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Client Services, Professional
1 day ago
Fiserv Baltimore, United StatesYou deserve to do what you love, and love what you do – a career that works as hard for you as you do. At Fiserv, we are more than 40,000 #FiservProud innovators delivering superior value for our clients through leading technology, targeted innovation and excellence in everything ...
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Appliance Repair Service Professional
3 weeks ago
Neighborly Baltimore, United StatesAs a local Appliance Repair company, we are looking for qualified professionals to join our team. If you are a super hero who can fly into a home full of chaos to restore order with the powers of appliance repair while being friendly, honest and dependable, we have a position for ...
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Workforce Strategist, Professional Services
1 week ago
City of Baltimore Baltimore, United StatesTHIS IS A NON-CIVIL SERVICE POSITION · POSTING DATE: 05/31/2024 · CLOSING DATE: 08/31/2024 AT 12:00 MIDNIGHT · SALARY: $75,000.00 Annually · CLASS DESCRIPTION · The Workforce Strategist drives the development and implementation of effective workforce strategies, programs, an ...
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Financial Services Professional
3 weeks ago
WizeHire Baltimore, United StatesPosted · a year · ago · Description · We are seeking an experienced financial services professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record ...
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Entry Level Financial Services Professional
14 hours ago
Thompson Financial Group Baltimore, United StatesJob Description · Job DescriptionAre you seeking a career that offers autonomy and flexibility, where your earnings are great and tied to your dedication? Do you boast a professional background in financial services or a sales-oriented field? If so, you might be the perfect fit f ...
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Entry Level Financial Services Professional
5 days ago
Thompson Financial Group Baltimore, United StatesJob Description · Job Description · Are you seeking a career that offers autonomy and flexibility, where your earnings are great and tied to your dedication? Do you boast a professional background in financial services or a sales-oriented field? If so, you might be the perfect ...
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Entry Level Financial Services Professional
1 week ago
Thompson Financial Group Baltimore, United StatesAre you looking for a career with freedom and independence, where your income is uncapped and based on your effort? Do you have a professional background in financial services or a sales-related industry? If so, you may be a great match for an entry level position at Thompson Fin ...
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Entry Level Financial Services Professional
2 weeks ago
Thompson Financial Group Baltimore, United StatesAre you seeking a career that offers autonomy and flexibility, where your earnings are great and tied to your dedication? Do you boast a professional background in financial services or a sales-oriented field? If so, you might be the perfect fit for an entry-level role at Thompso ...
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Patient Services Professional Part-Time
6 days ago
LasikPlus Baltimore, United States Part timeWe are Growing Join us at LasikPlus, LVI & TLC · Are you looking for an exciting and rewarding career opportunity at a second-generation family-owned business working alongside world-class Ophthalmologists and Optometrists with a leading provider of laser vision correction in th ...
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Travel Nurse RN
4 days ago
Specialty Professional Services Baltimore, MD, United StatesSpecialty Professional Services is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Baltimore, Maryland. · Job Description & Requirements · Specialty: ED - Emergency Department · Discipline: RN · Start Date: 07/08/2024 · Duration: 14 weeks · 36 hour ...
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Travel Nurse RN
4 days ago
Specialty Professional Services Baltimore, MD, United StatesSpecialty Professional Services is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Baltimore, Maryland. · Job Description & Requirements · Specialty: ICU - Intensive Care Unit · Discipline: RN · Start Date: 07/22/2024 · Duration: 12 weeks · 36 hour ...
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Travel Nurse RN
2 weeks ago
Specialty Professional Services Baltimore, United StatesJob Description · Specialty Professional Services is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Baltimore, Maryland. · Job Description & RequirementsSpecialty: PCU - Progressive Care Unit · Discipline: RN · Start Date: 06/24/2024 · Duration: ...
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RN - Medical Nursing Nights
1 week ago
Specialty Professional Services Baltimore, MD, United StatesSpecialty Professional Services is seeking a travel nurse RN Med Surg for a travel nursing job in Baltimore, Maryland. · Job Description & Requirements · ~ Specialty: Med Surg · ~ Discipline: RN · ~ Start Date: 07/08/2024 · ~ Duration: 12 weeks · ~36 hours per week · ~ Shif ...
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Travel Nurse RN
4 days ago
Specialty Professional Services Baltimore, United StatesJob Description · Specialty Professional Services is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Baltimore, Maryland. · Job Description & RequirementsSpecialty: ICU - Intensive Care Unit · Discipline: RN · Start Date: 07/22/2024 · Duration: 12 ...
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Travel Nurse RN
2 weeks ago
Specialty Professional Services Baltimore, MD, United StatesSpecialty Professional Services is seeking a travel nurse RN Clinic for a travel nursing job in Baltimore, Maryland. · Job Description & Requirements · Specialty: Clinic · Discipline: RN · Start Date: 07/08/2024 · Duration: 12 weeks · 40 hours per week · Shift: 8 hours, days · Em ...
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RN - Medical Nursing Nights
1 week ago
Specialty Professional Services Baltimore, MD, United StatesSpecialty Professional Services is seeking a travel nurse RN Med Surg for a travel nursing job in Baltimore, Maryland. · Job Description & Requirements · ~ Specialty: Med Surg · ~ Discipline: RN · ~ Start Date: 07/08/2024 · ~ Duration: 12 weeks · ~40 hours per week · ~ Shif ...
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Travel Nurse RN
1 week ago
Specialty Professional Services Baltimore, MD, United StatesSpecialty Professional Services is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Baltimore, Maryland. · Job Description & Requirements · Specialty: ICU - Intensive Care Unit · Discipline: RN · Start Date: 07/08/2024 · Duration: 11 weeks · ...
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Travel Nurse RN
2 weeks ago
Specialty Professional Services Baltimore, United StatesJob Description · Specialty Professional Services is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Baltimore, Maryland. · Job Description & RequirementsSpecialty: ED - Emergency Department · Discipline: RN · Start Date: 06/24/2024 · Duration: 14 ...
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Travel Nurse RN
2 weeks ago
Specialty Professional Services Baltimore, United StatesJob Description · Specialty Professional Services is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Baltimore, Maryland. · Job Description & RequirementsSpecialty: OR - Operating Room · Discipline: RN · Start Date: 07/08/2024 · Duration: 12 weeks · 36 h ...
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Travel Nurse RN
2 weeks ago
Specialty Professional Services Baltimore, United StatesJob Description · Specialty Professional Services is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Baltimore, Maryland. · Job Description & RequirementsSpecialty: ED - Emergency Department · Discipline: RN · Start Date: 07/09/2024 · Duration: 12 ...
Financial Services Professional - Baltimore, United States - WizeHire
Description
Posteda year
agoDescriptionWe are seeking an experienced financial services professional to assist clients in designing and implementing strategies to achieve their goals.
The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.
Do you want to build a practice that you own and have the independence and freedom to create a work life balance? Apply nowResponsibilitiesHelp clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsDevelop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesDesign customized financial plans suitable for each client based on potential life changes and changing financial needsIdentify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisorExecute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications2+ years of experience in the insurance or financial advisory fieldProven track record of generating book of businessComputer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vitalA Bachelor's degree in business administration, finance, or a related field is requiredSuperior customer service skills, math skills, relationship skills, and communication skills are preferredPrevious success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is neededValid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are requiredCompensation
$75,000+ at plan commissionAbout Thompson Financial GroupThompson Financial Group
is a financial services firm.
Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives.
As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction.
Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology.
We invest our time and effort into our advisors to help them achieve their professional goals.We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.
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