Principal - CFO Advisory SC&H Group ExternalPrincipal - CFO AdvisoryHunt Valley, MarylandThrough our Client Advisory Services (CAS) platform, we combine deep financial expertise with modern technology and scalable processes to help clients operate more efficiently, reduce infrastructure costs, and maximize enterprise value. This role is designed for a senior leader who thrives at the intersection of finance, technology, and client service—and who is energized by building, scaling, and leading a next-generation advisory practice.
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.
Financial Advisor, Advisory Services (Hybrid, Multiple Openings) T. Rowe PriceFinancial 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.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence BDO USA PCDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceMD$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Principal, Infrastructure Advisory Lead, Water T.Y. Lin International Group LtdPrincipal, Infrastructure Advisory Lead, WaterSilver Spring, MDRemote$168,000–$225,000 / yearServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLins market position. Lead and grow the Water Advisory practice, advancing market strategy, technical excellence, and thought leadership across infrastructure strategy, asset management, resilience, and decision intelligence.
Offer Manager, Advisory Services T. Rowe PriceOffer Manager, Advisory ServicesOwings Mills, MarylandAs 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. The Offer Manager serves as the operational owner for assigned offers, maintaining end-to-end awareness of workflows, identifying risks and breakdowns, and driving resolution across teams.
Advisory Manager Modera Wealth ManagementAdvisory ManagerAnnapolis, MarylandFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
IT Audit Advisory Consultant/FISCAM SME Peraton IncIT Audit Advisory Consultant/FISCAM SMEMD$135,000–$216,000 / yearPeraton offers enhanced benefits to employees working on this critical National Security program, which include heavily subsidized employee benefits coverage for you and your dependents, 25 days of PTO accrued annually up to a generous PTO cap and participation in an attractive bonus plan. Perform advisory services for risk management framework (RMF) activities to support system team IT control implementations in accordance with financial management overlay.
Outsourced Accounting & Advisory Services Supervisor GRF CPAs & AdvisorsOutsourced Accounting & Advisory Services SupervisorBethesda, MDRemote$110,000–$120,000The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region The Baldwin Group Insurance Holdings, LLCSr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic RegionBethesda, MDThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Owings Mills, MDRemoteAbout our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Director of Advisory Services KCI Holdings IncDirector of Advisory ServicesMDDuties, Responsibilities & Other As Director of Advisory Services, you will: • Drive strategic growth of the advisory services business by expanding market presence, cultivating high-value relationships, and securing new clients in transportation, energy, environmental, state and local government IT, and other infrastructure-related sectors. The ideal candidate will bring strong executive-level relationship-building skills, lead multidisciplinary teams, and promote deeper integration and cross-sector collaboration across KCI to maximize value through innovative, data-driven advisory strategies.
Legal Counsel – Global Advisory T. Rowe PriceLegal Counsel – Global AdvisoryOwings Mills, MarylandThe Legal Counsel may engage in a variety of functions, including negotiating institutional and private asset management (i.e., high net worth) separate account agreements and amendments; negotiating agreements with program sponsors for the firm’s separately managed accounts business; drafting and reviewing documents related to private funds; supporting legal filings such as the Form ADV; analyzing and interpreting new laws and regulations and advising on their impact to T. Reviews presented business issues related to investment advisory activities, conducts legal research and investigations, and crafts legal solutions, balancing internal and external stakeholder interests with the risks of adverse legal actions, revenue loss, or reputational damage to the entity.
Sr Manager, Regulatory Advisory Compliance T. Rowe Price Group IncSr Manager, Regulatory Advisory ComplianceOwings Mills, MD$110,000–$188,000 / yearSuccess in this role requires deep expertise in compliance and registration disciplines, exceptional communication skills, demonstrated experience with handling multiple tasks at the same time, strong attention to detail, self-motivation, and the ability to influence management and key external stakeholders on broad-ranging initiatives. 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.
Senior Business Development Representative, C‑Suite Advisory Sales Rose Financial Solutions LLCSenior Business Development Representative, C‑Suite Advisory SalesNorth Bethesda, MDFull timeIf you've built a career advising CEOs, CFOs, COOs, and Executive Directors-and you're ready to own a revenue franchise instead of carrying a quota inside someone else's machine -this role is designed for you. As a Business Development Representative , you will operate as a trusted advisor to senior executives, owning the full revenue lifecycle from relationship development through close and handoff.
Sr. Analyst, Regulatory Advisory Compliance (Fraud and AML) T. Rowe PriceSr. Analyst, Regulatory Advisory Compliance (Fraud and AML)Owings Mills, MarylandAs 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. Monitors, suggests, and supports implementation of new rule sets, methods, or detection mechanisms to refine internal suspicious activity monitoring and ensure continued validity and effectiveness of fraud detection and prevention.
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions The Baldwin Group Insurance Holdings, LLCEmployee Benefits Advisor (Producer) - Insurance Advisory SolutionsBethesda, MDLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Sr Client Service Specialist, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region The Baldwin Group Insurance Holdings, LLCSr Client Service Specialist, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic RegionBethesda, MDThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Sr Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients'' financial goals.
Deal Advisory Senior Manager Cherry Bekaert LLPDeal Advisory Senior ManagerRockville, MD$105,563–$247,900 / yearTo support the continued growth of our Deal Advisory practice, an opportunity has been created for a Senior Manager to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Deal Advisory Manager (Healthcare) Cherry Bekaert LLPDeal Advisory Manager (Healthcare)MD$117,800–$183,100 / yearPerform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management SidaraAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementSilver Spring, MarylandServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin’s market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin’s integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
NewSenior Business Development Representative, Advisory Sales Rose Financial ServicesSenior Business Development Representative, Advisory SalesSilver Spring, MDYou will:Leverage existing relationships and develop new executive connectionsLead discovery conversations focused on financial infrastructure, scale, and performancePosition ROSE as a long‑term strategic solution—not a point productDrive new client relationships across GovCon, NFP, and growth sectorsWhat You'll DoBuild and manage senior‑level relationships with CEOs, CFOs, COOs, and Executive DirectorsOriginate, qualify, and close new FaaS engagementsConduct executive discovery and value‑based sales conversationsDeliver compelling, outcome‑oriented presentationsBuild and manage a high‑quality pipeline using HubSpot CRMPartner with onboarding and delivery teams to ensure seamless client transitionsContribute to strategic marketing and growth initiatives as a senior commercial voiceWhat We're Looking ForExperience & Background4‑10+ years in banking, professional services, or financial SaaS salesProven success selling complex financial solutions to senior executivesExperience in long‑cycle, consultative sales environmentsBachelor's degree in Business, Finance, Accounting, or related fieldIdeal DifferentiatorsExisting Rolodex in DC GovCon, Nonprofits, or Growth / PE‑backed companiesStrong executive presence and credibilityAbility to translate financial complexity into strategic outcomesHighly self‑directed with disciplined pipeline ownershipCompensation & GrowthROSE is intentionally competitive for the right senior talent. Benefits & CultureHealth insurance subsidies up to 80@1(k) with company contributionWork + Life Fit flexibilityEducational reimbursementExecutive‑caliber, collaborative professional environmentWhy Senior Bankers Choose ROSESell strategic outcomes, not commoditized productsWork directly with executive decision‑makersHelp modernize finance at scaleBuild a long‑term revenue engine with real upsideIf you're ready to leverage your experience, network, and judgment in a role that rewards impact and autonomy— we'd like to talk.
NewSr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region Baldwin Group ColleagueSr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic RegionBethesda, MarylandThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
Advisory Director Client Relationship Executive - Transformation Grant Thornton LLPAdvisory Director Client Relationship Executive - TransformationMD$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Advisory Director Client Relationship Executive - Cyber & Risk Grant Thornton LLPAdvisory Director Client Relationship Executive - Cyber & RiskMD$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Advisory Director Client Relationship Executive - AI, Data & Tech Grant Thornton LLPAdvisory Director Client Relationship Executive - AI, Data & TechMD$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
NewEmployee Benefits Advisor (Producer) - Insurance Advisory Solutions Baldwin Group ColleagueEmployee Benefits Advisor (Producer) - Insurance Advisory SolutionsBethesda, MarylandLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Capital Projects and Real Estate Advisory Senior Baker Tilly Advisory Group, LPCapital Projects and Real Estate Advisory SeniorAnnapolis, MarylandBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Processor, QC - Mortgage Risk Advisory Baker Tilly Advisory Group, LPProcessor, QC - Mortgage Risk AdvisoryAnnapolis, MarylandBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Advisor - Annapolis Navy Federal Credit UnionFinancial Advisor - AnnapolisBowie, MD$55,000–$75,000 / yearRecommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Financial Advisor / CFP - Baltimore, Maryland Kestra Financial Independent AdvisorFinancial Advisor / CFP - Baltimore, MarylandBaltimore, MDMelnick 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.
Agent Associate, Financial Wellness (Family and Consumer Sciences Educator) University of MarylandAgent Associate, Financial Wellness (Family and Consumer Sciences Educator)Charles County, MD$49,073–$63,073 / yearEstablish strong partnerships with community coalitions and organizations such as schools, human service agencies, libraries, government agencies, local health coalitions, and others to develop Extension education and outreach opportunities as well as policy systems, and environmental strategies for target populations and communities. This position will also create and facilitate community partnerships with local and state agencies, nonprofit organizations, school systems, businesses, and others that support extension programs and policy, as well as systems and environmental approaches.
Senior, Tax Advisory Amentum Services IncSenior, Tax AdvisoryBethesda, MDMain Responsibilities: Support a broad range of domestic and international tax advisory projects, including financing transactions and cash repatriation, legal entity restructurings, withholding and indirect tax matters, and tax support for M&A transactions. Support tax audits and controversies in U.S. federal, state, and foreign jurisdictions, including direct and indirect tax matters, including gathering and validating data for audit requests, drafting audit responses, etc.
Technology Manager, Financial Systems and Services Brown Advisory IncTechnology Manager, Financial Systems and ServicesBaltimore, MD$135–$165 / hourThe Technology Manager, Financial Systems & Services is a hands-on leader responsible for supporting, enhancing, and optimizing enterprise systems across Wealth and Asset Management, Accounting & Finance, HR, and other core business units. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C. Position Summary.
Financial Reporting Lead Rockefeller Capital ManagementFinancial Reporting LeadBethesda, Maryland$160,000–$175,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).
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 Coach International Rescue CommitteeFinancial CoachSilver Spring, MarylandUndergraduate degree preferred; or combination of equivalent years of education and related work experience; Experience with financial education, counseling and coaching; High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling; Demonstrated ability to communicate well with people of varied backgrounds; High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams; Excellent organizational skills with a high level of attention to detail and computer literacy; Strong written and verbal communication skills, including ability to make presentations; Ability to work independently, be a self-starter and manage multiple tasks; Fluency in English required. Include, but are not limited to: Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as advanced asset building topics, including analyzing credit reports, techniques to build credit, and debt reduction as needed.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistBaltimore, MD$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Senior Financial Consultant (Georgia Avenue/Olney) Atlantic Union Bankshares CorpSenior Financial Consultant (Georgia Avenue/Olney)Olney, MDAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Senior Financial Consultant--Wealth Management (Annapolis) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Annapolis)Annapolis, MDAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)MDAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
NewSenior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsFrederick, MD2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Life Services Financial Solutions Advisor (Series 7 & 66 required) Bank of AmericaLife Services Financial Solutions Advisor (Series 7 & 66 required)Hunt Valley, MarylandKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Planner T. Rowe PriceFinancial PlannerOwings Mills, MDFull timeThis is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. 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.
NewCHIEF FINANCIAL OFFICER (PROGRAM MANAGER SENIOR II) State of MarylandCHIEF FINANCIAL OFFICER (PROGRAM MANAGER SENIOR II)MDDo you have at least two (2) years of experience analyzing agency spending plans to advise executive leadership (e.g., Cabinet-level Secretaries or Chiefs of Staff) on financial matters, alongside direct experience coordinating complex procurement processes and verifying funds availability. Do you have at least three (3) years of professional experience utilizing State of Maryland financial and budgetary control systems (such as FMIS/RSTARS or equivalent agency fiscal control accounting systems) to create budget amendments, deficiencies, and supplemental budget documents.
Financial Consulting Manager - Payroll Services RSM US LLPFinancial Consulting Manager - Payroll ServicesBaltimore, MD$81,400–$153,500 / yearManaged services operating model design • Payroll compliance and risk mitigation • Transition and implementation leadership • Client advisory and executive communication • Operational excellence and continuous improvement • Team leadership and talent development • Commercial awareness and practice growth mindset. The Consulting Manager - Payroll Services leads client engagements that assess, transition, and optimize payroll operations for Clients looking to transform their internal payroll operations or to prepare for an outsourcing service delivery model.
Financial Solutions Advisor Registration Candidate- Chesapeake Market - Spanish Required Bank of America CorpFinancial Solutions Advisor Registration Candidate- Chesapeake Market - Spanish RequiredHyattsville, MDMerrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored managed distributed or provided by companies that are affiliates of Bank of America. Key responsibilities include triaging client leads making referrals to business partners based on client needs and asset thresholds and meeting with clients to review financial and investment goals and recommend products.
Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Maryland MarketNorth Bethesda, 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.
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.
NewRelationship Banker - Hanover Parkway Financial Center Bank of AmericaRelationship Banker - Hanover Parkway Financial CenterGreenbelt, MarylandWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.