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With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

CBIZ Inc

Retirement Plan Producer

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Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

EisnerAmper

Compliance Associate

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LOB Specific Language (REMOVE WHEN POSTING) Commercial Surety: Travelers'' Commercial Surety Team handles claims on non-construction surety bonds; mitigates exposures on commercial surety accounts; and provides a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners. Construction Services: Travelers'' Construction Services Team includes legal, accounting, and engineering professionals to handle claims on construction-related and other surety bonds, mitigate exposures on construction surety accounts, and provide a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners.

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The Travelers Companies Inc

Sr. Claim Counsel

LOB Specific Language (REMOVE WHEN POSTING) Commercial Surety: Travelers' Commercial Surety Team handles claims on non-construction surety bonds; mitigates exposures on commercial surety accounts; and provides a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners. Construction Services: Travelers' Construction Services Team includes legal, accounting, and engineering professionals to handle claims on construction-related and other surety bonds, mitigate exposures on construction surety accounts, and provide a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners.

The Travelers Companies

Sr. Claim Counsel - Surety, Construction Services

Responsibilities: - Manage the full client onboarding process including distribution and tracking of intake forms - Open new accounts for new and existing clients including brokerage accounts, 529 plans, and annuities - Verify client information and maintain accurate internal records Requirements: - 3 to 5 years of RIA or broker-dealer operations and client service experience within financial advisory practice - Familiarity with Wealthscape, Redtail, eMoney, Wealth - com, Precise FP, and Albridge Apply now with 24/7 PT! Compensation: - Competitive pay ($75,000–$85,000/year)

247Protas

Client Service Associate (RIA) $75K–$85K – Towson, MD | Apply Now

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Develops and maintains comprehensive financial models and projections for proposed projects and strategic initiatives, including development costs, operating assumptions, unit pricing, entrance fees, occupancy, revenue, expenses, cash flow, debt capacity, investment returns, sensitivity analyses, and downside scenarios. Leads the development and execution of financing strategies for capital projects and organizational growth, including tax-exempt and taxable debt, bank financing, public bond offerings, lines of credit, investment resources, philanthropy, joint ventures, and other available sources of capital.

Homewood Retirement Centers Of The United Church Of Christ, Inc.

Vice President of Finance / CFO

Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios. Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more.

CNI Consulting

VP Private Client Group - Baltimore

Homewood Living Ministries

Initially, the role will lead McCormick's internal retirement plan workstream for the proposed combination with Unilever Foods, coordinating external advisors and internal stakeholders to support a successful transition. In addition to a competitive compensation package, permanent employees of McCormick are eligible for our extensive Total Rewards programs that include: Comprehensive health plans covering medical, vision, dental, life and disability benefits.

A FLAVORFUL APPROACH McCormick is a global leader in the manufacture, marketing and distribution of spices, herbs, seasonings, specialty foods and flavors to the entire food industry. From our first products in 1889 to the innovative spices, seasonings and flavorings we now offer, McCormick has always brought our customers and consumers the best ingredients and expertise available. Through the years, our company has grown in accordance with certain core values and beliefs. We conduct our business ethically in a manner driven by our respect for our industry, our employees, our communities where we live and work and our environment. It is a recipe for success that has served us since 1889. VISION & VALUES Built on a foundation of respect, we work together to achieve our goals. VISION McCormick will be the leading global supplier of value-added flavor solutions. Building on strong brands and innovative products, we will provide superior quality and service to customers and consumers around the world. VALUES For many years, McCormick has enjoyed a culture that celebrates the "Power of People."By supporting fundamental beliefs, we as a company will work to sustain our cherished culture and keep it compatible with the challenging environment in which we do business. THE McCORMICK SHARED VALUES ARE:

McCormick & Co Inc

Director of Global Retirement Plans

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Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Stifel

Compliance Manager - Asset Management

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Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Stifel Financial Corp

Compliance Manager Asset Management

As a Senior Manager on our Family Office team, you'll serve as a trusted advisor to successful individuals, multi-generational families, family offices, and closely held businesses with complex tax, financial, and wealth planning needs. 8+ years of progressive public accounting tax experience, including significant experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses.

Cohen &amp; Company was founded in 1977 on the belief that there had to be a better way to help businesses succeed. Now ranked as one of the top accounting, tax and consulting firms in the country, our more than 400 team members serve entrepreneurs; private companies in a variety of industries; and registered and non-registered funds in the investment industry. The firm remains rooted in technical excellence, and is a member of the American Institute of Certified Public Accountants (AICPA) and registered with the Public Company Accounting Oversight Board (PCAOB). Cohen &amp; Company continues to experience consistent growth and serves clients throughout the U.S. from offices in Ohio, Michigan, New York, Pennsylvania and Wisconsin. Learn more at cohencpa.com.

Cohen & Company

Tax Senior Manager, Private Client Services

With community roots in the Washington DC metropolitan area and spanning over 130 years, we help businesses and non-profits as well as families and individuals with complex needs protect their most important assets at levels customized for their risk tolerances and goals. The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held.

Saul Centers Inc

Personal Lines Account Manager

Saul Centers

Insurance Producer

What We're Looking For: Bachelor's degree and a minimum of 7 years' relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice. Minimum of 10 years' experience in wealth management and high net worth and ultra-high net worth planning, working with closely -held business owners and families and estate, trust, and tax planning experience.

M&T Bank Corp

Senior Wealth Strategist

This role supports annual business planning, runs special projects and strategic initiatives on behalf of the President, and produces the analysis and presentations that support divisional decision-making. The role is intentionally broad, providing exposure across underwriting, operations, account management, sales, and supplemental lines, as well as divisional strategy, financials, and trustee and broker relationships.

Ullico

AVP Business Strategy and Planning

The Assistant Vice President (AVP) of Compliance will be responsible for the oversight and monitoring of all regulatory compliance matters affecting the Life and Health insurance company functions including but not limited to rate and form filing, agent licensing, underwriting, marketing, product development and claims. Prior insurance product experience should include Individual Life, Group Life, Accidental Death and Dismemberment, Medical Stop Loss and specialty health such as vision and dental with strong Medical Stop loss experience a plus.

AVP Compliance, Life and Health Division

Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting an Assistant Mortgage Servicer to join a group that manages a $4.4 billion portfolio. Candidate Advisory: To protect applicants from recruitment fraud, all correspondence from our Human Resources department will originate from email addresses ending in @Ullico.com.

Assistant Mortgage Servicer

Manage the entire recruitment life cycle which includes proactively and strategically partnering with hiring managers to address current and future staffing needs; leveraging technology to effectively source active and passive candidates, screening resumes, interviewing candidates, checking references, and making job offers. This position provides HR consultation and support to management (including senior management) in order to align people strategy, talent acquisition, performance management, and workplace culture with departmental goals.

HR Business Partner

Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. As a licensed mortgage loan originator, you use your thorough understanding of and expertise in loan programs, guidelines, mortgage documents and home buying process knowledge to guide clients through the mortgage process and help them achieve their goals.

HOUR

We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom.
Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader.

Today, the Rocket brand is synonymous with providing simple, fast and trusted digital solutions for complex transactions. When you need a mortgage, a real estate agent, a personal loan or a car, Rocket gets you there fast.

Investment Advisor Jobs in Maryland

Retirement Plan Producer CBIZ Inc

Compliance Associate EisnerAmper

Sr. Claim Counsel The Travelers Companies Inc

Sr. Claim Counsel - Surety, Construction Services The Travelers Companies

Client Service Associate (RIA) $75K–$85K – Towson, MD | Apply Now 247Protas

Vice President of Finance / CFO Homewood Retirement Centers Of The United Church Of Christ, Inc.

VP Private Client Group - Baltimore CNI Consulting

Vice President of Finance / CFO Homewood Living Ministries

Director of Global Retirement Plans McCormick & Co Inc

Compliance Manager - Asset Management Stifel

Compliance Manager Asset Management Stifel Financial Corp

Tax Senior Manager, Private Client Services Cohen & Company

Personal Lines Account Manager Saul Centers Inc

Insurance Producer Saul Centers

Senior Wealth Strategist M&T Bank Corp

AVP Business Strategy and Planning Ullico

AVP Compliance, Life and Health Division Ullico

Assistant Mortgage Servicer Ullico

HR Business Partner Ullico

Executive Loan Officer (Maryland) Rocket Companies Inc

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