- 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)
- …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
- Elevance Health (Hanover, MD)
- …you a check, or ask you for payment as part of consideration for employment. ** Financial Consultant Manager** + Job Family: AFA > Financial Reporting, ... South Portland + West Virginia, Charleston + New Jersey, Morristown **Description** ** Financial Consultant Manager** **Location:** Elevance Health operates in a… 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
- 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: Apr 28, 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
- 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
- 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
- Principal Financial Group (Columbia, MD)
- **What You'll Do** As a **Client Relationship Consultant ** , you will partner closely with our Sales team and Broker partners to: + Deliver upon a strategic ... willing to consider hiring at the Sr. Client Relationship Consultant level depending on qualifications, experience, and skills. **Work Authorization/Sponsorship**… 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
- 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
- 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
- Zoom (Annapolis, MD)
- …Experience (7+ yrs) in management consulting, value consulting, value engineering, financial / investment analysis and/or other applicable roles + Experience with ... What you can expect The Value Selling Consultant is responsible for developing the strategy, plan...responsive and dedicated to customer success + Experience with financial analysis and modeling of ROI and TCO concepts… 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
- Atria Wealth Solutions (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
- Cayuse Holdings (Annapolis, MD)
- **Overview** The Chief Financial Officer at Cayuse Holdings, LLC will help shape strategy and direction of the company (with the CEO and Executive Leadership Team) ... steward of the company. The CFO will lead all financial operations balancing efficiency with effectiveness. Though operations focus...will be expected to act as a partner and consultant to each company president, helping them shape each… more
