Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political ...
The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley's financial planning tools. A key ...
The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley's financial planning tools. A key ...
The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley's financial planning tools. A key ...
The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley's financial planning tools. A key ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political ...
Asset Management Faculty Advisor
Washington, DC · On-site
$100K - $110K/yr
Financial Wellness: Competitive salary, 403(b) with company match * Professional Development ... This position reports directly to the Associate Director of Operations. SUPERVISORY AUTHORITY:
Asset Management Faculty Advisor
Washington, DC · On-site
$100K - $110K/yr
Financial Wellness: Competitive salary, 403(b) with company match * Professional Development ... This position reports directly to the Associate Director of Operations. SUPERVISORY AUTHORITY:
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with ...
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with ...
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with ...
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At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Experienced Associate - Financial Reporting & Technical Accounting
Baltimore, MD · On-site
$60K - $70K/yr
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 ...
Experienced Associate - Financial Reporting & Technical Accounting
Baltimore, MD · On-site
$60K - $70K/yr
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
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 ...
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 ...
Director of Student Financial Aid
Takoma Park, MD · On-site
$58K - $68K/yr
Given: • Directly supervises one Associate Director, three Financial Advisors, one Loan • Officer/Financial Advisor and three - four student employees. • Carries out supervisory ...
Director of Student Financial Aid
Takoma Park, MD · On-site
$58K - $68K/yr
Given: • Directly supervises one Associate Director, three Financial Advisors, one Loan • Officer/Financial Advisor and three - four student employees. • Carries out supervisory ...
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 ...
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.
Associate Financial Advisor information
See Crofton, MD salary details
$44.1K is the 25th percentile. Wages below this are outliers.
$38.9K - $45.7K
33% of jobs
$45.7K - $52.5K
1% of jobs
$52.5K - $59.3K
9% of jobs
The median wage is $63K / yr.
$59.3K - $66.1K
13% of jobs
$66.1K - $73K
7% of jobs
$73K - $79.8K
12% of jobs
$79.9K is the 75th percentile. Wages above this are outliers.
$79.8K - $86.6K
9% of jobs
$86.6K - $93.4K
6% of jobs
$93.4K - $100.2K
5% of jobs
$100.2K - $107K
2% of jobs
$107K - $113.8K
2% of jobs
$38.9K
$67.9K
$113.8K
How much do associate financial advisor jobs pay per year?
What does an associate financial advisor do?
What are some typical challenges an associate financial advisor may face when building their client base?
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 the most commonly searched types of Financial Advisor jobs in Crofton, MD?
The most popular types of Financial Advisor jobs in Crofton, MD are:
What are popular job titles related to Associate Financial Advisor jobs in Crofton, MD?
For Associate Financial Advisor jobs in Crofton, MD, the most frequently searched job titles are:
What cities near Crofton, MD are hiring for Associate Financial Advisor jobs?
Cities near Crofton, MD with the most Associate Financial Advisor job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 8 days ago
Corebridge Financial rating
9.5
Based on 11 frontline employees who took The Breakroom Quiz
7th of 309 rated insurance
Job description
Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Wealth Management Financial Advisor
The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts. Asset Conservation is paramount to our growth. This emphasis is served by assigning the Wealth Management Advisor a manageable book where the advisor can build relationships that will help clients plan for their retirement and reduce surrenders. Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work.
Wealth Management Advisor
Employment Type: Full-Time Position
NASD Series 7
Series 65 or 66
State Variable, Life & Health License
Seven plus years of industry experience
CFP designation strongly desired
Bachelor's degree or equivalent related work experience
You will also be provided with the following:
An existing book of business and an ecosystem for new leads generation
Numerous resources at your fingertips to ensure your success: Salesforce CRM, eMoney, Financial Planning software Retirement Pathfinder, NFS's Wealthscape Trading Platform
Flexibility to work from home and/or office to create your own schedule
Benefits from day one to include a 401K
Ongoing training opportunities
Organizational Structure:
This position reports to a Divisional Vice President that will provide coaching and guidance as you grow and maintain your book. You will also have the ability to collaborate with other Advisors in your region and nationally.
Performance Objectives:
Build client and asset acquisition through referrals, prospecting, seminars, and networking
Utilize financial planning tools to better understand clients' needs
Continually exceed sales expectations
Familiarization with Corebridge Financial products and services, along with a competitive broker dealer product shelf
Adhere to compliance standards
The average total compensation for this role historically has ranged from $80,000-$200,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-SAFG #LI-LR1
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance CompanyWhat Corebridge Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Corebridge Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Houston, TX, US
Year founded
1998