- Fidelity TalentSource LLC (Baltimore, MD)
- …on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and ... Expertise We re Looking For1-3 years of experience in financial services (outbound calling experience preferred)Related customer engagement experience desiredSeries… 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 ... of the Bank of America/Merrill relationship. As a **National Financial Solutions Advisor (NFSA I)**...first to meet their evolving needs. **Required skills** + Series 7, and 66 or equivalent (if not currently… more
- Bank of America (Greenbelt, MD)
- Advisor Development Program - Financial Solutions Advisor Trainee: Beltway Plaza Financial Center Greenbelt, Maryland **Job Description:** At Bank of ... Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I...dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once… more
- Bank of America (Hunt Valley, MD)
- Merrill Financial Solutions Advisor -...to remain vibrant and vital. **Required Qualifications:** **Currently holds Series 7 & 66 (63 & 65 in lieu ... Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary… more
- Bank of America (Annapolis, MD)
- Merrill Financial Solutions Advisor - Greater...remain vibrant and vital. **Required skills:** * Currently holds Series 7 & 66 (63 & 65 in lieu of ... investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the… more
- Edward Jones (North Beach, 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...understanding of legal and regulatory requirements related to selling financial solutions + Critical thinker, problem solver,… more
- Edward Jones (Millersville, 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...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- PNC (Towson, MD)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Towson, MD. ... values and helping our advisors build their future. FINRA series 7 & 66 (or combination of series...to identify potential customers and create opportunities to sell financial solutions and ideas to customers. **Work… more
- TIAA (Annapolis, MD)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… more
- JPMorgan Chase (Towson, MD)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Morgan Stanley (Easton, MD)
- …information acquired during financial planning and client discovery conversations with Financial Advisor * Assist Financial Advisors with helping their ... skills * Proficient at listening to client needs and skillfully constructing tailored financial solutions * Strong computer skills and knowledge of Microsoft… more
- Morgan Stanley (Annapolis, MD)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... current * Identify and assist with Firm services and solutions that support clients' needs including banking products and...action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan… more
- Principal Financial Group (Columbia, MD)
- …Sponsor, Advisor and internal teams to provide appropriate education solutions . + Develop appropriate needs assessments that help retirement plan participants ... _Are you someone who loves helping people reach their financial goals and live their best lives?_ If so,...as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series … more
- Bank of America (Easton, MD)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include… more
