Current jobs related to Financial Advisor - Rockville - First Command

  • Financial Advisor

    4 weeks ago

    Rockville, Maryland, United States Thrivent Full time

    Unlock Your Potential as a Thrivent Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you want to make a meaningful impact in the lives of Christians while building a rewarding career? As a Thrivent Financial Advisor, you'll have the opportunity to provide holistic, purpose-based financial advice to clients,...

  • Financial Advisor

    4 weeks ago

    Rockville, Maryland, United States Thrivent Full time

    Unlock Your Potential as a Thrivent Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you want to make a meaningful impact in the lives of Christians while building a rewarding career? As a Thrivent Financial Advisor, you'll have the opportunity to provide holistic, purpose-based financial advice to clients,...

  • Merrill Financial Solutions Advisor

    1 week ago

    Rockville, Maryland, United States Bank of America Full time

    Job Title: Merrill Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We are seeking a Merrill Financial Solutions Advisor to join our team. As a key member of our organization, you will be responsible for working with high-net worth clients in a Merrill...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Rockville, Maryland, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionThis role is responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies. The successful candidate will have a strong understanding of investment products and services, as well as excellent communication and relationship-building...

  • Tax Advisor

    3 weeks ago

    Rockville, Maryland, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, ensuring they receive the best possible outcomes for their financial situations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning...

  • Financial Planning Specialist

    4 weeks ago

    Rockville, Maryland, United States Bluespring Wealth Partners Full time

    Job Title: Service AdvisorCuro Private Wealth, a growing financial planning and investment management firm, with offices in Reston, VA and Rockville, MD, is seeking a Service Advisor to support our firm and clients.Job SummaryThe Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and...

  • Tax Advisor

    1 week ago

    Rockville, Maryland, United States H&R Block Full time

    About the Role:We are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...

  • Tax Advisor

    1 month ago

    Rockville, Maryland, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, ensuring they receive the best possible outcomes for their financial situations.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding...

  • Client Service Associate

    2 weeks ago

    Rockville, Maryland, United States Raymond James Financial Incorporated Full time

    Job SummaryRaymond James Financial Incorporated is seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role provides critical administrative support to Financial Advisors, their clients, and branch staff members.Key ResponsibilitiesProvide exceptional client service through phone, email, in-person, and virtual...

  • Financial Planning Specialist

    1 month ago

    Rockville, Maryland, United States TalentWealth Full time

    Job SummaryTalentWealth Recruiting is seeking a skilled Certified Financial Planner to join our client's team as a Relationship Manager. This role involves working closely with the firm's principal advisory team to manage client relationships, identify and meet client needs, and develop, present, and oversee the implementation of financial plans.Key...

  • Certified Financial Planner

    1 month ago

    Rockville, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of...

  • Certified Financial Planner

    3 weeks ago

    Rockville, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of...

  • Certified Financial Planner

    1 month ago

    Rockville, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of...

  • Chief Financial Officer

    4 days ago

    Rockville, Maryland, United States Montgomery County Public Schools Full time

    Job Summary:The Chief Financial Officer (CFO) is responsible for planning, directing, and coordinating the financial services program for Montgomery County Public Schools (MCPS). This includes all fiscal operations and long-range planning activities.Key Responsibilities:Plan, direct, and manage all offices and activities under the supervision of the Office...

  • Chief Financial Officer

    1 month ago

    Rockville, Maryland, United States Montgomery County Public Schools Full time

    Job SummaryThe Chief Financial Officer (CFO) is a key leadership position responsible for planning, directing, and coordinating the financial services program for Montgomery County Public Schools (MCPS). The CFO oversees the development and implementation of the Operating Budget and works collaboratively with the Office of Facilities Management (OFM) in the...

  • Financial Planning Specialist

    2 weeks ago

    Rockville, Maryland, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesConduct in-depth financial planning sessions...

  • Staff Accountant/Financial Analyst

    2 weeks ago

    Rockville, Maryland, United States PRECISE SOFTWARE SOLUTIONS INCORPORATED Full time

    Job OverviewPrecise Software Solutions Inc. is seeking a highly skilled Staff Accountant/Financial Analyst to join our team. This role offers remote work flexibility, with occasional visits to our corporate office in Rockville required.The ideal candidate will possess a strong background in accounting and financial analysis, with the ability to complete a...

  • Senior Financial Analyst

    5 days ago

    Rockville, Maryland, United States PRECISE SOFTWARE SOLUTIONS INCORPORATED Full time

    Job DescriptionPrecise Software Solutions, Inc. is seeking a Senior Accountant/Financial Analyst to support our financial operations. This role offers remote work flexibility, with occasional visits to our corporate office in Rockville.Key Responsibilities:Ensure the accuracy and timeliness of financial reports, adhering to GAAP and government contracting...

  • Staff Accountant/Financial Analyst

    1 month ago

    Rockville, Maryland, United States PRECISE SOFTWARE SOLUTIONS INCORPORATED Full time

    Job Title: Staff Accountant/Financial AnalystPrecise Software Solutions, Inc. is seeking a highly skilled Staff Accountant/Financial Analyst to join our team. This role offers remote work flexibility, with occasional visits to our corporate office in Rockville, MD.Key Responsibilities:Accounts Payable: Review invoices, verify labor hours, and update AP...

  • Technical Advisor

    4 days ago

    Rockville, Minnesota, United States BioSpace, Inc. Full time

    Job Summary:USP is seeking a highly skilled Technical Advisor to assist national medicine quality control laboratories in low- and middle-income countries (LMICs) to comply with equipment requirements defined in international standards and guidelines such as ISO/IEC 17025, ISO 15189, and WHO Prequalification.Key Responsibilities: Develop and evaluate...

Financial Advisor

2 months ago

Rockville, United States First Command Full time

4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets, and a desire for professional growth. What our Advisors do: Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community. Coach military families on how to build a holistic financial plan including aspects of: Savings Investments Insurance What we offer: A specialized onboarding and training program designed for veterans, transitioning service members, and military spouses to build and grow a successful financial planning practice. Tools and support to guide you through the licensing process. Opportunities for professional development. The ability to be in control of your career trajectory and to be compensated based on your work and the results you achieve. Portable career opportunities throughout the United States and overseas. Desired Qualifications: Military experience or association. Proven leadership skills. First Command has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit www.firstcommand.com . #J-18808-Ljbffr