Financial Planner
5 days ago
Lenox Advisors is a premier wealth and insurance advisory firm dedicated to providing solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to keeping our clients at the center of everything we do, while maintaining a collegial and collaborative environment that fosters growth and development.
Job SummaryWe are seeking an ambitious and experienced Financial Advisor to join our team. As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. You will build upon your natural abilities to connect with, educate, and guide others, while honoring the values we share with you.
Key Responsibilities- Develop and maintain long-term relationships with clients.
- Provide financial solutions through fact gathering and needs analysis.
- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.
- Bachelor's degree in Finance or related field.
- Strong understanding of the investment business.
- Excellent interpersonal skills.
At Lenox Advisors, we offer a culture of innovation that embraces growth and change. We provide flexibility to design the life you want, backed by the security of a large, established company. Our ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
-
Certified Financial Planner
2 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAbout the RoleThompson Financial Group is seeking an experienced financial advisor to join our team as a Certified Financial Planner - Relationship Builder. As a key member of our team, you will be responsible for building strong relationships with clients and helping them achieve their long-term financial goals.Key ResponsibilitiesCustomize Financial Plans:...
-
Experienced Financial Consultant
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeThompson Financial Group is in a phase of significant growth, and we are seeking a knowledgeable financial consultant who is dedicated to fostering client relationships and guiding them toward their financial aspirations. The ideal candidate will possess a strong history of success in advising clients, complemented by exceptional analytical, numerical, and...
-
Experienced Financial Advisor
1 month ago
Baltimore, Maryland, United States Thompson Financial Group Full timeThompson Financial Group is seeking a knowledgeable financial advisor to join our expanding team. This role is ideal for individuals who excel in fostering client relationships and guiding them towards achieving their financial aspirations. The ideal candidate will possess a strong track record in client advisory, complemented by exceptional analytical,...
-
Experienced Financial Advisor
1 month ago
Baltimore, Maryland, United States Thompson Financial Group Full timeThompson Financial Group is experiencing significant growth and is in search of a knowledgeable financial advisor dedicated to fostering client relationships and guiding them towards their financial aspirations. We seek an individual with a solid history of success in client advisory roles, possessing exceptional analytical, numerical, and interpersonal...
-
Experienced Financial Services Professional
2 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced financial advisor to join our team at Thompson Financial Group. As a CRIA financial expert, you will have the opportunity to work with a wide range of clients, providing customized solutions to meet their unique needs.Key ResponsibilitiesProspect and network to cultivate a book of businessMeet...
-
Experienced Financial Services Professional
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAbout Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...
-
Experienced Financial Services Professional
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAbout Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...
-
Senior CRIA Financial Consultant
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeJob OverviewAre you seeking tailored financial solutions for your clientele and feeling constrained by standard investment strategies? Your search ends here. Our flexible investment framework empowers you to prioritize your clients' best interests. By joining our organization, you will benefit from an innovative model that combines the essential resources...
-
Senior CRIA Financial Consultant
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAre you seeking tailored investment solutions for your clients and looking to move away from generic portfolios? Our flexible investment platform is designed to help you prioritize your clients' best interests. Joining Thompson Financial Group means embracing an innovative model of supported independence, allowing you to leverage essential resources while...
-
Director of Financial Planning and Strategy
3 weeks ago
Baltimore, Maryland, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled and experienced Executive Director for Financial Planning and Analysis to join our team at InsideHigherEd. The successful candidate will be responsible for leading the development and implementation of financial planning and analysis strategies to drive business growth and profitability.Key ResponsibilitiesFinancial...
-
Financial Wellness Advisor
1 month ago
Baltimore, Maryland, United States Magellan Health Full timePosition Overview: This role involves delivering comprehensive financial advisory services to military personnel and their families. The primary duties encompass a wide range of personal finance counseling tailored to the unique needs of service members at various military locations.Key Responsibilities:Provide one-on-one financial counseling and education...
-
Senior Investment Advisor
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeJob OpportunityWe are seeking a highly skilled and experienced financial services professional to join our team at Thompson Financial Group. As a Senior Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Director, Budget and Financial Planning
1 week ago
Baltimore, Maryland, United States Department Of Health And Human Services Full timeBudget 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...
-
Military Financial Guidance Specialist
1 month ago
Baltimore, Maryland, United States Magellan Health Full timePosition Overview:This role is dedicated to delivering comprehensive financial advisory services at designated military facilities. The primary duties encompass a wide range of personal finance counseling aimed at military personnel and their families. Services provided include educational sessions and personalized consultations, which may involve direct...
-
Lead Financial Analyst
1 month ago
Baltimore, Maryland, United States Maryland Department of Transportation Full timeOPEN RECRUITMENTExecutive Service Position(This position serves at the pleasure of the Appointing Authority)The Maryland Department of Transportation (MDOT) is dedicated to providing exceptional services that enhance the lives of Maryland residents and visitors. If you have utilized services such as public transportation, licensing, or other...
-
Baltimore, Maryland, United States InsideHigherEd Full timeJob SummaryWe are seeking an experienced Executive Director for Financial Planning and Analysis to join our team at InsideHigherEd. The successful candidate will be responsible for leading the development and implementation of financial planning and analysis strategies to drive business growth and profitability.Key ResponsibilitiesFinancial Planning and...
-
Experienced CRIA Investment Specialist
1 month ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAre you seeking tailored financial strategies for your clients and looking to move away from generic investment portfolios? Our flexible investment platform is designed to empower you to prioritize your clients' best interests. By joining Thompson Financial Group, you will benefit from our innovative model of supported independence, which combines essential...
-
Experienced CRIA Wealth Advisor
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAre you seeking tailored investment solutions for your clientele and growing weary of standard portfolios? Your search ends here. Our flexible investment framework empowers you to prioritize your clients' best interests. By joining our organization, you will benefit from an innovative model of supported independence that combines essential resources for your...
-
Head of Strategic Planning
1 month ago
Baltimore, Maryland, United States Facet Full timePosition OverviewAt Facet, our commitment to our members is paramount. As the Head of Strategic Planning, you will embody this principle daily by guiding a team of planners, motivating them to excel in delivering exceptional value through our unique planning approach, ensuring an unparalleled experience for our members. We firmly believe that human planners...
-
Head of Strategic Planning
4 weeks ago
Baltimore, Maryland, United States Facet Full timePosition OverviewAt Facet, our members are our top priority. As the Head of Strategic Planning, you will embody this principle daily by guiding a team of planners, motivating them to excel in delivering exceptional value through our unique planning approach. We believe that human planners play a vital role in fostering trust and connection, enabling us to...