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.
li>The Financial Advisor assists members identify financial goals and objectives by collecting and analyzing the member’s financial information, advise the member about the risks, advantages and disadvantages of various investment opportunities in light of the member’s individual financial circumstances, and recommend to the client only those investment solutions that are suitable for that member’s particular financial status, objectives, risk tolerance, tax exposure, and other investment needs. 2026 SECU Benefits Guide.
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.
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.
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. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
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. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
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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Mount Airy, MD30+ days ago
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.
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.
Baltimore, MD30+ days ago
Education and Experience Required: Combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses Education and Experience Preferred: Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation Location. • Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs • Deliver a high-quality customer service experience during each customer interaction through a complete understanding of sales process, policies, and licensing requirements to contribute to the attraction, retention, and expansion of client relationships.
Ellicott City, MD30+ days ago
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.").
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.
Alexandria, VA14 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.
Washington, Washington, DC20 days ago
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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.
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, VA18 days ago
Greenbelt, Maryland4 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.
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.
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.
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."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Frederick, MD30+ 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. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
Washington, DC30+ days ago
Conduct policy research, provide real time policy analysis, and develop tailored policy, advocacy, and campaign resources for different audiences, including, but not limited to, state and local-level immigrant refugee advocates, congregations and other religious communities, coalitions, service providers, and community organizers in their efforts to drive progress on immigrant and refugee-related state legislation, local ordinances, and federal/state enforcement partnerships. Assess, prioritize, and meet the policy and advocacy needs of Global Refuge field offices and partner agencies, identify appropriate responses to those needs, and provide tailored/appropriate support, including public policy analysis, training, webinars, teleconferences, sharing of best practices, talking points, strategic coordination, and research.
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.
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.
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.
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.
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. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
As a Service Advisor, you'll connect guests with our service team so vehicle maintenance and repairs are explained clearly, approved confidently, and completed accurately. As the shop progresses, you touch base with technicians, relay updates in plain language, and adjust promised times when needed.
Bethesda, Maryland3 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:.
Baltimore, MD30+ days ago
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.