Financial Services Professional
3 days ago
At Buttonwood Financial Advisors, we are seeking a skilled Financial Services Professional to join our team. This role is designed for individuals who thrive in client-facing environments and possess excellent communication skills.
Key Responsibilities- Meet with clients to understand their financial goals and objectives.
- Analyze financial data and provide expert advice on investment strategies.
- Develop and implement personalized financial plans tailored to each client's needs.
- Bachelor's degree in finance or a related field.
- Series 65 license or equivalent.
- 3+ years of experience in financial services.
- CFP certification preferred.
Estimated Salary: $80,000 - $120,000 per year, depending on location and experience.
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Financial Services Manager
3 days ago
Baltimore, Maryland, United States Dominion Financial Services Full timeJob Title: Financial Services ManagerAbout the Company:Dominion Financial Services (DFS) is a thriving mortgage originator for single-family real estate. With an origination volume of $70MM per month, DFS shows aggressive quarterly growth in the competitive environment. Our company core values include integrity, accountability, dependability, team...
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Financial Services Attorney
2 days ago
Baltimore, Maryland, United States Dominion Financial Services Full timeJob Title: Financial Services AttorneyAbout the RoleThe Dominion Financial Services (DFS) team is expanding, and we're seeking a detail-oriented Financial Services Attorney to join our growing team. Our current origination volume is $70MM per month, with aggressive quarterly growth in the competitive environment.About UsDominion Financial Services is a...
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Financial Services Professional
13 hours ago
Baltimore, Maryland, United States Kestra Financial Independent Advisor Full timeJob OverviewMelnick Rosenbaum Wealth Management is a leading independent advisory firm in Timonium, Maryland. Our company prioritizes a collaborative and client-centric approach to deliver personalized financial strategies.We are seeking an experienced Service Advisor to support our lead advisor/owner in managing client portfolios, enhancing client...
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Financial Services Specialist
19 hours ago
Baltimore, Maryland, United States PNC Financial Services Group Full timeAbout the RoleThis Full-Time Teller role within PNC's Retail Branch organization is responsible for delivering exceptional customer service, accurately performing high-volume customer banking transactions, educating customers on new technology, and developing banking product referral opportunities through strong customer relationship skills.Key...
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Financial Services Consultant
3 days ago
Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Consultant to join our team at Buttonwood Financial Advisors.The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to work with clients to understand their unique needs and goals.Key ResponsibilitiesMeet with...
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Financial Services Specialist
2 days ago
Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeJob Title: Personal Financial AdvisorEstimated Salary: $140,000 - $200,000 per yearAbout the Role:As a Personal Financial Advisor at Buttonwood Financial Advisors, you will play a critical role in delivering exceptional client experiences and driving business growth. You will work closely with clients to understand their financial goals and develop tailored...
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Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeCompany Overview:At Buttonwood Financial Advisors, we are dedicated to providing exceptional financial planning services to our clients. Our team of experienced professionals is passionate about helping individuals achieve their financial goals.Estimated Salary: $120,000 - $180,000 per yearJob Description:We are seeking a highly skilled Personal Financial...
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Financial Services Professional
3 days ago
Baltimore, Maryland, United States ASK Consulting Full timeJob OverviewBECOME A FINANCIAL OPERATIONS SPECIALIST WITH ASK CONSULTINGAs a Financial Operations Specialist with ASK Consulting, you will have the opportunity to work in a dynamic and fast-paced environment supporting the Institutional Equity Division. Your primary responsibility will be to produce daily profit and loss (P&L) and management reporting for...
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Contract Accountant
5 days ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeCreative Financial Staffing is seeking a highly skilled senior accountant to lead our financial operations team. As a seasoned financial professional, you will be responsible for overseeing day-to-day financial activities, preparing and analyzing financial reports, collaborating with auditors, and contributing to budgeting processes. This is an excellent...
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Financial Services Professional
20 hours ago
Baltimore, Maryland, United States Ellin & Tucker, Chartered Full timeJob DescriptionWe are seeking a skilled Financial Services Professional to join our team as an Audit Associate. This role offers the opportunity to work collaboratively with our team in delivering exceptional service to clients.The successful candidate will have the chance to directly engage with clients, understand their needs, and provide tailored...
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Financial Relationship Specialist
13 hours ago
Baltimore, Maryland, United States PNC Financial Services Group Full timeAbout the RoleWe are seeking a talented Relationship Manager I - Business Banker to join our team at PNC Financial Services Group. As a key member of our Business Banking organization, you will be responsible for developing and maintaining strong relationships with clients, identifying opportunities to grow their business, and delivering customized financial...
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Financial Services Professional
2 days ago
Baltimore, Maryland, United States GMG Management Consulting Full timeJob DescriptionThe GMG Management Consulting company is seeking a highly skilled and motivated Accounting Clerk to join our team. This role will be responsible for performing moderately complex accounting tasks to support accounts payable, accounts receivable and cash management functions.The successful candidate must have basic accounting knowledge, be a...
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Financial Services Specialist
2 days ago
Baltimore, Maryland, United States S3 Shared Services Full timeS3 Shared Services is a leading provider of financial services, serving credit unions and their members across the country. We are committed to delivering world-class service and support, with a focus on teamwork and a positive attitude.We are seeking a Financial Services Specialist to join our remote Contact Center team. The successful candidate will have...
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Financial Services Specialist
2 days ago
Baltimore, Maryland, United States S3 Shared Services Full timeAbout the RoleThe Financial Services Specialist position is an excellent opportunity for individuals who enjoy working in a fast-paced environment and have a passion for delivering top-notch customer service. You will be responsible for answering phone calls, responding to emails, and resolving issues related to membership, banking products, and services.
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Loan Servicing Coordinator
1 day ago
Baltimore, Maryland, United States Dominion Financial Services Full timeJob Title: Loan Servicing CoordinatorDominion Financial Services, a leading mortgage originator for single-family real estate, is seeking an experienced Loan Servicing Coordinator to join our growing team. The ideal candidate will have a strong background in commercial and/or construction loan servicing, with a proven track record of providing exceptional...
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Baltimore, Maryland, United States Creative Financial Staffing Full timeAbout the Company and Our Mission:Our client, a local non-profit organization, aims to inspire donors to achieve their charitable goals and improve the quality of life in the Baltimore region.Job Summary:We are seeking an experienced Financial Assistant to join our team on a contract basis through January 2025. As a key member of our finance department, you...
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Financial Services Representative
1 day ago
Baltimore, Maryland, United States OneMain Financial Full timeJob SummaryThis role involves delivering excellent customer service and sales results. As a Consumer Loan Sales Specialist, you will be responsible for developing new relationships with customers and maintaining existing ones throughout the loan process.The ideal candidate should have strong communication skills, be able to work in a fast-paced environment,...
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Financial Controller
3 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeAbout Our ClientOur client is a well-established company in the local hospitality industry, renowned for its exceptional services in the Baltimore area. Due to their rapid growth, they are seeking an experienced Financial Controller who can seamlessly integrate into their team.Job SummaryThe ideal candidate will oversee the day-to-day financial operations,...
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Chief Financial Analyst
4 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is partnering with a top engineering client to hire an Experienced Project Accountant in Catonsville, MD. The ideal candidate will join a supportive and tight-knit team working on-site in Catonsville.Key ResponsibilitiesPrepare and process billing, accounts receivable, and general ledger entries.Handle...
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Financial Growth Associate Director
1 month ago
Baltimore, Maryland, United States Financial Growth Partners Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Growth Associate Director to join our team at Financial Growth Partners.Job OverviewThe Financial Growth Associate Director will play a key role in helping individuals, families, and businesses achieve their financial goals and dreams. This includes working with clients to...