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Associate Financial Advisor Jobs in Baltimore, MD

Financial Aid Advisor

Owings Mills, MD · On-site

$40K - $44K/yr

Education/Experience Required Qualifications: • Associate's degree, or a high school diploma plus ... financial aid, admissions, advising, or other enrollment services functions preferred. Knowledge ...

Showing results 21-40

Associate Financial Advisor information

See Baltimore, MD salary details

$38.3K

$66.7K

$111.8K

How much do associate financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for associate financial advisor in Baltimore, MD is $66,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $82,000.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Baltimore, MD? The most popular types of Financial Advisor jobs in Baltimore, MD are:
What are popular job titles related to Associate Financial Advisor jobs in Baltimore, MD? For Associate Financial Advisor jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Baltimore, MD look for? The top searched job categories for Associate Financial Advisor jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Associate Financial Advisor jobs? Cities near Baltimore, MD with the most Associate Financial Advisor job openings:
Infographic showing various Associate Financial Advisor job openings in Baltimore, MD as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $66,730 per year, or $32.1 per hour.

Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

T Rowe Price

Owings Mills, MD • Hybrid

Full-time

Medical, Life, Retirement, PTO

Re-posted 24 days ago


T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.A

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. Youall enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youall find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.AA

Join us for the opportunity to grow and make a difference in ways that matter to you.A

Role Summary

T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful and lasting impact. As demand for financial advice continues to accelerate, we are deliberately growing our Advisory Services organization to better support investors and their long-term goals.

As part of this growth, we are actively seeking talented Senior Individual Investor Holistic Advisors to join a collaborative, forward-thinking organization focused on helping investors achieve their goals and retire with confidence. As a senior advisor at T. Rowe Price, youall build deep, lasting client relationships while leveraging our proven approach, proprietary research, innovative advice capabilities, and strong branda"key drivers of our continued momentum.

Expanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale.

Responsibilities

  • Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.
  • Prepares and/or aids in financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.
  • Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.
  • Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
  • Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.
  • May assist with development and implementation within the department.
  • Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
  • Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction.
  • Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
  • May resolve standard risk or compliance issues with the assistance of more senior staff.
  • In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 5+ years of total relevant work experience
  • Previous success in building relationships, uncovering needs, and recommending solutionsAA
  • Demonstrated organizational skillsA
  • Strong written and verbal communication skillsA
  • FINRA Series 7 and 66, or 63/65, licenses upon hire
  • CFPA designation

Preferred:

  • 8+ years of experience in financial services offering investment managementAA
  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehiclesA
  • Prior experience building and/or managing a retail client book of business
  • Experience working with high-net-worth clients in relationship management and/or financial advisory capacity

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers
$98,500 - $146,000 for the location of: Washington, D.C.
$98,500 - $146,000 for the location of: New York, California

Placement within the range provided above is based on the individualas relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.A

This job posting is expected to be available until:

11/4/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.A

Benefits

We value your goals and needs, at work and in life. As an associate, youall be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.AAA

AA

Featured employee benefits to enrich your life:AAA

  • Competitive compensationAA

  • Annual bonus eligibilityAA

  • A generous retirement planAA

  • Hybrid work scheduleAA

  • Health and wellness benefits, including online therapyAA

  • Paid time off for vacation, illness, medical appointments, and volunteering daysAA

  • Family care resources, including fertility and adoption benefitsAA

AA

Learn more about our benefits.AA

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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