- Cardinal Health (Annapolis, MD)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership...varied tasks and projects + May contribute to the development of policies and procedures + Works on complex… more
- Bank of America (Baltimore, MD)
- …such as core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market ... appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your… more
- Bank of America (Baltimore, MD)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment… more
- Bank of America (Hunt Valley, MD)
- National Financial Solutions Advisor I (Hunt Valley, MD) (Series 7 Required) Hunt Valley, Maryland **Job Description:** At Bank of America, we're creating real, ... starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we...of the Bank of America/Merrill relationship. As a **National Financial Solutions Advisor (NFSA I)** , your… more
- Bank of America (Baltimore, MD)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - BALTIMORE &...field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning … more
- Washington Suburban Sanitary Commission (WSSC) (Laurel, MD)
- …findings and make recommendations * Knowledge of current best practices in financial planning , research and analysis * Strong organizational, problem solving ... Position Information Functional TitleSr. Strategic Financial Management Advisor Recruitment Category TypeStandard...development of options/recommendations to CFO on major technical financial matters of agency-wide significance * Engages in … more
- PNC (Hampstead, 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 the Hampstead, ... their savings, investing and retirement goals. Our team of financial planning experts guide you in creating...on investment and insurance strategies, as well as the development of financial plans for clients. Grows… more
- American Heart Association (Baltimore, MD)
- …the end of the year. + **Tuition Assistance** - We support the career development of all employees. This program provides financial assistance to employees who ... Heart Association has an excellent opportunity for a National Senior Advocacy Advisor . Location of the selected candidate is flexible provided the location allows… more
- Prime Therapeutics (Annapolis, MD)
- …our passion and drives every decision we make. **Job Posting Title** Director Financial Planning & Analysis - Remote **Job Description** Purpose The Director ... leadership and Finance. This position acts as a key financial advisor to senior leaders, and is...senior leaders, and is also responsible for ensuring the Financial Planning & Analysis team is providing… more
- Johns Hopkins University (Baltimore, MD)
- …the standards of the donor and the University. + Serve as a technical advisor to development staff requiring expertise related to structuring planned and other ... Development and Alumni Relations (DAR) supports Johns Hopkins'... services. + Related experience in legal, accounting, tax, financial field may substitute for direct gift planning… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning ...attend required national and sector-specific training for their own development . The Team As global leaders in providing professional… more
- Deloitte (Baltimore, MD)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...results using technology solutions, as well as supporting the development and implementation of tax strategies and planning… more
- Deloitte (Baltimore, MD)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Deloitte (Baltimore, MD)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) + Ability ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Truist (Baltimore, MD)
- …and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and ... affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... of Financial Advisor expenses. * Creates reports to...Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry… more
- Marriott (Annapolis, MD)
- …resources to achieve business objectives (eg, contracts, vendor relationships, financial accountability, portfolio management, information and resource planning ) ... **Position Type** Management **JOB SUMMARY** Oversees day to day application development projects and engineering while leading continuous improvement on process… more
- Edward Jones (Ellicott City, MD)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- WSP USA (Baltimore, MD)
- …for a variety of client projects relating to equitable transportation development and construction, transportation demand management, mobility planning , ... + Support the overall long-term strategy, growth, and pipeline development of Transportation Planning work for WSP...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more