Client Advisor Jobs in Maryland

Client Advisor jobs in Maryland are consistently in demand, with strong hiring concentrated in financial services, wealth management, and private banking across the Baltimore metro, Bethesda, and Annapolis. Major employers with lasting presences in the state include T. Rowe Price, Legg Mason, and M&T Bank, all of which staff client-facing advisory teams at scale. The most sought-after specialties are high-net-worth portfolio advising, institutional relationship management, and retail banking advisory. Find a role that fits below and apply directly.

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Overview

Open roles14
Top employerJPMorganChase
Top cityBaltimore, MD
Cities hiring13
Work type75% On-site
Top industryBanking

Showing 5 of 14+ Client Advisor jobs

Ourisman Honda of Frederick
Automotive Sales Client Advisor
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Ourisman Honda of Frederick
Added 1d ago
Automotive Sales Client Advisor
Ourisman Honda of Frederick
Frederick, Maryland
Enterprise Sales
Inside Sales
Sales

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JPMorganChase
Private Client Advisor
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JPMorganChase
Added 1mo ago
Private Client Advisor
JPMorganChase
Bethesda, Maryland
Customer Success
Sales
Consulting & Professional Services
Account Management
$48k/yr
On-Site
Bachelor's

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Trucordia
Private Client Advisor
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Trucordia
Added 2mo ago
Private Client Advisor
Trucordia
Ocean City, Maryland
Account Management
Customer Success
Sales
Hybrid
Bachelor's degree in marketing

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Trucordia
Private Client Advisor
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Trucordia
Added 2mo ago
Private Client Advisor
Trucordia
Annapolis, Maryland
Account Management
Customer Success
Sales
Hybrid
Bachelor's degree in marketing

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JPMorganChase
Private Client Advisor
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JPMorganChase
Added 2mo ago
Private Client Advisor
JPMorganChase
Edgewater, Maryland
Sales
Customer Success
Finance
Accounting
Consulting & Professional Services
Account Management
$48k/yr
On-Site
Bachelor's

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See All 14 Client Advisor Jobs in Maryland

Find roles in Maryland that match your experience and apply in just a few clicks.

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Client Advisor Jobs by City in Maryland

Where Maryland roles are concentrated, by current openings.

Baltimore
2 jobs
Bethesda
1 job
Columbia
1 job
Annapolis
1 job
Edgewater
1 job
Frederick
1 job
Oxon Hill
1 job
Ocean City
1 job
Catonsville
1 job

Client Advisor Job Market in Maryland

A snapshot from current Maryland openings, updated as new roles post.

Who's Hiring

JPMorganChase
JPMorganChase7 open roles
Trucordia
Trucordia3 open roles
Bank of America
Bank of America2 open roles

Top Industries Hiring

  • Banking & Financial Services
  • Fintech
  • Investment & Asset Management

What Maryland Employers Look For

The qualifications that appear most often in client advisor jobs across Maryland.

  • FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
  • Bachelor's degree in finance, business, economics, or a related field
  • Minimum two years of client-facing experience in financial services or banking
  • Demonstrated ability to manage and grow a book of client relationships
  • Proficiency with CRM platforms and financial planning or portfolio management software
  • Strong written and verbal communication skills for presenting investment strategies to clients

Client Advisor Jobs in Maryland: Frequently Asked Questions

How do you become a client advisor in Maryland?

Most client advisor roles in Maryland require FINRA licensing, typically a Series 7 for securities transactions and a Series 66 to act as an investment adviser representative in the state. Maryland-based advisers register with the Maryland Securities Division under the Office of the Attorney General. A bachelor's degree in finance or a related field is the standard entry point, and many employers sponsor candidates for exams during onboarding.

Which companies hire client advisors in Maryland?

Companies currently hiring client advisors in Maryland include JPMorganChase, Trucordia, and Bank of America, per current listings on Migrate Mate as of August 2026. Maryland's concentration of asset managers, regional banks, and federal-contractor financial services firms means consistent year-round openings for client-facing advisory roles.

Which Maryland cities have the most client advisor jobs?

Baltimore, Bethesda, and Columbia lead Maryland for client advisor openings. Baltimore anchors the market through its large regional banks and investment firms, Bethesda draws demand from the wealth management and private equity firms clustered along the I-270 corridor, and Annapolis generates steady openings tied to state government employee financial planning and community banking.

Are there remote client advisor jobs in Maryland?

Yes, though they are less common than in purely desk-based fields because client advisor work is relationship-driven and often requires in-person meetings. About 25% of client advisor openings tied to Maryland are remote or hybrid as of August 2026. Portfolio review calls and financial planning sessions are the tasks most frequently handled remotely when employers do offer flexible arrangements.

How can I get hired as a client advisor in Maryland with little or no experience?

The most realistic entry path is a financial services associate or client service representative role, which large Maryland employers like T. Rowe Price and M&T Bank use as direct pipelines into advisory positions. Completing your Series 7 exam before applying gives candidates a concrete edge even without a full advisory background. Lateral moves from teller, operations analyst, or customer success roles at Maryland-based banks and credit unions are another common route into the profession.

Where can I find and apply to client advisor jobs in Maryland?

You can find and apply to client advisor jobs in Maryland on Migrate Mate, which lists current openings from Maryland employers. Find the roles that fit your experience and apply directly through each listing.

See All 14 Client Advisor Jobs in Maryland

Find roles in Maryland that match your experience and apply in just a few clicks.

Find Client Advisor Jobs