151 wealth jobs at 52 companies in Rockville, 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
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
5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore
Baltimore, Maryland, United States
$90k-$270k/yr OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, sales, analytical, interpersonal, and relationship management skills.
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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.
5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore
Baltimore, Maryland, United States
$90k-$270k/yr OnsiteFull Time
4+ YOEFour-plus years in private wealth management, financial services, or a related field; Series 7, 63, and 3 licenses; established network, client focus, business development, analytical, interpersonal, and relationship management skills.
GS.com
5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore
Baltimore, Maryland, United States
$90k-$270k/yr OnsiteFull Time
4+ YOEFour-plus years in private wealth management, financial services, or related work; established network; client relationship and business development skills; Series 7, 63, and 3 licenses required within three months if unlicensed.
GS.com
1w
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Wealth Management Specialist
Towson, Maryland, United States
$30-$45/hr OnsiteFull Time
1+ YOERequires high school diploma/GED, 1+ year of experience, strong communication and organizational skills, wealth management product knowledge, risk management ability, and Series 7/66 or Series 7/63/65 licenses.
Salesforce, Wealth Management Workstation, Form ADV-2B
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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.
1w
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Wealth Advisor - PNC Wealth Management
Maryland Line, Maryland, United States
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience typically required. FINRA Series 7 and 66 or 63 and 65, plus Life and Health Insurance licenses required.
Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
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
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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
1w
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Wealth Advisor
Hackensack or Waltham or Charlotte or New York or Providence or Hamden or Princeton or Melville or Durham or Fairfax
$80k-$95k/yr OnsiteFull Time
3+ YOERequires 3+ years of financial services experience, a university degree preferred, and Series 7, 63, and 65 or 66 registrations completed within 120 days; 5+ years preferred.
AI
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%.
1w
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Associate Wealth Advisor
Hunt Valley, Maryland, United States
$80k-$90k/yr HybridFull Time
2+ YOEBachelor's degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, financial planning knowledge, analytical skills, attention to detail, and clean U4.
CRM
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
1d
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOERequires 5+ years of relevant work experience, Series 7 and appropriate Series 63/65 or Series 66 licenses, financial products knowledge, strong client service, organizational, leadership, and communication skills.
Microsoft Excel, Microsoft Office, MS Online
1w
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Wealth Management Specialist
Towson, Maryland, United States
$30-$45/hr OnsiteFull Time
High school diploma or GED required. Requires Series 7 and 66 or Series 7, 63, and 65, state registrations, SAFE Act registration, approved designation, communication, organization, product knowledge, and risk management skills.
Salesforce, Wealth Management Workstation, Form ADV-2B
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
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