Financial Services Professional
2 weeks ago
We are seeking a highly motivated and ambitious Entry-Level Financial Advisor to join our team at Northwestern Mutual - Frederick. As a Financial Representative, you will play a critical role in helping clients achieve their financial goals and live more worry-free lives.
Key Responsibilities- Collect and organize client financial information to determine their financial status, goals, and expectations.
- Research and provide financial advice and strategies through educational meetings or seminars tailored to each client's risk tolerance and objectives.
- Develop and implement personalized financial plans using our array of services, considering each client's unique financial needs and life circumstances.
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from our trusted financial services.
- Help clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products.
- Effective relationship management skills and the ability to communicate complex financial programs and ideas.
- Uncompromising integrity and a strong desire for continuous learning.
- Ability to successfully network and prospect new potential clients.
For over 160 years, Northwestern Mutual has helped clients live more and worry less through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give clients the ability to successfully navigate their financial lives.
We value an inclusive and belonging environment where everyone's different viewpoints bring new successes. Join us and be part of a Fortune 100 company, recognized for our financial strength, diversity, and commitment to excellence.
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Financial Services Professional
3 weeks ago
Frederick, Maryland, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeWe are seeking ambitious and driven sales professionals to join our team at Northwestern Mutual. As a Financial Representative, you will play a critical role in helping clients identify their financial needs and provide them with solutions to reach their financial goals.Your Key Responsibilities:Identify...
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Financial Services Professional
2 weeks ago
Frederick, Maryland, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeWe are seeking ambitious and driven sales professionals to join our team at Northwestern Mutual. As a Financial Representative, you will play a critical role in helping clients identify their financial needs and provide them with solutions to reach their financial goals.Key Responsibilities:Identify client...
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Financial Services Professional
2 weeks ago
Frederick, Maryland, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeWe are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. As a Financial Representative with Northwestern Mutual, you will have the opportunity to build a rewarding practice and client relationships,...
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Financial Services Professional
3 weeks ago
Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full timeUnlock Your Financial PotentialAre you a dynamic and ambitious individual seeking a challenging career opportunity in Frederick, Maryland? Look no further than Northwestern Mutual Wealth Management Company. As a Financial Advisor, you will play a pivotal role in guiding clients towards their financial objectives through tailored strategies.This role offers...
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Financial Analyst
4 weeks ago
Frederick, Maryland, United States Primary Recruiting Services Full timeAccountant Job Description **Job Summary:** We are seeking a highly skilled Accountant to join our team at Primary Recruiting Services. As a Staff Accountant, you will be responsible for reviewing, analyzing, and reconciling financial statements and management reports. This includes preparing and reviewing financial statements, performing monthly balance...
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Customer Service Representative
6 days ago
Frederick, Maryland, United States Lendmark Financial Services, LLC Full timeJob Summary: We are seeking a highly skilled and customer-focused Loan Consultant to join our team at Lendmark Financial Services, LLC. As a Loan Consultant, you will be responsible for providing exceptional customer experience while providing personal loan solutions. Key Responsibilities: Greet and assist customers, receive and process credit and...
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Financial Services Manager
1 week ago
Frederick, Maryland, United States Volvo Cars of Frederick Full timeJob Title: Finance and Insurance ManagerAbout the Role:We are seeking an experienced and customer-focused Finance and Insurance Manager to join our team at Volvo Cars of Frederick. The successful candidate will be responsible for managing the financial and insurance aspects of vehicle sales, ensuring that customers receive the best possible financing and...
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Consumer Loan Sales Specialist
3 weeks ago
Frederick, Maryland, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships...
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Insurance Client Service Representative
3 weeks ago
Frederick, Maryland, United States Truist Financial Corporation Full timeJob SummaryWe are seeking a highly skilled Insurance Client Service Representative to join our team at Truist Financial Corporation. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and building strong relationships.Key ResponsibilitiesService a book of...
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Staff Financial Planner
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Staff Financial Planner to join our dynamic team at DeLeon & Stang CPA's & Advisors.The ideal candidate will have a passion for financial planning, excellent analytical skills, and the ability to build and maintain strong client relationships.This role involves collaborating with clients to...
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Insurance Professional
3 weeks ago
Frederick, Maryland, United States iHire Full timeNew York Life Insurance CompanyWe are seeking a highly motivated and results-driven Insurance Professional to join our team at iHire. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs.About the...
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Financial Advisor
5 days ago
Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full timeJob OverviewNorthwestern Mutual Wealth Management Company is seeking a dynamic and results-driven Financial Advisor to join our esteemed team in Frederick, Maryland. As a Financial Advisor, you will play a pivotal role in guiding individuals toward their financial objectives through tailored strategies and exceptional service.Key ResponsibilitiesCreate...
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Financial Analyst
1 week ago
Frederick, Maryland, United States Legal & General America Full timeJob Title: Financial AnalystAt Legal & General America, we're seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in preparing timely and accurate financial statements, analysis, and reporting for our corporate holding company.Responsibilities:Prepare monthly, quarterly, and annual financial statements...
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Financial Controller
2 weeks ago
Frederick, Maryland, United States Jobot Full timeAbout the JobWe are seeking a highly skilled Financial Controller to join our finance team. This role will be pivotal in leading the financial operations of our company, including budgeting, forecasting, financial accounting, and management accounting.ResponsibilitiesOversee all aspects of financial management, including corporate accounting, regulatory and...
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Tax Manager
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob OverviewDeLeon & Stang CPA's & Advisors is seeking a highly skilled Tax Manager with expertise in financial planning to lead our tax and financial services team. The ideal candidate will possess a deep understanding of tax regulations and financial planning principles, with a focus on delivering integrated tax and financial planning services to our...
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Tax Manager
2 weeks ago
Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full timeJob SummaryWe are seeking a highly skilled Tax Manager with expertise in financial planning to join our team at DeLeon & Stang CPA's & Advisors. The ideal candidate will possess a strong background in tax regulations and financial planning strategies, with a focus on delivering integrated tax and financial planning services to our clients.Key...
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Senior Financial Sales Consultant
1 week ago
Frederick, Maryland, United States PNC Full timeJob Title: Senior Financial Sales ConsultantPNC Financial Services Group, Inc. is seeking a Senior Financial Sales Consultant to join our team. As a Senior Financial Sales Consultant, you will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and providing exceptional customer...
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Financial Operations Manager
4 weeks ago
Frederick, Maryland, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Financial Operations Manager to join our team at Jobot. As a key member of our finance department, you will be responsible for leading the financial operations of our company, including budgeting, forecasting, financial accounting, and management accounting.Key ResponsibilitiesFinancial Analysis and Planning:...
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Accounting Professional
3 weeks ago
Frederick, Maryland, United States DXP Enterprises Full timeAccounting Clerk RoleWe are seeking a detail-oriented and organized Accounting Clerk to support our team. The ideal candidate will have a strong foundation in accounting principles and be proficient in various accounting software.Key Responsibilities:Process accounts payable and receivable, including invoicing and payment follow-upsAssist with month-end and...
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Financial Analyst
1 month ago
Frederick, Maryland, United States NVR Full timeJob SummaryWe are seeking a highly skilled Financial Reporting Coordinator to join our Building Products Accounting team at NVR. As a key member of our team, you will be responsible for reviewing, analyzing, and reconciling financial statements and management reports.Key ResponsibilitiesFinancial Statement Preparation: Prepare and review financial...