Personal Financial Advisor Jobs in Burtonsville, MD

1-9 of 9 Jobs

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Tysons Corner, VA (19 miles from Burtonsville, MD)
  • 18 hours ago
  • Tysons Corner, VA (19 miles from Burtonsville, MD)
  • 18 hours ago

plans and portfolios for clients....

Jr. Retirement Specialist- Finance

  • Baltimore, MD (20 miles from Burtonsville, MD)
  • 1 day ago
  • Baltimore, MD (20 miles from Burtonsville, MD)
  • 1 day ago

Assists Retirement & Faculty Benefits Supervisor in the day-to-day coordination, administration and maintenance of various faculty benefit plans such as life and disability insurance, and pension...

Senior Wealth Advisor

  • Bethesda, MD (12 miles from Burtonsville, MD)
  • 5 days ago
  • Bethesda, MD (12 miles from Burtonsville, MD)
  • 5 days ago

Series 65, or CFP required Knowledge and Skills: Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience...

Fiduciary Wealth Advisor, Sr

  • Washington, DC (15 miles from Burtonsville, MD)
  • 17 days ago
  • Washington, DC (15 miles from Burtonsville, MD)
  • 17 days ago

Trust and Financial Advisor certification (CTFA) within one year of employment required Certified Financial Planning certification highly desired Ability to present situations and resolutions effectively...

UHR Benefits and Retirement Specialist

  • College Park, MD (7 miles from Burtonsville, MD)
  • 25 days ago
  • College Park, MD (7 miles from Burtonsville, MD)
  • 25 days ago

Summary The UHR Benefits and Retirement Specialist within University Human Resources plays a critical role in delivering comprehensive benefits guidance and support to university faculty and...

Wealth Advisor

  • McLean, VA (17 miles from Burtonsville, MD)
  • 30+ days ago
  • McLean, VA (17 miles from Burtonsville, MD)
  • 30+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Wealth Advisor - PNC Investments

  • Washington, DC (15 miles from Burtonsville, MD)
  • 60+ days ago
  • Washington, DC (15 miles from Burtonsville, MD)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor - PNC Investments

  • McLean, VA (17 miles from Burtonsville, MD)
  • 60+ days ago
  • McLean, VA (17 miles from Burtonsville, MD)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Management Advisor-Bethesda, MD

  • Bethesda, MD (12 miles from Burtonsville, MD)
  • 60+ days ago
  • Bethesda, MD (12 miles from Burtonsville, MD)
  • 60+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Demographic Data for Burtonsville, MD

Moving to Burtonsville, MD? Find some basic demographic data about Burtonsville, MD below.

Local
National
15,199
310
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
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Financial Advisor Training
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Salary for Personal Financial Advisor Jobs in Burtonsville, MD

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Burtonsville, MD offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Burtonsville, MD
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!