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Wealth 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 · On-site

$100K - $150K/yr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

M&T Bank

Wealth Client Associate

Baltimore, MD · On-site

$24.87 - $41.45/hr

Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation.

Bank of America

Wealth Management Specialist

Towson, MD · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Bank of America

Wealth Management Specialist

Towson, MD · On-site

$30 - $45/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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All JobsWealth Associate JobsWealth Associate Jobs in Baltimore, MD

Wealth Associate information

See Baltimore, MD salary details

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$19

$32

How much do wealth associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for wealth associate in Baltimore, MD is $19.74, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $20.53 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the most commonly searched types of Wealth jobs in Baltimore, MD?

The most popular types of Wealth jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Wealth Associate jobs?

Cities near Baltimore, MD with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Baltimore, MD as of August 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 $41,064 per year, or $19.7 per hour.

Wealth Advisor

HB Wealth

Towson, MD • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days 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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