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Confidential
Baltimore, MD, United States
Job Description Job Description Salaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? This is a retirement sales position
Job Source: ConfidentialWills Group
, MD, United States
Director of Financial Planning and Analysis FinanceHybrid Remote , La Plata,Maryland Salary: USD 156000 - 195000 Annually The Director of Financial Planning & Analysis is responsible for a variety of responsibilities within the Finance Department and provides dotted line support to the Real Estate & Development team. Within Finance, this role wil
Job Source: Wills GroupJohns Hopkins Medicine
Baltimore, MD, United States
Share This Page Job Details Requisition #: 633714 Location: Johns Hopkins Care at Home, Baltimore, MD 21201 Category: Leadership Schedule: Day Shift Job Summary Reporting to and working closely with the Vice President of Finance, the Director of Financial Planning & Analysis (FP&A) is responsible for annual operating and capital budgeting
Job Source: Johns Hopkins MedicineIDEX Consulting Ltd
Essex, MD, United States
You are here: > Financial Planning Sales Manager * Salary: 30000.00 - 35000.00 per annum + flexible working * Location: Ayr, South Ayrshire * Sector: Financial Services * Description: Experienced Mortgage Advisor, whole of market and leads provided Idex Consulting are working with our client, who are highly regarded independent financi
Job Source: IDEX Consulting LtdHolistic Industries
Baltimore, MD, United States
About this job: The purpose of the Financial Planning & Analysis Directors role is to help drive profitable growth and strength into the future. This position is responsible for supporting financial planning, analysis and strategy of our multi-state cannabis company. This role will allow you to work directly with the finance leadership to optimize
Job Source: Holistic IndustriesOppenheimer & Co Inc
Columbia, MD, United States
Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With ro
Job Source: Oppenheimer & Co IncT2s, Llc
, MD, United States
Current job opportunities are posted here as they become available. We are seeking a talented and highly experienced Manager of FP&A at T2S Solutions to join our team at the corporate headquarters in Belcamp, Maryland. The role has high visibility and interaction with the company’s C-Suite personnel. Responsibilities: Lead and oversee the monthly
Job Source: T2s, LlcCFA Institute
, MD, United States
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business tha
Job Source: CFA InstituteBaltimore, MD, United States
Financial Planning Consultant Job - Baltimore, MD, US Financial Planning Consultant Thompson Financial Group • Baltimore , MD , US Posted 2 years ago Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Customize financial plans for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications 2+ years of experience in the insurance or financial advisory or planning field
Proven track record of generating book of business
Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start.
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Compensation $90,000+ at plan commission About Thompson Financial Group Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.
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Financial Planning Consultant jobs in Baltimore, MD, United States
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