Financial Advisor

We are seeking a highly skilled Senior Financial Advisor to join our team at Thompson Financial Group. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Responsibilities:Develop and implement customized financial plans for clients based on their...

About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in the United States, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...

Unlock Your Potential as a Financial AdvisorAt Thompson Financial Group, we're seeking a skilled and experienced financial advisor to join our team. As a financial advisor with our firm, you'll have the opportunity to work with a wide range of clients, providing customized solutions to meet their unique needs.Key Responsibilities:Prospect and network to...

Job Title: Senior CRIA Financial AdvisorJob Summary:We are seeking a seasoned CRIA Financial Advisor to join our team at Thompson Financial Group. As a Senior CRIA Financial Advisor, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key Responsibilities:• Prospect and network to cultivate a book of...

Job OverviewAs a Senior Financial Planner at Buttonwood Financial Advisors, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial planning and investment advice to individuals and families.Key Responsibilities:Client Service Develop and maintain strong relationships...

Unlock Your Potential as a Senior Financial AdvisorFarther, a rapidly growing RIA, is seeking a seasoned financial advisor to join its collaborative team. As a Senior Financial Advisor at Farther, you will have the autonomy to build a client-first business with cutting-edge tools. Your primary responsibility will be to identify prospect needs, communicate...

Investment Specialist OpportunityThompson Financial Group is seeking a seasoned investment specialist to join our team. As a key member of our wealth management team, you will be responsible for promoting investment products, collaborating with advisors, and nurturing your own book of business.Responsibilities:Develop and implement investment strategies for...

At Yellow Arrow Publishing, we are seeking a dedicated individual to join our Board of Directors as a Strategic Governance Advisor. This volunteer role requires a passion for our mission and a commitment to contributing to our organization's success.Key Responsibilities:Support the growth and sustainability of Yellow Arrow Publishing by attending regular...

Job DescriptionAs a Disability Insurance Sales Specialist at Thompson Financial Group, you will play a crucial role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced professional to join our team and contribute to our mission of providing comprehensive financial planning and risk management solutions.Key...

Job Summary:The Senior Accountant will play a key role in ensuring the accuracy and completeness of financial reports and records. This individual will be responsible for planning and monitoring the completion of book close processes and financial reports in a deadline-focused environment. They will also be responsible for ensuring that issues are escalated...

Job SummaryWe are seeking a seasoned Strategic Wealth Management Consultant to join our team in Baltimore, MD.About the RoleThis is an exciting opportunity for a Senior Investment Advisor to manage client accounts, provide expert advice, and grow assets under management. As a key member of our team, you will be responsible for delivering exceptional client...

At Bank of America, our purpose is to help make financial lives better through every connection.Our ApproachWe run our company and deliver for our clients, teammates, communities, and shareholders through Responsible Growth.Key ResponsibilitiesClient AdvisorSolutions AdvisorBusiness DevelopmentPrivate AdvisorClient RelationsWe are part of The Bank of America...

Client Services CoordinatorCSP's Real Estate & Financial Services practice is seeking a dynamic team member to support advisors in delivering exceptional client service. This role is instrumental in ensuring clients' financial needs are met promptly and positively, while fostering strong, personal relationships within the team and clients.Key...

Job DescriptionThe Director of Philanthropic Services is a key member of the Baltimore Community Foundation team, responsible for providing high-level stewardship and support for major fundholders. This role involves identifying, cultivating, and stewarding planned and major gifts, as well as expanding and stewarding relationships with professional...

Job DescriptionAs a Regional Sales Manager at PNC, you will be responsible for leading a team of Financial Advisors and sales support staff in the Greater Maryland market. Your primary goal will be to drive sales growth and customer satisfaction by implementing effective sales strategies and coaching your team to achieve their goals.Key Responsibilities:Lead...

Role Summary:The ETF Sales Specialist will be responsible for developing and executing the firm's distribution initiatives related to the sale of Exchange Traded Funds (ETFs) through broker dealer intermediaries.The role will report to the Head of ETF Sales within the ETF Team vertical of Global Distribution.The ETF Sales Specialist will execute a sales...

We are a premier asset manager dedicated to delivering exceptional investment management services and retirement solutions that investors can rely on today and in the future.The ETF Sales Specialist will focus on developing and executing the firm's distribution initiatives related to the sale of Exchange Traded Funds (ETF) through broker dealer...

Job SummaryThe Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates, and Client Advisors. This role involves day-to-day administrative management of individual client, institutional, and trust portfolios, with a focus on high-touch client service.Key...

Job SummaryMedStar Health is seeking a skilled RN Denials/Appeals Management Specialist to join our team. This role is responsible for coordinating and monitoring the denial management and appeals process, combining clinical, business, and regulatory knowledge to reduce financial risk and exposure.Key ResponsibilitiesComplete appeal process for denied days...

Job Title: Investment Portfolio ManagerWe are seeking an experienced Investment Portfolio Manager to join our team at the Maryland Department of Transportation. As an Investment Portfolio Manager, you will be responsible for managing the department's investment portfolio, ensuring that it meets the required standards and goals.Key Responsibilities:Manage the...