Personal Financial Advisor Jobs in Damascus, MD

1-7 of 7 Jobs

Advisor, Wealth Management and Retirement Plans

  • Bethesda, MD (22 miles from Damascus, MD)
  • 2 days ago
  • Bethesda, MD (22 miles from Damascus, MD)
  • 2 days ago

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a seasoned Wealth Management and Retirement Plan Sales Advisor to join our dynamic team....

Wealth Management Consultant

  • Rockville, MD (14 miles from Damascus, MD)
  • 19 days ago
  • Rockville, MD (14 miles from Damascus, MD)
  • 19 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in...

Wealth Advisor

  • Rockville, MD (14 miles from Damascus, MD)
  • 19 days ago
  • Rockville, MD (14 miles from Damascus, MD)
  • 19 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in...

Medical Wealth Advisor II - McLean, VA

  • McLean, VA (24 miles from Damascus, MD)
  • 21 days ago
  • McLean, VA (24 miles from Damascus, MD)
  • 21 days ago

Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....

Legal Wealth Advisor II or III - DC Metro

  • McLean, VA (24 miles from Damascus, MD)
  • 30+ days ago
  • McLean, VA (24 miles from Damascus, MD)
  • 30+ days ago

Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....

Wealth Advisor

  • McLean, VA (24 miles from Damascus, MD)
  • 30+ days ago
  • McLean, VA (24 miles from Damascus, 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....

440 - Trust - Region IV - Wealth Advisor

  • Frederick, MD (13 miles from Damascus, MD)
  • 90+ days ago
  • Frederick, MD (13 miles from Damascus, MD)
  • 90+ days ago

440 - Trust - Region IV - Wealth Advisor First United Bank, Riverside Office, 1990 Monocacy Boulevard, Frederick, Maryland, United States of America Req #810 Tuesday, November 26, 2024 For more...

Demographic Data for Damascus, MD

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


Local
National
13,349
273
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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...

Salary for Personal Financial Advisor Jobs in Damascus, 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 Damascus, MD offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.7%
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 Damascus, 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%


Other Career Titles

Here are some other career titles that require similar skills