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Associate Financial Advisor Jobs in Nottingham, MD

Equitable Advisors

Wealth Management Associate

Columbia, MD · On-site

$250 - $1.0K/wk

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

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

Associate Financial Advisor information

See Nottingham, MD salary details

$38.3K

$66.8K

$112K

How much do associate financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for associate financial advisor in Nottingham, MD is $66,840.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $82,100.00 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 job categories do people searching Associate Financial Advisor jobs in Nottingham, MD look for?

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Nottingham, MD as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $66,840 per year, or $32.1 per hour.

Associate Financial Advisor

Baltimore, MD • On-site

Quillion Wealth Management
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Job description

Company Description Quillion Wealth Management is dedicated to serving as a trusted advocate for clients by providing customized, innovative financial guidance tailored to their unique goals and circumstances. The firm identifies market opportunities and invests on behalf of clients within the world-class risk framework of Wells Fargo Advisors Financial Network. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Quillion Wealth Management serves residents across multiple U.S. states under WFAFN guidelines, providing access to a broad range of wealth management resources and support.
Role Description The Associate Financial Advisor is a full-time, on-site role based in Baltimore, MD. This position supports senior advisors in delivering comprehensive financial planning and investment management services to clients, including gathering and analyzing financial data, preparing proposals, and assisting with portfolio reviews. Day-to-day responsibilities include client meeting preparation and follow-up, responding to client inquiries, maintaining accurate account documentation, and coordinating with Wells Fargo Advisors Financial Network resources. The role also involves monitoring client portfolios, researching investment options, supporting compliance procedures, and contributing to client communication materials. The Associate Financial Advisor collaborates with the team to ensure a high standard of service and helps strengthen long-term client relationships.
Qualifications
  • Strong analytical and quantitative skills, including the ability to interpret financial statements, assess investment options, and support portfolio analysis.
  • Client service and communication skills, with the ability to explain financial concepts clearly, handle sensitive information professionally, and build trusted relationships.
  • Organizational and time-management skills to manage multiple client requests, maintain accurate records, and meet deadlines in a fast-paced environment.
  • Proficiency with office productivity tools and financial software platforms; comfort working with spreadsheets, CRM systems, and online research tools.
  • Knowledge of investment products, financial planning principles, and basic risk management concepts; prior experience in wealth management or financial services is beneficial.
  • Bachelor’s degree in Finance, Economics, Business, or a related field preferred; progress toward relevant professional designations (e.g., CFP®, CFA®) is an advantage.
  • Ability to work collaboratively on-site with a small team, adhere to regulatory and compliance requirements, and maintain high ethical standards.

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