Wealth Management Associate Jobs in Maryland
Wealth Management Associate jobs in Maryland concentrate heavily in financial services, private banking, and investment management, with the state's proximity to Washington D.C. and its dense corridor of federal contractors and high-net-worth households creating steady demand at both entry and mid-career levels. Baltimore, Bethesda, and Annapolis are the most active hiring metros, anchored by employers such as T. Rowe Price, Legg Mason, and PNC Financial Services. The most sought-after specialties include retirement planning, high-net-worth portfolio management, and estate and trust services. Find a role that fits below and apply directly.
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Showing 5 of 19+ Wealth Management Associate jobs
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.
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 19 Wealth Management Associate Jobs in Maryland
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Find JobsWealth Management Associate Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Wealth Management Associate 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 associate jobs across Maryland.
- Active FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, economics, accounting, or a closely related field required
- One or more years of client-facing experience in financial services or wealth management preferred
- Proficiency with portfolio management and CRM platforms such as Salesforce or Tamarac
- Strong working knowledge of investment products including equities, fixed income, and mutual funds
- CFP designation in progress or completed is a preferred qualification at many Maryland firms
Wealth Management Associate Jobs in Maryland: Frequently Asked Questions
How do you become a wealth management associate in Maryland?
Most Maryland wealth management associate roles require a bachelor's degree in finance, economics, or a related field, followed by FINRA licensing through the Financial Industry Regulatory Authority. The most common licenses are the Series 7 and Series 66, which require passing FINRA-administered exams. Maryland does not have a separate state licensing board for wealth management, but broker-dealer registration through FINRA is mandatory. Many candidates also pursue the CFP credential through the CFP Board to strengthen their candidacy at firms in Baltimore and the D.C. suburbs.
How much do wealth management associates make in Maryland?
Wealth management associates 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 associates in Maryland?
Maryland wealth management associate roles are posted by JPMorganChase, NFP, and Bank of America and others right now, based on current listings on Migrate Mate as of November 2026. Maryland's concentration of major asset managers, regional banks, and independent RIA firms in Baltimore and the Bethesda-Rockville corridor means openings appear at a wide range of firm sizes and specialties.
Which Maryland cities have the most wealth management associate jobs?
Baltimore, Annapolis, and North Bethesda account for the largest share of wealth management associate openings in Maryland. Baltimore drives the most postings as the home base of nationally known asset managers and large regional banks, while Bethesda and Rockville attract a high concentration of independent registered investment advisors and private wealth practices serving the affluent D.C. suburbs, and Annapolis sees consistent demand from community banks and financial planning firms serving the coastal and mid-shore markets.
Are there remote wealth management associate jobs in Maryland?
Yes, but they're limited, since client relationship work and compliance requirements make most wealth management associate roles primarily in-office or hybrid. About 0% of wealth management associate openings tied to Maryland are remote or hybrid as of November 2026, reflecting the client-facing nature of most positions. The tasks most commonly performed remotely include financial plan preparation, portfolio analysis, and client reporting, while client meetings and compliance reviews typically require an in-person or supervised setting.
How can I get hired as a wealth management associate in Maryland with little or no experience?
The most realistic entry path is through a financial advisor trainee or wealth management analyst program at one of Maryland's larger firms. T. Rowe Price and PNC Financial Services both run structured associate development programs in Baltimore that accept candidates with a finance-related degree and no direct wealth management background. Lateral moves from banking roles such as personal banker or licensed branch associate are also common entry points. Completing the Series 7 and Series 66 before applying, even without employer sponsorship, gives candidates a concrete edge and signals readiness to most Maryland hiring managers.
Where can I find and apply to wealth management associate jobs in Maryland?
You can find and apply to wealth management associate jobs in Maryland on Migrate Mate, which lists current Maryland openings across Baltimore, Bethesda, Annapolis, and surrounding areas. Find roles that match your background and apply directly to each one.
See All 19 Wealth Management Associate Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
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