ZipRecruiter

Log In

1

Senior Financial Advisor Jobs in Silver Spring, MD

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

... advise senior leaders. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team. As a Senior Financial Analyst, you will have the opportunity to ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

... advise senior leaders. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team. As a Senior Financial Analyst, you will have the opportunity to ...

Range

Senior Financial Planner

Mclean, VA · On-site

About the role We're looking for an experienced Senior Financial Planner to join our team of ... But we're looking for more than just a great advisor - you'll be a key component of helping to ...

Socket.dev

Director, Financial Planning

Fairfax, VA · On-site

$125 - $350/hr

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Silver Spring, MD

Senior Financial Advisor information

See Silver Spring, MD salary details

$71.8K

$137.7K

$217.1K

How much do senior financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for senior financial advisor in Silver Spring, MD is $137,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,800.00 and $152,500.00 per year, depending on experience, location, and employer.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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 cities near Silver Spring, MD are hiring for Senior Financial Advisor jobs? Cities near Silver Spring, MD with the most Senior Financial Advisor job openings:
Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Silver Spring, MD as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $137,660 per year, or $66.2 per hour.

Senior Financial Service Advisor - NoVa!

FedChoice Federal Credit Union

Alexandria, VA • On-site

$46K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Job Type
Full-time
Description
FedChoice is Hiring!
Senior Financial Service Advisor - NoVA Financial Service Center!
We are looking for a motivated, member-focused, target-driven team member to join our Financial Service Center as a Senior Financial Service Advisor for our upcoming Northern Virginia location.
What You'll Be Doing ...
The Financial Service Advisor (FSA) is the key element of FedChoice's retail environment. In the Financial Service Center (FSC) you will build and maintain relationships and uphold the integrity of our Brand while living out our Mission and Vision and demonstrating our Core Values, making the financial well-being of our membership altogether better in the areas of savings, loans, investments, credit counseling, eServices and convenience services. This position is primarily responsible for servicing the membership to identify each member's needs by cross-selling products and services, while ensuring our members have a positive experience. This position ensures that all operational policies are adhered to in the absence of the FSC manager. This position should be able to train, coach, and influence the FSAs should they need assistance with their daily duties. This position also involves processing member requests, providing teller support, and opening new accounts, which may include loans.
Key Areas of Focus ...
Ensures the effective and professional performance of financial service functions including ...
  • Provides information about accounts, products and services and Credit Union policies, procedures and programs
  • Opens and closes member accounts (Savings, Checking, Money Market, Certificates, IRAs), orders checks, completes ACH documentation, and processes stop payments.
  • Assists members by researching and resolving account questions and issues, including bookkeeping and checking account concerns, and escalates when appropriate.
  • Handles complex member issues with tact and professionalism.
  • Mentors fellow FSAs on effective professional performance by modelling the service culture established by management.
  • Makes outbound calls using designated call listings as well as own initiative for the purpose of uncovering member needs, increasing member engagement and seeking new member referrals.
  • Additional duties and responsibilities as deemed appropriate, may be assigned by Management

Requirements
Education/Certification: High school graduate or equivalent.
Experience Required: Minimum TWO (2) years of financial institution experience, preferably as a Teller or Member Service Representative.
Required Knowledge:
  • Must be familiar with and able to use general office equipment and Microsoft software applications.
  • Knowledge of Credit Union policies and procedures.
  • Basic understanding of Credit Union operations.

When you join FedChoice:
You are not joining just another credit union, you are joining a progressive financial institution. At FedChoice Federal Credit Union, we offer an altogether better banking experience for federal employees and their families and an altogether better working experience for FedChoice employees.
Our competitive benefits and perks include:
  • Birthday Bliss: Take your special day off and celebrate YOU! We want you to enjoy the moments that matter.
  • Casual Chic: Say goodbye to stuffy suits! Embrace the comfort of jeans and sneakers with your FedChoice shirt because great ideas flow best when you're feeling your best.
  • Tuition Triumph: Invest in your education with our Tuition Reimbursement program. Your quest for knowledge is important.
  • Helping Hand: Life happens, and we've got your back. Our Employee Assistance Program provides support when you need it most, ensuring you're never alone in facing life's challenges.
  • Loan Leverage: Unlock exclusive Employee Loan Rates because we understand that sometimes you need a financial ally.
  • Flexible Freedom: Break free from the traditional 9-to-5! Depending on your role, a hybrid schedule offers the flexibility to tailor your work life to your unique needs.
  • Healthcare Heroes: Medical, dental, and vision coverage - it's like having a magical shield against unexpected health dragons. Plus, life insurance? That's your superhero cape!
  • 401(k) Match: Imagine planting a money tree, and every dollar you save grows wings! Our Safe Harbor Contribution and 401(k) match is like a fairy godmother sprinkling financial pixie dust.
  • Paid Time Off: Starting at 17 days annually or more, based on position level.

Salary Description
$46,529.60 - $60,000.00 Annually

Apply