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Wealth Advisor Planning; Hybrid

Job in Rockville, Montgomery County, Maryland, 20849, USA
Listing for: Navy Federal Credit Union
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor - Growth & Planning (Hybrid)
A leading financial services institution in Maryland seeks a Financial Consultant to provide advisory services through phone and video. The role involves developing client relationships, advising on insurance and investment products, and conducting local events to foster engagement. Candidates should have a background in finance, relevant licenses, and strong communication skills. This hybrid role offers a salary range from $55,000 to $75,000 along with bonuses based on performance.
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