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Associate Financial Advisor Jobs in Frederick, MD

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is ...

Weichert

Mortgage Advisor

Germantown, MD · On-site

Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location ... Associates. Job responsibilities include, but are not limited to, the following: * Develops ...

Waverly Advisors LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client ...

Weichert Companies

Mortgage Advisor

Germantown, MD · On-site

Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location ... Associates. Job responsibilities include, but are not limited to, the following: * Develops ...

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client ...

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... eMoney Advisor or other financial planning software tools * Working knowledge of custodian ...

H&R Block

Tax Associate

Martinsburg, WV · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Charles Town, WV · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Hagerstown, MD · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Hagerstown, MD · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Thurmont, MD · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Hagerstown, MD · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Eldersburg, MD · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Frederick, MD

Associate Financial Advisor information

See Frederick, MD salary details

$38.3K

$66.8K

$111.9K

How much do associate financial advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate financial advisor in Frederick, MD is $66,772.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 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 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 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 the most commonly searched types of Financial Advisor jobs in Frederick, MD?

The most popular types of Financial Advisor jobs in Frederick, MD are:

What are popular job titles related to Associate Financial Advisor jobs in Frederick, MD?

For Associate Financial Advisor jobs in Frederick, MD, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Frederick, MD look for?

The top searched job categories for Associate Financial Advisor jobs in Frederick, MD are:

What cities near Frederick, MD are hiring for Associate Financial Advisor jobs?

Cities near Frederick, MD with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Frederick, MD as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $66,772 per year, or $32.1 per hour.

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Rockville, MD • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 10 days ago

Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.