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Evaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Confidential RIA | Washington, D.C. A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Washington office.

Professions Inc

Financial Advisor - RIA

Crelate

FULL_TIME

As a member of the Virtual Branch team, this position combines frontline member support with the opportunity to develop expertise in a designated service specialty area, including Member Care, Business Services, Fraud Prevention, or Outbound Services, while contributing to the overall success of the department. As the entry level within the Virtual Branch career path, the VBA I position is designed for individuals who are passionate about helping members achieve financial success, committed to delivering outstanding service, and eager to build specialized knowledge in a collaborative and innovative environment.

Signal Financial Federal Credit Union

Virtual Branch Advisor I

Talent Acquisition

OTHER

Must be able to operate equipment such as overhead and floor mounted oil and grease guns, transmission machine, air conditioner service machine, radiator service machine, hand tools and basic shop equipment. Must be able to push, pull, lift, and bend at the knees and waist, twist body at the waist, raise and hold arms overhead, and turn head-neck-shoulders as needed.

Jiffy Lube

Automotive Service Advisor-Writer

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If you're ready to build a rewarding career with a family-owned dealership that values integrity, supports its employees, and believes exceptional customer experiences begin with exceptional people, we'd love to speak with you. Whether you're an experienced luxury automotive salesperson, a top-performing automotive sales consultant, or a successful sales professional looking to transition into luxury automotive sales, we'd love to meet you.

Jaguar and Land Rover of West Columbia

Luxury Automotive Client Advisor

Employee Polygraph Protection Act (EPPA): https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf . We are looking for a proven Service Advisor with high-line/luxury automotive dealership experience who understands the level of communication, professionalism, and personalized service luxury clients expect.

Luxury Service Advisor

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high-net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

Beacon Pointe Advisors

Associate Wealth Advisor

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As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. 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.

Curi Capital

Wealth Advisor

Beacon Pointe Advisors LLC

HiringThing

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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

PNC Bank

Financial Advisor -PNC Wealth Management

Qualifications: The ideal candidate must have strong customer service skills, automotive knowledge, and the ability to communicate effectively with customers, coworkers and technicians. Harford Tire Service is looking for an experienced Automotive Service Advisor.

Harford Tire Service, Inc.

Service Advisor

Betterteam

PART_TIME

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.

HOUR

Equinox

Style Advisors, Bethesda

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Style Advisors, Wisconsin Ave

Develops and oversees methodologies for personnel budgeting, labor distribution, and effort planning to ensure staffing costs are appropriately allocated across grants, contracts, and organizational initiatives. Supports the development and implementation of the organization’s ERP system, including business requirements, automated workflows, reporting needs, dashboards, and data visualization, ensuring financial data supports timely decision-making.

YEAR

ASTHO

Senior Advisor, Budgeting & Resource Planning

clearcompany

Employee Polygraph Protection Act (EPPA): https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf . Using your knowledge of our products and services to sell or provide in-depth information about available parts and service options to customers.

Jim Coleman Nissan of Silver Spring

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.

Ourisman Lexus of Rockville

We book air, hotels, rental cars, as well as help business owners and executives, book meetings, retreats, incentive travel, and other events. Maintains a favorable working relationship with all other company employees to foster and promote a cooperative and harmonious working climate.

Safe Harbors Business Travel

Corporate Travel Advisor-Remote

Workable

Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business. Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.

JPMorgan Chase & Co

Home Lending Advisor Assistant, Bethesda, Maryland

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The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. EDUCATION & EXPERIENCE: Obtain and maintain a Property & Casualty insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

BRP Group, Inc.

Associate Advisor, Commercial Risk - Middle Market

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At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. Previous experience in the automotive industry preferred, or three years relevant experience in a fast paced environment with a proven Sales and Customer Satisfaction record.

AAA Club Alliance

Automotive Service Advisor

The ideal candidate will have knowledge and experience with a range of legal practice areas associated with the transportation industry and the Department of Transportation such as, administrative enforcement, including charging documents, adjudications, hearings, and negotiations; regulatory development and drafting; administrative appeals and litigation; legislative drafting and analysis; and working collaboratively with other attorneys, engineers, policy leaders, and safety experts performing a wide variety of legal tasks in a government setting. The Pipeline and Hazardous Materials Safety Administration (PHMSA), Office of Chief Counsel is seeking dynamic individuals to serve in permanent positions as Attorney-Advisors at our headquarters in Washington, D.C. Our attorneys experience a broad range of assignments providing legal support to PHMSAs mission to protect people and the environment by advancing the safe transportation of energy and other hazardous materials that are essential to our daily lives.

Customer Advisor Jobs in Baltimore, MD

Financial Advisor - RIA Professions Inc

Virtual Branch Advisor I Signal Financial Federal Credit Union

Automotive Service Advisor-Writer Jiffy Lube

Luxury Automotive Client Advisor Jaguar and Land Rover of West Columbia

Luxury Service Advisor Jaguar and Land Rover of West Columbia

Associate Wealth Advisor Beacon Pointe Advisors

Wealth Advisor Curi Capital

Associate Wealth Advisor Beacon Pointe Advisors LLC

Financial Advisor -PNC Wealth Management PNC Bank

Service Advisor Harford Tire Service, Inc.

Style Advisors, Bethesda Equinox

Style Advisors, Wisconsin Ave Equinox

Senior Advisor, Budgeting & Resource Planning ASTHO

Service Advisor Jim Coleman Nissan of Silver Spring

Service Advisor Ourisman Lexus of Rockville

Corporate Travel Advisor-Remote Safe Harbors Business Travel

Home Lending Advisor Assistant, Bethesda, Maryland JPMorgan Chase & Co

Associate Advisor, Commercial Risk - Middle Market BRP Group, Inc.

Automotive Service Advisor AAA Club Alliance

Attorney Advisor U.S. Department of Transportation

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