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Wealth Management Associate Jobs in Edgewater, MD

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

T Rowe Price

Multi-Asset Portfolio Manager

Baltimore, MD

  • Medical

  • Life

  • Retirement

  • PTO

... wealth management channel, including core portfolios and customized strategies. This is an ... Rowe Price, our associates are our greatest asset. We thrive because our company culture is built ...

Brighton Jones

Advisor - Washington DC

Washington, DC

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Edgewater, MD

Wealth Management Associate information

See Edgewater, MD salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for wealth management associate in Edgewater, MD is $19.28, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $20.05 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Edgewater, MD as of August 2026, with employment types broken down into 53% Full Time, and 47% Part Time. Highlights an 88% In-person, and 12% Remote job distribution, with an average salary of $40,112 per year, or $19.3 per hour.

Registered Client Associate/Client Associate

Royal Bank of Canada

Baltimore, MD • On-site

$35K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Job Description
What is the opportunity?
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?
Must-have
  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have
  • Current FINRA registrations
  • Financial services experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

The good-faith expected salary range is $35,000 - $55,000 for the Client Associate role, and $40,000 - $65,000 for the Registered Client Associate role. These ranges are depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
1201 Wills Street:Baltimore
City:
Baltimore
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-29
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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