Financial Services Advisor

About the RoleAs a Financial Operations Associate at Kestra Financial Independent Advisor, you will play a vital role in supporting the efficient and effective operations of our team.Job ResponsibilitiesClient ManagementRecord conversations and requests in our proprietary system SmartOfficeProcess distribution requests with accuracy and attention to...

**Job Overview**Kestra Financial Independent Advisor seeks a skilled Financial Operations Specialist to join our team. As a key member of our operations team, you will play a critical role in ensuring the efficient and effective delivery of our services.**Compensation Package**The estimated salary for this position is between $65,000 - $80,000 per year,...

Job OverviewWe are seeking a skilled Investment Operations Specialist to join our team at Kestra Financial Independent Advisor. This is a fantastic opportunity for a detail-oriented individual with excellent communication skills to contribute to the efficient and effective operations of our company.

OverviewWe are seeking a highly skilled Portfolio Manager to join our team at Kestra Financial Independent Advisor. As a Portfolio Manager, you will be responsible for the efficient and effective operations of client relationships, investment management, and general office responsibilities.SalaryThe estimated salary for this position is between $60,000 -...

Job OverviewWe are seeking a highly experienced and skilled CFO Advisor to join our team at WSL Consulting. As a seasoned financial leader, you will play a critical role in helping clients achieve their business objectives through effective financial guidance and strategic planning.Estimated Salary: $150,000 - $180,000 per yearThis is a hybrid role with an...

Join us at EssilorLuxottica, where we're dedicated to empowering individuals to see the world around them. As a Vision Advisor, you'll play a vital role in helping our customers achieve optimal vision. With a focus on delivering exceptional customer service, you'll provide expert knowledge on eyewear products and ensure seamless interactions between patients...

We are seeking a highly skilled Financial Accounting Manager to join our team at WSL Consulting. This is a unique opportunity to leverage your expertise in government contracting and accounting principles to drive business growth and success.Job DescriptionIn this role, you will be responsible for managing client relationships, delivering high-quality...

Senior Technical Advisor for System IntegrationThe Serco team is seeking a highly skilled Senior Technical Advisor for System Integration to join our Maryland-based team. As a key member of our team, you will be responsible for providing technical leadership for the integration of requirements, design, and technology. This role requires a strong background...

About UsSandy Spring Bank is a financial services company focused on creating real experiences for our employees, clients, shareholders and communities. We are proud to have been certified as A Great Place To Work, recognized by The Washington Post and the Baltimore Sun as a Top Workplace, by Forbes magazine as the #1 Bank in Maryland.We offer a...

Overview: Master Trades Group is a leading residential services platform specializing in plumbing and HVAC services. We are seeking an experienced Manager of Financial Reporting to play a critical role in overseeing internal and external financial reporting processes. As a key member of the finance team, you will report directly to the Director of Financial...

Key ResponsibilitiesAs a Client Service Associate, you will be responsible for coordinating meetings between clients and advisors, maintaining and updating the CRM database, assisting with quarterly billing tasks, and managing day-to-day client account needs. You will also coordinate marketing emails, perform regular contact list maintenance, and prepare...

Job DescriptionWe are seeking a highly organized and detail-oriented Staff Accountant to join our team at WSL Consulting. As a Staff Accountant, you will be responsible for processing accounts payable, accounts receivable, job costing, financial statements, and bank reconciliations.The ideal candidate will have 4-6 years of progressive accounting experience...

Job OverviewChoreo, a leading wealth management firm, seeks a highly skilled Client Service Associate to join its growing team in Columbia, Maryland. The ideal candidate will assist financial advisors and wealth management team members with administrative and accounting support, ensuring accuracy, timeliness, and compliance.The salary for this role is...

Job OverviewAs a retirement financial planner at Sentinel Asset Management LLC, you will play a vital role in helping individuals and families achieve their financial goals. With a strong focus on relationship-building and education, you will work closely with clients to understand their financial needs and provide personalized solutions. This is an exciting...

Job DescriptionThis role is responsible for building strong relationships with clients to understand their financial needs and provide tailored solutions to meet those needs. The ideal candidate will have excellent communication and interpersonal skills, as well as a deep understanding of financial products and services.The Client Experience Manager will...

About Nichols Contracting, Inc.Nichols Contracting, Inc. is a full-service general contractor offering premier services across all aspects of the construction process. Headquartered in Columbia, MD, the company serves federal, state, local governments, corporate, and special industry organizations requiring complex life safety and critical infrastructure...

Job Description OverviewWe are seeking a seasoned Corporate Accounting Manager to join our team at Master Trades Group. This role offers the opportunity to work in a dynamic environment where precision and deadlines matter. Key responsibilities include overseeing corporate accounting operations, managing financial data, and coordinating with internal...

We are seeking a highly skilled Senior Financial Consultant to join our team at Sentinel Asset Management LLC.About the RoleThis is a full-time W-2 position with an estimated salary of $250,000+, offering unlimited earning potential based on performance. The role requires working flexible hours, including evenings for seminars and client meetings.Job...

Overview: At CAVU Advisors, we are seeking a highly skilled Controller to join our team in the Washington DC metro area. Our firm provides accounting outsourcing and strategic financial consulting services to clients across various industries.Estimated Salary: $120,000 - $150,000 per year, depending on experience.Job Description:The ideal candidate will have...

Job Title: Corporate Accounting ManagerMaster Trades Group, a leading residential services platform, is seeking an experienced Corporate Accounting Manager to lead key corporate accounting functions. This role will oversee month-end close, lease and purchase accounting, intercompany reconciliations, and tax/compliance oversight. The ideal candidate will...