Financial Professional
$80k - $120kNew York Life - Metro DC
Join a team where your growth is our priority. At New York Life, we're dedicated to empowering individuals and businesses to achieve financial security with our robust insurance and financial solutions. As a Financial Professional, you'll benefit from structured training, comprehensive mentorship, and support for obtaining necessary licenses. Our inclusive culture fosters collaboration and innovation, offering you access to a wide range of financial solutions and a flexible work environment. With us, you'll have a clear path to leadership and strong income potential, making this role perfect whether you're an experienced professional or transitioning into the financial services industry. Let's build your future together—because when you succeed, we all succeed. Responsibilities Guide clients in creating personalized financial plans that align with their goals and aspirations. Educate clients on a variety of insurance and financial products to ensure they make informed decisions. Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. Collaborate with team members to develop innovative strategies that enhance client satisfaction and business growth. Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions. Utilize company resources and tools to streamline processes and improve client service efficiency. Participate in ongoing training and professional development to enhance your skills and knowledge base. Qualifications Ability to communicate complex financial concepts in a clear and engaging manner. Proven track record of building and maintaining strong client relationships. Familiarity with insurance products and financial services, including regulatory requirements. Strong analytical skills to assess client needs and develop tailored financial plans. Ability to work collaboratively within a team to drive client satisfaction and business growth. Commitment to continuous learning and professional development in the financial industry. Compensation $80,000 - $120,000 per year #J-18808-Ljbffr New York Life - Metro DC
$100k
...180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people protect what matters and plan for their future...SuggestedFull timeNew York Life
Bethesda, MD16 hours ago$80k - $120k
...At New York Life, we're dedicated to empowering individuals and businesses to achieve financial security with our robust insurance and financial solutions. As a Financial Professional, you'll benefit from structured training, comprehensive mentorship, and support for obtaining...SuggestedFlexible hoursNew York Life
Bethesda, MD1 day ago- ...0 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional, you'll play a direct role in helping people protect what matters and plan for their future...SuggestedFull timeTemporary work
New York Life
Bethesda, MD3 days ago $80k - $120k
...At New York Life, we're dedicated to empowering individuals and businesses to achieve financial security with our robust insurance and financial solutions. As a Financial Professional, you’ll thrive on structured training, comprehensive mentorship, and support for obtaining...SuggestedFlexible hoursNew York Life
Bethesda, MD3 days ago$121.5k - $142.5k
...Overview Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This...SuggestedNew York Life
Washington DC3 days ago- ...you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We... ...financial plans for each client based on life stage, professional circumstances, and financial needs • Understand the economic...Work at office
New York Life Iowa office
Washington DC2 days ago - ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You MUST live and work in the United States to be considered for this opportunity ---PLEASE do NOT apply for this opportunity...Hourly payFull timePart timeFor contractorsImmediate startRemote work
GFI Pros
Alexandria, VA3 days ago - ...Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As...Work at officeFlexible hours
Bankers Life
Gaithersburg, MD3 days ago - ...Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government... ...and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Falls Church, VA5 days ago $22 - $25 per hour
...at Centrus Energy, you’ll gain hands-on experience supporting the financial operations that power a leading energy technology company. Working alongside experienced accounting and finance professionals, you’ll learn how financial reporting, budgeting, and analysis help...Full timeWork experience placementInternshipWork at officeCentrus Energy
Bethesda, MD2 days ago- ...reports and/or compile data from a variety of accounting and financial systems, reconcile and analyze data, identify significant abnormal... ..., college-level education, and training that provided professional accounting knowledge. 3 years of Department of Defense (DoD)...For contractorsFor subcontractorWork at office
T3W Business Solutions
Silver Spring, MD1 day ago $90k - $110k
...across the U.S. and is looking for a well-rounded accounting professional to support both property-level and corporate accounting functions... ...(2 days/week in Bethesda) offering broad exposure across financial reporting, budgeting, forecasting, and process improvement. You...Full time2 days per weekTryApplyNow
Bethesda, MD3 days ago$55k - $65k
...resolving discrepancies* Support month-end and year-end close processes, ensuring timely and accurate reporting* Maintain organized financial records and schedules* Assist with internal and external audit requests by providing required documentation* Monitor transactions...InternshipWork at officeFlexible hoursTryApplyNow
Chevy Chase, MD3 days ago$100k - $129k
...DescriptionThe Ford Agency is actively seeking a Senior Accounting professional to join the accounting team of a prominent Bethesda-based... ...improvements* Prepare monthly and quarterly reports, audited financial statements, and budget analyses* Support tax compliance...Contract workTemporary workImmediate startRelocationTryApplyNow
Bethesda, MD2 days ago$80k - $90k
...offer. POSITION SUMMARY You're a detail‑orientated and organized professional who takes pride in your work and focuses on providing a... ...associated with these projects, including account reconciliations and financial statements. Explain monthly budget vs. actual and period‑over...Work experience placementWork at officeJBG SMITH
Bethesda, MD4 days ago- ...looking for a Senior Accountant in Silver Spring, MD to support accounting operations, including management of the general ledger, financial reporting, and account reconciliations. The ideal candidate will have a Bachelor's degree in Accounting or Finance and 4-6 years...
Community Clinic
Silver Spring, MD2 days ago - ...Description Job Description An established CPA firm is seeking an accountant with public accounting experience. While providing professional services to Individuals, S‑Corps, C‑Corps, Partnerships, Estates, Trusts and Pension Plans, we are dedicated to providing expert...Casual workWork at office
Katz & Co., P.A.
Bethesda, MD1 day ago - ...Job Duties Represent the Bank to customers in a courteous and professional manner while providing prompt, efficient and accurate service... ...to ensure they feel welcome in the branch. Process client financial transactions in an accurate and timely manner. Balance daily...Work at officeAfternoon shift
Trustar Bank
Bethesda, MD3 days ago $28 - $45 per hour
...Accountant in Bethesda, MD. This is an exciting opportunity to participate in the full spectrum of accounting responsibilities including financial reporting, cash planning, variance analysis, inter-departmental projects, and other related facets of real estate accounting. This...Full timeWork at officeRemote work3 days per weekEYA
Bethesda, MD2 days ago- ...monthly closing process. This role requires a hands‑on accounting professional who can independently perform month‑end close activities,... ...with an external accounting firm, and ensure accurate financial reporting. In addition to accounting responsibilities (approximately...
Pasona NA
Bethesda, MD5 days ago - ...account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create...
Citi
Bethesda, MD5 days ago - ...motivated Senior Accountant to join its growing finance team. This individual will play a key role in the monthly close process, financial reporting, and accounting for a portfolio of real estate assets and related entities. The ideal candidate will possess strong technical...
Spectrum Financial Services
Bethesda, MD1 day ago $40 - $42 per hour
...the right candidate it could go permanent ! Overview of the Senior Accountant role: Month-end Close Reconciliations Journal Entries Financial Analysis Oversee AP & AR Ad hoc projects/reporting Preferred Qualifications for the Senior Accountant: Bachelor’s degree in...Permanent employmentTemporary workWork at officeMonday to FridayCreative Financial Staffing
Bethesda, MD2 days ago- ...for an Accountant, based in Bethesda, MD, with some opportunity for remote work. The Accountant will perform essential day-to-day financial tasks, including preparing and maintaining financial statements, reconciling accounts, processing invoices, and handling payroll....Full timeRemote work
Murcielago, Inc.
Bethesda, MD5 days ago $75k - $95k
...documentation and ensure accuracy of owner requisitions Oversee financial risk management for projects to ensure compliance with... ...determination of salary is based on the candidate’s individual professional experience, qualifications, education, skills, and training....For subcontractorWork at officeLocal areaCoakley & Williams Construction
Bethesda, MD1 day ago- ...functions and will support the monthly close, account reconciliations, financial reporting, and continuous process improvement efforts. This position is ideal for an experienced accounting professional who enjoys hands-on ownership, strong team collaboration, and a...Full time
Cherry Bekaert
Bethesda, MD4 days ago - ...is responsible for leading and managing key operational and financial functions, with primary oversight of private contributions accounting... ...supervisors, network employees, donors, and the public in a professional and pleasant manner. PHYSICAL REQUIREMENTS / OCCUPATIONAL...Temporary workWork experience placementInterim roleWork at officeOverseas
ADRA International
Silver Spring, MD1 day ago - ...Recruiting is seeking a detail-oriented Senior Project Accountant for our construction client. This role is critical in supporting project financial management and ensuring compliance within the construction industry. Key Responsibilities: Manage subcontractor...For subcontractor
Cherry Bekaert
Bethesda, MD20 days ago $41.6k - $53.83k
...opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate...Full timeCitigroup Inc
Bethesda, MD2 days ago- ...Senior Accountant The Senior Accountant supports the organization's accounting operations, including general ledger management, financial reporting, and account reconciliations. This role plays a key part in the monthly close process, audit preparation, and compliance...Temporary workImmediate start
Community Clinic
Silver Spring, MD2 days ago
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