- Fidelity TalentSource LLC (Bethesda, MD)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Working in our Investor Center, you will develop customized financial plans through a wide range of products and...your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local… more
- Fidelity TalentSource LLC (Towson, MD)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while… more
- Fidelity TalentSource LLC (Towson, MD)
- …Value You DeliverProviding subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth ... associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and our Regional… more
- Credit Suisse (MD)
- Join us as an Investment Consultant , within a leading global wealth manager. You will partner Relationship Managers to introduce and develop new client business ... You have the opportunity to educate and promote the Investment Consultant value proposition to Relationship Managers... needs and to provide quality advice, updates on financial markets developments and on clients' portfolios * Ability… more
- T. Rowe Price (Owings Mills, MD)
- …If so, come join our fast-growing Sales team at T. Rowe Price! Career Returnship: Financial Consultant ABOUT THIS POSITION As a Financial Consultant , ... existing clients who are looking for education and/or advice relative to their financial needs ( investment , retirement, and education planning) + Assist with… more
- T. Rowe Price (Owings Mills, MD)
- …to join us and grow your career with us. ABOUT THIS POSITION As a Financial Consultant in Personal Investors, you consult with individual investors to develop a ... existing clients who are looking for education and/or advice relative to their financial needs ( investment , retirement, and education planning) + Assist with… more
- Charles Schwab (Gaithersburg, MD)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while… more
- Truist (Hunt Valley, MD)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Black & Veatch (Gaithersburg, MD)
- **Principal Consultant , Asset Lifecycle Risk Management (ALRM)** Date: Mar 30, 2024 Location: US Company: Black & Veatch Family of Companies At Black & Veatch, our ... technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... Sales team at T. Rowe Price! Career Returnship/Transition: Intermediary Sales Consultant (Broker/Dealer, RPS & DCIO) Location: Multiple Locations Including Owings… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …opportunities. **Job Summary** Under mentorship and supervision of a Senior consultant develop specialized knowledge, skills, and experience through a combination of ... clients and their employees * Continuously gain knowledge of the financial industry and market through on-going education and industry certifications offered… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... join us and grow your career with us. Role Summary The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom… more
- Lincoln Financial Group (Annapolis, MD)
- …for this opportunity. **Requisition #:** 72982 **The Role at a Glance** As the Consultant , Supervision will act as a resource and consult on more complex supervision ... with the Lincoln's home office. Ensures that applicable broker dealer, investment advisors, and registered representatives' compliance functions follow all rules,… more
- Ascensus (MD)
- …of our clients. **Section 1: Position Summary** The Vice President, Sales Consultant 's primary responsibility is to facilitate the growth of new relationships and ... business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes… more
- Aegon Asset Management (MD)
- …there. Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and ... For more information, visit www.transamerica.com . Who We Are Transamerica has been making financial services available to the many, not just the few, for more than… more
- Wolters Kluwer (Annapolis, MD)
- Within Wolters Kluwer Financial & Corporate Compliance division is the Financial Services business (WKFS). WKFS provides a wide range of technology-enabled ... lending, regulatory and investment compliance solutions, corporate services, and legal entity compliance solutions. Customers include: Financial institutions -… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... your career with us. Role Summary The Intermediary Sales Consultant is a sales and relationship partner with external...the year. You will build and maintain relationships with Financial Advisors and Third Party Administrators in your respective… more
- SHI (Annapolis, MD)
- …is seeking a highly skilled Sr. Technology Business Management (TBM) Consultant . This pivotal position is essential for leading client delivery engagements ... skills, coupled with an extensive background in process optimization and strategic IT financial management. This position is remote with a Home Office setup as… more
- Ryder System (Annapolis, MD)
- …in the MBA Finance Leadership Development Program (LDP) join Ryder as Financial Consultants and are given significant responsibility to impact both business and ... financial decisions. What can you expect from the MBA...to manage a $6 billion debt portfolio, $2.5 billion investment portfolio and 20 large global bank relationships. +… more
- Navy Federal Credit Union (Brandywine, MD)
- …and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals ... financial markets, banking and analysis and reporting of financial data + Basic knowledge of investment ...as an adult facilitator, trainer, development coach, and/or internal consultant + FINRA Series 7 and combination of NASAA… more
