Certified Financial Planner
2 months ago
Our firm is rapidly expanding and we are looking for an experienced financial advisor who wants to build relationships with clients and help them achieve their long-term financial goals. We are looking for someone with a proven success record advising clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today Responsibilities: • Customize financial plans for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • 3+ years of experience in the insurance, financial advisory, or planning field • Proven track record of generating book of business • Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start Compensation: $90,000+ at plan commission
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Certified Financial Planner
3 months ago
Baltimore, United States Thompson Financial Group Full timeJob DescriptionJob DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor who wants to build relationships with clients and help them achieve their long-term financial goals. We are looking for someone with a proven success record advising clients, with superb math, analysis, and customer service skills. If this...
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Retirement Financial Planner
2 months ago
Baltimore Highlands, MD, United States Sentinel Asset Management LLC Full timeJob DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...
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Experienced Financial Consultant
5 days ago
Baltimore, Maryland, United States Thompson Financial Group Full timeThompson Financial Group is in a phase of significant growth, and we are seeking a knowledgeable financial consultant who is dedicated to fostering client relationships and guiding them toward their financial aspirations. The ideal candidate will possess a strong history of success in advising clients, complemented by exceptional analytical, numerical, and...
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Experienced Financial Advisor
2 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeThompson Financial Group is seeking a knowledgeable financial advisor to join our expanding team. This role is ideal for individuals who excel in fostering client relationships and guiding them towards achieving their financial aspirations. The ideal candidate will possess a strong track record in client advisory, complemented by exceptional analytical,...
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Experienced Financial Advisor
1 week ago
Baltimore, Maryland, United States Thompson Financial Group Full timeThompson Financial Group is experiencing significant growth and is in search of a knowledgeable financial advisor dedicated to fostering client relationships and guiding them towards their financial aspirations. We seek an individual with a solid history of success in client advisory roles, possessing exceptional analytical, numerical, and interpersonal...
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Licensed Financial Advisor
1 month ago
Baltimore, United States Thompson Financial Group Full timeAre you feeling captive with your current situation? Are you looking to build a book of business that you own where you can choose which clients and markets to work with and the processes that will best fit your needs? Do you believe you could be doing more if you had a more supportive infrastructure and choices around you? If this sounds like you, apply for...
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Experienced Cria Financial Advisor
1 month ago
Baltimore, United States Thompson Financial Group Full timeJob DescriptionJob DescriptionAre you looking for customizable solutions for your clients and tired of boilerplate portfolios? Look no further. Our open architecture investment platform can help you do what’s best for your clients. When joining our firm, our innovative, supported independence model offers the “best of both worlds” – providing you...
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Senior CRIA Financial Consultant
5 days ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAre you seeking tailored investment solutions for your clients and looking to move away from generic portfolios? Our flexible investment platform is designed to help you prioritize your clients' best interests. Joining Thompson Financial Group means embracing an innovative model of supported independence, allowing you to leverage essential resources while...
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Experienced CRIA Financial Advisor
4 weeks ago
Baltimore, United States Thompson Financial Group Full timeDescription Are you looking for customizable solutions for your clients and tired of boilerplate portfolios? Look no further. Our open architecture investment platform can help you do what's best for your clients. When joining our firm, our innovative, supported independence model offers the "best of both worlds" - providing you with the resources you need...
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Financial Wellness Advisor
2 weeks ago
Baltimore, Maryland, United States Magellan Health Full timePosition Overview: This role involves delivering comprehensive financial advisory services to military personnel and their families. The primary duties encompass a wide range of personal finance counseling tailored to the unique needs of service members at various military locations.Key Responsibilities:Provide one-on-one financial counseling and education...
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Lead Financial Analyst
1 week ago
Baltimore, Maryland, United States Maryland Department of Transportation Full timeOPEN RECRUITMENTExecutive Service Position(This position serves at the pleasure of the Appointing Authority)The Maryland Department of Transportation (MDOT) is dedicated to providing exceptional services that enhance the lives of Maryland residents and visitors. If you have utilized services such as public transportation, licensing, or other...
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Director of Financial Planning and Strategy
2 days ago
Baltimore, Maryland, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled and experienced Executive Director for Financial Planning and Analysis to join our team at InsideHigherEd. The successful candidate will be responsible for leading the development and implementation of financial planning and analysis strategies to drive business growth and profitability.Key ResponsibilitiesFinancial...
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Personal Financial Counselor
2 months ago
Baltimore, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
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Military Financial Guidance Specialist
1 week ago
Baltimore, Maryland, United States Magellan Health Full timePosition Overview:This role is dedicated to delivering comprehensive financial advisory services at designated military facilities. The primary duties encompass a wide range of personal finance counseling aimed at military personnel and their families. Services provided include educational sessions and personalized consultations, which may involve direct...
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Transportation Planner
1 month ago
Baltimore, United States Whitman, Requardt & Associates, LLP Full timeJob DescriptionJob DescriptionAt Whitman, Requardt & Associates, LLP, we are "People Focused and Project Driven". We have been in business for more than 105 years and we are known for our quality work and quality employees. This is your chance to join our team - help us to design the infrastructure and buildings that improve the world!Whitman Requardt and...
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Senior Investment Advisor
2 days ago
Baltimore, Maryland, United States Thompson Financial Group Full timeJob OpportunityWe are seeking a highly skilled and experienced financial services professional to join our team at Thompson Financial Group. As a Senior Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
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Baltimore, Maryland, United States InsideHigherEd Full timeJob SummaryWe are seeking an experienced Executive Director for Financial Planning and Analysis to join our team at InsideHigherEd. The successful candidate will be responsible for leading the development and implementation of financial planning and analysis strategies to drive business growth and profitability.Key ResponsibilitiesFinancial Planning and...
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Senior Transit Planner
1 month ago
Baltimore, United States Whitman, Requardt & Associates, LLP Full timeJob DescriptionJob DescriptionAt Whitman, Requardt & Associates, LLP, we are "People Focused and Project Driven". We have been in business for more than 105 years and we are known for our quality work and quality employees. This is your chance to join our team - help us to design the infrastructure and buildings that improve the world.Whitman Requardt and...
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Experienced CRIA Investment Specialist
2 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAre you seeking tailored financial strategies for your clients and looking to move away from generic investment portfolios? Our flexible investment platform is designed to empower you to prioritize your clients' best interests. By joining Thompson Financial Group, you will benefit from our innovative model of supported independence, which combines essential...
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Experienced CRIA Wealth Advisor
5 days ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAre you seeking tailored investment solutions for your clientele and growing weary of standard portfolios? Your search ends here. Our flexible investment framework empowers you to prioritize your clients' best interests. By joining our organization, you will benefit from an innovative model of supported independence that combines essential resources for your...