A We believe doing the right thing for our clients and our associates is good business. With a ... Prepares and/or aids in financial plans for pre-retirees and retirees, advising in multiple areas ...
A We believe doing the right thing for our clients and our associates is good business. With a ... Prepares and/or aids in financial plans for pre-retirees and retirees, advising in multiple areas ...
Support the Associate Director of Financial Aid in supervising Financial Aid Advisor team * Answer general and specific questions concerning financial aid and Stevenson University * Evaluate caller ...
Support the Associate Director of Financial Aid in supervising Financial Aid Advisor team * Answer general and specific questions concerning financial aid and Stevenson University * Evaluate caller ...
Senior Financial Aid Advisor
Owings Mills, MD · On-site
$21.63 - $25.48/hr
Support the Associate Director of Financial Aid in supervising Financial Aid Advisor team * Answer general and specific questions concerning financial aid and Stevenson University * Evaluate caller ...
Senior Financial Aid Advisor
Owings Mills, MD · On-site
$21.63 - $25.48/hr
Support the Associate Director of Financial Aid in supervising Financial Aid Advisor team * Answer general and specific questions concerning financial aid and Stevenson University * Evaluate caller ...
As a Experienced Associate on our Office of the CFO team, you'll work directly with clients across ... experienced advisors in a collaborative, dynamic setting. Financial Reporting & Technical ...
As a Experienced Associate on our Office of the CFO team, you'll work directly with clients across ... experienced advisors in a collaborative, dynamic setting. Financial Reporting & Technical ...
Sales Support Associate
$17.50 - $22.75/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
$17.50 - $22.75/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Brokerage Registered Client Service Associate - Maryland
Baltimore, MD · On-site
$60K - $75K/yr
Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and ...
Brokerage Registered Client Service Associate - Maryland
Baltimore, MD · On-site
$60K - $75K/yr
Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and ...
Financial Aid Advisor
Pikesville, MD · On-site
$40K - $44K/yr
Financial Aid Position Summary The Financial Aid Advisor is responsible for providing direct ... Associate's degree, or a high school diploma plus two years of full-time work experience in a ...
Financial Aid Advisor
Pikesville, MD · On-site
$40K - $44K/yr
Financial Aid Position Summary The Financial Aid Advisor is responsible for providing direct ... Associate's degree, or a high school diploma plus two years of full-time work experience in a ...
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 ...
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 ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Sales Support Associate
Silver Spring, MD · On-site
$17.50 - $22.75/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
Silver Spring, MD · On-site
$17.50 - $22.75/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
Senior Registered Client Service Associate - Hunt Valley, MD
Hunt Valley, MD · On-site
$18.25 - $25.25/hr
Manages budgeting and tracking of Financial Advisor expenses. * Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to ...
Senior Registered Client Service Associate - Hunt Valley, MD
Hunt Valley, MD · On-site
$18.25 - $25.25/hr
Manages budgeting and tracking of Financial Advisor expenses. * Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to ...
Registered Client Service Associate
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Baltimore, MD · On-site
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Baltimore, MD · On-site
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Baltimore, MD · On-site
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Baltimore, MD · On-site
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Associate Financial Advisor information
See Baltimore, MD salary details
$43.4K is the 25th percentile. Wages below this are outliers.
$38.3K - $44.9K
33% of jobs
$44.9K - $51.6K
1% of jobs
$51.6K - $58.3K
9% of jobs
The median wage is $61.9K / yr.
$58.3K - $65K
13% of jobs
$65K - $71.7K
7% of jobs
$71.7K - $78.4K
12% of jobs
$78.5K is the 75th percentile. Wages above this are outliers.
$78.4K - $85K
9% of jobs
$85K - $91.7K
6% of jobs
$91.7K - $98.4K
5% of jobs
$98.4K - $105.1K
2% of jobs
$105.1K - $111.8K
2% of jobs
$38.3K
$66.7K
$111.8K
How much do associate financial advisor jobs pay per year?
What does an associate financial advisor do?
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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?

Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
Owings Mills, MD • Hybrid
Full-time
Medical, Life, Retirement, PTO
Re-posted 24 days ago
T. Rowe Price rating
9.1
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:
11/4/2026Commitment 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
What T. Rowe Price employees say
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Benefits
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About T. Rowe Price
Sourced by ZipRecruiter
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
1937