56 cfp jobs at 16 companies in Maryland
1mo
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Regional Sales Manager
Michigan or Indiana or Ohio or Pennsylvania or New York or Maine or New Hampshire or Massachusetts or Connecticut or Rhode Island or Maryland or District of Columbia or Delaware or Vermont
$107k-$135k/yr FieldFull Time
5+ YOEBachelor's degree, 5+ years sales experience in hydraulics/pneumatics selling to OEMs/distributors, CFPS preferred; extensive travel (50%+).
Salesforce
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
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.
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.
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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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.
1w
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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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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
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
3mo
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Business Development Financial Advisor
Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter
$125k-$175k/yr OnsiteFull Time
5+ YOEMinimum 5 years IAR experience; hold or obtain Series 65 or Series 66+7 within 90 days; 2 years as IAR or CFP/CFA/CPA; strong communication and analytical skills.
1mo
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VP, Financial Consultant - Towson, MD
Towson, Maryland, United States
$75k-$95k/yr OnsiteFull Time
Active FINRA Series 7 required; obtain Series 66 (or 63/65) and Life & Health Insurance during tenure; CFP preferred; strong business development, relationship building, and financial planning skills.
1mo
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Merrill Experienced Financial Advisor
North Bethesda, Maryland, United States
$48k-$100k/yr OnsiteFull Time
5+ YOE5+ years as a financial advisor with transportable practice, FINRA registrations (Series 7 & 66 or 63/65), minimum $1M production, portfolio management and business development skills; bachelor\u0002s preferred; CFP/CRPC desired.
3mo
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Market Leader, Wealth & Investment Management (Bethesda, MD, US, 20814)
Bethesda, Maryland, United States
$166k-$290k/yr OnsiteFull Time
10+ YOELead wealth management relationships; develop business; manage fiduciary accounts; travel as needed.
CTFA, CFP
1w
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Financial Consultant - Annapolis, MD
Annapolis, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Requires relationship-building and consultative selling skills, extensive investment knowledge, client communication ability, and Series 7 and 66 licenses with state registrations or ability to obtain Series 66.
CFP
1w
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College Financial Representative, Internship Program
Annapolis, Maryland, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with entrepreneurial sales ambitions, campus involvement, excellent time management, financial planning interest, and critical thinking ability.
Series 6, Series 63, CFP
1mo
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Associate Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
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