Senior Financial Advisor
2 days ago
Farther, 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 how Farther can help better manage client wealth, and demonstrate the unique value proposition.
Key Responsibilities:- Prospecting and Business Development: Source and manage prospects, utilize proprietary data-driven tools, and build deep relationships with clients.
- Wealth Management Strategies: Consult with clients on tailored wealth management strategies and guide them to achieve their personal and financial goals.
- Proven Track Record: Demonstrate a proven track record of success in acquiring new wealth management relationships.
- Expert Knowledge: Possess expert, current knowledge of investment products and services across personal finance.
- Strong Communication: Ability to convey financial advice with empathy, understanding, humility, and confidence.
Farther is a pioneering firm that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our team is passionate about helping clients achieve more, and we're seeking like-minded individuals to join us in this mission.
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Senior Financial Advisor
1 week ago
Baltimore, Maryland, United States Thompson Financial Group Full timeWe 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...
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Senior Financial Advisor
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeFinancial Advisor Job DescriptionThompson Financial Group is seeking an experienced financial advisor to join our team. As a financial advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Customize financial plans for each client based on their unique needs and...
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Experienced Financial Advisor
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeUnlock 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...
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Senior Financial Planner
3 weeks ago
Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeJob 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...
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Experienced Financial Advisor
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeUnlock 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,...
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Financial Services Professional
3 weeks ago
Baltimore, Maryland, United States Kestra Financial Independent Advisor Full timeAbout UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Maryland, 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. Our firm is committed to...
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Financial Services Professional
3 weeks ago
Baltimore, Maryland, United States Kestra Financial Independent Advisor Full timeAbout 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...
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Experienced CRIA Financial Advisor
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeUnlock 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...
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Experienced Cria Financial Advisor
2 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeUnlock 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...
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Senior Investment Advisor
4 weeks ago
Baltimore, Maryland, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key...
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Senior Financial Advisor
3 weeks ago
Baltimore, Maryland, United States Farther LLC Full timeSenior Financial Advisor OpportunityFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools to support you.You will...
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Experienced Financial Services Professional
2 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeJob 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...
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Experienced Financial Advisor for CRIA Clients
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeUnlock Your Business PotentialAre you a seasoned financial professional looking to take your career to the next level? Thompson Financial Group is seeking a skilled CRIA Financial Advisor to join our team in Baltimore, MD.About the RoleWe're looking for a charismatic communicator who can build strong relationships with clients and help them achieve their...
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Financial Advisor
3 weeks ago
Baltimore, Maryland, United States Thrivent Full timeJob OverviewThrivent is seeking a motivated and compassionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing holistic, purpose-based financial advice. You will work closely with clients to understand their financial goals and develop personalized...
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Senior Financial Analyst
3 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeSenior Financial AnalystCreative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. This is a hybrid role, offering a blend of remote work and 1-2 days on-site.About the Role:We are looking for a strategic and analytical Senior Financial Analyst who will play a critical role in overseeing the financial planning,...
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Financial Solutions Advisor
4 weeks ago
Baltimore, Maryland, United States Bank of America Full timeJob DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment recommendations.Key Responsibilities:Provide personalized advice to clients...
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Financial Services Professional
4 weeks ago
Baltimore, Maryland, United States Prudential Financial Full timeUnlock 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...
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Senior Financial Products Manager
2 weeks ago
Baltimore, Maryland, United States OneMain Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Products Manager to lead our credit and pricing initiatives. As a key member of our team, you will be responsible for setting and evangelizing the vision that achieves business objectives, such as growth in new money, reduction in costs and transition to a modern target state tech platforms.Key...
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Financial Services Professional
4 weeks ago
Baltimore, Maryland, United States Kestra Financial Full timeAbout UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, 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...
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Financial Solutions Advisor
3 weeks ago
Baltimore, Maryland, United States Bank of America Full timeJob Summary:As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized plans to help them achieve their objectives. This includes providing advice on investment strategies, managing risk,...