Senior Financial Associate

2 weeks ago


Baltimore, Maryland, United States RBC Capital Markets, LLC Full time
Job Summary

RBC Capital Markets, LLC is seeking a highly skilled Senior Financial Associate to join our team. As a key member of our producing team, you will be responsible for growing and cultivating our business, working independently with minimal direction.

Key Responsibilities
  • Gather new client accounts and build assets under management for our team.
  • Conduct in-depth analyses of client portfolios, researching recommendations and selecting suitable investments based on client objectives, risk tolerance, financial capabilities, and investment potential.
  • Collect and analyze client financial information to educate new and existing clients, introducing additional products and services as needed.
  • Monitor and evaluate clients' investment needs and progress, reviewing transactions, monthly statements, market research, and client contact.
  • Promote business growth programs and services, developing detailed marketing plans for client acquisition and identifying opportunities to improve sales effectiveness for our team.
Requirements
  • 5+ years industry experience.
  • Series 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supports.
  • Excellent understanding of the stock market, investments, and retirement plans.
  • Working knowledge of fixed income products, equities, mutual funds, insurance, and annuities.
  • In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios.
  • Advanced computer skills (including Microsoft Office).
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Flexible work/life balance options.
  • Opportunities to do challenging work.
  • Opportunities to take on progressively greater accountabilities.
  • Access to a variety of job opportunities across business.


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

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a key member of our financial team, you will play a critical role in overseeing financial planning, budgeting, and reporting functions.About the Role:The Senior Financial Analyst will serve as a business partner to senior...


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

    Senior Financial AnalystOur client, a well-established non-profit organization in Baltimore County, is seeking a highly skilled Senior Financial Analyst to join their team. This role offers a unique blend of remote work and on-site collaboration, promoting work-life balance.About the Role:The Senior Financial Analyst will serve as a critical partner to the...


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

    About the Role:Creative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in overseeing the financial planning, budgeting, and reporting functions for our clients.Key Responsibilities:Lead the budgeting process, including the development and implementation of...


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

    Senior Accountant OpportunityCreative Financial Staffing is seeking a seasoned Senior Accountant to join our client's finance team on a contract-to-hire basis. This is an exciting opportunity for a talented individual to take charge of day-to-day financial activities, ensuring accuracy, compliance, and transparency.Key Responsibilities:Lead Financial...


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

    About the Company and Overview of the Senior Accountant Role:Creative Financial Staffing is partnering with a non-profit organization in Baltimore, MD to find a Senior Accountant for a contract position. The ideal candidate will have 3+ years of accounting experience in a non-profit environment and strong Excel skills.Job Duties for the Senior...


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

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Project Accountant to join our team in Catonsville, MD. As a Senior Project Accountant, you will play a critical role in supporting the financial operations of our client, a leading engineering company with over 30 years of experience.Job DutiesPrepare and process billing,...


  • Baltimore, Maryland, United States Erickson Senior Living Full time

    About the RoleErickson Senior Living is seeking a talented Financial Analyst to join our team. This role will have primary responsibilities in Healthcare Operations FP&A supporting the Assisted Living, Memory Care and Skilled Nursing lines of business.Key ResponsibilitiesConduct financial analysis and complex modeling necessary to promote efficient financial...


  • Baltimore, Maryland, United States RBC Capital Markets, LLC Full time

    Job SummaryRBC Capital Markets, LLC is seeking a highly skilled Senior Financial Associate to join our team. As a key member of our producing team, you will be responsible for growing and cultivating our business, working independently with minimal direction.Job DescriptionThe ideal candidate will have 5+ years of industry experience, a strong understanding...

  • Financial Director

    6 days ago


    Baltimore, Maryland, United States Creative Financial Staffing Full time

    Director of Budgeting & Financial ReportingOur client, a leading non-profit organization in Baltimore County, MD, is seeking a seasoned and analytical Director of Budgeting & Financial Reporting to join their team. This is a hybrid role, offering a blend of remote work and 1-2 days on-site/work presence, promoting work-life balance.About the Role:The...


  • Baltimore, Maryland, United States Erickson Senior Living Full time

    Job Title: Financial Reporting ManagerErickson Senior Living is seeking a highly skilled Financial Reporting Manager to join our Accounting team. As a key member of our team, you will be responsible for driving the timely reporting of all internal and external financial statements and related deliverables throughout the year.Key Responsibilities:Drive the...


  • Baltimore, Maryland, United States InsideHigherEd Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our Financial Operations team. The successful candidate will be responsible for providing financial analysis and reporting to support the School of Medicine's clinical activities.Key ResponsibilitiesProduce clinical analyses, GAAP financial statements, and conduct monthly close...


  • Baltimore, Maryland, United States InsideHigherEd Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our Financial Operations team at the School of Medicine. The successful candidate will be responsible for providing a wide range of financial services, with a focus on clinical activities, to the Central SOM Finance Department, clinical departments, and executive management within...


  • Baltimore, Maryland, United States InsideHigherEd Full time

    Job Title: Senior Financial ManagerReporting to the Director of Finance and Administration, we are seeking a Senior Financial Manager who will be responsible for performing and overseeing key financial functions of the University Student Services Finance Office. This position will perform and provide back-up to the Director with respect to accounting...


  • Baltimore, Maryland, United States National Black MBA Association Full time

    Job Title: Senior BankerAbout the Role:We are seeking a highly motivated and results-driven Senior Banker to join our team at National Black MBA Association. As a Senior Banker, you will be responsible for serving as the first point of contact for financial center clients, helping to uncover their personal banking needs, and offering appropriate...


  • Baltimore, Maryland, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Senior Financial Associate at RBC Capital Markets, LLC, you will be a key member of a large producing team and will be actively involved in growing and cultivating the Financial Services Team's business. You will have the ability to function independently on behalf of the Financial Services Team with...


  • Baltimore, Maryland, United States Erickson Senior Living Full time

    About Erickson Senior LivingErickson Senior Living, based in Baltimore, Maryland, is a prominent provider of senior living and healthcare services with a growing presence across 11 states.Role OverviewAs a Lead Financial Analyst, you will play a crucial role in supporting our communities or corporate departments through various accounting functions. Your...


  • Baltimore, Maryland, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Senior Financial Associate at RBC Capital Markets, LLC, you will be a key member of a large producing team and will be actively involved in growing and cultivating the Financial Advisory Team's business. You will have the ability to function independently on behalf of the Financial Advisory Team with...

  • Financial Manager

    1 week ago


    Baltimore, Maryland, United States Creative Financial Staffing Full time

    About the Company and Controller Opportunity:Creative Financial Staffing is proud to partner with a highly stable manufacturer in the Baltimore area to find a new Controller to join their growing team. This company has been in business for over 100 years, providing a stable and secure environment for its employees.Duties of the Controller:Monitor and manage...


  • Baltimore, Maryland, United States Erickson Senior Living Full time

    Financial Reporting ManagerErickson Senior Living is seeking a highly skilled Financial Reporting Manager to join our Accounting team. As a key member of our team, you will be responsible for overseeing the financial reporting process, ensuring accuracy and timeliness of financial statements, and driving a customer satisfaction focus.Key...


  • Baltimore, Maryland, United States Erickson Senior Living Full time

    Financial Reporting ManagerErickson Senior Living is seeking a highly skilled Financial Reporting Manager to join our Accounting team. As a key member of our team, you will be responsible for overseeing the financial reporting process, ensuring accuracy and timeliness of financial statements, and driving a customer satisfaction focus.Key...