Financial Services / Creditors’ Rights Attorney JobotFinancial Services / Creditors’ Rights AttorneyBaltimore, MD$125,000–$175,000 / yearThe firm’s attorneys bring a high level of experience across a diverse range of practice areas, including real estate, land use and zoning, commercial lending, litigation, financial services, business transactions, and tax and wealth planning. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewMortgage Advisor Weichert, RealtorsMortgage AdvisorGermantown, MDEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
NewParalegal: Fiduciary / Estates & Trust Litigation JobotParalegal: Fiduciary / Estates & Trust LitigationBaltimore, MD$60,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. STSW handles civil and criminal cases, trusts and estates, immigration matters, and tax and corporate issues in the Baltimore-Washington metropolitan area and throughout the Mid-Atlantic region.
Estate Planning Attorney JobotEstate Planning AttorneyReston, VA$125,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Draft, review, and revise various estate planning documents, including wills, trusts, powers of attorney, and health care directives.
NewClient Services Manager Mitchell MartinClient Services ManagerMcLean, VA$105,000–$150,000 / yearBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks .
Financial Advisor Northwestern MutualFinancial AdvisorWashington, Washington, DC$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, Virginiap style="margin:0px">CAPTRUST is seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Financial Advisor AmeripriseFinancial AdvisorVienna, VirginiaProven 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.
Financial Advisor SECUFinancial AdvisorLinthicum, MDli>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.
Financial Advisor Shore United BankFinancial AdvisorWaldorf, MDli>Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred. Wye Financial Partners, a division of Shore United Bank, is seeking a full‑time Financial Advisor who is passionate about helping individuals and businesses build confident financial futures.Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Maryland MarketNorth Bethesda, MD$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.Merrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Washington DC MarketDC$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.Financial Advisor First Command Financial Services, Inc.Financial AdvisorOdenton, MDp>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. What We Offer: We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.Merrill Advisor Development Program - Financial Advisor: North Virginia Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: North Virginia MarketReston, Virginiali>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.Financial Advisor Edward D Jones & Co LPFinancial AdvisorEllicott City, MD$45,000–$100,000 / yearp>We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.Affluent Market Financial Advisor- (draw salary plus commission) M&T Bank CorpAffluent Market Financial Advisor- (draw salary plus commission)Reston, VA$1–$3 / hourDeliver 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.Affluent Market Financial Advisor (Draw Salary plus commission) M&T Bank CorpAffluent Market Financial Advisor (Draw Salary plus commission)Baltimore, MD$1–$3 / hourEducation 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.Merrill Advisor Development Program - Financial Advisor: Northern New England Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Northern New England MarketHanover, Marylandli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Baltimore & Associates MarketBaltimore, Marylandp style="text-align:inherit"/>US - MD - Baltimore - 100 International Dr - 100 International (MD9890), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - MD - Towson - 901 DULANEY VALLEY RD (MD7901). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Reston, VAReston, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.Financial Advisor, Truist Investment Services, McLean, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, McLean, VAMcLean, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.Financial Advisor, Truist Investment Services, McLean, VA Truist BankFinancial Advisor, Truist Investment Services, McLean, VAMclean, Virginiap style="text-align:inherit">Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, Virginiap style="text-align:inherit">Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorFairfax, VAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsArlington, VAp>• 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.AMP Financial Advisor Trainee - Vienna, VA Raymond James Financial IncAMP Financial Advisor Trainee - Vienna, VAVienna, VAul>Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMDRemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.Financial Wealth Advisor - Baltimore, MD Corebridge Financial IncFinancial Wealth Advisor - Baltimore, MDMD$90,000–$100,000 / yearp>Wealth Management Advisor • Employment Type: Full-Time Position • NASD Series 7 • Series 65 or 66 • State Variable, Life & Health License • Seven plus years of industry experience • CFP designation strongly desired • Bachelor's degree or equivalent related work experience. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.Financial Solutions Advisor- Broadlands South Financial Center Bank of America CorpFinancial Solutions Advisor- Broadlands South Financial CenterAshburn, VAWorks 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.Financial Advisor / CFP - Baltimore, Maryland Kestra Financial Independent AdvisorFinancial Advisor / CFP - Baltimore, MarylandBaltimore, MDp>Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. For more information, check out our website- www.melnickrosenbaum.com.Financial Advisor - Educational Systems Federal Credit Union LPL FinancialFinancial Advisor - Educational Systems Federal Credit UnionGreenbelt, MarylandThis 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.Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementMarylandp 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 ManagementCompetencies.Financial Advisor The Misch GroupFinancial AdvisorBaltimore, MarylandThe ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry..
Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Maryland MarketNorth Bethesda, MD$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Washington DC MarketDC$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorOdenton, MDp>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. What We Offer: We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Merrill Advisor Development Program - Financial Advisor: North Virginia Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: North Virginia MarketReston, Virginiali>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorEllicott City, MD$45,000–$100,000 / yearp>We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.
Affluent Market Financial Advisor- (draw salary plus commission) M&T Bank CorpAffluent Market Financial Advisor- (draw salary plus commission)Reston, VA$1–$3 / hourDeliver 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.
Affluent Market Financial Advisor (Draw Salary plus commission) M&T Bank CorpAffluent Market Financial Advisor (Draw Salary plus commission)Baltimore, MD$1–$3 / hourEducation 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.
Merrill Advisor Development Program - Financial Advisor: Northern New England Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Northern New England MarketHanover, Marylandli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Baltimore & Associates MarketBaltimore, Marylandp style="text-align:inherit"/>US - MD - Baltimore - 100 International Dr - 100 International (MD9890), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - MD - Towson - 901 DULANEY VALLEY RD (MD7901). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Reston, VAReston, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, McLean, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, McLean, VAMcLean, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, McLean, VA Truist BankFinancial Advisor, Truist Investment Services, McLean, VAMclean, Virginiap style="text-align:inherit">Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, Virginiap style="text-align:inherit">Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorFairfax, VAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsArlington, VAp>• 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.
AMP Financial Advisor Trainee - Vienna, VA Raymond James Financial IncAMP Financial Advisor Trainee - Vienna, VAVienna, VAul>Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMDRemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Wealth Advisor - Baltimore, MD Corebridge Financial IncFinancial Wealth Advisor - Baltimore, MDMD$90,000–$100,000 / yearp>Wealth Management Advisor • Employment Type: Full-Time Position • NASD Series 7 • Series 65 or 66 • State Variable, Life & Health License • Seven plus years of industry experience • CFP designation strongly desired • Bachelor's degree or equivalent related work experience. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Solutions Advisor- Broadlands South Financial Center Bank of America CorpFinancial Solutions Advisor- Broadlands South Financial CenterAshburn, VAWorks 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.
Financial Advisor / CFP - Baltimore, Maryland Kestra Financial Independent AdvisorFinancial Advisor / CFP - Baltimore, MarylandBaltimore, MDp>Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. For more information, check out our website- www.melnickrosenbaum.com.
Financial Advisor - Educational Systems Federal Credit Union LPL FinancialFinancial Advisor - Educational Systems Federal Credit UnionGreenbelt, MarylandThis 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementMarylandp 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 ManagementCompetencies.
Financial Advisor The Misch GroupFinancial AdvisorBaltimore, MarylandThe ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry..
Financial Wealth Advisor - Baltimore, MD Corebridge FinancialFinancial Wealth Advisor - Baltimore, MDBaltimore, MarylandWe will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: www.corebridgefinancial.com. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Financial Advisor - Charles County, MD Corebridge Financial IncFinancial Advisor - Charles County, MDWaldorf, MD$70,000–$80,000 / yearp>High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Baltimore County, MD Corebridge Financial IncFinancial Advisor - Baltimore County, MDMD$70,000–$80,000 / yearp>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Financial Advisor - Prince George''''s County, MD Corebridge Financial IncFinancial Advisor - Prince George''''s County, MDMD$70,000–$80,000 / yearp>High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - DC Corebridge Financial IncFinancial Advisor - DCDC$70,000–$80,000 / yearp>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Financial Advisor Osaic IncFinancial AdvisorFairfax, VA$90,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
Financial Advisor United Bank, Inc. (Inactive)Financial AdvisorDCli>Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers.
Financial Advisor First National Bank Of PennsylvaniaFinancial AdvisorBethesda, Marylandp>Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Financial Advisor OsaicFinancial AdvisorFalls Church, VA$90,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
Financial Advisor - Sate Employee CU of Maryland - Baltimore, MD LPL Financial Holdings IncFinancial Advisor - Sate Employee CU of Maryland - Baltimore, MDBaltimore, MD$60,000–$80,000 / yearThis employment opportunity at Sate Employee CU of Maryland in Baltimore, MD would allow you to join the Investment Program at Sate Employee CU of Maryland as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Sate Employee CU of Maryland for financial solutions.
Financial Advisor - Apple Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Apple Federal Credit UnionFairfax, VA$60,000–$90,000 / yearThis employment opportunity at Apple Federal Credit Union in Fairfax, VA would allow you to join the Investment Program at Apple Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Apple Federal Credit Union for financial solutions.
Financial Advisor - NASA Federal Credit Union LPL Financial Holdings IncFinancial Advisor - NASA Federal Credit UnionArlington, VA$60,000–$80,000 / yearThis employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to NASA Federal Credit Union for financial solutions.
Financial Advisor - Northwest Federal Credit Union LPL FinancialFinancial Advisor - Northwest Federal Credit UnionHerndon, VirginiaThis employment opportunity at Northwest Federal Credit Union in Herndon, VA would allow you to join the Investment Program at Northwest Federal Credit Union as a Financial Advisor associated with LPL Financial. Pay Range:$75,000 - $85,000.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsArlington, VAFull timeDevelop 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. As an experienced Financial Advisor at First Command, you’ll go beyond the basics—providing comprehensive financial guidance that evolves with our clients' lives.
Associate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorWashington, DCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Solutions Advisor - Chesapeake Market area Bank of America CorpFinancial Solutions Advisor - Chesapeake Market areaEllicott City, MD$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor - Chesapeake Market area Ellicott City, Maryland; Columbia, Maryland; Columbia, Maryland; Glen Burnie, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age.