72 cfp jobs at 22 companies in Greenbelt, 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
3mo
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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
1w
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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
2w
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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.
1w
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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
1mo
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Senior Financial Advisor – Experienced Professionals
Frederick, Maryland, United States
FieldFull Time
5+ YOE5+ years financial services experience, Series 7 and 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio and client-relationship skills.
1mo
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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.
1w
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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.
6d
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Wealth Advisor - Hightower Signature Wealth
Philadelphia or Washington
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years of licensed financial services experience, Series 65 or 66, CFP, CPA, CFA, or JD, bachelor's degree, clean U4 record, and unrestricted U.S. work authorization.
1mo
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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%.
3w
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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
2w
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Personal Financial Counselor, Assignment Ready Counselor, ARC
Frederick, Maryland, United States
$58k-$94k/yr OnsitePart Time
3+ YOEBachelor's degree (or equivalent experience), 3+ years financial counseling experience, AFC/CFP/ChFC certification, U.S. citizenship, ability to obtain Tier 2 investigation, strong verbal 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
3d
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Director, Certification and CE Operations
Washington, District of Columbia, United States
$145k-$175k/yr HybridFull Time
10+ YOEBachelor's degree required; 10+ years of progressively responsible leadership experience in certification, credentialing, continuing education, association management, licensing, higher education, or related operations. Master's and CFP certification preferred.
NetForum, association management systems (AMS), CRM, learning management systems (LMS)
1mo
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Wealth Manager
Falls Church, Virginia, United States
$100k-$110k/yr HybridFull Time
5+ YOEBachelor's degree in finance-related field, 5+ years in wealth management or financial planning, CFP preferred/actively pursuing, proficiency with financial planning software and CRM, strong client relationship and business development skills.
eMoney, CRM
1mo
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Wealth Manager
Falls Church, Virginia, United States
$100k-$110k/yr HybridFull Time
5+ YOEBachelor's degree in a relevant business or finance field, 5+ years in wealth management or financial planning, client relationship experience, investment knowledge, financial planning software and CRM proficiency, and CFP designation or active pursuit.
CRM, eMoney