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Associate Advisor Jobs in Baltimore, MD (NOW HIRING)

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

How the Wealth Advisor contributes to the success of HB: General Support ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

How the Wealth Advisor contributes to the success of HB: General Support ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

Gilchrist

Physician Advisor Director

Baltimore, MD · On-site

The Physician Advisor Director is a 0.75 to 1.0 FTE and will report directly to the Associate Chief Medical Officer. Education * Graduate of an accredited medical program. Additional education in ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Baltimore, MD

Associate Advisor information

See Baltimore, MD salary details

$11

$25

$45

How much do associate advisor jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate advisor in Baltimore, MD is $25.77, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $29.62 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Baltimore, MD? The most popular types of Advisor jobs in Baltimore, MD are:
What are popular job titles related to Associate Advisor jobs in Baltimore, MD? For Associate Advisor jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Baltimore, MD look for? The top searched job categories for Associate Advisor jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Associate Advisor jobs? Cities near Baltimore, MD with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Baltimore, MD as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,598 per year, or $25.8 per hour.

Service Wealth Advisor

H Cap Connect, LLC

Annapolis, MD

Full-time

Re-posted 18 days ago

Job description

Service Advisor

Location: Annapolis, MD

Not Every Great Advisor Is a Rainmaker

Join a respected advisory firm serving successful professionals, business owners, and retirees throughout the Mid-Atlantic region

We are partnering with a growing wealth management firm seeking an experienced Service Advisor to work with an established client base. This role is ideal for a financial professional who enjoys financial planning, relationship management, and delivering exceptional client service.

Unlike many advisor positions, success in this role is not dependent upon bringing a large book of business. The firm has clients and is looking for an advisor who can deepen relationships, provide advice, and help clients navigate important financial decisions.

If you have an existing book of business, the firm is open to exploring how those relationships could be incorporated into your practice. If you don't, that's perfectly fine too.

What You'll Do

  • Serve as the primary relationship manager for an established group of clients

  • Conduct client review meetings and financial planning discussions

  • Develop and implement financial planning recommendations

  • Coordinate with internal specialists and support staff to ensure an exceptional client experience

  • Respond to client questions regarding investments, retirement planning, and wealth management strategies

  • Identify opportunities to deepen client relationships and generate referrals through outstanding service

  • Maintain detailed client records and documentation

What We're Looking For

  • 5-10+ years of experience in wealth management, financial planning, private banking, or financial advisory services

  • Strong relationship management and communication skills

  • Passion for helping clients achieve their financial goals

  • Experience conducting client meetings and presenting recommendations

  • Working knowledge of retirement planning, investment management, and financial planning concepts

  • Ability to build trust and credibility with high-net-worth clients

Preferred Qualifications

  • CFP® certification preferred

  • FINRA Series 7 and 66 (or equivalent) is required

  • Existing client relationships or book of business welcomed but not required

  • Experience working with affluent or high-net-worth clients

Why This Opportunity Is Different

Many advisory firms expect advisors to spend a significant portion of their time prospecting and gathering assets.

This firm recognizes that some of the best advisors are relationship builders, planners, and trusted guides.

Here, you'll have the opportunity to focus on what you do best: serving clients, delivering advice, and helping families make informed financial decisions.

Interested?

We welcome confidential conversations with experienced financial professionals who are passionate about client service and financial planning.

Whether you're currently an advisor, associate advisor, financial planner, private banker, or wealth management professional, we'd love to hear from you.