Financial Services Professional

4 days ago


Linthicum Heights, Maryland, United States SECU Full time
Job Summary

We are seeking a highly skilled Financial Advisor to join our team at SECU. As a Financial Advisor, you will be responsible for establishing strong relationships with our members to understand their financial needs and provide personalized solutions.

Key Responsibilities
  • Provide financial planning and investment advice to members, including legacy planning, asset protection, and estate planning.
  • Develop and implement comprehensive financial plans that meet the unique needs and goals of each member.
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and provide the best possible service to members.
  • Collaborate with other SECU teams to provide a seamless member experience.
  • Meet or exceed sales and revenue targets while maintaining a high level of customer satisfaction.
Requirements
  • Bachelor's degree in a related field, such as economics, finance, or business.
  • 4+ years of experience in investment sales or a related field.
  • Proven track record of success in investment sales, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Proficiency in Microsoft Office and other relevant software applications.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) retirement savings plan with company match.
  • Generous paid time off and holidays.
  • Opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional service to our members, we encourage you to apply for this exciting opportunity.


  • Financial Analyst

    3 weeks ago


    Linthicum Heights, Maryland, United States Creative Financial Staffing Full time

    About the Opportunity:We are seeking a highly skilled Staff Accountant to join our team at Creative Financial Staffing.This is a contract-to-hire opportunity with a unique non-profit organization that has been in business for 50 years.The ideal candidate will have a strong background in accounting and a passion for working in a dynamic and growing...

  • Financial Analyst

    3 weeks ago


    Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at the University of Maryland Medical System. As a key member of our Payer Relations and Contracting department, you will play a critical role in supporting our enterprise-wide clinical service contracting efforts.Key ResponsibilitiesContract Analysis: Review third-party payor...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Manager to join our team at the University of Maryland Medical System. As a key member of our finance department, you will be responsible for managing and directing the operations of the General Accounting department, ensuring accurate and effective service.Key ResponsibilitiesInterpret and apply...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at the University of Maryland Medical System. As a key member of our finance department, you will be responsible for providing leadership and guidance to accounting support personnel, ensuring accuracy and efficiency of work activities in accordance with department policies...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at the University of Maryland Medical System. As a key member of our financial operations team, you will be responsible for providing leadership and guidance to accounting support personnel, ensuring accuracy and efficiency of work activities in accordance with department policies...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Manager to join our team at the University of Maryland Medical System. As a key member of our finance department, you will be responsible for managing and directing the operations of the General Accounting department.Key ResponsibilitiesFinancial Reporting: Supervise the preparation of financial...


  • Linthicum Heights, Maryland, United States Guest Services Full time

    Job SummaryThe Food Service Supervisor plays a vital role in ensuring the success of our dining operations. As a key member of our team, you will assist the Manager in overseeing all aspects of unit operations and floor management, including food, beverage, equipment, and property. Your primary goal will be to facilitate the fulfillment of financial goals...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at the University of Maryland Medical System. As a key member of our accounting department, you will be responsible for providing financial insights and leadership to our leadership team.Key ResponsibilitiesProvide leadership and guidance to accounting support personnel to ensure...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryThis is a senior-level position responsible for managing the Financial Reporting department at the University of Maryland Medical System. The ideal candidate will have a strong background in accounting and financial reporting, with experience in supervising and directing a team of professionals.Key ResponsibilitiesManage and direct the operations...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Senior Manager Financial Reporting to join our team at the University of Maryland Medical System. This is a critical role that requires a strong background in financial reporting, accounting, and leadership.Key ResponsibilitiesManage and direct the operations of the Financial Reporting department, including employee...


  • Linthicum Heights, Maryland, United States Guest Services Full time

    Job Summary: We are seeking a highly skilled and experienced Food Service Supervisor to join our team at Guest Services. As a key member of our operations team, you will be responsible for assisting the Manager in all aspects of unit operations and floor management, including food, beverage, equipment, and property to facilitate the fulfillment of financial...


  • Linthicum Heights, Maryland, United States Acrisure LLC Full time

    About AcrisureAcrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.Job...


  • Linthicum Heights, Maryland, United States Northrop Grumman Federal Credi Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative I or II to join our team at Northrop Grumman Federal Credit Union. As a key member of our team, you will be responsible for promoting our credit union products and services to members, providing exceptional customer service, and performing various financial...


  • Linthicum Heights, Maryland, United States University of Maryland Medical System Full time

    Job SummaryWe are seeking a highly skilled Financial Applications Administrator II to join our team at the University of Maryland Medical System. This role will be responsible for ensuring the overall data quality and system utilization through auditing, evaluation, and testing of system data and software.Key ResponsibilitiesEnsure, improve, and oversee the...

  • Operations Manager

    3 weeks ago


    Linthicum Heights, Maryland, United States East Coast Facilities, Inc. Full time

    Job SummaryWe are seeking an experienced Operations Manager to join our team at East Coast Facilities, Inc. The successful candidate will be responsible for overseeing the day-to-day operations of our service delivery and fleet management teams.Key ResponsibilitiesService Delivery: Manage and support the delivery of services to our clients, ensuring high...


  • Linthicum Heights, Maryland, United States TPG Hotels & Resorts Full time

    Position Title: Lobby Bar BartenderCompany: TPG Hotels & ResortsOverview:As a Lobby Bar Bartender, you will thrive in a dynamic environment where camaraderie and teamwork are paramount. This role is perfect for individuals who excel in delivering exceptional service and creating memorable experiences for guests.Key Responsibilities:Welcome and seat guests,...


  • Linthicum Heights, Maryland, United States EMCOR Government Services Full time

    About EMCOR Government Services: EMCOR Government Services is a premier provider of low-voltage and technology solutions tailored for mission-critical applications. Our certified professionals excel in designing, constructing, and maintaining integrated systems that enhance efficiency and performance.Position: Project ManagerLocation: Various...


  • Linthicum Heights, Maryland, United States SECU Full time

    Position OverviewSECU's Commitment: To be meaningful and impactful in the lives of our members, employees, and the communities we serve, while maintaining high ethical standards and fiscal responsibility.Role Responsibilities:A Client Services Specialist performs the functions of a traditional teller, utilizing video technology and an Interactive Teller...


  • Linthicum Heights, Maryland, United States SECU Full time

    Position OverviewSECU's Commitment: To be impactful and meaningful in the lives of our members, employees, and the communities we serve with the utmost integrity and fiscal responsibility.Key Responsibilities:A Customer Service Banking Representative operates similarly to a traditional bank teller, utilizing advanced technology such as an Interactive Teller...


  • Linthicum Heights, Maryland, United States Westin Baltimore Full time

    About Us: Welcome to the Westin Baltimore Washington Airport. Our hotel is ideally situated between Baltimore and Washington, D.C., providing a tranquil retreat with convenient access to the vibrant attractions of both cities. At HEI, we understand that our achievements are rooted in our people. We take pride in cultivating a culture that prioritizes our...