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Entry Level Financial Advisor Jobs in Crofton, MD

Vertis Wealth

Estate and Document Attorney

Laurel, MD · On-site

$250 - $350/hr

Requirements * Must be licensed in the posted state. Entry level attorneys will be considered ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Vertis Wealth

Estate and Document Attorney

Laurel, MD · Remote

$250 - $350/hr

Requirements * Must be licensed in the posted state. Entry level attorneys will be considered ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

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Entry Level Financial Advisor information

See Crofton, MD salary details

$36.4K

$103.3K

$145.6K

How much do entry level financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for entry level financial advisor in Crofton, MD is $103,290.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $132,500.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

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 Entry Level Financial Advisor jobs in Crofton, MD?

For Entry Level Financial Advisor jobs in Crofton, MD, the most frequently searched job titles are:

What cities near Crofton, MD are hiring for Entry Level Financial Advisor jobs?

Cities near Crofton, MD with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Crofton, MD as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $103,290 per year, or $49.7 per hour.

Entry-Level Financial Planning Professional (Remote) - Columbia

Traction Forge Financial

Columbia, MD

Part-time

Retirement

Re-posted yesterday

Job description

Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances, while providing our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position, but a Life License experience is welcomed. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 - 21 days

Employment Type: PART_TIME

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