Financial Representative
disABLEDperson Inc
Financial Sales RepresentativeJoining our team at Northwestern Mutual, as a Financial Sales Representative, you will work to build long lasting relationships with clients by helping them achieve their personalized financial goals.Are you a self-motivated and driven individual who wants to make a difference in the lives of others?This role offers:A comprehensive training program with strong leadership support through mentorship,A competitive culture that strives for success,The tools and path to grow YOUR OWN book of business!!As a Financial Representative, you'll have the chance to serve a diverse group of clients and help them achieve financial success. Join our team to make a meaningful impact on both individuals and businesses through thoughtful financial planning and management!You will:Conduct research and analysis to identify investment opportunitiesAssist clients with corporate accounting and tax planningCollaborate with public accounting firms to ensure compliance with financial regulationsManage investment portfolios for clients, making strategic decisions to maximize returnsGenerate sales leads and build relationships with potential clientsOversee cash management activities, including monitoring cash flows and optimizing liquidityUtilize customer relationship management (CRM) systems to track client interactions and maintain accurate recordsIdeal Experience: Prior sales or business development. Familiarity with cash management strategies, financial analysis, or investment management, a plus. Excellent communication techniques. Self-starter and an entrepreneurial mindset. Excellent time management skill.Other Information: 1099 Contract with Health, Dental, Vision and Pension options. Income: First Year Incentive Plan, Commission, and Renewals. Build your own book of business!Selecting local candidates to/around Ellicott City, MD.About Northwestern Mutual: At Northwestern Mutual we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success
- ...Organization : Name BALTIMORE MD Default: Location : City OWINGS MILLS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation...SuggestedWork at officeLocal area
Western & Southern Life
Owings Mills, MD4 days ago $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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Ellicott City, MD4 days ago$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...SuggestedFull timeInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Ellicott City, MD1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Columbia, MD5 days ago$45k - $50k
...Posting Details Position Description Posting Number 201201483P Position Title Financial Aid Advisor II Department Enrollment Management: Financial Aid Position Summary The Financial Aid Advisor II is responsible...Full timeWork at officeStevenson University
Owings Mills, MD3 days ago- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and... ...rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential...Work at office
Pinnacle Bank
Columbia, MD3 days ago - Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift
- Job Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management...Full timeWork at officeImmediate startShift workDay shift
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an...
- Thrivent in Columbia, Maryland, is seeking a Financial Advisor to make a significant impact by providing expert financial advice with heart. This role is centered on guiding clients, establishing meaningful relationships, and offering personalized financial solutions. The...
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 4...Local area
$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Ellicott City, MD to help clients achieve their financial goals through comprehensive... ...with an average annual salary between $61K and $119K for new representatives. Top earners can exceed $250K annually, backed by extensive...- Sentinel Asset Management, a client-focused advisory firm in Columbia, MD, seeks a Sentinel Advisor to educate prospects, guide them through the planning process, and steward ongoing relationships. The role emphasizes discovery, structured planning, and disciplined client...
$55k - $65k
Financial Advisor - Community Outreach & Client Development About the Role Wealthy & Wise is expanding its advisory practice and seeking... ...across Northern Virginia and the Columbia/Ellicott City area Represent the firm in community and Hindi-language media outreach...Work at officeLocal areaRemote work$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office$61k - $250k
Northwestern Mutual in Ellicott City, MD is seeking a Financial Advisor. This unique role allows you to help clients achieve their financial goals through personalized planning. Responsibilities include growing a client base, building financial plans, and managing client...- Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll help clients build, grow, and protect their financial well‑being through...
$19 - $28.84 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities Adhere to the established customer service standards...Hourly payImmediate startM&T Bank
Sykesville, MD2 days ago- ...in more than a century of practical application and execution.We are FinanceWe are strategic partners to the business, providing financial leadership and insight that drives disciplined growth and long-term value creation. We operate across global markets, navigating complex...Full timeTemporary workWork at officeLocal areaRemote workRelocation packageFlexible hours
$98k - $163k
...Finance & Accounting ConsultingTravel Required:Up to 10%Clearance Required:Active Top Secret SCI with PolygraphWhat You Will Do:Our financial management senior consultants help clients optimize all elements of their finance organization. They guide clients in effective...Full timeFlexible hours$50k - $90k
...Registered Representative At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive...For contractorsWork at officeRelocation package$50k - $100k
ROLE DESCRIPTION: Dane Spealman - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative - State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services...For contractorsWork at officeRelocation package- ...clients relative to their wealth management, investment, and financial planning needs. Proactively communicating with clients and... ...and updating and maintaining the client’s financial plans. Representing the firm in a positive and professional manner. Additional...Work at office
Beacon Pointe Advisors
Columbia, MD1 day ago $55 - $60 per hour
DescriptionPosition Overview The Information Security Analyst II (GRC) provides support for Governance, Risk, and Compliance activities aligned to NIST CSF, NIST SP 800-53, HIPAA Security Rule, and HITRUST CSF, PCI-DSS. The role supports risk assessments, audit readiness...Contract workTemporary work$75k
...workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in our Catonsville, MD location. Financial Advisors are based within a...Full timeTemporary workPart timeWork experience placementWork at officePNC
Ellicott City, MD5 days ago$80k - $117k
...Financial Consultant In Personal Investors At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions...Temporary workWork experience placementLocal areaImmediate startRemote work1 day per week$82k - $117k
...asset management and retirement solutions, where your advisory expertise can make a meaningful and lasting impact. As demand for financial advice continues to accelerate, we are deliberately growing our Advisory Services organization to better support investors and their...Work experience placementWork at officeLocal areaRemote workMonday to Friday1 day per week$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift
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