Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Territory Financial Advisor — Banking & Investments

$50k - $100k

United 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Territory Financial Advisor — Banking & Investments in Annapolis, MD vacancy
  • $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... 
    Suggested
    Contract work
    Work at office

    United Bank Inc

    Annapolis, MD
    1 day ago
  • $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... 
    Suggested
    Contract work
    Work at office

    United Bankshares

    Annapolis, MD
    2 days ago
  • ## 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... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Annapolis, MD
    2 days ago
  •  ...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... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Annapolis, MD
    3 days ago
  • $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... 
    Suggested
    Base plus commission
    Permanent employment
    Full time
    Temporary work
    Monday to Friday

    Shore United Bank

    Annapolis, MD
    3 days ago
  •  ...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 work
    Work at office
    Shift work
    Day shift

    Bank of America

    Annapolis, MD
    4 days ago
  •  ...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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Annapolis, MD
    2 days ago
  • $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 pay
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Annapolis, MD
    2 days ago
  • $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... 
    Apprenticeship
    Traineeship
    Work experience placement

    Dormont Manufacturing Co

    Annapolis, MD
    2 days ago
  • $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 work
    Shift work
    Day shift

    Bank of America

    Annapolis, MD
    1 day ago
  • $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 work
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Co

    Annapolis, MD
    2 days ago
  • $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 pay
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Dormont Manufacturing Co

    Annapolis, MD
    4 days ago
  • $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 time
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Annapolis, MD
    1 day ago
  • $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 pay
    Work at office
    Immediate start
    Monday to Friday
    Day shift

    Bank of America

    Glen Burnie, MD
    2 days ago
  • $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 pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Annapolis, MD
    3 days ago
  •  ...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 office
    Flexible hours

    Wilson Bank & Trust

    Annapolis, MD
    1 day ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Annapolis, MD
    1 day ago
  • $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 pay
    Permanent employment
    Full time
    Temporary work
    Monday to Friday
    Weekend work

    Shore United Bank

    Chester, MD
    2 days ago
  •  ...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 office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Glen Burnie, MD
    8 days ago
  • 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 placement
    Work at office

    Dormont Manufacturing Co

    Stevensville, MD
    1 day ago
  •  ...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 office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Severna Park, MD
    more than 2 months ago
  • $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 time
    Work at office

    PNC Financial Services Group

    Annapolis, MD
    2 days ago
  •  ...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

    Voya Financial Advisors

    Annapolis, MD
    3 days ago
  • 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

    Atlantic Union Bank

    Annapolis, MD
    4 days ago
  •  ...**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 office
    Flexible hours

    Fnb Online

    Annapolis, MD
    3 days ago
  • $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

    SECU

    Annapolis, MD
    5 days ago
  •  ...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 office
    Flexible hours

    Fnb Online

    Severna Park, MD
    2 days ago
  • $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 pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work
    Flexible hours

    DataAnnotation

    Annapolis, MD
    4 days ago
  • $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 job
    Hourly pay
    Contract work

    DataAnnotation

    Annapolis, MD
    5 days ago
  • 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

    SECU Maryland Opens Doors

    Annapolis, MD
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Territory Financial Advisor — Banking & Investments. Be the first to apply!