Personal Financial Advisor Jobs in Kensington, MD

1-6 of 6 Jobs

Fiduciary Wealth Advisor, Sr

  • Washington, DC (9 miles from Kensington, MD)
  • 11 days ago
  • Washington, DC (9 miles from Kensington, MD)
  • 11 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 (8 miles from Kensington, MD)
  • 19 days ago
  • College Park, MD (8 miles from Kensington, MD)
  • 19 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 (7 miles from Kensington, MD)
  • 30+ days ago
  • McLean, VA (7 miles from Kensington, 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 (9 miles from Kensington, MD)
  • 45+ days ago
  • Washington, DC (9 miles from Kensington, MD)
  • 45+ 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 (7 miles from Kensington, MD)
  • 45+ days ago
  • McLean, VA (7 miles from Kensington, MD)
  • 45+ 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 (3 miles from Kensington, MD)
  • 60+ days ago
  • Bethesda, MD (3 miles from Kensington, 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 Kensington, MD

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

Local
National
19,753
576
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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edX
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...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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Salary for Personal Financial Advisor Jobs in Kensington, 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 Kensington, 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 Kensington, 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!