div>The base salary will be commensurate with an individual's work experience and educational background. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Bethesda, Maryland30+ days ago
You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes.PRIMARY RESPONSIBILITIES:.
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The Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Ourisman Automotive Group is seeking a motivated and customer-focused Service Advisor to join our team.
The Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Ourisman Automotive Group is seeking a motivated and customer-focused Service Advisor to join our team.
li style="color:black;background:white">Provide expert-level strategic communication skills, with the ability to craft and deliver clear, concise, and compelling messages to various stakeholders, including technical teams, project sponsors, and external partners, on the potential and implications of AI-driven innovation. Anticipate and Navigate uncertainty in AI-Driven Innovation including being comfortable operating in a highly uncertain and dynamic environment, characterized by rapid advancements in AI technologies and shifting stakeholder needs.
Washington, Washington, DC21 days ago
ul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1:
Rockville, MD30+ days ago
Back to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Silver Spring, Maryland; Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Rockville, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Washington, DC pay and benefits information Washington, DC pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. • •Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
While working within the AML Advisory team, the Advisory Manager is responsible for delivering quality results, providing compliance advice to business lines as an AML subject matter expert, and executing or participating in corporate risk management processes. The Advisory Manager performs a key risk management role (second line of defense) by ensuring that business lines deliver AML strategies compliant with applicable anti-money laundering laws and regulations.
Alexandria, VA15 days ago
This is a consultative sales and account management role focused on identifying client training needs, developing account plans and training journeys, presenting business training solutions, and building long-term partnerships that drive client growth and profitability. If you have a track record of acquiring new clients, managing strategic accounts, and leading value-based sales conversations with distributors and manufacturers, this is an opportunity to work at a high level with a respected, growth-focused organization.
Service Advisor Ourisman Chrysler Dodge Jeep Ram of Woodbridge
Service AdvisorWoodbridge, VA30+ days ago
The Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Ourisman Automotive Group is seeking a motivated and customer-focused Service Advisor to join our team.
Haymarket, VA30+ days ago
Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Strong computer skills with an ability to multitask in a demanding environment • Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses • Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.
On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
p>The Commercial Law Development Program (CLDP) of the Office of the General Counsel, U.S. Department of Commerce, is seeking an individual with exceptional analytical, organizational, and interpersonal communication skills to join our team of international technical assistance Attorney-Advisors to partner with countries and counterparts to advance shared prosperity, diversify energy critical minerals supply chains, and advance energy and mineral governance partnerships. Prior legal experience with the administration, drafting, interpretation, and/or enforcement of legal, regulatory, and/or transactional documents in the energy and mining sector, such as: hydrocarbons laws, mining codes, oil / gas / mining regulations, energy and/or mining investment agreements and other government instruments, energy and/or mineral concessions and contracts, or energy and/or mining project finance documents.
Alexandria, VA19 days ago
Arlington, VA30+ days ago
p>• Deliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Greenbelt, Maryland5 days ago
This employment opportunity at TruStage located at Educational Systems Federal Credit Union in Greenbelt, MD would allow you to join Educational Systems Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Educational Systems Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Bethesda, Maryland4 days ago
li>Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment.
PRIMARY RESPONSIBILITIES:.
Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products.
The Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Ourisman Automotive Group is seeking a motivated and customer-focused Service Advisor to join our team.
As a Strategic Industry Advisor, you will provide executive-level guidance, market intelligence, and strategic insight to help position IBSS as a trusted partner supporting operational space weather missions, satellite operations, environmental intelligence, cybersecurity, and cloud-enabled mission systems. About IBSS Corp.Since 1992, IBSS, a woman-owned small business, has provided transformational consulting services to the Federal defense, civilian, and commercial sectors.
Guideship is a nonprofit workforce development organization dedicated to creating career pathways for underserved communities through mentorship, internships, apprenticeships, workforce readiness training, and cybersecurity education. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to the Talent Acquisition department at Recruiting@ibsscorp.com.
Leesburg, Virginia27 days ago
p style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies.
p>Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
The Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Washington DC30+ days ago
p>Trinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. - VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Washington, Washington, DC30+ days ago
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@zemitek.com. Position Description: Global Solutions Ventures (GSV) – a joint-venture partnership between ZemiTek, LLC and Dexis Consulting Group – is implementing the Long-term Exceptional Technical Assistance Project (LEAP Global), a mechanism originally used by USAID to battle against infectious diseases such as malaria, HIV/AIDS, tuberculosis, neglected tropical diseases, and pandemic influenza.
Washington, Washington, DC24 days ago
Responsibilities: Support EPHI in effective delivery of life-saving humanitarian assistance (LHA) through utilization of domestic and donors’ Assist the EPHI with effective delivery of LHA GHS activities, including but not limited to:
- Strengthening the Realtime diseases surveillance system (event-based surveillance, indicator-based surveillance) by supporting the digitization efforts such as DHIS-2, Electronic PHEM, Epidemic intelligence from open source, and use of AI for Health Emergency . Position Description:
Global Solutions Ventures (GSV) – a joint-venture partnership between ZemiTek, LLC and Dexis Consulting Group – is implementing the Long-term Exceptional Technical Assistance Project (LEAP Global), a mechanism originally used by USAID to battle against infectious diseases such as malaria, HIV/AIDS, tuberculosis, neglected tropical diseases, and pandemic influenza.
Bethesda, Maryland5 days ago
Position Description: Global Solutions Ventures (GSV) – a joint-venture partnership between ZemiTek, LLC and Dexis Consulting Group – is implementing the Long-term Exceptional Technical Assistance Project (LEAP Global), a mechanism originally used by USAID to battle against infectious diseases such as malaria, HIV/AIDS, tuberculosis, neglected tropical diseases, and pandemic influenza. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@zemitek.com.
WSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location. WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location.
The Enterprise Payments Governance and Oversight (EPGO) team is seeking a dynamic Principal Associate-level Payments Governance Advisor who will support effective end-to-end payments oversight and risk management across Capital One. You will become a subject matter expert and trusted advisor to key stakeholders across all Lines of Business to champion a strong first line risk culture, including Senior Leaders and colleagues across Operations, Risk Management, and Product.
p>Responsibilities: Actively follow privacy trends, including the development of new privacy laws and emerging privacy risks domestically and internationally;
Maintain subject matter expertise of applicable privacy laws and regulations such as FCRA, FACTA, TCPA, TSR, CAN-SPAM, GLBA, PIPEDA, UK DPA, GDPR, FFIEC guidance, CCPA, CA SB1, COPPA;
Provide guidance, advice and effective challenge on privacy risks of business initiatives and changes and support business lines through various interactions and forum engagements;
Consult with legal counsel and other subject matter experts as necessary to address privacy compliance matters;
Map legal and regulatory requirements to business processes and activities;
Advise business lines on application of privacy requirements, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and changes in law or regulation;
Engage with compliance testing and others within the department to advise on privacy compliance matters;
Review privacy-related complaints generated from business lines and provide guidance on remediation; escalate and consult with subject matter experts, when necessary;
Prepare and participate in reporting on privacy compliance activities; and.
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.