NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantTowson, 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 weeklongbootcamp to connect with peers and learn from experts.
Retail Customer Service Associate FedExRetail Customer Service AssociateFairfax, Virginia$19.70–$23.17 / hourFull 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. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Financial Services Associate Attorney Aligned Talent AcquisitionFinancial Services Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising banks, fintech companies, payment providers, lenders, financial institutions, and emerging financial services companies on sophisticated regulatory and compliance matters. • Experience counseling clients on alternative financial products , including earned wage access (EWA), merchant cash advances, factoring, buy now/pay later (BNPL), and other innovative lending arrangements .
Mid Level financial Services Associate Advocates Legal RecruitingMid Level financial Services AssociateWashington, District of ColumbiaA few reasons strong associates are taking this call: Serious platform in financial services: The firm is nationally recognized by Chambers and Legal 500 in financial services regulation, enforcement and fintech, with a deep bench of former regulators and enforcement lawyers from agencies such as the Federal Reserve, OCC, FDIC and CFPB. You will work in a group that is known for handling complex regulatory questions, high-stakes investigations and parallel enforcement matters before federal and state banking agencies, as well as advising on cutting-edge financial products and digital asset structures.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
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.
NewFinancial 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.
NewManaged Services Deal Architect - Financial Services - Record to Report (R2R) Deloitte Touche Tohmatsu LtdManaged Services Deal Architect - Financial Services - Record to Report (R2R)McLean, VA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateDC$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.
Associate - Financial Services Transactional Advocates Legal RecruitingAssociate - Financial Services TransactionalWashington, District of ColumbiaOur AmLaw 100 client, a top-tier powerhouse in financial services and fintech transactions, is looking for a mid-level associate who’s not here to play it safe. You'll be at the table for high-stakes partnerships with global banks, disruptor fintechs, and major payment processors.
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.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateDC$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 .
Patient Financial Services Representative 4 - Customer Service (Bilingual) Inova Health SystemPatient Financial Services Representative 4 - Customer Service (Bilingual)Falls Church, VAProcesses claim for multiple payer types (i.e. Commercial, Managed Care, Blue Cross, Medicare, Medicaid, etc.) and ensures that all assigned claims meet clearinghouse and/or payer processing criteria. The Patient Financial Services Representative 4 performs the duties of a Patient Financial Services Representative 3 and is responsible for the timely and accurate editing, submission, and/or follow-up of assigned claims.
Financial Services Associate – Flexible Remote Role PregnantseeFinancial Services Associate – Flexible Remote Role10875 Main St. #203 10875 Main St. #203 Fairfax, VirginiaRemoteMaria Christopoulos Selected as Top CEO of the Year by IAOTP Maria Christopoulos, CEO and sonographer, was recently selected as Top CEO of the Year for 2024 by the International Association of Top Professionals (IAOTP) for her outstanding leadership, dedication, and commitment to the industry. It is an extraordinary rendering method that generates amazingly realistic images of the baby and the surface tone is no longer in that bronze color, but more realistic to flesh.
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.
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.
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.
NewSales 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.
Senior Associate - Financial Advisory Services Embark PeopleSenior Associate - Financial Advisory ServicesWashington DCYou'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.
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.
Senior Vice President (SVP), CFO Services CyberData TechnologiesSenior Vice President (SVP), CFO ServicesAlexandria, VAThe ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.
Insurance and Financial Services Position - State Farm Agent Team Member Renee' Montague - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberArlington, VARemoteROLE DESCRIPTION: As an Insurance AND Financial Service Team Member for Renee' Montague - State Farm Agent, you are vital to our daily business operations and customers’ success. Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Services Representative Alexander Brown - State Farm AgencyFinancial Services RepresentativeColumbia, MARYLANDEmployees 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.
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.
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.).
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.
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.
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociateDCRemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
NewAssociate Director, Research Advisory Services (Advancement & Financial Sustainability) EABAssociate Director, Research Advisory Services (Advancement & Financial Sustainability)WashingtonCombine functional knowledge, with an understanding of higher ed’s unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
Patient Financial Services Specialist, Healthcare Financial Operations Amazon.com IncPatient Financial Services Specialist, Healthcare Financial OperationsArlington, VAIn this individual contributor role, youll serve as the trusted voice for patients navigating complex billing and insurance questions, combining technical expertise with genuine empathy to deliver exceptional experiences. In this strategic role, youll answer inbound patient inquiries and actively manage the teams work queues to ensure timely resolution of patient billing and insurance questions.
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.
Senior Director, Public Affairs - Financial Services FTI Consulting IncSenior Director, Public Affairs - Financial ServicesWashington, DCAs a Senior Director on the Financial Services team, you will provide counsel to world-leading financial services firms, including banks, asset managers, asset owners, fintechs, digital assets firms, insurers, and securities exchanges. We provide our clients with a comprehensive view of strategic communications that leverages our integrated suite of services, including financial communications, corporate reputation, transaction communications, crisis communications and public affairs in all the major markets around the world.
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.
Managing Partner, IT Strategy Consulting - Financial Services & Insurance Industry Gartner IncManaging Partner, IT Strategy Consulting - Financial Services & Insurance IndustryArlington, VAWho you are: Comfortable selling to, influencing and building trust-based, value-added relationships with senior executives Coachable and embracing of best practices and feedback as a means of continuous improvement A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges Proven track record in achieving / exceeding revenue targets Ability to travel to client sites as necessary Associates are expected to travel to client sites and meetings as required by business needs or specific engagement requirements, ensuring we deliver exceptional service where it matters most. What you will need: Experience within a well-regarded management consultancy in a project delivery and sales capacity Experience working with and selling into Financial institutions, such as large banks, insurance, and asset/wealth management Clients Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems.
Financial Services Position – State Farm Agent Team Member Jose Herrera - State Farm AgentFinancial Services Position – State Farm Agent Team MemberArlington, VASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of 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.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingDCWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Associate Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.Associate Director, Research Advisory Services (Advancement & Financial Sustainability)Washington, DC$70,500–$95,000 / yearCombine functional knowledge, with an understanding of higher ed's unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Deliver EAB's point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, VirginiaActively 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.
Financial Advisor, Truist Investment Services, McLean, VA Truist BankFinancial Advisor, Truist Investment Services, McLean, VAMclean, VirginiaActively 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.
Financial Services Representative (Personal Banker) First Citizens BancShares IncFinancial Services Representative (Personal Banker)Washington, DCBachelor''s Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesVAThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
NewChief, Financial Services Branch (Finance Manager) Fairfax County VAChief, Financial Services Branch (Finance Manager)Fairfax, VA$98,055.98–$142,181.31 / yearAdvanced knowledge of the principles, theories, and practices of public administration, particularly regarding governmental budget and finance administration; Advanced knowledge of county organization, policy, procedures and practices, particularly regarding the budget cycle and budget development and monitoring; Ability to plan and implement activities in order to ensure effective and efficient utilization of resources; Ability to effectively supervise and coordinate the activities of staff. Key areas of responsibility include: Overseeing the agency's investment, budget development and monitoring, purchasing and procurement, inmate banking, revenue and other fund management, accounting, capital replacement funding operations, capital improvements, grants management, warehouse operations, and the Sheriff's Office vehicle fleet.
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.
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.
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.
Senior Consultant, Financial Services, Strategy, Technology & Transformation HighspringSenior Consultant, Financial Services, Strategy, Technology & TransformationMcLean, VirginiaEmbrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges.
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 Advisor, Truist Investment Services, Reston, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Reston, VAReston, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: 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.