Investment & Insurance Advisor - Financial Solutions Pro
State Farm Agent
State Farm Agent in Baltimore, MD, seeks a Registered Representative to market financial products and support customers in managing their investments. The role requires a Series 6 or 7 license, strong knowledge of investment products, and exceptional customer service skills. Candidates should be detail-oriented and proficient with financial software. Opportunities for advancement and benefits include paid time off, profit sharing, and training. Join an agency dedicated to making a difference in the community. #J-18808-Ljbffr
- USI Insurance Services in Cockeysville, Maryland is seeking a Personal Solutions Specialist to manage and drive new business sales through relationship-building and consultative selling approaches. The role emphasizes collaboration with internal teams to ensure exceptional...Suggested
$50 - $75 per hour
...growth strategy to deliver multi-channel solutions for enterprise clients, with a strong focus... ...Portfolio FP&A Analyst to support financial operations and analysis across the entire... ...portfolio. This role builds P&Ls, models, pro formas and dashboards, prepares financial...SuggestedHourly payContract workLocal area10 hours per week$20.43 - $32.31 per hour
...of our Baltimore, MD financial center at 5715 Eastern... ...relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's... ..., and Abilities Pro-active and result... ...; dental and vision insurance; life insurance; 401(k)...SuggestedHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$65k - $85k
...our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a... ...clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to...SuggestedFull timeShift workDay shift- ...products through Channel Partners and directly to customers. You will be responsible for identifying business challenges, proposing solutions, and building strong relationships. This position offers a hybrid work model fostering collaboration across geographies....SuggestedRemote work
- ...Corporation in Baltimore seeks a Wealth Advisor to drive revenue within a designated region... ...clients. This role involves promoting investment services, managing client relationships,... ...License is required, and experience in financial services is preferred. #J-18808-Ljbffr...
$68.4k - $114k
...adding or removing conditions.* Review all pertinent credit and financial information, including but not limited to financial statements... ...York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s...Work experience placementWork at office$65k - $85k
Job Overview Bank of America is looking for Financial Solutions Advisors (NFSA I) who will provide comprehensive financial advice, including investment, banking, and lending solutions, to our clients via a contact center environment. The role focuses on building relationships...Day shift$65k - $85k
Bank of America is searching for Financial Solutions Advisors (NFSA I) in Cockeysville, Maryland. This role emphasizes delivering comprehensive financial advice and building robust client relationships within a contact center environment. The ideal candidate will handle...$70k - $80k
...to plan their short and long-term financial goals by building a financial plan... ...annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client... ...Counselor (CRPC) Obtained insurance licenses Skills Account Management...Temporary workShift workDay shift$88k - $95k
...and analyze sophisticated models for insurance products, investments and/or portfolios to increase... ...Leverage advanced knowledge of actuarial, financial, statistical, data science and/or balance... ...or external issues and recommend solutions/best practices. Solve complex...Work at officeRemote workRelocation package- ...the estate and gift tax, pension, and income tax provisions of the Code. Develop new techniques, formulas, and procedures for the solution of complex actuarial problems. Conduct or participate in conferences with taxpayers, their representatives and professional consultants...
$175k - $275k
...Price, we identify and actively invest in opportunities to help... ...experience, we provide investment solutions and a broad range of equity,... ...capabilities to individuals, advisors, institutions, and retirement... ...historical and projected financial models, analyzing key financial...Full timeTemporary workWork experience placementLocal areaRemote workFlexible hours1 day per week$88k - $132k
...Overview ABOUT THE ROLE The Senior Financial Systems Analyst serves as the end-to-end... ...to design scalable, future-proof solutions that support business growth and compliance... ...for academic institutions and supporting pro bono legal work. WHAT WE DO At Relativity...Remote workHome office$75 - $90 per hour
...Advisory is an independent investment management and strategic advisory... ..., consultants, and financial intermediaries-are served by... ...River Investment Management Solution (CRD/CRIMS) based on client... ...Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental...Temporary workH1bWork at officeWorldwide$650 per month
...Price, we identify and actively invest in opportunities to help... ...experience, we provide investment solutions and a broad range of equity,... ..., Retirement, and Oak Hill Advisors in pursuit of driving sales.... ...alternative investments (Alts) through financial advisors within US‑based...Full timeLocal areaRemote work$65k - $85k
A Financial Solutions Advisor (FSA) at Bank of America supports the Life Services team by guiding beneficiaries through informed financial decisions... ..., and meet with clients to review financial and investment goals. Build financial plans and recommend brokerage products...Work experience placementShift workDay shift$65k - $85k
Bank of America is seeking a Financial Solutions Advisor (FSA) in Cockeysville, Maryland. The FSA will support the Life Services team by guiding beneficiaries through important financial decisions regarding inherited assets. Responsibilities include managing client experiences...- ...Investment Real Estate Underwriting Portfolio Manager 2 page is loaded##... ..., dental, vision, life insurance, flexible spending accounts,... ...success.As a leading diversified financial services company, F.N.B.... ...comprehensive financial solutions across our corporate footprint...Work at officeFlexible hours
$78.7k - $131.1k
...adding or removing conditions.* Review all pertinent credit and financial information, including but not limited to financial statements... ...York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s...Work experience placementWork at office$77k - $214k
...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...lead the way as technology-enabled tax advisors who provide benefits through digitization... ...Solving complex problems with innovative solutions Mentoring and supporting junior team...Full timeH1b- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business...Temporary workWork at officeNight shiftWeekend work
$22.61 - $37.67 per hour
...bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer... ...banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all...Hourly pay$24.87 - $41.45 per hour
...through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs... ...time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact...Hourly pay- ...Omega Technical Solutions Inc seeks a proactive Security Analyst in Baltimore, MD to enhance the organization's information security posture. The role focuses on monitoring security systems, responding to incidents, and ensuring compliance with regulations. The ideal candidate...
- Medium is looking for dedicated individuals for a work-from-home financial services position aimed at protecting families. This role offers flexibility and the chance to make a significant impact on clients' lives. Applicants should possess strong communication skills and...Remote jobWork from home
$165k - $195k
...Job Family Investment Management About Us At... ...while providing tools and solutions that make it easier to... ...were among the first financial services companies in... ...employees worldwide. Our insurance, retirement, and... ...Transamerica Financial Advisors, 2) Protection Solutions...Work at officeRemote workWorldwide$175k - $275k
...Investment Analyst – SMID Cap Generalist – T. Rowe Price Associates... ...experience, we provide investment solutions and a broad range of equity,... ...to individuals, advisors, institutions, and retirement... ...industry by researching, reading financial statements and market data,...Full timeLocal areaRemote work1 day per week$44.72k - $63.25k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer... ...options; employee and spouse/child life insurance; short and long-term disability protection...Full timeTemporary workPart timeWork experience placementWork at office- A leading financial institution in Parkville, Maryland is seeking a motivated individual to assist and educate clients on banking transactions... ...with strong communication skills and a focus on client solutions. This full-time role requires you to be adaptable and...Full timeShift workWeekend work
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