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Financial Associate Jobs in Westminster, MD (NOW HIRING)

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of ...

T Rowe Price

Financial Consultant

Owings Mills, MD · On-site

State: Community / Marketing Title: Financial Consultant Company Profile: Location ... We strive for equity, equality, and opportunity for all associates. When we embrace the power of ...

T Rowe Price

Analyst, Financial Systems

Owings Mills, MD · Hybrid

$82K - $111K/yr

Position acts as a business expert on systems and processes in financial processes providing guidance and feedback on use of system and processes to associates. Role Summary Works to implement minor ...

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Financial Associate information

See Westminster, MD salary details

$29.3K

$67.6K

$132.6K

How much do financial associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial associate in Westminster, MD is $67,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Westminster, MD? The most popular types of Financial jobs in Westminster, MD are:
What are popular job titles related to Financial Associate jobs in Westminster, MD? For Financial Associate jobs in Westminster, MD, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Westminster, MD look for? The top searched job categories for Financial Associate jobs in Westminster, MD are:
What cities near Westminster, MD are hiring for Financial Associate jobs? Cities near Westminster, MD with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Westminster, MD as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $67,624 per year, or $32.5 per hour.

Financial Planner

T. Rowe Price Associates, Inc.

Owings Mills, MD • Hybrid

$73K - $98K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 3 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Responsibilities

  • Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
  • Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
  • Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
  • Continually support the Advisors and other associates with investment and financial planning related training and coaching
  • Help clients facing associates better navigate client conversations about various complex financial planning topics
  • Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
  • Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • CFP designation - Must be current and active to be considered for this role
  • FINRA Series 7 and 65

Preferred:

  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
  • FINRA 66 *The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:

10/7/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

  • Competitive compensation

  • Annual bonus eligibility

  • A generous retirement plan

  • Hybrid work schedule

  • Health and wellness benefits, including online therapy

  • Paid time off for vacation, illness, medical appointments, and volunteering days

  • Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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