- Cardinal Health (Annapolis, MD)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you may be based in locations ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… more
- Kestra Financial (Baltimore, MD)
- …. Bachelor's degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with ... advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative,… more
- Bank of America (Columbia, MD)
- Financial Solutions Advisor - Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; Columbia, Maryland **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hyattsville/ Financial -Solutions- Advisor --Chesapeake-Market\_25033082) **Job Description:** At Bank of America,… more
- Truist (College Park, MD)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- Fannie Mae (Washington, DC)
- …identified issues. In this highly visible position, you will oversee and lead planning , executing, and reporting the results of IT related issue validation while ... also monitoring the overall IT risk environment. As an Advisor and valued contributor on the Audit Issue Follow-up Team, you will play a pivotal role in coaching and… more
- PNC (Washington, DC)
- …position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial ... to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a...Delaware. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment,… more
- Elevance Health (Washington, DC)
- **Data Loss Prevention (DLP) Advisor ** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, ... as required by law. The **Data Loss Prevention (DLP) Advisor ** supports the Data Protection and Monitoring Services (DPMS)...analysts as part of incident recovery; leads root cause analysis efforts. + Must be capable of providing top-tier… more
- Shuvel Digital (Bethesda, MD)
- …initiatives (performance management and reporting, delegations of responsibility, strategic planning and implementation, etc.). Strong management analysis , ... Role Title: Governance and Organizational Performance Advisor Location: Bethesda, MD - Hybrid Duration: Contract...10 years or more experience at the expert level planning , executing and or advising senior executives on enterprise… more
- Johns Hopkins University (Baltimore, MD)
- …Budget Office staff, lending your expertise in financial analysis and strategic planning . + Become a trusted partner and advisor on topics related to ... Five years of related work experience with experience in financial analysis , project management, and/or consulting. +...Intermediate + Financial Modeling - Intermediate + Financial Planning : Intermediate + Oral and Written… more
- Thrivent Financial (Baltimore, MD)
- …community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis , exposure to ... plans and analyses. + Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. + Participate in team meetings that include… more
- Bank of America (Washington, DC)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Choice Hotels (North Bethesda, MD)
- …SUMMARY: Choice Hotels is seeking a strategic and dynamic finance professional to join our Financial Planning & Analysis team as a Corporate FP&A Senior ... Go deep with select business functions, becoming a trusted advisor and driving real business outcomes. + Variety &...business partnerships and influencing stakeholders. Technical Skills + Strong financial modeling, planning , and analysis … more
- Humana (Annapolis, MD)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- PNC (Baltimore, MD)
- … financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... a minimum of two (2) years of experience in marketing or sales in a financial planning , investment management or other financial services environment. * OR… more
- CVS Health (Annapolis, MD)
- …visibility across the full mental well-being leadership team as a key strategic advisor . In addition, the role will support various strategic initiatives across the ... industry; Build a strong POV on overall industry evolution to inform strategic planning efforts + Engage and support other teams in developing their strategy /… more
- Fannie Mae (Washington, DC)
- …of the DMA strategic objectives . * Oversee CDO business operations including financial planning , vendor management, and workforce capacity planning at ... planning and operations . Acting as a key advisor to CDO and DMA leadership, you will drive...management role within technology or data analytics functions for Financial Services , Consulting , and/or Technology companies ser… more
- CACI International (Annapolis Junction, MD)
- …role affords the opportunity to manage the program and become a trusted advisor within CACI. Additionally, you will liaise between CACI leadership and the customer ... very large, geographically dispersed program. + Be a trusted advisor at all levels of the program to provide...and leadership sessions required to support execution including advanced planning of key reviews, decisions, and action items. +… more
- Humana (Washington, DC)
- …specific messages, channels, and tactics; coordinates end-to-end media campaign strategy, planning , implementation, measurement and analysis . Serves as a trusted ... lines of business. This role is a strong strategic advisor who will help translate business objectives into media...Bachelor's degree + 5+ years of experience in media planning , buying and execution + Strong understanding of local… more