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Wealth Planning Associate Jobs in Silver Spring, MD

Truist

Wealth Advisor III

Mclean, VA

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III

Mclean, VA · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

TIAA

Wealth Advisor

Washington, DC · On-site

$80K - $95K/yr

... Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Advisor

Fairfax, VA · On-site

$80K - $95K/yr

... Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... unmet planning or investment needs. * Proactively ask thoughtful questions that help uncover ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... unmet planning or investment needs. * Proactively ask thoughtful questions that help uncover ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... unmet planning or investment needs. * Proactively ask thoughtful questions that help uncover ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

$60K - $100K/yr

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... unmet planning or investment needs. * Proactively ask thoughtful questions that help uncover ...

Simplex

Associate Wealth Advisor

Bethesda, MD · On-site

$60K - $100K/yr

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... unmet planning or investment needs. * Proactively ask thoughtful questions that help uncover ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Silver Spring, MD

Wealth Planning Associate information

See Silver Spring, MD salary details

$39.8K

$80.9K

$111.6K

How much do wealth planning associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth planning associate in Silver Spring, MD is $80,927.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $94,600.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

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

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Silver Spring, MD?

For Wealth Planning Associate jobs in Silver Spring, MD, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Silver Spring, MD look for?

The top searched job categories for Wealth Planning Associate jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Wealth Planning Associate jobs?

Cities near Silver Spring, MD with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you

Office Management Associate

Beacon Pointe Advisors LLC

Columbia, MD

$60K - $80K/yr

Full-time

Posted 10 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Columbia, Maryland office. The ideal candidate will be responsible for assisting in all aspects of the firm’s daily operations in addition to handling general office management duties. This candidate will join a highly talented team of wealth management and client service professionals that serve sophisticated, high net worth individuals and institutions. The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Responsibilities

  • Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
  • Scheduling/confirming all Client Meetings
  • Helping prepare for client meetings by preparing the meeting rooms and any special request.
  • Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
  • Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
  • Ordering of food and beverage for meetings and at times picking up/ delivering
  • Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
  • Correspondence with building management regarding work order requests, or suite, building and parking concerns
  • Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
  • Delivering client/ prospect communications
    • Ownership of BP bulk email correspondence and Client Birthday Cards
  • Event coordination and ownership
    • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
  • Serve as local office marketing point person
    • Attend/ participate in conference calls
    • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
    • Communicate changes and important info to advisors and staff
    • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
  • Assisting with other general administrative and office management duties as needed
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

  • Four-year college degree or equivalent experience required
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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