Wealth Management Advisor Jobs in Maryland
Wealth Management Advisor jobs in Maryland are concentrated in the Baltimore metro, Bethesda, and Annapolis, where firms serving high-net-worth individuals, government contractors, and federal employees drive consistent hiring at every level from associate advisor to senior wealth strategist. Major employers with lasting Maryland footprints include T. Rowe Price, Legg Mason (now part of Franklin Templeton), and M&T Bank, alongside regional RIAs and independent broker-dealers anchored in the greater DC corridor. The most in-demand specialties are retirement income planning, estate planning, and investment portfolio management for dual-income federal and private-sector households. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 22+ Wealth Management Advisor jobs
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
- Identify and cultivate individual financial consulting and wealth management opportunities.
- Work closely with Wealthspire Plan Advisors, and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
- Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
- Work closely with recordkeeper partners to understand and leverage their tools and resources
- Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
- Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
- Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
- Review individual participant’s allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
- Review individual participant’s financial goals to assist with providing custom financial services or referrals.
- Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
- Handle plan sponsor and participant matters in a timely and efficient manner.
- Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
- Positive team player who works effectively within an entrepreneurial environment.
- 3-5 years of experience working with individual’s financial consulting, wealth management and/or retirement plans
- Bachelors’ Degree in Finance or related field of study
- Series 65 license or equivalent (must be obtained within 90 days of employment)
- Experience working with Power Point
- Strong communication and presentation skills
- Keen attention to detail
- Ability to independently manage and prioritize multiple projects
- Strong client service attitude, positive team player and contributor
- Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
- Travel required to service existing clients (40-50% travel requirement, with some overnight)
- CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
- Experience with workplace financial wellness, participant education, or financial planning.
- Experience presenting to employee groups or conducting onsite education meetings.
- Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
- Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
- Ability to identify planning and wealth opportunities without using a hard-sales approach.
What We Offer:
#Wealthspire
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
- Identify and cultivate individual financial consulting and wealth management opportunities.
- Work closely with Wealthspire Plan Advisors, and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
- Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
- Work closely with recordkeeper partners to understand and leverage their tools and resources
- Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
- Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
- Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
- Review individual participant’s allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
- Review individual participant’s financial goals to assist with providing custom financial services or referrals.
- Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
- Handle plan sponsor and participant matters in a timely and efficient manner.
- Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
- Positive team player who works effectively within an entrepreneurial environment.
- 3-5 years of experience working with individual’s financial consulting, wealth management and/or retirement plans
- Bachelors’ Degree in Finance or related field of study
- Series 65 license or equivalent (must be obtained within 90 days of employment)
- Experience working with Power Point
- Strong communication and presentation skills
- Keen attention to detail
- Ability to independently manage and prioritize multiple projects
- Strong client service attitude, positive team player and contributor
- Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
- Travel required to service existing clients (40-50% travel requirement, with some overnight)
- CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
- Experience with workplace financial wellness, participant education, or financial planning.
- Experience presenting to employee groups or conducting onsite education meetings.
- Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
- Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
- Ability to identify planning and wealth opportunities without using a hard-sales approach.
What We Offer:
#Wealthspire
See All 22 Wealth Management Advisor Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
Find JobsWealth Management Advisor Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Wealth Management 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
What Maryland Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Maryland.
- Active FINRA Series 65 or Series 66 license, recognized in Maryland for investment advisory work
- Bachelor's degree in finance, economics, accounting, or a closely related field required
- CFP designation strongly preferred or actively in progress for client-facing advisory roles
- Three or more years of experience managing high-net-worth or affluent client portfolios
- Demonstrated ability to build a client book and meet assets-under-management growth targets
- Strong proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Wealth Management Advisor Jobs in Maryland: Frequently Asked Questions
How do you become a wealth management advisor in Maryland?
To practice as a wealth management advisor in Maryland, you typically need to pass the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 and Series 66 combination if you plan to work under a broker-dealer. Registration is administered through the Maryland Securities Division under the Office of the Attorney General. Most Maryland firms also expect a bachelor's degree in a finance-related field, and many accelerate hiring for candidates who hold or are pursuing the CFP designation.
How much do wealth management advisors make in Maryland?
Wealth management 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 management advisors in Maryland?
Companies currently hiring wealth management advisors in Maryland include JPMorganChase, PNC Financial Services, and M&T Bank, per current listings on Migrate Mate as of October 2026. Maryland's concentration of federal employees, defense contractors, and established family wealth in the Baltimore-Washington corridor creates steady demand across both large wirehouse branches and independent registered investment advisory firms.
Which Maryland cities have the most wealth management advisor jobs?
The Maryland cities with the most wealth management advisor openings are Baltimore, Columbia, and Bethesda. Baltimore anchors the largest share of postings thanks to its headquarters-level presence of asset managers and regional banks, while Bethesda and Rockville draw heavy hiring from RIAs and wirehouse branches serving the high-income professional population of Montgomery County and the adjacent DC suburbs.
Are there remote wealth management advisor jobs in Maryland?
Yes, but they are less common than in purely analytical fields because client relationship management and compliance reviews often require in-person or on-site presence. About 80% of wealth management advisor openings tied to Maryland are remote or hybrid as of October 2026, and those tend to be planning-focused or paraplanning support roles rather than primary client-facing positions.
How can I get hired as a wealth management advisor in Maryland with little or no experience?
The most realistic entry path is a paraplanner or client service associate role, which large Maryland firms like T. Rowe Price and M&T Bank use as a structured pipeline into advisory careers. Regional RIAs in Baltimore and the DC suburbs frequently hire associate advisors directly from finance programs at the University of Maryland and Loyola Maryland. Earning or sitting for the Series 65 before applying, and pursuing the CFP candidate track, signals seriousness to hiring managers and separates entry-level candidates in a competitive Maryland market.
Where can I find and apply to wealth management advisor jobs in Maryland?
You can find and apply to wealth management advisor jobs in Maryland on Migrate Mate, which lists current Maryland openings updated in real time. Search the listings, find the roles that match your experience and location, and apply directly to the ones that fit.
See All 22 Wealth Management Advisor Jobs in Maryland
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