Personal Financial Advisor Jobs in Crofton, MD

1-7 of 7 Jobs

Wealth Management Advisor-Baltimore, MD, Annapolis, MD

  • Baltimore, MD (19 miles from Crofton, MD)
  • 1 day ago
  • Baltimore, MD (19 miles from Crofton, MD)
  • 1 day 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...

Jr. Retirement Specialist- Finance

  • Baltimore, MD (19 miles from Crofton, MD)
  • 3 days ago
  • Baltimore, MD (19 miles from Crofton, MD)
  • 3 days 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 (22 miles from Crofton, MD)
  • 7 days ago
  • Bethesda, MD (22 miles from Crofton, MD)
  • 7 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 (20 miles from Crofton, MD)
  • 19 days ago
  • Washington, DC (20 miles from Crofton, MD)
  • 19 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 (13 miles from Crofton, MD)
  • 27 days ago
  • College Park, MD (13 miles from Crofton, MD)
  • 27 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 - PNC Investments

  • Washington, DC (20 miles from Crofton, MD)
  • 60+ days ago
  • Washington, DC (20 miles from Crofton, 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 (22 miles from Crofton, MD)
  • 60+ days ago
  • Bethesda, MD (22 miles from Crofton, 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 Crofton, MD

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

Local
National
26,404
550
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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Salary for Personal Financial Advisor Jobs in Crofton, 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 Crofton, 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 Crofton, 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!