-
Financial Advisor
2 weeks ago
Northwestern Mutual Maryland, United StatesFinancial Advisor · As business owners, Financial Advisors at Northwestern Mutual 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 i ...
-
Financial Advisor
1 week ago
Magellan Financial & Insurance Services, Inc. Maryland, United StatesJoin Elite Income Advisors In Ellicott City, MD - · Are you ready to be part of a team where fun meets functionality, and productivity thrives? At Elite Income Advisors, we're not just a financial services firm; we're a dynamic force in the industry, celebrated for our vibrant, ...
-
Senior Compensation Analyst
9 hours ago
Trimble Maryland, United States Full timeJob Title: Senior Compensation Analyst - Equity and Defined Contribution Programs · Location: Remote US · Our Department: Trimble Corporate · Are you looking to grow your career in a fast paced Technology company? · About the Role · We are currently recruiting for a highly skill ...
-
Balance Sheet Controller
1 month ago
Morgan Stanley Maryland, United States Full timeCompany Profile: · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and indi ...
Investment Advisor - Maryland, United States - Fanning Personnel
Description
Investment Advisor
The Investment Advisor will serve at the primary point of contact for a designated set of existing clients.
Act as a fiduciary for the client at all times, lead all financial planning and review meetings for your assigned clients, develop and maintain financial software planning and investment tools, communicate with clients via in office meetings, review client tax and estate planning documents, handle client request and questions, serve as an Ambassador for the local community by attending network meetings and seminars
CFP a plus
Experience with MoneyGuide Pro, CRM, Morningstar a plus
Strong comp package and a full suite of benefits.