NewFinancial Services Professional - Advisor New York Life - Greater DCFinancial Services Professional - AdvisorNorth Bethesda, MDBroad Product Solutions: Help clients address a wide range of financial needs through solutions offered by New York Life and its subsidiaries, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ offered through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementWalkersville, 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.
Investment Advisor, Wealth & Retirement (Remote) NFP CorpInvestment Advisor, Wealth & Retirement (Remote)Potomac, MDRemote$70,000–$110,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
Financial Planning & Investment Advisor Marsh & McLennan Companies IncFinancial Planning & Investment AdvisorColumbia, MD$89,500–$166,900 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Senior Wealth Investment Advisor Associate M&T Bank CorpSenior Wealth Investment Advisor AssociateBaltimore, MD$77,300–$128,900 / yearParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Supervisory/Managerial Responsibilities: Education and Experience Required: Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience.
Senior Wealth Investment Advisor Associate Wilmington TrustSenior Wealth Investment Advisor AssociateBaltimore, MarylandParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBowie, MD$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Vice President - Investment Advisors Sands Investment GroupVice President - Investment AdvisorsBaltimore, MarylandWhy Join SIG?-National Platform with $10.1 billion in closed transactions-Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers-One-on-one mentorship with Managing Directors and senior producers-Access to $1.5 billion in inventory What You’ll Do-Drive lead generation and nurture relationships with investors and property owners-Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings-Collaborate with your team and marketing staff to bring deals to market-Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities-Own key accounts and client relationships within your product specializationWho Are You-5+ Years in commercial real estate, or investment sales-Proven closer or producer looking for a stronger platform-Licensed Real Estate Agent or actively pursuing licensing-Comfortable with CRM systems, data tools, and financial analysis-A culture fit: Collaborative, Coachable, Communicative, and ConsistentCompensation-100% commission-based role, no cap on earnings-Includes access to SIG’s national inventory, CRM, marketing systems, and trainingOffice LocationOffices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage businessThis is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow.
Advisor, Investment And Financing Desjardins GroupAdvisor, Investment And FinancingForestville, MDAs an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.
Head of Investment Data & AI ChoreoHead of Investment Data & AIColumbia, MDThis role sits deliberately at the intersection of investment process and technology — it does not own enterprise IT, security, or firm-wide vendor contracts (those remain with Firm Operations and Technology), and it does not own investment judgment calls (those remain with the Manager Research Leads, Portfolio Strategy Lead, and CIO per a decision-rights matrix). This role is accountable for agentic workflows (initially focusing on research summarization, meeting documentation, the shared research knowledge base, due diligence data-gathering, advisor content drafting, portfolio monitoring and more) both in terms of development and guardrails, and compound in value as the platform scales.
Investment Director, Multi Asset Model Portfolios T. Rowe PriceInvestment Director, Multi Asset Model PortfoliosBaltimore, MarylandThe role contributes directly to the team’s investment process and multi-asset portfolio construction, while also working with clients to evaluate, select, and develop model portfolio solutions, including customized models tailored to specific client needs. The Investment Director will bring investment expertise into client conversations, translate client objectives into portfolio solutions, and help shape the evolution of the team’s model offerings based on market and client needs.
Investment Strategist T. Rowe Price Group IncInvestment StrategistBaltimore, MD$200,000–$300,000 / yearThis role requires the ability to drive high-impact engagements with clients and prospects to better understand their specific needs and propose potential solutions around existing capabilities, and to translate insights from across our investment platform into clear, compelling messages for clients, prospects, consultants, and internal stakeholders. Leveraging insights from the investment staff, partners with existing Global Equity and Fixed Income Investment Strategists as well as Portfolio Specialist/Portfolio Analyst teams within the Investment Specialist Group to construct and deliver presentations, content and messaging that is broadly reflective of T.
NewInvestment Consultant City National BankInvestment ConsultantMaryland, MDRemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Alternative Investments Internal Consultant - RRB T. Rowe PriceAlternative Investments Internal Consultant - RRBBaltimore, New YorkThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Wealth Advisor Beacon Pointe Advisors LLCWealth AdvisorColumbia, MDBeacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment.
Wealth Advisor Beacon Pointe AdvisorsWealth AdvisorColumbia, MDBeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment.
NewASSOCIATE, INVESTMENT CONSULTING Cresset Capital Management LLCASSOCIATE, INVESTMENT CONSULTINGBethesda, MD$75,000–$90,000 / yearAs an Associate, you will help analyze traditional and alternative investments within the context of a client's portfolio, working closely with the consultants you support to develop thoughtful and strategic insight grounded in the current market environment and each client's specific objectives. In this role, the individual will work as an integral member of a small, collaborative team - supporting a group of consultants and Associate Directors, along with the firm's research effort, across client engagements and investment manager due diligence.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial CenterBethesda, MDAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewFinancial Advisor Northwestern MutualFinancial AdvisorAnnapolis, Maryland$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
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.