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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.
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As part of this role, the Requirements Analyst will be responsible for overseeing the gathering, refining, and collection of client business requirements for software changes. Experience with Federal Financial and Accounting Systems, such as EBS, SAP, Momentum, Altimate, is a plus.
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Maintains a working knowledge of all applicable policies and procedures such as but not limited to AML/BSA, Data privacy, Client Complaints Reporting, and all other pertinent procedures consistent with EagleBank’s Code of Conduct.
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Job Description: Our client is a small fintech company whose goal is to empower individuals to achieve their optimal financial well-being. Preferred experience with financial data, time series predictions, and transformer models.
$160,000 - $220,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Additional responsibilities include participation in accounting training, plus the coordination of client requests and monthly financial statements. Process and complete special projects as requested by Vice President Finance, client, or property manager.
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Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Ensure financial management of government activities, to include monitoring of performer expenditures, developing mitigation strategies for under runs/overruns, assist management with review and approval of travel budgets and proactively executing funding actions to meet obligation goals.
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Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
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We are searching for a Java Developer to support our client, a large financial regulator, to be a part of high performing team supporting the development and enhancements of applications that ensure fair trading on the stock market.
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Field and answer client questions regarding tax returns, financial statements, etc. We are a regional full service accounting and consulting firm with offices located Rockville, MD serving businesses in real estate, construction, financial services, high net worth individuals, etc.
$180,000 - $225,000 a yearRemoteExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals.
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NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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client financial jobs in Rockville, MD
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