Financial Planning Specialist

Job OverviewThompson Financial Group is seeking a skilled Wealth Manager to join our financial planning team in Baltimore. As a key member of our team, you will be responsible for overseeing client funds, handling investment and insurance transactions, and managing client requests.Key ResponsibilitiesProcess applications for IRAs, brokerage accounts, and...

Job Title: FP&A Analyst - Real EstateLocation: Baltimore Metro - MarylandJob Summary:We are seeking a highly skilled FP&A Analyst to join our team at Selby Jennings. This role will be responsible for providing financial analysis and planning support to our real estate development team.FP&A Analyst Responsibilities:Conduct thorough financial analysis and due...

Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? We're seeking a motivated and experienced CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore, MD, US.About the RoleThis is an exciting opportunity to work with a dynamic team and contribute to...

About the Company and Property Accountant OpportunityCreative Financial Staffing is partnering with a client in the property management industry to hire a skilled Property Accountant on a contract or contract-to-hire basis. Our client is a dynamic company located in a beautiful high-rise in Baltimore city, boasting a diverse and well-rounded team that values...

FP&A Analyst - Real Estate DevelopmentLocation: Baltimore Metro - MarylandJob Summary:We are partnering with a leading real estate development firm to find a skilled FP&A Analyst to support the East region. The successful candidate will be responsible for underwriting, business planning, and capital requirements for the regional office.Key...

Job DescriptionCredit and Collection Institute (CCI) is seeking a skilled Financial Analyst to join our team.Key Responsibilities:Establish and maintain effective communication with clients to agree on upcoming cash flows.Investigate and resolve client issues through various means, ensuring timely and efficient resolution.Requirements:Bachelor's degree...

Exciting Opportunity in Financial OperationsWe are seeking a highly skilled Collections Specialist to join our team at Creative Financial Staffing in Baltimore, MD.About the Role:Collaborate with a prominent collections agency to manage student accounts and reconcile discrepancies.Work closely with the Controller to ensure accurate and timely financial...

Job Title: Manager of Financial Planning and AnalysisErickson Senior Living is seeking a highly skilled Manager of Financial Planning and Analysis to join our Community Finance Team. As a key member of our team, you will be responsible for providing financial analysis and planning support to our leadership team.Key Responsibilities:Perform financial analysis...

Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for delivering exceptional client experiences and driving business growth? We're seeking a talented CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore, MD, US.About the...

Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for delivering customized solutions to clients and building a successful book of business? We're seeking a talented CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore,...

Job OpportunityWe are seeking a highly skilled and motivated Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our Advisors in delivering exceptional client-centered service.Key ResponsibilitiesProvide ongoing support to our Advisors, preparing for client meetings, taking notes, and...

About the RoleWe 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 Advisors in delivering exceptional client-centered service.Key ResponsibilitiesProvide ongoing support to our Advisors, preparing for client meetings, taking notes, and completing...

Job OpportunityWe are seeking a skilled Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our advisors and delivering exceptional client-centered service.Key ResponsibilitiesProvide ongoing support to our advisors, preparing for client meetings, taking notes, and completing follow-up...

Job Title: Accounting SpecialistWe are seeking a highly skilled Accounting Specialist to join our team at Johns Hopkins University. As an Accounting Specialist, you will play a critical role in performing routine financial and accounting activities, processing financial information from various accounting and information systems, and conducting activities...

Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Baltimore area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales...

Prudential Financial Career OpportunityWe are seeking an experienced financial professional to join our team in the Baltimore area. As a Prudential Financial Representative, you will have the opportunity to work with an existing client base, build a strong client network, and create client solutions without proprietary product sales requirements.Key...

Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Baltimore area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Gordon Feinblatt LLC. As a key member of our accounting department, you will be responsible for managing our financial operations, ensuring accurate and timely billing and collections.Key Responsibilities:Manage financial data and reports to...

Budget and Financial Planning DirectorJoin the Department of Health and Human Services as a Budget and Financial Planning Director, where you will play a critical role in shaping the financial future of our organization.Key Responsibilities:Develop and implement comprehensive budget plans that align with the agency's strategic goals and objectives.Lead a...

Financial Planning and Analysis ManagerErickson Senior Living is seeking a highly skilled Financial Planning and Analysis Manager to join our Community Finance Team. As a key member of our team, you will be responsible for providing financial guidance and support to our communities and corporate office.Key Responsibilities:Develop and maintain financial...