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Financial Planning Jobs in Carroll, MD

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Financial Services Representative - State Farm Agent Team Member Michael Doyle - State Farm Agent

Baltimore, MD

Full time

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future?

30+ days ago

Financial Advisor, Truist Investment Services, McLean, VA Truist Bank

Mclean, Virginia

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.

30+ days ago

Sr. Financial Analyst INDUS Technology, Inc.

Washington, Washington, DC

$140,000–$160,000 / year

Collaborate with Business Financial Managers (BFMs), Principal Assistant Program Managers (PAPMs), Assistant Program Managers (APMs), and APMs for Installation (APM-Is) to manage resources and associated data to execute and track all required funding. Financial Analyst provides financial management, budgeting, and acquisition support to Naval Information Warfare Systems Command (NAVWAR) programs, including financial planning, funding execution, and resource management.

30+ days ago

Sr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / Philadelphia (Washington, DC, US, 20001) Amtrak

Washington, DC

$206,200–$267,192 / hour

Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.

30+ days ago

Premier Advisor - Eldersburg, MD Truist Bank

Eldersburg, Maryland

$88,000–$110,000 / year

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

30+ days ago

Finance Analytics & AI Manager Deloitte Touche Tohmatsu Ltd

McLean, VA

Experience architecting generative and agentic AI solutions across infrastructure, model, and application layers, including one or more of the following infrastructure platforms: NVIDIA, Amazon Web Services (AWS), Google Cloud Platform (GCP), or Microsoft Azure; one or more of the following model platforms: GPT-4o, Claude, or Llama; and one or more of the following application platforms: ChatGPT, Claude, or Gemini. Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.

30+ days ago

Finance Analytics & AI Senior Consultant Deloitte Touche Tohmatsu Ltd

McLean, VA

30+ days ago

Director Salesforce Platform Ryder System Inc

Washington, DC

Stakeholder leadership, business alignment, and enterprise decision-making:Build durable relationships with Sales Operations, Service, Product, Application Support, Security, Enterprise Architecture, Data, Integration, Infrastructure, Risk, Finance, Procurement, and business-segment leaders; translate competing priorities into enterprise choices. Enterprise Salesforce strategy, roadmap, and governance:Collaborate with key stakeholders to establish a multi-year Salesforce vision, target-state architecture, org strategy, capability roadmap, and investment plan aligned to Ryder's sales, service, customer, data, and digital strategies.

30+ days ago

Finance Manager, Economic Studies (Job ID: 2026-3894) The Brookings Institution

Washington, DC

Working closely with colleagues across Finance, Development, Human Resources, General Counsel, and other institutional functions, the Finance Manager applies consistent financial practices, strengthens financial controls, and supports effective stewardship of program, institutional, and restricted resources. We accomplish this by safeguarding the institution’s assets, stewarding donor contributions and providing quality and client-driven service characterized by professionalism, integrity, reliability, transparency, accountability, expertise, and above all else – respectfulness and fairness.

30+ days ago

Finance Manager, Economic Studies (Job ID: 2026 3894) The Brookings Institution

Washington, DC

Working closely with colleagues across Finance, Development, Human Resources, General Counsel, and other institutional functions, the Finance Manager applies consistent financial practices, strengthens financial controls, and supports effective stewardship of program, institutional, and restricted resources. We accomplish this by safeguarding the institution's assets, stewarding donor contributions and providing quality and client-driven service characterized by professionalism, integrity, reliability, transparency, accountability, expertise, and above all else - respectfulness and fairness.

30+ days ago

Budget, Finance, and Procurement Support Lynker Corporation

Silver Spring, Maryland

Our continually expanding team combines scientific expertise with mature, results-driven processes and tools to achieve technically sound, cost effective solutions in hydrology/water sciences, geospatial analysis, information technology, resource management, conservation, and management and business process improvement. • Meeting Preparation: Preparing cost adjustments, spend plans, and monthly preparation for Resource Review meetings by extracting data from Business Applications Solution (BAS) and NOAA Financial Management Data Systems (FMDS) to generate reports and graphical displays.

30+ days ago

Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Energy, Resources & Industrials Industry Deloitte Touche Tohmatsu Ltd

Washington, DC

$148,200–$292,300 / year

This role combines accounting domain expertise, managed services solutioning, Energy, Resources & Industrials Industry experience, commercial acumen, executive presence, and strong client and team leadership. Own or provide senior leadership for Finance Operate deal flow for the Energy, Resources & Industrials sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution governance, and handoff to mobilization and delivery teams.

30+ days ago

Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Life Sciences & Healthcare Industry Deloitte Touche Tohmatsu Ltd

Washington, DC

$148,200–$292,300 / year

This role combines accounting domain expertise, managed services solutioning, Life Sciences & Health Care Industry experience, commercial acumen, executive presence, and strong client and team leadership. Provide senior leadership for Finance Operate deal flow for the Life Sciences & Health Care sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution governance, and handoff to mobilization and delivery teams.

30+ days ago

Senior Financial Analyst Capital One

McLean, Virginia

Develop methodologies and processes that provide transparency of costs and cost drivers to recipient businesses, and analyze current financial results to identify and address evolving business issues and opportunities. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

30+ days ago

Financial Management SME (Chantilly) - Public Sector, Intel BDO USA PC

McLean, VA

$170,000–$205,000 / year

They''ll drive problem solving and fact finding, while working side by side with experienced team members, management, and client leadership, and will support or lead firm practice, solution, and business development initiatives. Supervisory Responsibilities: May supervise the day-to-day workload of Public Sector direct reports related to client projects, business development, and other activities, including maintaining team productivity and review of work products.

30+ days ago

Fp&A Analyst Immuta

Berwyn Heights, MD

$88,000–$110,000 / year

Technical Skills: Working proficiency with Google Sheets and Excel, including formulas, lookups such as VLOOKUP or comparable functions, QUERY functions, IMPORTRANGE or comparable data connections, pivot tables, and organizing data from multiple sources. Immuta has raised $263 million from investors including NightDragon, Snowflake, Databricks, ServiceNow, Citi Ventures, Dell Technologies Capital, DFJ Growth, IAG, Intel Capital, March Capital, Okta Ventures, StepStone, Ten Eleven Ventures, and Wipro Ventures.

23 days ago

FP&A Analyst Immuta

College Park, MD | Columbus

$80,000–$100,000 / year
Full time

25 days ago

Financial Advisor - Baltimore, MD And Surrounding Thrivent Financial for Lutherans

Towson, MD

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. 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.

30+ days ago

Financial Advisor - Washington, DC And Northern VA Thrivent Financial for Lutherans

Laurel, MD

30+ days ago

Senior Financial Analyst BryceTech

Arlington, VA

BryceTech is seeking a Senior Financial Analyst to support Headquarters Marine Corps Budget & Execution Division in the development of financial plans, cost estimates, budget execution analysis, audit readiness initiatives, and financial system optimization efforts. BryceTech has been recognized in the Washington Technology Fast 50 ranking of top high-growth small businesses for five consecutive years and received a GovCon Contractor of the Year Award in 2025, underscoring our strong growth, competitive positioning, and excellence in federal contracting.

30+ days ago

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Financial Planning Jobs in Carroll, MD

Financial Services Representative - State Farm Agent Team Member Michael Doyle - State Farm Agent

Financial Advisor, Truist Investment Services, McLean, VA Truist Bank

Sr. Financial Analyst INDUS Technology, Inc.

Sr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / Philadelphia (Washington, DC, US, 20001) Amtrak

Premier Advisor - Eldersburg, MD Truist Bank

Finance Analytics & AI Manager Deloitte Touche Tohmatsu Ltd

Finance Analytics & AI Senior Consultant Deloitte Touche Tohmatsu Ltd

Director Salesforce Platform Ryder System Inc

Finance Manager, Economic Studies (Job ID: 2026-3894) The Brookings Institution

Finance Manager, Economic Studies (Job ID: 2026 3894) The Brookings Institution

Budget, Finance, and Procurement Support Lynker Corporation

Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Energy, Resources & Industrials Industry Deloitte Touche Tohmatsu Ltd

Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Life Sciences & Healthcare Industry Deloitte Touche Tohmatsu Ltd

Senior Financial Analyst Capital One

Financial Management SME (Chantilly) - Public Sector, Intel BDO USA PC

Fp&A Analyst Immuta

FP&A Analyst Immuta

Financial Advisor - Baltimore, MD And Surrounding Thrivent Financial for Lutherans

Financial Advisor - Washington, DC And Northern VA Thrivent Financial for Lutherans

Senior Financial Analyst BryceTech

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