Territory Financial Advisor — Banking & Investments
$50k - $100kUnited Bank
United Bank is seeking a Financial Advisor in Annapolis, Maryland. The role involves interfacing with branch employees to develop a referral pipeline, meeting customers to provide financial solutions, and closing business through bank referrals. The ideal candidate must possess Series 7, Series 66, and Life and Health licenses, along with a strong background in sales and excellent communication skills. A competitive base salary range of $50k-$100k is offered, with potential higher earnings based on performance. #J-18808-Ljbffr United Bank
$50k - $100k
...Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on...SuggestedContract workWork at office$50k - $100k
...Financial AdvisorThe Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making...SuggestedContract workWork at office- ## Financial Advisor Trainee - Annapolis, MDPostulerremote type: Sur placelocations... ...and clients regarding investment and insurance strategies and... ...goals. Once assigned a territory, you will educate and coach... ...Actively calls and meets with TD Bank customers and prospects with...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$60k
...Financial Advisor Annapolis, Maryland; Dover, Delaware; Waldorf, Maryland Wye Financial Partners, a division of Shore United Bank, is seeking a full-time Financial Advisor who is passionate... ...clients through financial planning, investment strategies, and long-term...SuggestedBase plus commissionPermanent employmentFull timeTemporary workMonday to Friday- ...Financial Solutions Advisor - Eastern Shore/ Salisbury area Market Annapolis, Maryland;Easton, Maryland... ...18 years of age. Acknowledge ( Bank of America employees are required to... ...with clients to review financial and investment goals, building a financial plan, and...Temporary workWork at officeShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market North Bethesda, Maryland;... ...8 years of age. Acknowledge ( Bank of America employees are required to... ...comprehensive wealth management and investment products and services for...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$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... ...thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include...Hourly payTemporary workWork at officeShift workDay shift$31.2k - $77k
Overview The Advisor Mastery Program (AMP) provides a comprehensive... ...generation of Raymond James Financial Advisors. Through distance learning... ..., sales activities, investment management, customer service,... ...principles; financial markets; banking; and financial data analysis...ApprenticeshipTraineeshipWork experience placement$70k - $80k
Overview This role provides comprehensive financial advice and customized solutions to help clients achieve their... ...such as stocks, bonds, mutual funds, annuities, and banking solutions. Recommend banking and investment strategies that align with client goals and needs. Triage...Temporary workShift workDay shift$70k - $80k
...solutions to clients to help them achieve their financial goals. Key responsibilities include... ...with clients to review financial and investment goals, building a financial plan, and recommending... ..., bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$70k - $80k
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... ...meeting with clients to review financial and investment goals, building a financial plan, and recommending...Full timeTemporary workWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Overview The Financial Solutions Advisor Stage I (FSA I) is an entry‑level advisory role that requires completion of Securities Industry... ...complex financial situations to recommend tailored investment, retirement, and banking solutions. Deliver client reviews and presentations...Hourly payWork at officeImmediate startMonday to FridayDay shift$25 - $27.88 per hour
...self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities... ...to gain in‑depth knowledge of the financial and life priorities and connecting clients... ...experts in small business, lending, and investments Manages financial center traffic, appointments...Hourly payWork at officeShift workWeekend workDay shift- ...Management team is backed by Raymond James Investments, to be the trusted advisors who bring clarity and confidence to... ...require investment solutions beyond a bank’s traditional capabilities. Through employing Raymond James Financial Advisors, we connect customers to a...Work at officeFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Protection · Education Funding · Investment & Advisory Services · Trust Services ·... ...Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee...Full timeContract workFor contractorsWork at office$22.5 - $26.5 per hour
...Shore United Bank is seeking a Personal Banker to join our team.As a Personal Banker... ...helping clients take control of their financial future. You'll partner closely with individuals... ..., and selecting the right banking and investment products.In this client-facing role, you...Hourly payPermanent employmentFull timeTemporary workMonday to FridayWeekend work- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...As a Financial Solutions Advisor Stage I (FSA I), your journey... ...Bank of America’s core banking, investment solutions and approach to client...Work at officeImmediate startMonday to FridayShift workDay shift
- Make banking a Fifth Third better® We connect great people to great opportunities. Are you... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to...Work experience placementWork at office
- ...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... ...with experts in small business, lending, and investments Manages financial center traffic, appointments...Work at officeShift workWeekend workDay shift
$45.38k - $75.63k
...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow the... ...and accurately. Qualifications Preferred Skills: Accountability Banking Client Loyalty Customer Experience (CX) Customer Service Identifying...Full timeWork at office- ...retirement readiness, Voya Financial is committed to delivering on... ...available. Voya Financial Advisors®, Inc., a leading independent... ...enrollment, retirement and investment strategies, and participant... ...vesting, and plan documents Territory management and business development...Local area
- Atlantic Union Bank is seeking a Senior Financial Consultant based in Annapolis, MD. In this full-time hybrid role, you'll provide investment solutions to clients, manage client relationships, and adhere to fiduciary responsibilities while consulting on investment topics...Full time
- ...**Reports to:** Varies Based on Assignment**Position Overview:**This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the...Work at officeFlexible hours
$21.35 - $32.02 per hour
...Do As a Relationship Banker, you deliver financial education to our members and communities. You consult with members about their banking needs, review current banking relationships... ...on experience and qualification. Member Advisor I / Relationship Banker I: $21.35 – $32.0...Hourly pay- ...position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is... ...culture of teamwork. A history of success.As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range...Work at officeFlexible hours
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision‑making. Role We’re growing a team of... .... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$50 - $60 per hour
...models and evaluate their performance. The ideal candidate will possess strong financial reasoning skills and a background in related fields such as Financial Accounting or Investment Banking. This independent contract position offers flexibility, allowing you to work...Remote jobHourly payContract work- SECU Maryland Opens Doors is seeking a Relationship Banker to deliver financial education and consult with members about their banking needs. The successful candidate will foster emotional connections and promote financial literacy, enhancing member loyalty through knowledge...Hourly pay
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