Finance Planner Jobs in Chillum, MD

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets Manage workflow and prioritize projects This role will immediately begin work in the following areas: Investment strategies Financial modeling Asset allocation Cash flow strategies Tax planning Retirement planning Insurance Strategies Estate planning Charitable giving Financial and portfolio reporting Qualifications: Bachelor's degree or higher Certified Financial Planner required FINRA series 7, 66 required Experience with goals-based planning software (ex. eMoney, MoneGuidePro) Excellent interpersonal, communication, presentation, and listening skills Ability to understand and explain sophisticated financial concepts and issues Strong problem-solving skills Detail-oriented, accurate, organized, able to set priorities, self-starter Financial planning/wealth management acumen, judgment, and experience Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Proficiency with Word, Excel, and PowerPoint

My client is a fee-only fiduciary RIA that is looking for an experienced and polished advisor to join their team in servicing a group of clients. After getting settled in, you will begin the transition phase of being introduced to clients to provide superior client service while being the main point of contact on the relationship. They need someone that has a history of delivering the highest level of service to their clients by conducting investment reviews, financial planning, and look to generate new business. They want someone that will generate new business from within existing client relationships, client referrals, COI network, and their own personal COI network. You will be surrounded with a dedicated team to ensure all clients are being serviced. You will have a dedicated portfolio manager that you work with collaboratively that will conduct investment picking and support, a client service associate for administrative duties such as moving money and RMDs, and if needed, a highly experienced financial planning team that can help you with complex financial planning needs. They utilize Tamarac, Salesforce, Microsoft Products, E-Money, FactSet, Bloomberg, and Morningstar. They are offering a very competitive salary based upon experience, background, education, and skill set with bonus, and excellent benefits! They require a 65 or 66(if not must obtain within 30 days).You must have a Bachelor's Degree with a CFP, CFA, CPA, JD or other industry related designation. They would prefer someone with a CFP. You must have a thorough knowledge of stocks, mutual funds, US Treasuries, agencies and muni bonds is desired. To learn more about our organization please visit us at ******************* To apply for this position, submit your resume by choosing one of the following: ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) Email your resume in WORD format to **********************. Please refer to job reference code NB/wealthadvisor VA in the subject line. NO CALLS PLEASE

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Concord Wealth Partners (CWP) is a rapidly expanding Independent RIA that provides with Advisors aiming to scale their practices through innovative solutions. We support entrepreneurial Advisors in expanding service offerings, enhancing client experiences, and accelerating business growth. With over 20 years of industry expertise, we've invested in infrastructure, technology, and human capital necessary to be "Our Advisors' Most Trusted Resource." Role Summary We are seeking a highly motivated, committed individual with strong initiative to join our team as a Financial Advisor. This individual will manage their own clients, add new clients to the firm, and lead financial planning efforts with the support of a dedicated team to help clients achieve their financial life goals. The ideal candidate will have a keen attention to detail, excel in fostering professional relationships, and ideally possess expertise in investments, security planning, estate planning, tax planning, and insurance products. Key Responsibilities Manage and grow an existing book of business by acquiring new clients. Work directly with clients and prospective clients to understand their financial life goals, manage relationships, and foster new ones. Design and customize financial plans based on clients' evolving needs and potential life changes. Monitor the progress of clients' plans, conducting follow-up meetings to ensure the successful implementation of their financial strategies. Utilize CWP's integrated technology platform, in-house investment management and back-office support to streamline operations and focus on growth. Collaborate with marketing team to drive client engagement and organic growth. Qualifications 5 to 10 years of experience in financial advisory or wealth management. Established, small client base with a drive to expand. Ability to prospect, and convert leads into new clients. Strong financial planning/wealth management acumen, judgment, and experience. Excellent communication skills, both oral and written, with strong presentation abilities. Comfortable interacting with clients in both physical and virtual formats. Collaborative, professional approach with a team-oriented mindset and high ethical standards. Bachelor's degree from an accredited university required. Experience with eMoney financial planning software is preferred. Financial planning experience is preferred but not required; training will be provided to align with our planning-centric approach. Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook. Why Partner with Concord? Growth & Scale: Access to CWP's strategic growth resources, including M&A support, practice acquisition, and recruiting expertise. Lead Generation: Receive leads from referral partners, lead generation campaigns, and other client acquisitions efforts. Integrated Support: Full operational, compliance, and marketing support to enable Advisors to focus on client relationships and business development. Investment Solutions: In-house asset management, innovative technology, and marketing tools that enhance client experience and simplify daily operations. Seamless Transition: White-glove services ensure a smooth transition for advisors and clients Performance-Based Incentives: Competitive compensation with rewards aligned to growth and strategic achievements.

Our client is seeking an Investment & Investor Relations Associate to support the firm's investment operations and investor relations efforts. This role is ideal for a highly organized, detail-oriented professional eager to gain hands-on experience in early-stage venture capital. The Associate will work closely with senior team members across fund operations, investor relations, and portfolio management to help scale the firm's platform, support fundraising efforts, and enhance engagement with LPs and founders. The ideal candidate has a proactive mindset, strong analytical skills, and a passion for early-stage investing and venture operations. This position offers the opportunity to build foundational expertise in fund administration, investor engagement, and portfolio management while contributing to a fast-growing venture platform focused on backing transformative founders. Key Responsibilities: Investment Operations & Portfolio Management Maintain and manage the firm's Schedule of Investments (SOI). Oversee fund models, ensuring clear visibility into capital deployment, reserves management, and portfolio trends. Organize and maintain investment records, ensuring all key documents (e.g., term sheets, cap tables, legal agreements) are properly stored. Track and update portfolio company performance data, collaborating with founders and external stakeholders to monitor key financial and operational metrics. Assist in quarterly valuation and investment review processes, preparing data and reports for internal and external stakeholders. Support deal execution, including coordinating closing documentation, compliance checks, and post-investment reporting. Liaise with auditors, tax advisors, and fund administrators to ensure smooth financial reporting, tax compliance, and fund operations. Investor Relations & Fundraising Support Manage investor interactions, maintaining the firm's CRM (Affinity) to ensure accurate tracking of LP communications and fundraising pipeline. Coordinate investor onboarding processes, including handling subscription documents, side letters, and fund closing logistics. Assist in the preparation of investor materials, such as pitch decks, quarterly LP updates, and due diligence responses. Support event planning and logistics for LP meetings, investor webinars, and ecosystem events. Collaborate with senior team members to implement best practices for investor engagement, ensuring effective communication with LPs. Qualifications & Skills: 1-3 years of experience in venture capital, private equity, investment banking, fund administration, or a related finance or startup operations role. Strong analytical, organizational, and project management skills, with excellent attention to detail. Exceptional written and verbal communication skills, with the ability to distill complex topics into clear, compelling narratives. Proficiency in Microsoft Excel, PowerPoint, and CRM/database tools (Affinity, Salesforce, or similar). Experience working with auditors, tax advisors, or fund administrators is a plus. Ability to thrive in a fast-paced, entrepreneurial environment and manage multiple priorities. Familiarity with venture capital fund structures, early-stage investing, and startup ecosystems is a plus.

As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities: Our Financial Advisor in McLean, VA, will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will: Facilitate Business Development Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners Participate in the design and execution of key marketing initiatives, facilitating client involvement Represent the organization externally by attending and/or presenting at client and alliance events Provide a Superior Client Experience Manage the relationship and client experience from the beginning of engagement throughout the initial planning process Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations Own the organization's value proposition and its matriculation through the client experience Lead the Best Advisory Process Serve as an integral member of the organization's financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients Coordinate client service needs with internal and external team members Memorialize client meetings and providing support to the overall client experience Gain an understanding of the investment strategy of the organization Direct and monitor workflows required to provide an exceptional client experience Stay current on products, services and regulations that could impact our clients Qualifications: Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning 8+ years of experience with advanced planning CFP designation is required Strong entrepreneurial spirit with a high level of persistence Foundational knowledge of key financial, investment and risk management concepts A passion to help clients achieve their goals Demonstrated analytical and problem-solving skills Strong attention to detail, and exceptional follow through Outstanding communication and relationship building skills Excellent project management skills with ability to prioritize and track multiple tasks Empathy and great active listening skills The ability to think clearly, communicate succinctly, and write well Fundamental knowledge and hands on experience working with eMoney Benefits: Competitive compensation Health benefits A bonus program A 401 (k) retirement plan A fun and friendly team of colleagues

A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA. The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of servicing their own book of business. The Associate/Financial Advisor must have 10-20MM portable assets and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor. Monitor clients financial situations Develop and maintain financial planning solutions Perform research on client databases and financial plans Create details portfolio reviews, security analysis and present at client meetings 5+ years of experience as an Financial Advisor Series 7 and 66 or 63/65 BA degree Experience with Financial Planning Software

Becoming a financial advisor at Northwestern Mutual Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY MD & YORK, PA) is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of citizens protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Judson Group has partnered with a fast-growing wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm's Wealth Managers in serving clients, the creation of financial plans/research, and sales/business development support. The ideal candidate will have experience deepening client relationships with a “client first” mentality. Location: Tysons Corner, Virginia - Remote in Eastern or Central Time Zones Responsibilities: Proactively work with Wealth Managers and other firm members to deliver an exceptional client experience Provide ongoing support to the firm's clients Build, maintain, and strengthen client relationships, resulting in increased client retention Maintain client communication and share relevant information about market updates that may affect their investments Prepare client financial plans and documents for client meetings Attend client meetings and develop and maintain long-term client relationships Actively support new business development opportunities Engage in ongoing professional development to increase industry, product, sales and service skills Requirements: Bachelor's Degree required CFP preferred or must be currently enrolled in a program Series 65 highly preferred 3-5 years' experience with a financial services or RIA firm working with HNW clients Must be passionate about client service and relationship management Excellent technology, communication, and presentation skills Ability to work independently, self-motivated, and proactive Compensation: Very competitive base salary, bonus, and benefits Location: Tysons Corner, Virginia - Remote in Eastern or Central Time Zones

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Budget Analyst $60,349.00 - $115,094.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department. Duties include, but are not limited to: Validating the accuracy of budget requests; providing recommendations and accurate budget projections. Coordinating with program managers and other financial personnel to provide sustainable justification for requests. Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance. Providing continuous oversight of the program's expenditure of approved funds; developing guidance and tools to make proper budgetary formulations, execution determinations, and planning decisions. Assessing the impact of revised budget execution policy and timetables. Performs other related duties as assigned. Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters. For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4th Street, SW, Suite W220, Washington, DC 20024. To complete an application or for additional details related to this vacancy, please visit governmentjobs.com/careers/dc. The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

A global financial firm is looking to hire a handful of Trade Support Operation Analysts to join their team in Baltimore, MD (hybrid position). This is an excellent opportunity to get your foot in the door a reputable firm. Room for growth! Apply now for more details!! ** Recent College Graduates looking to get into Financial Services are encouraged to apply as well ** POSITION OVERVIEW: The Baltimore Trade Support Group in our Derivatives Clearing department is responsible for the management of trade flow for futures and options on futures contracts, both for client and proprietary trading activity on North American Exchanges. Daily functions include resolution of position breaks through interaction with internal and external clients, clearing exception management, trade allocation, and trade flow automation. This position requires a focus on risk management and control with additional emphasis on the reduction of processing inefficiencies and increase in controls through process improvement initiatives. Responsibilities include: · Daily Trade Support functions for futures and options on futures across North American and European markets including: - Resolving client, exchange, and risk trade breaks - Managing trade allocations for Institutional and Wealth Management clients - Investigating and resolving today clearing exceptions - Developing trade flow solutions - Communicating with internal and external parties - Facilitating exchange trade entry · Focus on risk management and control with respect to processes and procedures · Resolution of client issues, with a focus on root cause analysis and risk mitigation · Actively participate in team meetings, raise issues, question the status quo and offers solutions/ideas · Work as a member of a team; help others in the team with tasks and issues · Analyze problems to establish root causes and suggest clear, logical and practical solutions based upon extensive analysis · Contribute to refining controls and continuously improving and reducing operational risk · Build and manage stakeholder relationships across silos · Acquire & demonstrate deep knowledge of the product and/or functional area for which they are responsible · Establish clear goals and set priorities for themselves Requirements: - Bachelor's degree OR solid finance experience required - Must have strong analytical skills and attention to detail - Must have ability to work under a deadline-driven environment - Proficiency in Excel & Word required - Ability to work in a team and build strong networks - Strong problem-solving, organizational and prioritization skills - Flexibility and ability to learn in a fast paced environment - Strong communication skills, verbal and written required Pay: $20-$22/hr

Financial Analyst 80-85K plus Bonus plus EQUITY ! Legacy Search Advisors has partnered with one of our areas premier publicly traded firms in search of a Financial Analyst. This is an excellent opportunity to join a local industry leader and take your career to the next level. This firm offers job security, endless growth potential and incredible benefits ! This is an excellent opportunity for someone with 2+ years of accounting experience that would like to transition to a Financial Analyst role. Responsibilities Budgeting, Forecasting and Financial Modeling Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2+ years of financial analysis and modeling experience Advanced knowledge of Excel For more information and confidential consideration please respond.

Prudential Advisors is looking for an experienced financial professional in the Baltimore area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to work with an existing clients base. The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today. Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at *************************** or if you know someone feel free to share the job post

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

ABOUT THE ROLE As business owners, Financial Representatives at Northwestern Mutual Hunt Valley & York help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.