111 wealth jobs at 47 companies in Frederick, MD
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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
3mo
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOE5+ years in wealth management or related field; four-year college degree or professional certification; active Series 7 and Series 66 or Series 63 and Series 65; strong client service and interpersonal skills; proficient with MS Office.
MS Office, MS Excel
1mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
1mo
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Wealth Relationship Manager
Washington, District of Columbia, United States
$96k-$143k/yr OnsiteFull Time
Bachelor's in business/finance or equivalent experience; Series 7 and 63/65/66 required; life and health insurance licenses required; experience in wealth/financial sales, strong communication and compliance knowledge; Mandarin a plus.
1mo
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Wealth Relationship Manager
Washington, District of Columbia, United States
OnsiteFull Time
Bachelor's degree or equivalent, required securities licenses (Series 7 and 63/65/66), life and health insurance licenses, meaningful wealth management and sales experience, strong relationship and business development skills; Mandarin a plus.
1mo
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Wealth Advisor - Hightower Signature Wealth
Washington or Philadelphia or Chicago
$100k-$110k/yr OnsiteFull Time
5+ YOE5+ years licensed financial services experience, Series 65/66 required, CFP/CPA/CFA/JD credentials required, clean U4, bachelor's required (graduate preferred), experience with high-net-worth clients and fiduciary/regulatory responsibilities.
Schwab Advisor Network (SAN), Wealth Advisor Solutions (WAS)
1mo
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Senior Wealth Management Banker
Minneapolis or Zurich or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or United Kingdom or United States or Ireland or Netherlands or China or Uruguay or Jersey or Monaco
$140k-$180k/yr FieldFull Time
University degree, proven track record supporting high‑net‑worth clients, familiarity with wealth management and lending products (securities‑based lending, mortgage, private banking), strong communication and presentation skills, willing to travel up to 75%.
2w
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Wealth Advisor
Martinsburg, West Virginia, United States
$40k-$55k/yr OnsiteFull Time
3+ YOERequires college degree, FINRA Series licenses and VA life insurance license, 3+ years financial sales experience, computer literacy including Excel, strong communication and ethical standards.
Microsoft Excel
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
1mo
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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
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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Wealth Strategist I - PNC Wealth Management
Phoenix or Chicago or Washington or Cincinnati or Louisville or Houston or Philadelphia or Princeton or Pittsburgh or Denver
$64k-$128k/yr OnsiteFull Time
2+ YOEDevelop and implement tax, estate, and financial planning; acquire and retain clients; 2+ years relevant experience and typically a bachelor's degree; strong client relationship, analytical, and communication skills.
3mo
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and either Series 66 or Series 63 and 65; four-year degree or professional certification preferred; strong client service, leadership, and MS Excel skills.
Microsoft Office, Microsoft Excel, Microsoft Online
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
3mo
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Wealth Building Coach
Baltimore, Maryland, United States
$60k-$63k/yr HybridFull Time
3+ YOEProvide one-on-one financial coaching to low-income families; manage client data; enroll clients; coordinate programs; use BRHP systems.
Yardi, SharePoint, Microsoft Excel
2mo
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Associate Wealth Advisor
Silver Spring, Maryland, United States
$75k-$90k/yr HybridFull Time
3+ YOE3–5+ years in financial services; Series 65 license or ability to obtain within 90–120 days; experience with Schwab/Fidelity; strong communication; self-directed; advisory track.
Schwab, Fidelity, RightCapital, 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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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
4w
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Financial Wealth Advisor - Baltimore, MD
Baltimore or Linthicum Heights
$80k-$200k/yr HybridFull Time
7+ YOERequires Series 7 and Series 65 or 66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent, and familiarity with firm products and compliance.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS Wealthscape Trading Platform
4w
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Financial Wealth Advisor - Baltimore, MD
Baltimore or Linthicum Heights
$80k-$200k/yr HybridFull Time
7+ YOESeries 7 and Series 65/66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent experience, familiarity with financial planning tools.
Salesforce CRM, eMoney, Retirement Pathfinder, Wealthscape Trading Platform
2d
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Associate Wealth Banking Specialist (SAFE)
Bethesda, Maryland, United States
$72k-$109k/yr HybridFull Time
0.5+ YOE6+ months banking experience (affluent/consumer/commercial/mortgage) or equivalent, SAFE/NMLS/LO registration, intermediate Microsoft Office, knowledge of deposit/lending products, strong communication and compliance understanding.
SVP, Client link, TMT, DIPR, Salesforce, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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