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

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr ...

Ameriprise Financial

Financial Advisor

Vienna, VA

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

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Financial Advisor information

See Silver Spring, MD salary details

$37.1K

$105.3K

$148.4K

How much do financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial advisor in Silver Spring, MD is $105,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $135,000.00 per year, depending on experience, location, and employer.

How do Financial Advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to seek professional advice, especially if the advisor charges a percentage-based fee or flat rate. Many advisors work with clients across a range of asset levels, but larger portfolios may qualify for more comprehensive services or lower fees. It is important to consider the advisor's fee structure and the complexity of your financial needs when determining if this amount is appropriate.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing are necessary to provide financial advice legally and ethically.

What Do Financial Advisors Do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually 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 highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Is Raymond James a fiduciary advisor?

Raymond James is a financial services firm that employs both fiduciary and non-fiduciary advisors, depending on the specific role and client relationship. Financial advisors at Raymond James are generally expected to act in their clients' best interests, especially if they are registered as fiduciaries, which requires adherence to a fiduciary standard. It's important for clients and job seekers to verify the specific responsibilities and certifications of individual advisors within the firm.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives tied to performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing advice on investments, retirement planning, insurance, tax strategies, and other financial matters. They assess a client's financial situation, set goals, and develop tailored plans to help achieve those goals. Financial Advisors may also assist with portfolio management, estate planning, and ensuring clients make informed financial decisions to secure their future.
More about Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Silver Spring, MD? The most popular types of Financial Advisor jobs in Silver Spring, MD are:
What are popular job titles related to Financial Advisor jobs in Silver Spring, MD? For Financial Advisor jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Silver Spring, MD look for? The top searched job categories for Financial Advisor jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Financial Advisor jobs? Cities near Silver Spring, MD with the most Financial Advisor job openings:
Financial Advisor jobs near you
Financial Advisor

Financial Advisor

Advisor Group

Falls Church, VA • On-site

$90K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Financial Relationship Advisor Opportunity in Financial Services
Financial Advisor
Location(s):
Falls Church, VA: 3120 Fairview Park Dr suite 230, Falls Church, VA 22042
Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $90,000 - 108,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high-net-worth client relationships.
Responsibilities:
  • Supports Wealth Advisors in delivering comprehensive financial planning and investment solutions.
  • Serves as a point of contact for operational and planning needs on client accounts.
  • Drafts and maintains financial plans, investment policy statements, performance reports, and client deliverables.
  • Collaborates with internal specialists and third-party professionals to implement planning and investment strategies.
  • Prepares for and participates in client meetings with increasing levels of direct client interaction.
  • Demonstrates proficiency in financial planning software, Excel, and CRM systems.
  • Applies strong understanding of investment principles, tax basics, estate planning concepts, and retirement fundamentals.
  • Translates data into clear, client-facing recommendations.
  • Manages planning workflows and supports multiple advisors across high-net-worth relationships.
  • Serves as a pipeline for the Wealth Manager position.

Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
  • 2-4 years of experience in wealth management, financial planning, or client services within the financial services industry.
  • Progress toward CFP, CFA, CPA, or JD designation.
  • Strong written and verbal communication skills.
  • High attention to detail and strong organizational skills.
  • Proficiency with planning and CRM software.
  • Ability to collaborate within a team environment and manage multiple priorities effectively.

Preferred Requirements:
  • Experience in preparing financial plans and supporting client meetings.
  • Strong technical aptitude and willingness to expand planning knowledge.
  • Ability to articulate planning concepts clearly to clients and internal stakeholders.

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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