Financial Advisor

Financial Advantage Associates; Rockville (MD); On-site; USD 80,000 - 100,000; Full time

Job summary

A well-established financial planning firm in Rockville, MD is seeking an Experienced Financial Advisor. This role involves partnering with senior advisors to craft personalized financial strategies for high-net-worth clients. With a focus on mentorship and professional growth, candidates should have a passion for financial planning and at least 5 years of experience. Competitive salary and performance-based bonuses are offered.

Benefits

Competitive salary

Performance-based bonuses

Mentorship from a top advisor

Qualifications

• 5+ years of experience in financial planning or wealth management.
• Active FINRA Registration Series 7.
• Active FINRA Registration Series 66 or Series 63 and 65 licenses.
• Experience working with high-net-worth clients.
• Team player who thrives in a collaborative environment.
• Passion for financial planning and delivering exceptional client service.

Responsibilities

• Partner with the Sr. Advisor to deliver high-impact, values-based financial planning.
• Help craft and execute personalized strategies for High-Net-Worth clients.
• Prepare and present comprehensive financial planning analyses and investment recommendations.
• Join client meetings, drive follow-up, and ensure implementation of planning strategies.
• Contribute to continuous process improvement and innovation within the practice.

Skills

Financial planning

Wealth management

Client relationship management

Team collaboration

Education

CFP designation or on track

Tools

FINRA Series 7

FINRA Series 66 or Series 63/65

Job description

16 hours ago Be among the first 25 applicants

At Financial Advantage Associates, we believe in empowering our clients through comprehensive, planning-first wealth management. Our team-oriented culture is built on collaboration, integrity, and a shared commitment to delivering exceptional client experiences. Here we collaborate with tax professionals, estate planners, and legal experts to deliver coordinated strategies that protect and grow our clients’ wealth across generations.

Experienced Financial Advisor Opportunity:

We are seeking a motivated and experienced Advisor to join a very well-established, purpose-driven financial planning practice. This is a rare, salaried opportunity to work alongside a successful advisor, gain exposure to high-net-worth clients, and grow within a firm that values mentorship, professional development, and long-term career growth.

Key Responsibilities:

• Partner with the Sr. Advisor to deliver high-impact, values-based financial planning
• Help craft and execute personalized strategies for High-Net-Worth clients
• Prepare and present comprehensive financial planning analyses and investment recommendations
• Join client meetings, drive follow-up, and ensure implementation of planning strategies
• Contribute to continuous process improvement and innovation within the practice

Qualifications:

• 5+ years of experience in financial planning or wealth management
• Active FINRA Registration Series 7
• Active FINRA Registration Series 66 or Series 63 and 65 licenses
• Experience working with high-net-worth clients
• CFP designation or on the path to certification strongly preferred
• Team player who thrives in a collaborative environment
• Passion for financial planning and delivering exceptional client service

About the Sr. Advisor:

With nearly two decades of experience, this advisor has built a thriving, purpose-driven practice focused on helping clients make confident, values-aligned financial decisions. He is an author, a frequent speaker, and a mentor known for simplifying complex topics and inspiring both clients and team members. His approach combines technical excellence with emotional intelligence, creating a high-impact culture where client education, collaboration, and meaningful relationships are paramount.

This opportunity is ideal for an advisor who wants to do deeply meaningful work, engage in thought-provoking client conversations, and be part of a firm that sees planning as both a science and an art. This is a long-term, growth-oriented role for someone who wants to deepen their skills, grow into a lead advisor role, and be part of a close-knit team serving a sophisticated clientele. We’re seeking someone who sees this profession as a calling, someone who wants to grow into a leadership role by learning from a seasoned advisor, while bringing fresh perspective and energy to the team.

What We Offer:

• Competitive salary and performance-based bonuses
• Mentorship from a top advisor and exposure to complex planning cases
• A supportive, team-based culture focused on growth and excellence

Ready to take the next step in your advisory career? Apply now to join a high-performing team where your skills make a lasting impact.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Finance

• Industries

  Financial Services and Insurance

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