Wealth Advisor Jobs in Maryland
Wealth Advisor jobs in Maryland are concentrated in wealth management, financial planning, and investment advisory services, with the Baltimore metro, Bethesda, and Annapolis leading hiring activity across the state. Major employers with a lasting Maryland presence include T. Rowe Price, Legg Mason, and M&T Bank, all of which maintain active wealth advisory practices. The most in-demand specialties are retirement planning, high-net-worth client management, and estate and tax planning. See the openings below and apply to the ones that match your experience.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 11 Wealth Advisor Jobs in Maryland
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Find Wealth Advisor JobsWealth Advisor Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Wealth Advisor Job Market in Maryland
A snapshot from current Maryland openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Construction & Real Estate
- Investment & Asset Management
What Maryland Employers Look For
The qualifications that appear most often in wealth advisor jobs across Maryland.
- Active FINRA Series 65 or Series 66 license required or recognized in Maryland
- Bachelor's degree in finance, economics, accounting, or a related field
- CFP designation preferred or actively pursued for client-facing advisory roles
- Minimum two to five years of experience in financial planning or wealth management
- Demonstrated ability to build and retain a book of business with high-net-worth clients
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
Wealth Advisor Jobs in Maryland: Frequently Asked Questions
How do you become a wealth advisor in Maryland?
To become a wealth advisor in Maryland, you typically need a bachelor's degree in finance, economics, or a related field, followed by registration as an investment adviser representative through the Maryland Securities Division under the Office of the Attorney General. Most client-facing roles require passing the Series 65 exam, which Maryland recognizes for investment adviser registration. Earning the CFP designation significantly strengthens your candidacy for independent and fee-based planning roles throughout the state.
How much do wealth advisors make in Maryland?
Wealth advisors in Maryland earn a median of about $99,880 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $47,810 for the lowest 10% to over $378,060 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Maryland?
Companies currently hiring wealth advisors in Maryland include M&T Bank, JPMorganChase, and Citi, per current listings on Migrate Mate as of September 2026. Maryland's deep concentration of established financial institutions and proximity to the Washington, D.C. corridor means the hiring market includes both nationally recognized firms and regional wealth management boutiques headquartered in the Baltimore and Bethesda areas.
Which Maryland cities have the most wealth advisor jobs?
The Maryland cities with the most wealth advisor openings are Baltimore, Columbia, and Bethesda. Baltimore anchors the market as home to major financial institutions like T. Rowe Price and M&T Bank, while Bethesda and Rockville benefit from their proximity to Washington, D.C. and a high concentration of affluent households that support both large-firm and independent advisory practices.
Are there remote wealth advisor jobs in Maryland?
Yes, though they are less common than in purely analytical roles because wealth advising relies heavily on ongoing client relationships and trust-building that many firms prefer to handle in person. About 50% of wealth advisor openings tied to Maryland are remote or hybrid as of September 2026, which reflects that pattern. The portions of the role most suited to remote work include financial plan preparation, portfolio review calls, and back-office client reporting.
How can I get hired as a wealth advisor in Maryland with little or no experience?
The most realistic entry path is a client associate or financial planning associate role at a Maryland-based firm, which allows you to work alongside senior advisors while building toward your Series 65 or CFP. T. Rowe Price and regional community banks across the Baltimore metro regularly hire associates and rotational program participants from finance and economics backgrounds. Candidates who sit for the Series 65 exam before applying, or who have completed CFP coursework, consistently stand out in Maryland entry-level searches.
Where can I find and apply to wealth advisor jobs in Maryland?
You can find and apply to wealth advisor jobs in Maryland on Migrate Mate, which lists current openings from employers hiring across the state. Search the listings, identify the roles that match your experience and credentials, and apply directly to the ones that fit.
See All 11 Wealth Advisor Jobs in Maryland
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