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Wealth Advisor Associate Jobs in Baltimore, MD (NOW HIRING)

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

How the Wealth Advisor contributes to the success of HB: General Support ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

How the Wealth Advisor contributes to the success of HB: General Support ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Baltimore, MD

Wealth Advisor Associate information

See Baltimore, MD salary details

$38.3K

$66.7K

$111.8K

How much do wealth advisor associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for wealth advisor associate in Baltimore, MD is $66,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $82,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are the most commonly searched types of Wealth Advisor jobs in Baltimore, MD? The most popular types of Wealth Advisor jobs in Baltimore, MD are:
What are popular job titles related to Wealth Advisor Associate jobs in Baltimore, MD? For Wealth Advisor Associate jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Baltimore, MD look for? The top searched job categories for Wealth Advisor Associate jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Wealth Advisor Associate jobs? Cities near Baltimore, MD with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Baltimore, MD as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $66,730 per year, or $32.1 per hour.

Wealth Advisor

HB Wealth

Towson, MD • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 hours ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB Wealth is seeking an experienced Wealth Advisor to join our growing team. In this role, you will provide financial planning, perform client analyses, and make recommendations that impact client relationships, consulting with Senior Associates and Associates on complex matters as needed.
How the Wealth Advisor contributes to the success of HB:
General Support:
  • Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client service process.
  • Maintains internal systems with up-to-date client data, areas of priority and activities.
  • Trains, coaches, and/or mentors Associates and Senior Associates.
  • Contributes to the Team's initiatives of increased efficiency, quality, and control through system training, enhancement, and process improvement.
  • Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals as possible.

Advisory:
  • Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates.
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems.
  • Works with Sr. Associates and Associates to discuss, develop and implement financial planning techniques and recommendations.
  • Leads or participates in client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
  • Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
  • Serves as client's "financial quarterback" by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning.
  • Works proactively with clients' external service team, including accountants and attorneys, to meet client goals.

Requirements
  • Advanced knowledge of financial planning.
  • Excellent oral and written communication skills.
  • Effective presentation skills.
  • Successful time management skills; deliver work products on time.
  • Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Analytical capabilities to both retrieve data and understand the implications of that data.
  • Strong desire to learn and advance in the financial industry.
  • Ability to successfully pass criminal background / credit check required.

Qualifications:
  • Bachelor's degree from an accredited college or university (required)
  • CFP and/or CFA (required)
  • 7-10 years of relevant industry experience
  • Minimum of 3 years of experience leading client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 20%
  • Cell phone stipend
  • EPP

Compensation: $100k - $150k base + annual bonus potential
Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.
Salary Description
$100k - $150k base + annual bonus potential

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