Financial 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.
Financial Manager Savantage SolutionsFinancial ManagerRockville, MD$110,000–$132,000 / yearSavantage Solutions is seeking a Financial Manager to join our professional services team supporting the mission of a federal government agency dedicated to enabling the Department of Defense, the U.S. Government, and international partners to counter and deter weapons of mass destruction and improvised threat networks. Document development efforts and produce guides, job aids and other information to support the Agency’s automated spend plan management system and other financial tools (to include but not limited to DAI, Joint Integrated CBRN Analytic Platform (JICAP), and Dormant Account Review Quarterly (DAR-Q).
NewFinancial Analyst, Senior Bowhead / UIC Technical ServicesFinancial Analyst, SeniorPatuxent River, MDExperience in financial management to include financial analysis of business programs, development of cost estimates, program status reports, and demonstrated knowledge of DoD Federal Management Regulations (FMR), Federal Acquisition Regulation (FAR), PPBE, and DoN procurement policies and procedures experience. Performs more complex analytical and evaluative work requiring a comprehensive knowledge of: (1) theory and principles; (2) financial and management organization, operations, and practices; (3) pertinent statutory or regulatory provisions; and (4) related basic economic, accounting, and legal principles.
Technical Project Support Services (TPSS) Landing Page Bowhead / UIC Technical ServicesTechnical Project Support Services (TPSS) Landing PagePatuxent River, MDThese services will directly support multiple major defense acquisition programs and a broad range of weapons systems, identification systems; expeditionary and range control systems; operational control systems; integration, production, installation, and certification; system, mission, and software engineering; and fleet area control and surveillance facility field maintenance. The effort provides a wide range of technical, project management, engineering, logistics, training, and administrative support for air, ship, shore, expeditionary, and surveillance systems that directly support warfighter operations.
NewDirector, Technical Accounting and Financial Reporting Erickson Senior LivingDirector, Technical Accounting and Financial ReportingBaltimore, MD$160,000–$180,000 / yearAs our Director of Technical Accounting and Financial Reporting, you will be responsible for leading a team that provides guidance and support on complex accounting issues; preparation of audited financial statements and disclosures for our home office and community entities; and implementing policies and internal controls. See Erickson Senior Living Privacy Policy at https://www.ericksonseniorliving.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Mortgage Advisor Weichert, RealtorsMortgage AdvisorGermantown, MDEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
Retail Customer Service Associate FedExRetail Customer Service AssociateBel Air, Maryland$18.35–$21.57 / hourPart timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateMD$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
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.
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 Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateMD$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Sales Enablement Specialist - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MDThe Financial Services Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Under the general supervision of a Partner or Director of Sales, you will begin with an in-depth training program to gain technical knowledge of retirement plan solutions, financial services offerings, and effective advisor support practices, as well as learn the firm's value proposition to support our clients' needs and passions.
Life Services Financial Services Representative - Hunt Valley Bank of AmericaLife Services Financial Services Representative - Hunt ValleyHunt Valley, MarylandPreparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Student Financial Services Coordinator Goucher CollegeStudent Financial Services CoordinatorTowson, MD$43,030–$50,623.50 / year15 % D. Receivables Collection - Identify past due student account balances by monitoring delinquencies, providing management reports, initiating account hold action, assessing late fees, issuing past due billings, and assisting students in account settlements. Job Description: Manage student accounts/billing for all Graduate programs: Professional Education, Distance Learning, Post Bac Pre Med, Advanced Placement Summer Institute, and BPS.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesMDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerBaltimore, MD$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Sales Enablement Specialist - The Baldwin Group Financial Services Baldwin Group ColleagueSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MarylandThe Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerMD$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerBaltimore, MD$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Physician Biller - Patient Financial Services - Full Time Frederick Health Hospital, Inc.Physician Biller - Patient Financial Services - Full TimeFrederick, MD$18.34–$25.60 / hourPart timeMinimum of two (2) years prior physician billing experience with demonstrated working knowledge of professional fee billing transactions and regulations, claims, insurance carriers, rejection and denial codes, error correction and re-posting and contractual adjustments. The Physician Billing Representative is responsible for ensuring that patient charges and payments are correct on the patient account, insurance authorization has been obtained, timely submission of the account and timely follow up to achieve payment from third party payer or the patient.
Financial Services Representative - Rockville, MD FidelityFinancial Services Representative - Rockville, MDMarylandRemotePlease 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. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesMD$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Senior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MarylandFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Senior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
Marketing Specialist - Financial Services - Largo, MD Advisor Talent SolutionsMarketing Specialist - Financial Services - Largo, MDLargo, MarylandPosition: Marketing Specialist – Financial Services Firm: Tabron & Associates Location: Largo, MD Overview: Do you bring creativity, sales-driven strategy, and a passion for marketing to your work? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Reimbursement Specialist (Hybrid), Day Shift, Patient Financial Services Shady Grove Adventist HospitalReimbursement Specialist (Hybrid), Day Shift, Patient Financial ServicesGaithersburg, MD$20.51–$27.21 / hourNicotine products" include, but are not limited to: cigarettes, cigars, pipes, chewing tobacco, e-cigarettes, vaping products, hookah, and nicotine replacement products (e.g., nicotine gum, nicotine patches, nicotine lozenges, etc.). Those testing positive are given the opportunity to re-apply in 90 days, if they can truthfully attest that they have not used any nicotine products in the past ninety (90) days and successfully pass follow-up testing.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MDFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Physician Biller - Patient Financial Services - Full Time Frederick Health Hospital IncPhysician Biller - Patient Financial Services - Full TimeFrederick, MD$18.34–$25.60 / hourMinimum of two (2) years prior physician billing experience with demonstrated working knowledge of professional fee billing transactions and regulations, claims, insurance carriers, rejection and denial codes, error correction and re-posting and contractual adjustments. The Physician Billing Representative is responsible for ensuring that patient charges and payments are correct on the patient account, insurance authorization has been obtained, timely submission of the account and timely follow up to achieve payment from third party payer or the patient.
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.
Executive Director of Student Financial Services St. Mary's College of MarylandExecutive Director of Student Financial ServicesMD$102,000–$115,000 / yearReporting to the Vice President of Enrollment Management and as a member of the Division of Enrollment Management leadership team, the EDSFS plays a central role in advancing the College's enrollment, net tuition revenue, and student success goals through the effective, compliant, and student-centered delivery of financial aid and student account services. The Executive Director collaborates closely with leaders in Enrollment Management and across the College including Finance, the Registrar, Academic Affairs, Institutional Research to ensure integrated, mission-aligned financial and administrative support for a diverse student body, consistent with the College's identity as The National Public Honors College.
Director Patient Financial Services - Full-time with Benefits Frederick Health Hospital, Inc.Director Patient Financial Services - Full-time with BenefitsFrederick, MD$125,902.40–$189,904 / yearPart timeMonitors and analyzes key performance indicators such as gross and net accounts receivable days, denial rates, cash collections, bad debt, payment posting timeliness, aging trends, and financial assistance outcomes, and implements action plans to improve results. Provides strategic and operational leadership for hospital patient financial services, including billing, claims submission, payment posting, accounts receivable follow-up, collections, denial management, financial assistance, and related reimbursement functions.
Business Development Executive - Financial Services Hartman Executive AdvisorsBusiness Development Executive - Financial ServicesBaltimore, MarylandBy developing a deep understanding of the business challenges arising from poorly aligned technology and uncovering the transformational opportunities that result from strategically aligned technology, we set the path to advance, cultivate and leverage people, processes and systems to change and transform organizations. Development will work alongside a small, highly collaborative group of senior sales and practice leaders who are deeply engaged in shaping the firm’s growth and expanding our impact across the financial services industry.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerBaltimore, MD$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of AmericaFinancial Solutions Advisor - Participant Services (Series 7 required)Hunt Valley, MarylandMerrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Key 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.
Financial Services Representative - State Farm Agent Team Member Andrew Tiller - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTimonium, MDROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Andrew Tiller - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Insurance and Financial Services Position - State Farm Agent Team Member Dane Spealman - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberPikesville, MDSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Representative – State Farm Agent Team Member Dane Spealman - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPikesville, MDRemoteSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services & Planning Associate (Remote) - Bel Air, MD Traction Forge FinancialFinancial Services & Planning Associate (Remote) - Bel Air, MDBel Air, MDRemoteNo prior experience in finance is required to apply; we provide the complete blueprint, dedicated mentorship, and the professional platform—you simply provide the work ethic and the drive to succeed. Work with Purpose: This is not a "sales" role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.
Financial Services Representative Alexander Brown - State Farm AgencyFinancial Services RepresentativeColumbia, MDEmployees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team.
Insurance and Financial Services Position - State Farm Agent Team Member Karen Michaels - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberNorth East, MDRemoteEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member.
Director Patient Financial Services - Full-time with Benefits Frederick Health Hospital IncDirector Patient Financial Services - Full-time with BenefitsFrederick, MD$125,902.40–$189,904 / yearEssential Functions: Provides strategic and operational leadership for hospital patient financial services, including billing, claims submission, payment posting, accounts receivable follow-up, collections, denial management, financial assistance, and related reimbursement functions. Monitors and analyzes key performance indicators such as gross and net accounts receivable days, denial rates, cash collections, bad debt, payment posting timeliness, aging trends, and financial assistance outcomes, and implements action plans to improve results.
Financial Services Specialist All Financial FreedomFinancial Services SpecialistHoward County, MD$65,000–$70,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Financial Services Specialist – Maryland All Financial FreedomFinancial Services Specialist – MarylandAnnapolis, MD$40,000–$75,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Patient Financial Services Lead MedVanta CareersPatient Financial Services LeadBethesda, MarylandOur services are specifically designed for musculoskeletal (MSK) providers and go beyond that of a traditional MSO, empowering our clients with the precise infrastructure, data, technology, and administrative processes needed to thrive both today and tomorrow. The PFS Team Lead plays a pivotal role in supporting the Central Billing Office (CBO) by overseeing the daily operations of the Patient Financial Services team.
Summer Works Staff (Patient Financial Services) Kennedy Krieger Institute IncSummer Works Staff (Patient Financial Services)Baltimore, MDResponsibilities may include administrative support, facilities support, research support, educational support and/or patient care aide dependent on the department in which the individual is working. The Summer Works Staff will work in various departments in the Institute contributing to business operations in a courteous, professional and responsible manner.
Patient Financial Services Lead MedVanta Interco, LLC.Patient Financial Services LeadBethesda, MD$25 / hourPart timeOur services are specifically designed for musculoskeletal (MSK) providers and go beyond that of a traditional MSO, empowering our clients with the precise infrastructure, data, technology, and administrative processes needed to thrive both today and tomorrow. The PFS Team Lead plays a pivotal role in supporting the Central Billing Office (CBO) by overseeing the daily operations of the Patient Financial Services team.
Financial Services Representative - State Farm Agent Team Member Tianya Edgerton - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberLanham, MDROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tianya Edgerton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Consulting Manager - Payroll Services RSMFinancial Consulting Manager - Payroll ServicesBaltimore, MarylandThe 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. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
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.
Account Executive – Financial Services SageAccount Executive – Financial ServicesAnnapolis, MDWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.