Financial Advisor (Series 6/7) & Portfolio Specialist
Alexander Brown - State Farm Agent
Alexander Brown - State Farm Agent in Columbia, MD seeks a Registered Representative to market financial products and support customers in managing their investments. You will utilize your knowledge of financial markets to enhance customer education and decision-making. The ideal candidate will possess a Series 6 or 7 license, along with strong analytical and communication skills. Benefits include competitive salary, flexible schedule, and 401(k) matching. #J-18808-Ljbffr Alexander Brown - State Farm Agent
- ...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity... ...planning, investment, and specialist teams—to scale your... ...new client relationships. Series 65, or ability to obtain within... ...Investment Analysts, firm-managed portfolios, and the Tax, Benefits,...SuggestedFull timePart timeWork at officeWork from homeMonday to Friday
$90k - $150k
...Role We're placing a Senior Financial Advisor with an established, fast-... ...income ~ Active Series 65 and life and health licenses... ...Skills Retirement income specialist experience Ability to close... ...assistance available Series 7, 6, or 63 are not required -...SuggestedFull timeRelocation package- ...Equitable Advisors is dedicated to making a positive impact in the... ...clients. Our network of over 4,300 financial professionals across the U.S.... ...networking events and portfolio management, ensure consistent... ...: State Life & Health, SIE, Series 7, Series 66 Personal Attributes...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
$89.5k - $166.9k
Financial Planning & Investment Advisor Award-winning, inclusive, Top Workplace culture... ...accessible way, manage portfolios, monitor accounts, and adjust... ...internal and external specialists to ensure coordinated... ...licenses (such as FINRA Series 7, Series 66/65), or the...SuggestedMinimum wageLocal areaFlexible hoursNight shift$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/...Work at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...Candidate qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hours$70k - $80k
Bank of America in Maryland is hiring a Financial Services Advisor to help clients achieve their financial goals through tailored planning, brokerage products, and referrals to partners. Role requires Series 7 and 66 licenses, at least one year in investments or financial...Monday to Friday- ...Incentive Bonus Prepare and update financial plans using client... ...software. Work with senior advisors to review planning assumptions... ...strategies. Help rebalance client portfolios when needed. Support the... ...wealth management Licenses Series 7 and Series 66 required Certifications...Local area
- Enterprise Community Loan Fund is seeking a proactive Portfolio Associate to support Loan Fund’s lending activities, including loan closings, servicing, and lending program support across diverse projects such as affordable housing, charter schools, and health care. The...
- ...business process engineering, acquisition, financial operations, and cyber capabilities. We... ...solutions. Job Description: The Senior Portfolio Manager assists with the development and... .../Associate's degree with an additional 6 years of experience in performing requirements...Contract workLocal area
- ...candidates to join Beacon Pointe Advisors as an Associate Wealth... ...client service, advising, and financial planning. Assist with business... ...systems including the firm’s portfolio management database,... ...Financial Designation (CFP®, CFA, or Series 65, or equivalent work...Work experience placementWork at office
$130k - $145k
...About the Company Most advisor roles have you building clients from... ...pitching Present structured financial plans and guide clients to a... ..., or pharmaceutical sales. Series 65 (preferred) Life & Health... ...commission-based W-2 role. First 6–8 months are immersion in...Full timeWork at officeFlexible hours$44k - $80k
...Trading Specialist As a Trading Specialist, you will support investors with a broad range... ...that helps clients make informed financial decisions. By delivering personalized support... ...The Expertise & Skills You Bring Series 7 license required Series 63 license or...Remote jobFull time$19 - $22 per hour
...point of contact for the student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy... ...and disability insurance ~401k Retirement Program + 6% employer match ~15 Days of Paid Vacation Days each Calendar...Work at officeAfternoon shift$68k - $86k
## Portfolio Associate - Loan Closing and ServicingApply: Hybrid: Columbia, MD: Full time: Posted Today: REQ4018Enterprise is a national... ...Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise Family of Companies...Permanent employmentFull timeFlexible hours$68k - $86k
Enterprise Community Loan Fund (ECLF) seeks a proactive Portfolio Associate to support loan closings, loan servicing, and lending program activities across diverse projects including affordable housing and community development. The role requires precise numbers, strong...- ...Management in Columbia, MD seeks a Premier Client Advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients. You will own the client... ..., a Bachelor's degree, and FINRA Series 7/66 and Life & Health licenses. This is an...Work at office
- ...apply button.Location: Columbia, MD (hybrid 3 days onsite)Duration: 6-month contract (potential for extension or conversion)Starting... ...Insight Global is seeking to hire a Service Order Management Specialist supporting an international electronics group based out of Columbia...Contract workWork at officeMonday to FridayShift work
- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...available. Job Summary Voya Financial Advisors®, Inc., a leading independent broker-dealer... ...) preferred Securities registrations - Series 7, 65 & 66 preferred Life & Health...Local area
- ...growing real estate private equity firm in their search for a Portfolio Manager focused on Loan Operations. The role will report to the... ...troubleshoot and address non-standard requests • Analyze financial information to determine loan parameters such as debt service...Full time
$17 per hour
...Transfer SpecialistThe Transfer Specialist is responsible for the care, removal, and transport of deceased. This position will collaborate... ...policyWork PosturesFrequent, continuous periods of time standing, up 6 hours per dayClimbing stairs to access buildings...Part timeWork experience placementCasual workLocal areaNight shift- ...in days) to receive an alert: Transport Specialist Requisition ID: 16668 Department: CPG -... ...regulatedcannabis products sold under its diverse portfolio of trusted consumer brands including... .... Must be able to stand for at least 6 hours per day and lift up to 50pounds....Shift work
$18 - $20 per hour
Reimbursement Specialist Columbia,MD, US 6938515 a day ago Job Description Experience... ...activity across corporate billing portfolios Research, analyze, and resolve billing... ...plays a key role in maintaining strong financial operations across multiple business units...Hourly pay- ...McLennan Agency, LLC Company, seeks a Financial Planning & Investment Advisor to build lasting client... ...tailored recommendations, manage portfolios, monitor accounts, and adjust strategies... ...change, while collaborating with specialists in a hybrid North America-wide office...Work at office
$19.5 per hour
...neededEducation and Work Experience:High School Diploma/GED (Required)6 months of customer service and/or sales experience, Retail... ...posted. Internally posted positions will remain open for a minimum of 7 consecutive calendar days. External postings may be removed at any...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours$171k - $202k
...Engineering, Cyber Security, or a related technical discipline, PLUS 7+ years of professional experience in reverse engineering, malware... ...the world? You can BUY additional annual leave for a total of 6 weeks of annual leave. That’s up to 240 hours of leave plus 11 holidays...Hourly payContract workWork experience placementImmediate startFlexible hours$17 per hour
...Transfer Specialist The Transfer Specialist is responsible for the care, removal, and transport of deceased. This position will collaborate... ...Postures Frequent, continuous periods of time standing, up 6 hours per day Climbing stairs to access buildings frequently...Part timeWork experience placementCasual workLocal areaNight shift- ...have a TS/SCI Clearance with a Polygraph to qualify*** Senior Portfolio Manager Advise and assist with the planning and execution... ...will be comfortable working with senior military officers (O5-6) and senior civilians (14s and 15s). Experience with Program...Work at office
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...and certifications such as the Series 6 & 63 or CFP. Get inspired at local and... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...Full timeFor contractorsInternshipLocal areaFlexible hours
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