Financial Services Professional
3 days ago
We're seeking a driven, money-minded individual to join our team as an Entry-Level Financial Advisor. If you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond, we want to hear from you.
Responsibilities- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.
- Serve as a collaborative team player willing to further development through continued training opportunities.
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
- Experienced Licensed Financial Advisors and or Managers.
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.
- Requires a Bachelor's degree in business administration, finance, or other related field.
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
- Valid FINRA Series 7 & 63/66 preferred but not required.
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Senior Financial Professional
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their team in Bethesda. As a Senior Accountant, you will be responsible for post journal entries to the general ledger, performing bank reconciliations, and compiling and analyzing financial information to prepare entries to general ledger accounts.Key...
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Financial Services Professional
2 weeks ago
Bethesda, Maryland, United States New York Life - Bethesda, MD Full timeJob OpportunityWe are seeking a skilled and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will work closely with clients to develop and implement personalized financial plans that meet their unique needs and goals.Responsibilities:Compile comprehensive financial profiles for clients to...
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Financial Analyst
3 weeks ago
Bethesda, Maryland, United States Jamison Professional Services, Inc. Full timeJob Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Jamison Professional Services, Inc. The successful candidate will be responsible for providing financial analysis and support to our clients in the healthcare industry.Key Responsibilities:Process medical accounts receivables by maintaining ledgers, compiling,...
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Lead Financial Analyst
3 weeks ago
Bethesda, Maryland, United States Jamison Professional Services, Inc. Full timeJob Title: Lead Financial AnalystJamison Professional Services, Inc. is seeking a highly skilled Lead Financial Analyst to join our team. As a key member of our financial operations team, you will be responsible for leading the analysis and management of financial data, ensuring accurate and timely financial reporting, and providing strategic financial...
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Senior Financial Professional
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full time{"h2": "Senior Accountant Role Overview", "p": "At Creative Financial Staffing, we are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for maintaining the accuracy and integrity of our financial records. Your expertise will be essential in ensuring the company's financial health and stability.",...
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Senior Financial Professional
3 days ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their team in Bethesda. As a Senior Accountant, you will be responsible for a variety of financial tasks, including general ledger accounting, bank reconciliations, and financial reporting.Key Responsibilities:Post journal entries to the general...
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Financial Services Associate
3 weeks ago
Bethesda, Maryland, United States Strategic Financial Associates, LLC Full timeJob SummaryWe are seeking a highly skilled Associate Financial Advisor to join our team at Strategic Financial Associates, LLC. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point...
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Financial Planning and Investments Associate
3 days ago
Bethesda, Maryland, United States Bluepoint Financial Full timeFinancial Planning and Investments AssociateBluePoint Financial LLC is a rapidly growing Financial Services and Insurance firm seeking a Financial Planning and Investments Associate to join our team. As a key member of our team, you will be responsible for assisting in the service of our growing client base, providing operational support to our Financial...
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Financial Sales Professional
3 weeks ago
Bethesda, Maryland, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Financial Sales Professional. As a Financial Sales Professional, you will be responsible for prospecting and contacting potential clients to discuss their financial needs and concerns.ResponsibilitiesProspect and contact potential clients to discuss their...
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Bilingual Financial Professional
2 weeks ago
Bethesda, Maryland, United States New York Life Insurance Company Full timeJob OpportunityWe are seeking a highly motivated and skilled Bilingual Financial Professional to join our team at New York Life Insurance Company. As a Bilingual Financial Professional, you will have the opportunity to work with clients from diverse backgrounds and provide them with expert financial guidance and advice.Key Responsibilities:Provide financial...
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Financial Planning and Investment Specialist
3 weeks ago
Bethesda, Maryland, United States Bluepoint Financial, LLC Full timeFinancial Planning and Investments AssociateBluePoint Financial, LLC is a rapidly growing Financial Services & Insurance firm seeking a Financial Planning & Investments Associate to join our team. This role is ideal for individuals who are passionate about financial planning and want to grow their career with our firm.Key Responsibilities:Assist in the...
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Financial Recovery Specialist
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full time{"title":"Collections Specialist Role Overview","content":"At Creative Financial Staffing, we are seeking a skilled Collections Specialist to join our team. As a Collections Specialist, you will play a critical role in helping our clients manage their cash flow and recover outstanding debts.About the Company:We are a leading staffing agency specializing in...
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Financial Services Representative
4 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeAbout New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the...
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Financial Services Advisor
1 day ago
Bethesda, Maryland, United States New York Life Full timeUnlock Your Future in Financial ServicesWe're seeking a driven, money-minded individual to launch a rewarding career as an Entry-Level Financial Advisor. If you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond, we want to hear from you.ResponsibilitiesWork...
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Financial Services Representative
4 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeAbout New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the...
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Bilingual Financial Professional
2 days ago
Bethesda, Maryland, United States New York Life Insurance Company Full timeJob DescriptionAt New York Life Insurance Company, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and achieve sales targets.Key Responsibilities:Develop and execute sales...
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Senior Financial Professional
1 day ago
Bethesda, Maryland, United States TriSource Staffing Solutions Full timeJob OverviewTriSource Staffing Solutions is seeking a highly skilled Senior Financial Professional to lead our accounting team.Responsibilities: Full cycle accounting Month end close and reconciling general ledger accounts Posting journal entries Preparing financial reports Maintaining accrual schedules Payroll accrualsRequirements: Bachelor's in Accounting...
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Financial Manager
1 week ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAccounting ManagerWe are seeking a highly skilled Accounting Manager to join our client, a dynamic investment firm. This firm specializes in managing a diverse portfolio of assets, including sports-related businesses across the United States. As part of their continued growth and reorganization, they are centralizing their operations and looking for an...
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Financial Services Budget Analyst
2 weeks ago
Bethesda, Maryland, United States Peraton Full timeJob SummaryWe are seeking a highly skilled Financial Services Budget Analyst to join our team at Peraton. As a key member of our financial operations team, you will play a critical role in driving the success of our Intelligence Planning, Programming, Budget, and Execution Process.Key ResponsibilitiesDevelop and execute comprehensive budgets, ensuring...
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Client Service Associate
4 weeks ago
Bethesda, Maryland, United States National Financial Partners Full timeWho We Are National Financial Partners, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance and a 5-Star Diversity, Equity and Inclusion (DEI) award winner from Insurance Business magazine. We are a consultative organization of advisors and problem solvers. We help companies and individuals address their most significant...