In this role, you will build and manage your own client relationships while delivering ... advisor, planner, or financial professional in investments and/or insurance. • Strong ...
In this role, you will build and manage your own client relationships while delivering ... advisor, planner, or financial professional in investments and/or insurance. • Strong ...
$120K/yr
Registered Financial Advisor - Location: Hunt Valley, MD, US Seeking a skilled Financial Advisor in ... In this role, you will build and manage your own client relationships while delivering ...
Quick apply
$120K/yr
Registered Financial Advisor - Location: Hunt Valley, MD, US Seeking a skilled Financial Advisor in ... In this role, you will build and manage your own client relationships while delivering ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Bethesda, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Bethesda, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Baltimore, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Baltimore, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Annapolis, MD · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Annapolis, MD · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Ellicott City, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Ellicott City, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Baltimore, MD · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Baltimore, MD · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Annapolis, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Annapolis, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Bethesda, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Bethesda, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Bethesda, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Bethesda, MD · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Frederick, MD · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor In Training information
See Maryland salary details
$34.9K - $44.5K
3% of jobs
$44.5K - $54K
3% of jobs
$54K - $63.5K
10% of jobs
$63.5K - $73.1K
9% of jobs
$73.3K is the 25th percentile. Wages below this are outliers.
$73.1K - $82.6K
11% of jobs
$82.6K - $92.1K
8% of jobs
The median wage is $98.3K / yr.
$92.1K - $101.6K
11% of jobs
$101.6K - $111.2K
10% of jobs
$111.2K - $120.7K
10% of jobs
$123.1K is the 75th percentile. Wages above this are outliers.
$120.7K - $130.2K
8% of jobs
$130.2K - $139.8K
19% of jobs
$34.9K
$99.1K
$139.8K
How much do financial advisor in training jobs pay per year?
As of Aug 2, 2026, the average yearly pay for financial advisor in training in Maryland is $99,126.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $127,100.00 per year, depending on experience, location, and employer.
What is the difference between Financial Advisor In Training vs Financial Planner?
| Aspect | Financial Advisor In Training | Financial Planner |
|---|---|---|
| Certifications | Typically working towards certifications like CFP or Series 7 | Often holds certifications like CFP, CFA, or Series 7 |
| Work Environment | Entry-level, supervised training in financial firms | Client-facing, independent or team-based advisory roles |
| Job Responsibilities | Assisting with client research, learning financial planning processes | Developing comprehensive financial plans, advising clients |
Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.
What are the key skills and qualifications needed to thrive as a Financial Advisor In Training, and why are they important?
To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.
What is a Financial Advisor In Training?
A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.
What types of mentorship and training can I expect as a Financial Advisor In Training?
As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are popular job titles related to Financial Advisor In Training jobs in Maryland? For Financial Advisor In Training jobs in Maryland, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Maryland look for? The top searched job categories for Financial Advisor In Training jobs in Maryland are:
What cities in Maryland are hiring for Financial Advisor In Training jobs? Cities in Maryland with the most Financial Advisor In Training job openings:
Full-time
Re-posted 26 days ago
Job description
Description
Job Title: Registered Financial Advisor - Location: Hunt Valley, MD, US
Seeking a skilled Financial Advisor in Baltimore, MD
We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm. In this role, you will build and manage your own client relationships while delivering comprehensive financial planning, investment advisory services, and insurance solutions-supported by our in‑house specialists, operational staff, and robust planning infrastructure.
This opportunity is ideal for business advisors who want true independence over their practice, branding, and schedule, while still benefiting from the stability, resources, and credibility of a long-standing organization.
Responsibilities
• Acquire, develop, and retain a book of individual and business clients through proactive business development, referrals, and networking.
• Provide holistic financial planning, including retirement planning, investment management, risk management/insurance, and estate conservation strategies.
• Analyze clients' financial situations, recommend appropriate investment and insurance solutions, and implement strategies aligned with a client‑first philosophy.
• Conduct ongoing portfolio and policy reviews, adjust strategies as clients' needs evolve, and maintain regular, high‑quality communication.
• Operate as an independent advisor within the TFG framework, leveraging firm resources, coaching, and technology to grow a sustainable practice.
Qualifications
• Active FINRA Series 7 and Series 66 registrations (or equivalent 63/65 combination).
• Active state Life and Health Insurance licenses for Maryland.
• Minimum 2-3 years of client‑facing experience as a financial advisor, planner, or financial professional in investments and/or insurance.
• Strong interpersonal, communication, and relationship‑building skills, with the ability to explain complex financial concepts in clear terms.
• Bachelor's degree or equivalent professional experience in financial services, wealth management, or a related field.
• Demonstrated business mindset and track record of business development or practice growth.
Job Title: Registered Financial Advisor - Location: Hunt Valley, MD, US
Seeking a skilled Financial Advisor in Baltimore, MD
We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm. In this role, you will build and manage your own client relationships while delivering comprehensive financial planning, investment advisory services, and insurance solutions-supported by our in‑house specialists, operational staff, and robust planning infrastructure.
This opportunity is ideal for business advisors who want true independence over their practice, branding, and schedule, while still benefiting from the stability, resources, and credibility of a long-standing organization.
Responsibilities
• Acquire, develop, and retain a book of individual and business clients through proactive business development, referrals, and networking.
• Provide holistic financial planning, including retirement planning, investment management, risk management/insurance, and estate conservation strategies.
• Analyze clients' financial situations, recommend appropriate investment and insurance solutions, and implement strategies aligned with a client‑first philosophy.
• Conduct ongoing portfolio and policy reviews, adjust strategies as clients' needs evolve, and maintain regular, high‑quality communication.
• Operate as an independent advisor within the TFG framework, leveraging firm resources, coaching, and technology to grow a sustainable practice.
Qualifications
• Active FINRA Series 7 and Series 66 registrations (or equivalent 63/65 combination).
• Active state Life and Health Insurance licenses for Maryland.
• Minimum 2-3 years of client‑facing experience as a financial advisor, planner, or financial professional in investments and/or insurance.
• Strong interpersonal, communication, and relationship‑building skills, with the ability to explain complex financial concepts in clear terms.
• Bachelor's degree or equivalent professional experience in financial services, wealth management, or a related field.
• Demonstrated business mindset and track record of business development or practice growth.