NewFinancial Reporting Manager CFSFinancial Reporting ManagerWashington, DCReady to step into a high-visibility accounting leadership role where your technical expertise drives strategic decision-making? Partner with external auditors, tax advisors, lenders, and grantors in a highly visible role.
Estate Planning & Administration Attorney JobotEstate Planning & Administration AttorneyBethesda, MD$135,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded decades ago and based in Bethesda, Maryland, we are a highly respected boutique law firm dedicated to providing sophisticated legal counsel in estate planning, trust and estate administration, and family law throughout the Washington, D.C. metropolitan area.
Financial Advisor Northwestern MutualFinancial AdvisorAnnapolis, Maryland$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor SECUFinancial AdvisorLinthicum, MDThe Financial Advisor assists members identify financial goals and objectives by collecting and analyzing the member’s financial information, advise the member about the risks, advantages and disadvantages of various investment opportunities in light of the member’s individual financial circumstances, and recommend to the client only those investment solutions that are suitable for that member’s particular financial status, objectives, risk tolerance, tax exposure, and other investment needs. The Financial Advisor adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
Advisor Development Program - Financial Solutions Advisor Trainee: Centre Park Drive Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Centre Park Drive Financial CenterColumbia, MD$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor NASA Federal Credit UnionFinancial AdvisorWashington, DCProvides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved financial products/services. Interfaces with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes.
NewMerrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Washington DC MarketWashington, DC$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Advisor - RIA Professions IncFinancial Advisor - RIAWashington, DCEvaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Confidential RIA | Washington, D.C. A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Washington office.
Financial Advisor - Columbia, MD And Surrounding Thrivent Financial for LutheransFinancial Advisor - Columbia, MD And SurroundingBowie, MDThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Montgomery, Frederick And Washington County MD Thrivent Financial for LutheransFinancial Advisor - Montgomery, Frederick And Washington County MDRockville, MDThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Washington, DC And Northern VA Thrivent Financial for LutheransFinancial Advisor - Washington, DC And Northern VALaurel, MDThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Baltimore, MD And Surrounding Thrivent Financial for LutheransFinancial Advisor - Baltimore, MD And SurroundingBaltimore, MDThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor United Bank, Inc.Financial AdvisorAnnapolis, MD$50,000–$100,000 / yearIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstances.
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Baltimore & Associates MarketBaltimore, MarylandEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Maryland MarketNorth Bethesda, MarylandEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewFinancial Advisor - Los Angeles Lenox AdvisorsFinancial Advisor - Los AngelesHunt Valley, MD$100,000–$1,000,000 / yearWe help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.
NewFinancial Advisor - Hunt Valley Lenox AdvisorsFinancial Advisor - Hunt ValleyHunt Valley, MD$100,000–$1,000,000 / yearWe help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.
NewFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementCatonsville, MarylandIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor / CFP - Baltimore, Maryland Kestra Financial Independent AdvisorFinancial Advisor / CFP - Baltimore, MarylandBaltimore, MD$100,000–$130,000 / yearMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships.
Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings) T. Rowe PriceSenior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)Owings Mills, MarylandExpanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.