Current jobs related to Financial Services Professional - Gaithersburg - Bankers Life


  • Gaithersburg, Maryland, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Financial Sales Consultant to join our team. As a key member of our Organizational Financial Wellness organization, you will be responsible for delivering comprehensive financial wellness advice and solutions to clients and consumers.Key Responsibilities:Build and...


  • Gaithersburg, Maryland, United States Creative Financial Staffing Full time

    Exciting Opportunity as a Senior Accountant in DCAbout the Company:Reputable construction company in DC with over 50 years of industry excellenceSeeking a temporary Senior Accountant for their DC team due to expansionHybrid work model (2 days in-office, 3 days remote) with a Monday-Friday 8am-5pm scheduleCompetitive pay range of $40-45/hr offering a great...


  • Gaithersburg, Maryland, United States Creative Financial Staffing Full time

    About the Role:Our client, a prominent healthcare organization committed to delivering outstanding services to the Maryland community, is in search of a proficient Grants Accountant to become a vital part of their Grants/Contracts division. This role presents a unique chance to contribute significantly to the healthcare landscape while benefiting from a...


  • Gaithersburg, Maryland, United States Community Support Services Full time

    Deputy Chief Financial OfficerWe are seeking a highly motivated and experienced Deputy Chief Financial Officer to join our growing team at Community Support Services, Inc.Key Responsibilities:Partner with the Chief Financial Officer to provide strategic direction and leadership for all aspects of our financial operations.Manage accounting functions and...


  • Gaithersburg, Maryland, United States COMMUNITY SUPPORT SERVICES INC. Full time

    {"title": "Deputy Chief Financial Officer", "description": "Financial Leadership OpportunityCommunity Support Services Inc. is seeking a highly motivated and experienced Deputy Chief Financial Officer to join our team. In this critical role, you will partner with the Chief Financial Officer to provide strategic direction and leadership for all aspects of our...


  • Gaithersburg, Maryland, United States COMMUNITY SUPPORT SERVICES INC. Full time

    Job Summary:Community Support Services Inc. is seeking a highly motivated and experienced Deputy Chief Financial Officer to join our team. In this critical role, you will partner with the Chief Financial Officer to provide strategic direction and leadership for all aspects of our financial operations.Key Responsibilities:Manage financial functions and...


  • Gaithersburg, Maryland, United States Charles Schwab Full time

    Role OverviewAt Charles Schwab, we believe in the power of innovative thinking combined with effective problem-solving to reshape the finance sector. Our branch teams are integral to our mission of empowering clients to take charge of their financial destinies.Key ResponsibilitiesIn this dynamic position, you will:Provide expert financial advice to clients,...

  • ERP Financial Manager

    4 weeks ago


    Gaithersburg, Maryland, United States System One Full time

    Job DescriptionJob Title: ERP Financial Manager - Experienced Professional WantedJob Summary:System One is seeking an experienced ERP Financial Manager to join our team. The successful candidate will be responsible for managing day-to-day departmental operations, providing organizational guidance and direction on administrative activities related to Accounts...


  • Gaithersburg, Maryland, United States Dave Vidmar - State Farm Agent Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for providing exceptional customer service, marketing insurance and financial services products, and building strong relationships with our...


  • Gaithersburg, United States Community Support Services Full time

    Description Do you thrive in a fast-paced environment and have a passion for financial leadership? Are you a strategic thinker with a proven track record of success? If so, then we want to hear from you! Community Support Services, Inc. is seeking a highly motivated and experienced Deputy Chief Financial Officer (DCFO) to join our growing team. In this...

  • Financial Consultant

    3 weeks ago


    Gaithersburg, Maryland, United States Charles Schwab Full time

    About the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management services to existing clients. This role requires a strong understanding of financial planning, investment management, and risk management.Key ResponsibilitiesProvide financial planning and investment advice to...


  • Gaithersburg, United States COMMUNITY SUPPORT SERVICES INC. Full time

    Do you thrive in a fast-paced environment and have a passion for financial leadership? Are you a strategic thinker with a proven track record of success? If so, then we want to hear from you! Community Support Services, Inc. is seeking a highly motivated and experienced Deputy Chief Financial Officer (DCFO) to join our growing team. In this critical role,...


  • Gaithersburg, MD , USA, United States PeopleShare Inc Full time

    Accountant Job DescriptionWe are seeking a skilled Accountant to join our team at PeopleShare Inc. in Gaithersburg, MD. As an Accountant, you will be responsible for managing financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Manage accounts receivable, accounts payable, and general...

  • Financial Consultant

    3 weeks ago


    Gaithersburg, Maryland, United States Charles Schwab Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...

  • Financial Planner

    6 days ago


    Gaithersburg, Maryland, United States Masis Staffing Solutions Full time

    Investment AdvisorAt Masis Staffing Solutions, we are seeking a highly skilled and experienced Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in driving business results by developing and maintaining strong client relationships, understanding client needs, and delivering exceptional financial planning and wealth...


  • Gaithersburg, Maryland, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Financial Consultant, you'll be responsible...


  • Gaithersburg, Maryland, United States Adventist HealthCare Full time

    Job SummaryAdventist HealthCare seeks a highly experienced and skilled Senior Vice President and Chief Financial Officer to lead the organization's financial operations and strategy. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of driving financial growth and improvement.Key...


  • Gaithersburg, Maryland, United States PeopleShare Inc Full time

    Job SummaryWe are seeking a highly skilled Accounting Professional to join our team at PeopleShare Inc. as an Accountant. The successful candidate will be responsible for managing the company's financial transactions, preparing financial statements, and maintaining accurate records.Key Responsibilities:Financial Transactions: Process and record financial...


  • Gaithersburg, Maryland, United States ALTA IT Services Full time

    Job SummaryALTA IT Services is seeking a highly skilled and experienced Accounts Receivable/Accounts Payable Supervisor to join our team. The successful candidate will be responsible for managing day-to-day departmental operations, providing organizational guidance and direction on administrative activities, and ensuring compliance with Accounts Payable,...


  • Gaithersburg, Maryland, United States Adventist HealthCare Full time

    Job Title: Chief Financial OfficerAdventist HealthCare seeks a highly experienced and skilled Chief Financial Officer to lead our financial operations and drive strategic growth. As a key member of our senior leadership team, you will be responsible for developing and implementing financial strategies that align with our organization's mission and goals.Key...

Financial Services Professional

4 months ago


Gaithersburg, United States Bankers Life Full time

Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

As a Bankers Life Financial Services Professional Expect To:

- Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
- Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
- Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
- Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives while generating a passive income stream.

How Bankers Life will provide support:

- Flexible in-office schedules once you complete your agent training and take off as a producing agent.
- Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
- Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.

What makes a great Financial Services Professional?

- Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
- Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- Strong relationship building and communication skills will bond you with clients and colleagues.
- Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founders simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

Commission structure designed to grow with you
Diverse and flexible income portfolio and Bonus programs
Access to free pre-licensing coursework, SIE, Series 6, Series 63, CFP, and more
Retirement Savings Program

Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS.

by Jobble