Senior Financial Associate
2 weeks ago
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.
- 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).
- 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.
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Senior Financial Analyst
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Senior Financial Analyst
1 week ago
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Senior Financial Analyst
4 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeAbout 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...
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Senior Financial Associate
2 weeks ago
Baltimore, Maryland, United States RBC Capital Markets, LLC Full timeJob 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...
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Baltimore, Maryland, United States InsideHigherEd Full timeJob 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...
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Senior Financial Associate
3 weeks ago
Baltimore, Maryland, United States RBC Capital Markets, LLC Full timeJob 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...
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Lead Financial Analyst
1 month ago
Baltimore, Maryland, United States Erickson Senior Living Full timeAbout 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...
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Senior Financial Associate
3 weeks ago
Baltimore, Maryland, United States RBC Capital Markets, LLC Full timeJob 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...
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Financial Manager
1 week ago
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Financial Reporting Manager
6 days ago
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Financial Reporting Manager
3 days ago
Baltimore, Maryland, United States Erickson Senior Living Full timeFinancial 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...