ YOE2+ years designing or estimating fire sprinkler systems; CFPS/NICET a plus; read NFPA; high school required; travel ability; driver’s license.
2mo
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Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)
Alexandria or Bethesda or Washington
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years investment services experience; FINRA Series 7 and 66 (or 63/65); Virginia life licenses; AWMA or CFP preferred.
Microsoft Office, Online banking systems
1d
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Investment Consultant - Tysons Corner, VA
Tysons Corner, Virginia, United States
$68k-$98k/yr OnsiteFull Time
2+ YOEBachelor’s degree or equivalent experience, active Series 7 and Series 66 licenses, Life and Health Insurance license, and 2+ years in financial services; CFP preferred.
NMLS, SAFE Act
1w
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Financial Planner
Colorado Springs or Owings Mills
$86k-$146k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years relevant experience, active CFP required, FINRA Series 7 and 65 required (66 acceptable), strong communication and presentation skills.
2d
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Wealth Advisor
Columbia, Maryland, United States
$125k-$175k/yr OnsiteFull Time
4+ YOEBachelor's degree preferred, 4+ years industry experience, CFP/CFA/MBA preferred, RIA license, proficiency in Excel/PowerPoint/Outlook, strong communication and client relationship skills.
Microsoft Excel, PowerPoint, Microsoft Outlook
2mo
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Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)
Alexandria or Bethesda or Washington
OnsiteFull Time
5+ YOEFive+ years in investment services; FINRA Series 7 and 66 (or 63/65 in lieu); Virginia life insurance and annuities licenses; Bachelor's degree in business; AWMA or CFP preferred.
Microsoft Office
3d
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Associate, Advisor
Reston, Virginia, United States
OnsiteFull Time
0+ YOESupport advisors with data gathering, financial plan development, proposals, portfolio monitoring; Series 65 expected or completable, pursuing CFP/CFA/JD acceptable, bachelor's degree preferred.
3w
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Regional Investment Consultant – South Atlantic
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$144k-$261k/yr RemoteFull Time
10+ YOEBachelor's degree, 10+ years relevant experience, FINRA Series 7 and 66 required; strong sales, relationship management, and advisory skills; CFA/CFP/CIMA/MBA preferred.
2d
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Financial Consultant - Annapolis, MD
Annapolis, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Requires relationship-building success, investment knowledge, client presentation skills, and FINRA Series 7 and 66 licenses or ability to acquire Series 66. Degree, CFP, or equivalent experience helpful.
4w
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Retirement Plan Consultant - Allegany County, MD
Frostburg or Linthicum Heights
$60k-$70k/yr RemoteFull Time
High school diploma required (BA preferred); Series 7/66 and state insurance licenses preferred; CFP/ChFC desirable; strong presentation skills; may travel up to 25%.
2w
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Financial Wealth Advisor - VA South/Eastern Shore, MD
Linthicum Heights, Maryland, United States
$80k-$200k/yr HybridFull Time
7+ YOESeries 7 and Series 65 or 66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent, familiarity with financial planning and compliance.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS Wealthscape Trading Platform
1mo
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Senior Financial Advisor – Experienced Professionals
Camp Springs, Maryland, United States
OnsiteFull Time, Contract
5+ YOE5+ years financial services experience, Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio/wealth management and client relationship skills.
1mo
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Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
1w
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Sr. Account Manager
Washington, District of Columbia, United States
$110k-$130k/yr HybridFull Time
8+ YOE8+ years financial services experience preferred; ability to build senior relationships, manage firm partnerships, use data for strategy, budget oversight, and deliver programs to grow CFP® professionals.
2mo
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Personal Financial Counselor, PFC-Fort Belvoir, VA
Fort Belvoir, Virginia, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years financial counseling; US citizen; English fluency; bilingual English/Spanish may be required; AFC/CFP/ChFC certifications; able to obtain DoD OCI disclosures.
1mo
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Senior Portfolio Strategist
Malvern or New York City or Virginia or Washington
HybridFull Time
10+ YOE10+ years in financial services, undergraduate degree or equivalent, deep portfolio construction and asset allocation knowledge, strong communication and relationship management, FINRA Series 7 & 63 required; CFA/CFP preferred.
1mo
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Senior Financial Advisor
Arlington or Lincoln
$126k-$157k/yr HybridFull Time
6+ YOEBachelor's in business, 6+ years mutual fund/investment experience, 4+ years senior client-facing experience, Series 6/63/65 required, CFP preferred, strong presentation and client relationship skills.
CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint