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Associate Financial Planner Jobs in Crofton, MD (NOW HIRING)

ESAB

Finance Analyst, FP&A

Bethesda, MD · On-site

$83K - $96K/yr

The thousands of ESAB associates located around the world share a common set of goals and values ... FP&A position is accountable for supporting the financial planning and analysis function for the ...

ESAB

Finance Analyst, FP&A

Bethesda, MD · Hybrid

$83K - $96K/yr

The thousands of ESAB associates located around the world share a common set of goals and values ... FP&A position is accountable for supporting the financial planning and analysis function for the ...

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

Associate Financial Planner information

See Crofton, MD salary details

$46K

$84.9K

$113.8K

How much do associate financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial planner in Crofton, MD is $84,854.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $101,100.00 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 popular job titles related to Associate Financial Planner jobs in Crofton, MD? For Associate Financial Planner jobs in Crofton, MD, the most frequently searched job titles are:
What cities near Crofton, MD are hiring for Associate Financial Planner jobs? Cities near Crofton, MD with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Crofton, MD as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $84,854 per year, or $40.8 per hour.

Associate Financial Advisor

LPL Financial

Rockville, MD • On-site

Full-time

Medical, Retirement, PTO

Posted 24 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

114th of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and retention of the practice.
Responsibilities:
  • Assist senior financial advisors in developing and implementing and delivering financial plans and investment strategies to clients.
  • Meet with prospective clients in to understand their financial goals and assess needs in an effort to establish rapport.
  • Conduct regular performance reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.
  • Maintain accurate and up-to-date client records within the CRM system.
  • Respond to client inquiries and provide exceptional service, escalating complex issues to senior advisors when necessary.
  • Stay informed on market trends, financial products, and industry regulations.
  • Collaborate with internal teams to ensure seamless client service delivery.
  • Assist in business development activities, including prospecting, marketing, and client seminar preparation.
  • Participate in client educational events, workshops and client appreciation events.
  • Take active lead of marketing efforts by partnering with LPL marketing team.

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
  • 5+ years of experience in the financial services industry, preferably in a client-facing or support role.
  • Bachelor's degree.

Core Competencies:
  • Strong understanding of financial planning principles, investment products, and retirement solutions.
  • Excellent communication (written and verbal) and interpersonal skills.
  • Highly organized with strong attention to detail and ability to manage multiple priorities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.
  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:
  • Life, Accident & Health insurance licenses preferred.
  • CFP preferred but not required.

Pay Range:
82,200.00 - 137,000.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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