Financial Services Professional

3 weeks ago


Annapolis, Maryland, United States Financial Growth Partners Full time
Job Description:

At Financial Growth Partners, we are seeking a highly skilled and experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional financial guidance and services to our clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for high net worth clients, identifying opportunities to grow their wealth and achieve their financial goals.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to help them navigate the complexities of the financial markets.
  • Analyze and plan investment strategies for clients, ensuring that their portfolios are aligned with their risk tolerance and financial objectives.
  • Partner with our team of financial planning associates, insurance representatives, and service support staff to deliver exceptional client service and support.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring that our clients receive the highest level of service and support.
  • Contribute to the growth and development of our team, sharing your expertise and knowledge with colleagues to help drive business success.

Requirements:

  • Must be a US citizen or permanent resident.
  • A four-year college degree (strongly preferred).
  • Existing Series 7, 66, (or 63 and 65) and appropriate state insurance licenses.
  • Superior interpersonal skills and face-to-face relationship-building abilities.
  • No more than two broker-dealers in the last 10 years.

What We Offer:

  • Tools and technology to help you gather, manage, and service your clients.
  • Development and training opportunities to support your educational needs.
  • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
  • Mentorship and joint-work opportunities.
  • Superior service and support.
  • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
  • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

About Us:

Financial Growth Partners is a leading provider of financial services, dedicated to helping our clients achieve their financial goals. We are committed to delivering exceptional service and support, and we are seeking a talented and experienced Financial Advisor to join our team.

  • Annapolis, Maryland, United States Financial Growth Partners Full time

    Overview:We're seeking a skilled Financial Advisor to join our team at Financial Growth Partners. As a key member of our team, you'll be responsible for developing and maintaining strong relationships with high net worth clients, identifying opportunities to grow their wealth, and providing expert guidance on investment strategies.Key...


  • Annapolis, Maryland, United States Sentral Services LLC Full time

    Job ResponsibilitiesAt Sentral Services LLC, we are seeking a reliable and detail-oriented Cleaning Services Professional to join our team. The ideal candidate will be responsible for ensuring the cleanliness and organization of our facilities.Key Responsibilities:Clean and maintain building floors, windows, and mirrorsOrganize janitorial storage areas and...


  • Annapolis, Maryland, United States Oracle Full time

    Job OverviewWe are seeking a highly skilled and experienced professional to lead transformation and modernization projects in the financial services sector, with a focus on Oracle Banking Cloud Services implementation. The ideal candidate will have a strong background in project management, client management, and consulting engagement.Key...


  • Annapolis Junction, Maryland, United States DCCA Full time

    Business Financial Professional 2About the Role:The Business Financial Professional 2 will assist in the execution of the Programs Budget through the creation/maintenance of spend plans, requisitions and their supporting documents. The successful candidate will coordinate financial data with appropriate Government officials, such as Business Financial...


  • Annapolis, Maryland, United States Oracle Full time

    Job Title: Senior Financial Services Transformation DirectorJob Summary: We are seeking a Senior Financial Services Transformation Director to lead transformation and modernization projects in the financial services sector, with a focus on Oracle Banking Cloud Services implementation.Key Responsibilities:* Client management and consulting engagement* Project...


  • Annapolis, Maryland, United States Teradata Full time

    Unlock Business Potential with TeradataAs a Senior Account Executive, you will play a key role in driving business growth and success for our clients in the financial services industry. With a strong focus on account planning, business development, and sales execution, you will be responsible for leading and articulating account strategies, managing sales...


  • Annapolis, Maryland, United States Frost Law Full time

    Frost Law is seeking a highly skilled Billing and Collections Specialist to join our team. As a key member of our financial services team, you will be responsible for managing client relationships, processing payments, and maintaining accurate financial records.Key Responsibilities:Manage client relationships and resolve billing inquiries in a timely and...

  • Financial Aid Advisor

    4 weeks ago


    Annapolis, Maryland, United States Paul Mitchell Schools Full time

    Job SummaryPaul Mitchell Schools is seeking a qualified Financial Aid professional to support our team. The ideal candidate will have excellent communication skills, be able to interpret and apply federal, state, and institutional guidelines, and maintain confidentiality in handling sensitive financial information.Key ResponsibilitiesDevelop and implement...


  • Annapolis, Maryland, United States Financial Growth Partners Full time

    Job OverviewAt Financial Growth Partners, we're seeking a dynamic and experienced Wealth Management Advisor to join our team. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with high net worth clients, providing personalized...


  • Annapolis, Maryland, United States Jobot Full time

    Job Title: Senior AccountantJobot is seeking a highly motivated and experienced Senior Accountant to join our dynamic finance team. As a Senior Accountant, you will be responsible for managing the financial health of our clients, ensuring accuracy, and compliance with current accounting standards.Responsibilities:Perform daily bookkeeping duties, including...


  • Annapolis, Maryland, United States Jobot Full time

    Job Title: Senior AccountantAre you a highly motivated and experienced Accountant specializing in Client Bookkeeping? We are seeking a dynamic finance professional to join our team as a Senior Accountant.About the Role:This is a hybrid role, offering the flexibility of working from home with occasional visits to the office. As a Senior Accountant, you will...


  • Annapolis, Maryland, United States Walsh & Associates Financial Services, Inc. Full time

    Job DescriptionWe are seeking a highly skilled Chef and Kitchen Manager to join our team at Walsh & Associates Financial Services, Inc. The ideal candidate will have experience in preparing meals and light catering for large groups. Key responsibilities include:Developing and implementing a lunch program on a large scaleManaging kitchen staff and ensuring...


  • Annapolis, Maryland, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.As a Financial Consultant, you'll be responsible for providing financial guidance and forming lasting...


  • Annapolis, Maryland, United States HonorVet Technologies Full time

    Job Title: Financial Business/System AnalystJob Summary: We are seeking a highly skilled Financial Business/System Analyst to join our team at HonorVet Technologies. The successful candidate will be responsible for leading financial business analysis and subject matter expertise for the Maryland financial business processes for the MDEC application suite.Key...


  • Annapolis, Maryland, United States HonorVet Technologies Full time

    Job Summary We are seeking a highly skilled Senior Financial Business Analyst to join our team at HonorVet Technologies. The ideal candidate will have a strong background in financial analysis, business process improvement, and project management. Key Responsibilities 1. Serve as a subject matter expert on Maryland financial business processes for the MDEC...


  • Annapolis, Maryland, United States The Hartford Financial Services Group Full time

    About the RoleThe Hartford Financial Services Group is seeking a highly skilled Senior Staff Attorney to join our team in Maryland. As a Senior Staff Attorney, you will be responsible for litigating cases across the state of Maryland and the District of Columbia.Key ResponsibilitiesAnalyze complex legal and factual issues, conduct extensive, well-reasoned...


  • Annapolis, Maryland, United States Cardinal Health Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Analyst to join our team at Cardinal Health. This role will be responsible for core financial operation processes, including customer and vendor contract administration, customer and vendor pricing, rebates, billing vendor chargeback research and reconciliation, processing vendor invoices and...


  • Annapolis, Maryland, United States NVT Staffing Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at NVT Staffing. The ideal candidate will have a strong background in accounts receivable, financial concepts, and QuickBooks online, with the ability to identify and create improvements to processes and procedures.The Financial Operations Specialist will be...


  • Annapolis, Maryland, United States Walsh & Associates Financial Services, Inc. Full time

    Job OverviewWalsh & Associates Financial Services, Inc. is seeking a highly skilled and experienced Executive Chef and Kitchen Manager to lead our culinary team. The successful candidate will be responsible for preparing meals and light catering for our clients and staff.Key Responsibilities:Develop and implement a lunch program that meets the needs of our...


  • Annapolis, Maryland, United States HonorVet Technologies Full time

    Job Summary:HonorVet Technologies seeks a highly skilled Senior Financial Business Analyst to lead our financial business processes for the MDEC application suite. As a key member of our team, you will be responsible for analyzing and formulating conclusions on large financial data sets, performing database queries, and providing analysis and requirements to...