NewFinancial Advisor Northwestern MutualFinancial AdvisorHunt Valley, MDThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
NewFinancial Services / Creditors’ Rights Attorney JobotFinancial Services / Creditors’ Rights AttorneyBaltimore, MD$125,000–$175,000 / yearThe firm’s attorneys bring a high level of experience across a diverse range of practice areas, including real estate, land use and zoning, commercial lending, litigation, financial services, business transactions, and tax and wealth planning. Information 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.
NewCFO JobotCFOBethesda, MD$150,000–$185,000 / yearOur attorneys handle a diverse range of matters, including commercial real estate, business transactions, litigation, estates and trusts, technology, alternative dispute resolution, zoning and land use, and representation of state and local entities. Information 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.
NewWealth Management Associate Equitable AdvisorsWealth Management AssociateColumbia, MD$250–$1,000Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.
NewEstates & Trusts Paralegal / Legal Assistant Orion PlacementEstates & Trusts Paralegal / Legal AssistantBethesda, MD$45,000–$85,000 / yearWork on meaningful matters — estate administration, trusts, probate, guardianship, and fiduciary work — that directly impact clients during significant life moments. \n This role puts you at the center of a growing, purpose-driven practice area where your organizational skills and attention to detail have a direct impact on clients navigating some of the most important moments of their lives.
NewSales Specialist Dunna Vision CollectiveSales SpecialistArlington, VAClients include a wide range of local businesses such as med spas, auto dealers, fitness studios, healthcare practices, restaurants, real estate firms, law practices, and financial advisors. The team produces cinematic video, short-form social content, social media strategy and management, and paid media campaigns focused on driving measurable revenue.
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.
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.
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Baltimore & Associates MarketTowson, MD$80,000–$90,000 / yearEffectively 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.
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 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.
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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMDRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Financial Wealth Advisor - Baltimore, MD Corebridge Financial IncFinancial Wealth Advisor - Baltimore, MDMD$80,000–$200,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial 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.
Financial 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.
Financial Advisor - Montgomery, Frederick And Washington County MD Thrivent Financial for LutheransFinancial Advisor - Montgomery, Frederick And Washington County MDEldersburg, 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 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.
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.