- Rapid Finance (Bethesda, MD)
- …ambitious individuals who are looking to start and grow a thriving career in B2B sales . Build Trust : Become a trusted advisor to your clients through the ... service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to...systems that will help you be a successful Business Advisor . This includes phone systems and other sales… more
- Bank of America (Easton, MD)
- …such as core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...of 66) licenses** Two years' experience working in the financial service industry and/or a sales environment… more
- Thrivent Financial (Waldorf, MD)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Edward Jones (Olney, MD)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- Atria Wealth Solutions (Brandywine, MD)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal ... Financial Advisor - Brandywine Lexington Park,...financial data + Basic knowledge of investment and insurance products + Basic knowledge to interpret industry related… more
- PNC (Annapolis, MD)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Annapolis Towne ... insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- M&T Bank (Timonium, MD)
- …education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...for the high net worth segment, utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and… more
- TIAA (Bethesda, MD)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- PNC (Baltimore, MD)
- …have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Institutional Asset Management organization, you will be based ... maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and...of the business through the introduction and expansion of financial services to the client . + Executes risk… more
- Truist (Hunt Valley, MD)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified… more
- Foresters Financial Services (Silver Spring, MD)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance… more
- W. R. Grace (Columbia, MD)
- …+ Coordinate with Grace internal resources to assure that all logistical, financial /marketing, and legal requirements for each territory's sales are properly ... Technical Sales Manager (Must be fluent in English and...all levels within the customer hierarchy (develop to "trusted advisor " status) + Developing, preparing, and presenting proposals that… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Truist (Columbia, MD)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Truist (Frederick, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
- IGT (MD)
- …Analysis Manager will become a champion of the Deals Desk process and a trusted advisor to sales in the following areas: + Performs analysis of non-standard and ... accuracy and clarity. + Personally, serves as a trusted advisor to field sales on deals. +...+ At least 5 years of experience in advanced financial analysis + Gaming industry experience preferred. Preferred Qualifications:… more
- Astrix Technology (Annapolis, MD)
- …targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice leads including SCS, LIS CRS, and Strategic sourcing as ... Status:** Exempt **ROLE** **SUMMARY** The Client Partner / Practice Sales Leader is responsible for the initial sale and...needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,… more
- Randstad US (Annapolis, MD)
- …division or group wide policies. + Ensure the Franchise division meets budgeted financial goals and sales objectives. + Work with management teams to ... by very broad policy and objective oriented guidance. Make financial decisions on administrative or operational matters affecting more...implement business plans. + Act as a senior level advisor on specific issues related to direction of the… more
- Scantron (Baltimore, MD)
- …to help meet our defined corporate objectives which include: Operations, Finance, Sales , Marketing, etc. + Develop trusted advisor relationships with key ... on-site service to businesses of every size, focusing on the financial , manufacturing, transportation, and healthcare industries. Secur-Serv is headquartered in… more
- Marriott (Bethesda, MD)
- …strategies, processes, communications and measurements are designed to complement a premium sales and marketing approach. The Director of Marketing and Operations is ... and deep actionable insights that inform the overall direct sales and marketing strategy. This role is ideally suited...situations, and (3) achieve strong results with illustrated significant financial success. This role is a fully remote position… more