Senior Financial Advisor
$90k - $150kThe Well
Senior Financial Advisor | $90,000 - $150,000 base + production bonusAbout the CompanyThis firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast.About the RoleWe're placing a Senior Financial Advisor with an established, fast-growing retirement-focused wealth management firm in Ellicott City, MD - and this one is different. If you're a proven closer who wants to focus on serving clients and building wealth - not hunting for prospects - this is the role.ResponsibilitiesClose retirement income planning appointments with pre-qualified prospectsPresent AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutionsParticipate in seminars and educational workshopsFollow a proven, standardized advisory process that drives consistent resultsWork alongside a collaborative team of junior advisors, paraplanners, and support staffQualifications5-10+ years of financial advisory experience focused on retirement incomeActive Series 65 and life and health licensesA track record of closing and a history of stable, long-term employmentWillingness to work fully on-site in Ellicott City, MDA team-first mindset and commitment to following a proven processRequired SkillsRetirement income specialist experienceAbility to close retirement income planning appointments with pre-qualified prospectsAbility to present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutionsAbility to participate in seminars and educational workshopsAbility to follow a proven, standardized advisory process that drives consistent resultsAbility to work alongside a collaborative team of junior advisors, paraplanners, and support staffPreferred SkillsExperience working within a structured diamond team modelExperience working with a multi-channel lead engine: TV, radio, seminars, webinarsPay range and compensation package$90,000 - $150,000 base + production bonusExptected earnings $300,000+ by year twoW2 employment, generous base, and uncapped production compensationRelocation assistance availableSeries 7, 6, or 63 are not required - this firm does not do stocks, bonds, or mutual funds. A book of business is not required to bring - leads are provided. The opportunity includes 20-40 inbound, pre-qualified leads per week with no cold calling and no prospecting, supported by a multi-channel lead engine: TV, radio, seminars, webinars, and a structured diamond team model where you close and your team supports.
$90k - $150k
...Senior Financial Advisor Lutherville, MD Industry: Wealth Management / Financial AdvisoryCompensation:Base salary: $90,000$150,000, commensurate with experience; target total compensation of $150,000 to $250,000+ in year one About the Senior Financial Advisor Role:Our...Senior$90k - $150k
...Job Description Senior Wealth Advisor Location : 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...Senior- ...Chesapeake Search Partners is partnering with a lower-middle-market private equity firm to identify a Senior Associate, Finance & Analytics to strengthen its financial diligence, reporting, and analytical capabilities across its portfolio. This is not a traditional...SeniorWork at office3 days per week
$153.7k - $256.1k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...SeniorTemporary workWork experience placementLocal area- ...Senior Associate - Financial Planning & Analysis Company: Our client a highly successful, well-capitalized real estate investment fund management firm headquartered in Washington, D.C., in their search for a bright, high-potential Financial Planning & Analysis (...Senior
$153.7k - $256.1k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...SeniorTemporary workWork experience placement$142.1k - $236.8k
Overview:The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial clients at M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio, and ensuring compliance with credit policies...SeniorFull timeWork experience placementInterim roleWork at office$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship$77k - $214k
...SummaryA career in our State and Local Tax Financial Services practice, within State and... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorFull timeH1bLocal area- First National Bank in Towson, MD is seeking a Senior Relationship Banker to execute traditional consumer banking tasks, manage branch leads, and convert transactions into qualified sales or referrals. You will follow bank policies, uphold core values, and support customers...Senior
$140k - $200k
...year Why This Is a Great Opportunity Step into a senior-level CPA role where your expertise directly impacts closely... ...sized firm. Work directly with clients as a trusted advisor across accounting, tax, financial reporting, and business strategy. Enjoy meaningful...Senior- F.N.B. Corporation in Towson, Maryland is seeking a Senior Relationship Banker to execute traditional consumer banking asks, manage branch leads, and process customer transactions while building lasting relationships. You will promote bank products, meet sales goals, input...Senior
$115k - $180k
...The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive Strategy. Make an Impact. RS&H is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team. In this highly visible role, you'll serve...SeniorPermanent employmentRemote work$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...SeniorVisa sponsorship- ...management team that is committed to delivering comprehensive financial guidance to high-net-worth individuals and families. This is an... ...of a growing planning practice, work closely with experienced advisors, and serve as a trusted resource on sophisticated wealth...Senior
- F.N.B. Corporation’s Towson location seeks a Senior Relationship Banker to serve retail customers, perform traditional banking transactions, and convert interactions into qualified sales or referrals. You will leverage leads, deliver excellent service, and meet weekly...Senior
$65k
Senior Finance Associate Position Summary The Associated is seeking a Senior Finance Associate... ...fund activity, grant volumes, and key financial metrics for leadership and committee... ..., supporting foundations, professional advisors, and key stakeholders. Support cultivation...SeniorFull timeWork at officeFlexible hours3 days per week$70 per hour
...Senior Fund Accountant | Global Private Markets Investment Firm | Fully Remote A leading global private markets investment firm with... ...and waterfall calculations Review quarterly and annual financial statements Coordinate with auditors and support annual audits...SeniorRemote work- ...role ends on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining...SeniorLocal areaVisa sponsorship
- ...activity.Calculate and record capital calls, distributions, management fees, and other fund activity.Prepare quarterly and annual financial statements in accordance with U.S. GAAPSupport investor reporting, including capital account statements and related schedules.Assist...SeniorLocal area
- In detail…We are working with a respected engineering consultancy to onboard an ambitious individual at either Senior or Principal level. As well as leading civil engineering designs and mentoring more junior team members, you will be a first-class communicator and will...SeniorFor contractors
$78.7k - $131.1k
Overview:A member of the Commercial Credit team that partners with senior team members supporting the duties of underwriting and the on... ...forms of credit surveillance.Review all pertinent credit and financial information, including but not limited to financial statements,...SeniorFull timeWork experience placementInterim roleWork at office$112k - $228.8k
...opportunity to contribute to the company’s success. As a Senior Fixed Income Credit Analyst within the PNC Capital Advisors organization, you will be based in Baltimore, MD... ...this position. Job Description Analyzes financial viability and security attractiveness. Makes...SeniorFull timeTemporary workPart timeWork experience placementWork at office$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that provides tools for managing financial...SeniorFull timeH1b$94.49k - $131.16k
...journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together.SummaryThe Senior Information Security Analyst is responsible for identifying, investigating, and addressing both internal and external threats. This...SeniorFull timeWork at officeRemote workRelocationRelocation package$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$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...Work at office- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...
$61k - $119k
...Financial Advisor OpportunityBecoming 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...For contractorsWork at office- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
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