Finance Associate
eTeam Inc
Finance AssociateLocation: Baltimore, MD (Hybrid) Duration: 12 months(2 openings) - Hybrid - Interviews will be one roundBachelor's requiredThe Baltimore Asset Services team ensures the timely and accurate processing and payment of corporate action events for US, Canadian and Latin American markets, including Dividends, Mandatory events, Voluntary Elections, Proxy Votes and Class Actions.Qualifications:4-year college degreeProficiency in navigating internet and web-based applications.Interpret wide range of reference materials. Utilization of 3rd party information providers interfaces (e.g. SWIFT, etc.), as well as those of Agents and Exchange.Excellent problem-solving skillsDetail-oriented, maintains accurate and complete recordsStrong organizational skills- Learns quickly and displays adaptabilityShows initiative, is self-motivated and also works well with a teamProficient written and verbal communications skillsWrite technical documents, business specs, test plans and scriptsJob Duties and Responsibilities:Validate and understand a full range of simple to complex Mandatory corporate actionsPerform front to back processing of corporate action events, including set up, validation, election, payment and reconciliationExtensive interaction with various departments and Business Units and the Trading Desk e.g. Prime Brokerage and Financial ControllersField high volume of diverse inquiries from various consumers, business units and stakeholders.Interface with external corporate action data providers, counterparties, industry utilities and third party service providers.Scrutinize day to day processes, technology platforms and workflows, and identify and implement opportunities for enhancement and improvementParticipate in system testing and respond to ongoing demands for increased coverage and service.Additional notes to agency Required: 4-year, bachelor's degreeTemps become our "feeder" pool to permanent positions, most interested in candidates who want to come on board full time if/ when a position opens upLooking for candidates who are analytical, curious, ask questionsThis is not a processing role; in the past we have received a lot of candidates with administrative/ data entry experience / backgroundProfessional experience isn't required, new college graduates, we will assess skills in alternative ways (i.e., internships, teamwork, volunteering, class projects, etc.)Sound judgement and ability to interpret dataProcedures will be given and side by side training but will need someone who is willing to learn independently, asks good questions as the work is complex
$55k - $95k
...Finance Division Early-Career ProfessionalMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire...SuggestedTemporary workLocal areaWorldwide- ...in in this multi-entity diverse private investment group. The Associate will collaborate closely with other staff and interact closely... ...information. Qualifications: Bachelor's degree in Accounting, Finance, Economics or other relevant areas. Minimum 2 years’ experience...SuggestedWork at officeFlexible hours
$260k - $365k
...Job Description Job Description Corporate & Finance – Mergers & Acquisitions Associate Attorney Direct Counsel is seeking a Corporate & Finance – Mergers & Acquisitions Associate Attorney to join a prestigious Am Law firm in Baltimore, Maryland . This is...SuggestedRelocation package$225k - $260k
...Job Description Job Description Corporate & Finance – Mergers & Acquisitions Associate Attorney Direct Counsel is seeking a Corporate & Finance – Mergers & Acquisitions Associate Attorney to join a prestigious Am Law firm in Baltimore, Maryland . This is...SuggestedRelocation package- ...sees the value, and understands the risks, features and benefits associated with the solution Provide financial planning and investment... ...Experience Requirements 4 year College Degree in preferably Economics, Finance Business, or equivalent work experience in Financial/...SuggestedWork experience placementLocal area
$61k - $119k
Becoming a financial advisor at Northwestern Mutual-Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY, YORK-PA) is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial...Work at office- ...goals, and successfully implementing and achieving those goals. - PreferredDemonstrated experience working within a team composed of associates who are at various levels of experience. - PreferredUpholds the highest level of integrity regarding compliance with all Company...Work at officeLocal area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$50k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...Work at officeWork from homeHome officeFlexible hours- Join an amazing global healthcare organization! Awesome benefits, including generous paid time off and tuition assistance. Position Summary: Reporting to the Supervisor, Financial Counseling Shared Services, this position effectively captures patient liabilities...Full timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours
$100k - $130k
Job Description Job Description About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative...$120k
Job Description Job Description Join Thompson Financial Group as an Experienced Financial Advisor and be part of a team dedicated to empowering clients through holistic financial planning. Here, you'll have the autonomy to build and manage your client relationships...- Feeling Stuck at a Certain Production Level? If you're a proven advisor who's built a book, serves clients well, and works hard-but feels like your income has hit an invisible ceiling-you're not alone. Many talented advisors plateau not because of effort or ...Full time
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$80k - $90k
A leading financial services firm seeks a Financial Advisor to engage high-net-worth individuals in Towson, Maryland. This role involves identifying client needs, developing relationships, and delivering tailored investment recommendations. The ideal candidate will have...$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$90k - $150k
Job description: Senior Financial Advisor Lutherville, MD Industry: Wealth Management / Financial Advisory Compensation: Base salary: $90,000$150,000, commensurate with experience; target total compensation of $150,000 to $250,000+ in year one About the...- ...to communicate financial planning principles. The ideal candidate should be proactive with strong communication skills, a degree in Finance or related field, and a desire to further develop in the financial sector. Comprehensive benefits and a supportive culture are...
- ..., you will work directly with clients, lead meaningful conversations, develop personalized financial plans, and collaborate with Associates and Senior Associates to deliver an exceptional client experience. What You’ll Do Build and deepen long-term client relationships...Work at officeRemote workFlexible hours
- Build Your Dream Advisory Practice — Powered by Savvy At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate...Work at officeRemote work
$153.7k - $256.1k
Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management...Temporary workWork experience placement- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...Extra incomePart timeRemote work
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours$69.5k - $118k
.... We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect... ...relevant work experience Preferred: Bachelor’s degree in Finance, Accounting, Economics, or related field strongly preferred...Full timeWork experience placementLocal areaRemote work1 day per week$43.89k
...300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position Overview: The AFA could be partnered with...Work at officeFlexible hours- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client ...Full timePart time
$80k - $90k
...Job Description Summary: Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our...Work at officeLocal areaRemote work2 days per week$80k - $90k
...Job Description Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our...Work at officeLocal areaRemote work2 days per week- About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role you will: Participate in soliciting residential...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Baltimore, Maryland;Towson, Maryland; Hunt Valley, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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