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Finance Advisor Jobs in Silver Spring, MD (NOW HIRING)

Covista

Student Finance Advisor

Columbia, MD · On-site

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Columbia, MD · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

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Finance Advisor information

See Silver Spring, MD salary details

$37.2K

$105.6K

$148.9K

How much do finance advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for finance advisor in Silver Spring, MD is $105,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $135,400.00 per year, depending on experience, location, and employer.

What is a finance advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

What are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do finance advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

What qualifications do I need to be a finance advisor?

To become a finance advisor, you typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong analytical skills and knowledge of financial planning tools. Licensing may also be necessary depending on the services offered and the region.
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The top searched job categories for Finance Advisor jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Finance Advisor jobs?

Cities near Silver Spring, MD with the most Finance Advisor job openings:

Finance Advisor jobs near you
Infographic showing various Finance Advisor job openings in Silver Spring, MD as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $105,584 per year, or $50.8 per hour.

Student Finance Advisor

Columbia, MD • On-site

Covista
See more jobs at Covistaexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Company Description
About Covista
Covista is America's largest healthcare educator, serving more than 97,000 students and supported by a community of 385,000 alumni across five accredited institutions. Through personalized, tech-enabled education powered by 10,000 faculty and colleagues, Covista expands access to healthcare careers and addresses the U.S. healthcare workforce shortage at scale. Covista is the parent company of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University.
Our colleagues come from a wide range of backgrounds, business, academia, healthcare, government and nonprofits, and are part of a culture where doing exceptional work and making a meaningful difference for students and society aren't separate goals-they're one and the same. This means creating an environment where colleagues can develop new skills, build careers that match their ambitions and see the tangible impact of their work on healthcare education and workforce development. Colleagues who deliver results and embrace new tools to work smarter are valued for their contributions. But what makes working at Covista distinctive is our impact. Our faculty and colleagues don't just support healthcare education-they shape it. This isn't abstract purpose work. It's solving real problems for real people in real communities while advancing careers.
We operate on a hybrid schedule with four in-office days per week (Monday-Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment.
For more information, visit covista.com and follow us on LinkedIn, Instagram and YouTube.
Job Description
The role is responsible for promoting student success through accurate and responsive advisement in student finance and service-related areas, providing support and advocacy as needed for students throughout the student lifecycle. This position is responsible and accountable for the advisement of students within their group and serving as a primary point of contact for the student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture of CARE consistent with our mission, vision, and purpose.
Responsibilities
  • Supports the new student intake process by working with admissions to answer incoming student questions, provide a thorough review of program and student costs, and outline all possible options to fund their education.
  • Create and confirm an accurate financial plan by establishing timeframes to complete any application process to be financially prepared to start and stay in school. Continuously reviews student accounts to advise students on their financial eligibility.
  • Responsible for maintaining student satisfaction through facilitation of inbound and outbound phone calls, emails, and SMS communication with students and internal stakeholders to Student Finance
  • Using a high level of discretion and independent judgment continuously evaluates the financial plans throughout the student lifecycle and makes appropriate adjustments to ensure successful student outcomes.
  • Utilizes appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information for assigned students.
  • Accurately and thoroughly documents all interactions in the appropriate institutional systems.
  • Analyzes student data to identify triggers, indicating a need for proactive outreach to understand challenges and successes better. Coaches students to explore alternatives to overcome barriers to persistence or graduation. Makes appropriate resource referrals when necessary.
  • Collaborates with other departments and functional areas to deliver an optimal student experience from inquiry to graduation.
  • Maintain a thorough understanding of all Title IV programs, policies, and procedures, including institutional and international, federal, and state regulations. Complies with applicable international, federal, and state laws.
  • Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization. Promote student self-service tools during advising sessions and new student orientation.
  • Engages students through a variety of communication channels. This may include video advising, inbound student calls, and proactive outreach to students to deliver first contact resolution.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • Bachelor's Degree Required.
  • Outstanding customer service skills with 1+ years of customer service or related experience Required.
  • 1 year years of experience in Higher Education Preferred.
  • Experience with Student Financial Aid software application Preferred.
  • Ability to work a variety of office hours, including evenings, weekends, and travel as needed.
  • High level of interpersonal, communication, and problem-solving skills.
  • Ability to work independently as well as function as part of a team.
  • Must be a self-starter with the ability to prioritize effectively.
  • PC skills in Microsoft Office, Internet applications, and database software.
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid).
  • Self-motivated and willing to take ownership of and quickly resolve complex issues.

Additional Information
In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $20-24/hr. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits.
Covista offers a robust suite of benefits including:
  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
    For more information related to our benefits please visit:
    https://careers.covista.com/benefits

Equal Opportunity - Minority / Female / Disability / V / Gender Identity / Sexual Orientation

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