74 cfp jobs at 22 companies in Rockville, 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 Consultant--Wealth Management (Warrenton/Middleburg/Front Royal)
Warrenton, Virginia, United States
OnsiteFull Time
5+ YOEBachelor’s degree; minimum 5 years in investment services; FINRA Series 7 & 66; Virginia life licenses; AWMA/CFP preferred.
Microsoft Office, Investment platforms
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.
3mo
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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.
3mo
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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.
2w
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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
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.
2w
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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.
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.
1w
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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
3w
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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.
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
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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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
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