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Associate Financial Planner Jobs in Baltimore, MD

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Baltimore, MD

Associate Financial Planner information

See Baltimore, MD salary details

$45.2K

$83.4K

$111.8K

How much do associate financial planner jobs pay per year?

As of Aug 7, 2026, the average yearly pay for associate financial planner in Baltimore, MD is $83,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $99,400.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Baltimore, MD? The most popular types of Financial Planner jobs in Baltimore, MD are:
What are popular job titles related to Associate Financial Planner jobs in Baltimore, MD? For Associate Financial Planner jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Baltimore, MD look for? The top searched job categories for Associate Financial Planner jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Associate Financial Planner jobs? Cities near Baltimore, MD with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Baltimore, MD as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% In-person job distribution, with an average salary of $83,371 per year, or $40.1 per hour.

Financial Planner

T Rowe Price

Owings Mills, MD • Hybrid

$72K - $97K/yr

Full-time

Life, Retirement

Re-posted 7 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

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Responsibilities

  • Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
  • Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
  • Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
  • Continually support the Advisors and other associates with investment and financial planning related training and coaching
  • Help clients facing associates better navigate client conversations about various complex financial planning topics
  • Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
  • Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • CFP designation - Must be current and active to be considered for this role
  • FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66.

Preferred:

  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations

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 after the successful completion of a training program.

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