NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementFrederick, MDIn 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.
New Home Consultant Lennar HomesNew Home ConsultantColumbia, MDFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Senior Financial Consultant--Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie) Atlantic Union BankSenior Financial Consultant--Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie)Pasadena, 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 (Georgia Avenue/Olney) Atlantic Union BankSenior 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 (Bethesda/Dc/Alexandria) Atlantic Union BankSenior Financial Consultant--Wealth Management (Bethesda/Dc/Alexandria)Bethesda, 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)Bethesda, 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 (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.
NewFinancial Consultant (Workplace Investors) T. Rowe PriceFinancial Consultant (Workplace Investors)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. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.
VP, Financial Consultant Towson, MD The Charles Schwab CorpVP, Financial Consultant Towson, MDTowson, MDAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
Financial Consultant (Personal Investors) T. Rowe Price Group IncFinancial Consultant (Personal Investors)Owings Mills, MD$80,000–$117,000 / yearAs 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. Success in this role means you can quickly understand a client's immediate need(s) and broaden the conversation to determine if you can assist with other financial needs, including education, advice, and consolidation of assets.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantBethesda, MDOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning . • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation .
Financial Consultant Manager Elevance HealthFinancial Consultant ManagerHanover, MarylandLocation: This role requires associates to be in-office 1-2 days per week at our Hanover, MD location, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. Conducts and documents complex financial and business-related analyses and research fields, including financial and expense performance, rate of return, depreciation, working capital and investment.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)MD$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Entry-Level Financial Consultant (Remote) - Baltimore, MD Traction Forge FinancialEntry-Level Financial Consultant (Remote) - Baltimore, MDBaltimore, MDRemoteTotal Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.
Entry-Level Financial Consultant (Remote) - Baltimore, MD (Remote) Traction Forge FinancialEntry-Level Financial Consultant (Remote) - Baltimore, MD (Remote)Baltimore, MDRemoteTotal Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.
Audit Consultant, Financial Operations Sun Life FinancialAudit Consultant, Financial OperationsBaltimore, MD$53,000–$80,700 / yearThis role conducts premium audits, analyzes census and billing data, identifies premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances. Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
Workday Principal Consultant- Financial Management & Supply Chain Optimization RPI ConsultantsWorkday Principal Consultant- Financial Management & Supply Chain OptimizationBaltimore, MDThe Principal Consultant works directly with clients to understand business processes, assess how Workday is being used, recommend practical improvements, and guide assessments, optimization efforts, advisory engagements, and targeted projects. Support engagement performance: Work with project and engagement leaders to monitor scope, schedule, budget, quality, risk, and client satisfaction, identifying Workday-specific issues early and help the team resolve them.
Financial Consultant - Bethesda, MD FidelityFinancial Consultant - Bethesda, MDBethesda, MarylandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Annapolis, MD FidelityFinancial Consultant - Annapolis, MDAnnapolis, MarylandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.