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Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Advisor is responsible for delivering a high-touch, proactive client experience, balancing responsiveness with forward-thinking insights that help clients make informed decisions and achieve their objectives.

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Aprio

Client Advisor, Dental Segment

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This practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

EisnerAmper

Manager - Technical Tax Advisor: Real Estate

TAG EisnerAmper, LLC (Inactive)

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Senior Associate - Technical Tax Advisor: Real Estate

AnaVation is seeking two highly experienced Senior Cyber Advisors to provide senior-level advisory support across the Command, Control, Communications, Computers, Cyber, Intelligence, Surveillance, Reconnaissance, and Targeting (C5ISRT) portfolios. Engage regularly with Government leadership, project managers, technical leads, intelligence analysts, and mission partners to gather operational insights, validate requirements, identify dependencies, and facilitate cross-organizational collaboration.

AnaVation

Senior Cyber Advisor - C5ISRT

Drive end-to-end commercialization for Provider products, partnerships, add-ons, and enhancements, including launch signoff, positioning, pricing, packaging, enablement, customer messaging, and post-launch performance tracking. Lead the commercial growth strategy for an assigned product family in partnership with Product leadership and Finance, with focus on revenue, profitability, retention, pricing, cross-sell and upsell, new logo growth, and partnerships.

Inovalon Holdings Inc

Commercial Strategy Advisor

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Financial Engines

Associate Financial Planner (Silver Spring, MD)

Edelman Financial Engines LLC

Associate Financial Planner Silver Spring, MD

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Beacon Pointe Advisors

Office Management Associate

Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients.

Vanguard Group

Senior Portfolio Strategist

The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

HiringThing

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We 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.

Osaic

Senior Estate Planning Strategist

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Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Review of tax returns including complex tax returns which may consist of consolidated or multi-state business returns, complex pass-through entities (including tiered partnerships), and complex individuals.

Sikich

Senior Tax Manager

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Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Senior Accountant (Tax)

Sikich LLP

Position Summary: Reporting to the Chief Compliance Officer, the Senior Manager, Compliance is the compliance partner to multiple business units and is responsible for ensuring that ProShares compliance programs appropriately address the regulatory risks relative to the firm's business activities. As a Compliance leader, working within the Compliance function, the incumbent will be actively engaged with multiple businesses to provide compliance advice, monitoring and oversight of effective programs.

ProShares Trust II

Senior Manager, Compliance

ProShares

The Legal Counsel will analyze and interpret applicable laws, regulations, and regulatory guidance, including the Investment Advisers Act of 1940, Regulation Best Interest, the federal securities laws, FINRA rules, ERISA, and the Internal Revenue Code; provide legal advice regarding retail advisory and brokerage products and services, including client agreements, disclosures, regulatory filings, and related governance and supervisory matters; and provide legal support for strategic business initiatives, product development, and regulatory matters affecting the firm's retail wealth management businesses. Demonstrated experience advising on matters arising under the Investment Advisers Act of 1940, Regulation Best Interest, the Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940, FINRA rules, ERISA, the Internal Revenue Code, and related rules, regulations, and regulatory guidance.

T. Rowe Price Group Inc

Legal Counsel Retail Advisory Services

About Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .

Investment Advisor Jobs in Owings Mills, MD

Client Advisor, Dental Segment Aprio

Manager - Technical Tax Advisor: Real Estate EisnerAmper

Manager - Technical Tax Advisor: Real Estate TAG EisnerAmper, LLC (Inactive)

Senior Associate - Technical Tax Advisor: Real Estate TAG EisnerAmper, LLC (Inactive)

Senior Cyber Advisor - C5ISRT AnaVation

Commercial Strategy Advisor Inovalon Holdings Inc

Associate Financial Planner (Silver Spring, MD) Financial Engines

Associate Financial Planner Silver Spring, MD Edelman Financial Engines LLC

Office Management Associate Beacon Pointe Advisors

Senior Portfolio Strategist Vanguard Group

Office Management Associate Beacon Pointe Advisors LLC

Associate Financial Planner (Silver Spring, MD) Edelman Financial Engines

Senior Estate Planning Strategist Osaic

Senior Tax Manager Sikich

Senior Accountant (Tax) Sikich

Senior Tax Manager Sikich LLP

Senior Manager, Compliance ProShares Trust II

Senior Manager, Compliance ProShares

Legal Counsel Retail Advisory Services T. Rowe Price Group Inc

Sales Support Associate Cetera Investors

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