Financial Services Professional

Thompson Financial Group is seeking a highly skilled Financial Services Professional to oversee client funds, handle investment and insurance transactions, and manage client requests. This role involves utilizing CRM software and working collaboratively with the team to provide exceptional customer service.Key responsibilities include:Processing applications...

About 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...

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...

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 SummaryWe are seeking a highly skilled Financial Controller to oversee daily accounting operations at Dominion Financial Services. The ideal candidate will have a strong background in accounting and finance, with experience in managing accounting teams and implementing financial processes.Key ResponsibilitiesLead and direct all accounting operational...

Customer Acquisition and GrowthAs a Financial Services Counselor at PNC Bank, you will be responsible for acquiring and deepening the customer base through proactive sales and service activities. This includes identifying opportunities to improve the customer's financial wellbeing and collaborating with ecosystem partners to deliver exceptional customer...

Job Title: Financial Operations ManagerAt Dominion Financial Services, we are seeking a highly skilled Financial Operations Manager to oversee our daily accounting operations. As a key member of our team, you will be responsible for leading and directing all accounting operational functions, including accounting, payroll, accounts payable, and accounts...

At Financial Growth Partners, we empower individuals, families, and businesses to achieve their financial dreams and goals. As a Business Development Associate, you will be instrumental in helping clients navigate their financial journey and pursue their passions.About the RoleThis is an exciting opportunity for a driven and entrepreneurial individual to...

Our Client, Specialty Professional Services, is seeking a highly skilled ICU Registered Nurse to join their team in Baltimore, MD. This is a 3x12 rotating shift position, offering a competitive pay rate and comprehensive health benefits package.Requirements:Current RN LicenseCurrent BLS and/or ACLS and/or Specialty Certifications2 current clinical...

Controller Role at Dominion Financial Services IncAt Dominion Financial Services Inc, we are seeking a detail-oriented Controller to oversee daily accounting operations, including accounting, payroll, accounts payable, and accounts receivable departments. Our company is thriving in the current competitive environment and shows aggressive quarterly growth....

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...

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...

Financial Leadership OpportunityAre you a leader who possesses the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined AuthenticIf the answer is yes, consider a career as an insurance agent to drive positive impact in the lives of families every day. At New York Life Insurance Company, you're in control of your career...

Unlock Your Career PotentialAre you an experienced financial professional looking to grow your career and business? Prudential Financial is seeking a qualified candidate to work with existing clients and build a strong client base through exceptional referral programs.This exciting opportunity offers:The ability to work with an established client baseThe...

Benefits: A competitive monthly stipend for medical, dental, and vision premiums, as well as short-term and long-term disability insurance coverage. You'll also enjoy a 401(k) plan with an automatic 5% employer contribution, employer-paid professional development and CE, paid time off for both vacation and personal needs, and paid New York Stock Exchange...

Controller Level Accountant OpportunityStreamline Accounting is seeking a highly organized and detail-oriented Controller Level Accountant to join our team of financial professionals. As a key member of our team, you will be responsible for managing multiple clients and leading other team members to deliver high-quality financial services.Key...

Financial 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...

Job OverviewThompson Financial Group is seeking a skilled Wealth Manager to join our financial planning team in Baltimore. As a key member of our team, you will be responsible for overseeing client funds, handling investment and insurance transactions, and managing client requests.Key ResponsibilitiesProcess applications for IRAs, brokerage accounts, and...

Job SummaryWe are seeking a highly motivated and results-driven Producer to join our team at Jason Griswold - State Farm Agent. As an Insurance Account Representative, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.Key ResponsibilitiesDevelop and execute sales...

We are seeking a motivated and relationship-oriented Professional Retirement Planner to join our team of Financial Professionals at Alto Financial Group. In this role, you will work closely with local school districts, building relationships with district administrators and employees, educating them about their retirement options, and helping them create...