Financial Advisor
5 days ago
Northwestern Mutual Wealth Management Company is seeking a dynamic and results-driven Financial Advisor to join our esteemed team in Frederick, Maryland. As a Financial Advisor, you will play a pivotal role in guiding individuals toward their financial objectives through tailored strategies and exceptional service.
Key Responsibilities- Create personalized financial plans to meet the unique needs of clients based in Frederick, MD.
- Stay up-to-date on industry trends and advancements through our premier training program.
- Establish and cultivate strong, trust-centered relationships with clients in the Frederick, MD community.
- Approach sensitive discussions and emotions with empathy and sensitivity.
- Stay informed on the latest developments in the financial industry to enhance client services.
- A Bachelor's degree in a related field from a recognized four-year college or university is preferred but not required.
- The capability to create and maintain trusting relationships with clients.
- The potential to engage in emotionally charged conversations and manage challenging scenarios.
- Dedication to being aware of the newest developments in the financial sector.
- A promise to deliver superior client service.
At Northwestern Mutual, we offer a comprehensive benefits package, including top-ranked training, exceptional income potential, comprehensive medical coverage, and two company-funded retirement plans. We also provide sponsorship of licensing and designations, personalized mentorship from top-performing advisors, group life and disability income insurance, and more.
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Financial Advisor
3 weeks ago
Frederick, Maryland, United States Thrivent Full timeUnlock Your Potential as a Thrivent Financial AdvisorAre you a motivated individual looking to build a fulfilling career in financial services? Do you have a passion for helping others achieve their goals? As a Thrivent Financial Advisor, you'll have the opportunity to make a meaningful impact in the lives of your clients while enjoying the benefits of a...
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Staff Financial Planner
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Staff Financial Planner to join our dynamic team at DeLeon & Stang CPA's & Advisors.The ideal candidate will have a passion for financial planning, excellent analytical skills, and the ability to build and maintain strong client relationships.This role involves collaborating with clients to...
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Financial Services Professional
3 weeks ago
Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full timeUnlock Your Financial PotentialAre you a dynamic and ambitious individual seeking a challenging career opportunity in Frederick, Maryland? Look no further than Northwestern Mutual Wealth Management Company. As a Financial Advisor, you will play a pivotal role in guiding clients towards their financial objectives through tailored strategies.This role offers...
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Financial Services Professional
2 weeks ago
Frederick, Maryland, United States Northwestern Mutual -Frederick Full timeAbout the RoleWe are seeking a highly motivated and ambitious Entry-Level Financial Advisor to join our team at Northwestern Mutual - Frederick. As a Financial Representative, you will play a critical role in helping clients achieve their financial goals and live more worry-free lives.Key ResponsibilitiesCollect and organize client financial information to...
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Financial Planning Assistant
2 weeks ago
Frederick, Maryland, United States Transcend Practice Management Full timeJob Title: ParaplannerWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our advisory team by providing technical support, anticipating client needs, and creating accurate financial plans.Key Responsibilities:Provide technical support...
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Financial Planning Assistant
2 weeks ago
Frederick, Maryland, United States Transcend Practice Management Full timeJob OverviewTranscend Practice Management is seeking a highly skilled and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our advisory team by providing technical support, anticipating client needs, and creating accurate financial plans.Key ResponsibilitiesProvide exceptional technical support to...
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Tax Manager
5 days ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob Title: Tax Manager - Financial PlannerDeLeon & Stang CPA's & Advisors is seeking a highly skilled and experienced Tax Manager with a strong background in financial planning to join our team.The ideal candidate will possess extensive knowledge of tax regulations and financial planning strategies, with a focus on delivering integrated tax and financial...
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Tax Manager
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OverviewDeLeon & Stang CPA's & Advisors is seeking a highly skilled Tax Manager with expertise in financial planning to lead our tax and financial services team. The ideal candidate will possess a deep understanding of tax regulations and financial planning principles, with a focus on delivering integrated tax and financial planning services to our...
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Tax Manager
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob SummaryWe are seeking a highly skilled Tax Manager with expertise in financial planning to join our team at DeLeon & Stang CPA's & Advisors. The ideal candidate will possess a strong background in tax regulations and financial planning strategies, with a focus on delivering integrated tax and financial planning services to our clients.Key...
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Paraplanner - Financial Planning Expert
1 month ago
Frederick, Maryland, United States Transcend Practice Management Full timeJob DescriptionWe are seeking a highly skilled Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our advisory team by providing technical expertise and exceptional client service.Key Responsibilities:Provide technical support to the advisory team, anticipating their needs and ensuring...
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Senior Tax Accountant
1 week ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob Title: Senior Tax AccountantDeLeon & Stang CPA's & Advisors is a professional services firm dedicated to helping clients achieve their goals through expert tax and accounting services.We are seeking a highly skilled Senior Tax Accountant to join our team. The ideal candidate will have a strong background in tax preparation, accounting principles, and...
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Tax Accountant
6 days ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob SummaryDeLeon & Stang CPA's & Advisors is a professional services firm dedicated to helping clients achieve their financial goals. We are seeking a highly skilled Tax Accountant to join our team and assist in delivering quality individual tax services.Key ResponsibilitiesPrepare and review individual tax returns in compliance with laws and regulations,...
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Business Tax Professional
3 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OpportunityDeLeon & Stang CPA's & Advisors is seeking a motivated student to join our Business Tax team as a Tax Intern. This internship provides a unique opportunity to gain hands-on experience in tax preparation, accounting, and financial services.Responsibilities:Assist in preparing individual and business tax returns, accounting projects, and other...
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Retirement Account Manager
6 days ago
Frederick, Maryland, United States Bighorn Law Full timeJob Title: Retirement Account ManagementAre you a motivated and detail-oriented individual looking for a challenging role in financial services? We are seeking a Retirement Account Manager to join our team at Northwestern Mutual Wealth Management Company in Frederick, MD.About the Role:As a key member of our team, you will be responsible for crafting...
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Staff Auditor
3 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OpportunityWe are seeking an Auditor with 1-3 years of public accounting assurance experience to join our team at DeLeon & Stang, CPAs & Advisors.The ideal candidate will work under the guidance of experienced professionals on multiple audit engagements in various industries, including not-for-profits, credit unions, and commercial entities.The...
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Tax Professional
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OpportunityWe are seeking a highly skilled Tax Accountant to join our team at DeLeon & Stang CPA's & Advisors. As a key member of our tax team, you will be responsible for managing multiple tax engagements, delivering quality client service, and preparing accurate and timely individual tax services.Responsibilities:Prepare and review individual tax...
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Tax Accountant
4 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeDeLeon & Stang CPA's & AdvisorsWe are seeking a highly skilled Tax Accountant to join our team. As a Tax Accountant, you will be responsible for assisting the Tax team in managing multiple tax engagements, delivering quality client service, and preparing accurate and timely individual tax services.Key Responsibilities:Prepare and review a variety of...
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Tax Accountant
4 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeDeLeon & Stang CPA's & AdvisorsWe are seeking a highly skilled Tax Accountant to join our team. As a Tax Accountant, you will be responsible for assisting the Tax team in managing multiple tax engagements, delivering quality client service, and preparing accurate and timely individual tax returns.Key Responsibilities:Prepare and review individual tax returns...
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Senior Tax Accountant
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob Title: Senior Tax AccountantDeLeon & Stang CPA's & Advisors is seeking a highly skilled Senior Tax Accountant to join our team. As a Senior Tax Accountant, you will be responsible for assisting the Tax team in managing multiple tax engagements, delivering quality client service, and preparing accurate and timely individual and corporate tax...
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Tax Accountant
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeDeLeon & Stang CPA's & Advisors: Tax Accountant OpportunityWe are a professional services firm dedicated to helping clients succeed in every meaningful way. Our team is centered on professional expertise, with a fun and flexible work environment that offers endless growth and development opportunities.We are seeking a Tax Accountant with 3+ years of...