Entry Level Financial Services Rockvilledetailsvisit 02/23/2012 We're a financial marketing firm expanding in the Maryland, DC, and Virginia area. We're looking for ambitious candidates who want to become financial planners. No experience required. All training provided. Start part-time or full-time. Flexible working ...more
hours. Our firm specializes in retirement planning, life insurance, annuities, mortgages, disability insurance, long term care, living benefits, and other suitable financial products. Excellent income potential. Serious candidates only. Please send resume.
*Must be either U.S. Citizen or Permanent Resident.
*Must pass a criminal background check.
Location: Rockville
Compensation: Commission
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Financial Services College Park Mddetailsvisit 02/13/2012 Financial Services sales in an established State Farm Insurance office. Sell to existing customer base of 3500 clients as well as develop new business in Maryland and DC area. Primary focus on sale of Life Insurance, Health Insurance, and Banking produc ...more
ts. All licenses and training will be paid for by State Farm agency. Base salary + commissions. Very flexible hours and structure.
Location: College Park, MD
Compensation: Base salary + commissions = $Ȓ,000 at plan
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Insurance And Financial Services Columbia Md detailsvisit 02/12/2012 New York Life Insurance Company is currently adding sales representatives to provide businesses and individuals with insurance and financial services. Persons selected may expect a comprehensive training and development program administered by a professio ...more
nal management staff, robust benefits and significant earnings potential. Applicants should have a background in business, education or sales and be a high achiever. Applicants must also possess excellent communication skills as well as the ability to learn about complex ideas and concepts in insurance and financial services.
Please reply with an attached copy of your resume or call (240)-547-9537
Equal Opportunity Employer
M/F/D/V
Location: Columbia, MD
Compensation: Performance based compensation with training allowance. Comprehensive benefits.
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Entry Level Financial Services Rockvilledetailsvisit 02/12/2012 We're a financial marketing firm expanding in the Maryland, DC, and Virginia area. We're looking for ambitious candidates who want to become financial planners. No experience required. All training provided. Start part-time or full-time. Flexible working ...more
hours. Our firm specializes in retirement planning, life insurance, annuities, mortgages, disability insurance, long term care, living benefits, and other suitable financial products. Excellent income potential. Serious candidates only. Please send resume.
*Must be either U.S. Citizen or Permanent Resident.
*Must pass a criminal background check.
Location: Rockville
Compensation: Commission
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Pg County Financial Services Office Lanham Mddetailsvisit 02/11/2012 Financial Services office in Prince George's County looking for ambitious & business minded people to license and train in investments and life insurance.
No experience needed. Lucrative bonus upon training and licensing completion
Part-time & Full-time ...more
positions available
Daytime interviews on Tuesday,Thursday & Saturday from 10 am-2pm.Thursday at 7pm.
Serious candidates please email resume for interview details & location
100% Commission plus bonus
Must be able to pass criminal background check
Location: Lanham, Md
Compensation: 100% Commission plus Bonuses
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Business Financial Services Associate Potomac Mddetailsvisit 02/08/2012 BUSINESS & FINANCIAL SERVICES ASSOCIATE
Do you want to join a law firm with many attorneys who previously worked in the largest and most prominent law firms in DC and have made the move to begin to build their own practices?
90+ attorney, entrepreneur ...more
ial law firm with dynamic business and finance practice is seeking an associate with 2+ years of experience with business and finance transactions, securities and mergers & acquisitions. The ideal candidate should be capable of drafting business transaction and entity formation documents such as shareholder agreements, operating agreements for LLCs, commercial contracts and business acquisition documents. A rare career opportunity for a corporate lawyer to learn and develop within a highly successful firm. For consideration, submit resume to:
Ms. Maura Bowen
SHULMAN, ROGERS, GANDAL, PORDY & ECKER, P.A.
11921 Rockville Pike, Third Floor
Rockville, MD 20852-2743
Fax (301) 230-2891
email: mbowen@srgpe.com
website: www.shulmanrogers.com
If you are interested in applying for employment with Shulman Rogers and believe you need special assistance or an accommodation to apply for a posted position, contact our Human Resources Department at 301-230-5249.
Hearing impaired users please have your relay service provider contact our Human Resources Department at 3ǡ-230-5249.
Shulman Rogers is an Equal Opportunity Employer
Shulman Rogers is not working with any search firms in connection with this position.
Location: Potomac, MD
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Entry Level Financial Services Rockvilledetailsvisit 02/06/2012 We're a financial marketing firm expanding in the Maryland, DC, and Virginia area. We're looking for ambitious candidates who want to become financial planners. No experience required. All training provided. Start part-time or full-time. Flexible working ...more
hours. Our firm specializes in retirement planning, life insurance, annuities, mortgages, disability insurance, long term care, living benefits, and other suitable financial products. Excellent income potential. Serious candidates only. Please send resume.
*Must be either U.S. Citizen or Permanent Resident.
*Must pass a criminal background check.
Location: Rockville
Compensation: Commission
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Entry Level Financial Services Rockvilledetailsvisit 02/02/2012 We're a financial marketing firm expanding in the Maryland, DC, and Virginia area. We're looking for ambitious candidates who want to become financial planners. No experience required. All training provided. Start part-time or full-time. Flexible working ...more
hours. Our firm specializes in retirement planning, life insurance, annuities, mortgages, disability insurance, long term care, living benefits, and other suitable financial products. Excellent income potential. Serious candidates only. Please send resume.
*Must be either U.S. Citizen or Permanent Resident.
*Must pass a criminal background check.
Location: Rockville
Compensation: Commission
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Financial Services Salesdetailsvisit 01/30/2012 Sales/External Wholesaler/ Business Consultant
Financial Services/Technology
Company:
EQIS Capital Corporation
San Rafael, California
Compensation:
This is a full --time commission role
Position Description:
Independent Wholesaler/ Business Consultan ...more
t
Location:
Throughout the United States
Position Overview:
As an Independent Business Consultant you will be responsible for bringing assets under management onto the EQIS Turnkey Asset Management Platform. This is a consultative sales position working directly with Independent Financial Advisors, Bank Advisors, Registered Investment Advisors, Insurance Company Advisors, and Regional Broker- Dealer Advisors. The person in this role will be expected to position the EQIS technology platform and capabilities through product demonstrations and other consultative sales processes. The person in this role will be expected to achieve agreed upon sales objectives which will include:
• Growing assets under management
Expanding the use of technology tool usage and capabilities by financial advisors
Developing Business Plans with independent advisors that establish mutual expectations
Reviewing and adjusting plans as needed
Building a sales territory and penetration of existing broker/dealer advisor relationships
Travel throughout assigned territory
The best people in this role have initiative, are self starters, and motivated. They have strong energy around sales; possess the ability to create and manage according to a set business plan.
Organization:
This position will report to the Regional Sales Manager and interface with the top executives of the firm.
Challenges:
1. Creating a Strategic Partnership with Financial Advisors
2. Positioning technology as a value-added solution
3. Ability to position the company against competitive offerings
4. Position yourself as a value-added Business Consultant to Financial Advisors
Position Requirements
This person must have a strong sales background marketing to the Financial Services Industry, selling Financial Services products, familiar with turnkey asset management programs, and technology. Prior experience as a wholesaler or Financial Advisor is a plus. Strong communication and presentation skills are necessary for the role.
Bachelor's Degree
FINRA series 6 or 7 and 63 useful but not required
Minimum 5 years experience
About Us:
EQIS Capital is an aggressively growing Financial Services Technology firm in the United States. EQIS provides technology that helps Advisors manage their business and improve productivity; we offer practice management tools that reduce time spent on operations, compliance, and marketing; portfolio management capabilities with over 70 portfolio managers. All applications are fully integrated with a state of the art technology platform delivered via the internet or "cloud".
To Apply:
E-mail your resume and cover letter to the email address above.
Our apologies in advance, but due to the high volume of resumes received, we are unable to accept telephone calls regarding available opportunities and will only contact those candidates being invited to interview. Qualified candidates must have legal authorization to work in the United States.
Candidates only, please no third parties.
EOE
To learn more about EQIS, please visit our website at http://www.eqis.com
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Entry Level Financial Services Rockvilledetailsvisit 01/29/2012 We're a financial marketing firm expanding in the Maryland, DC, and Virginia area. We're looking for ambitious candidates who want to become financial planners. No experience required. All training provided. Start part-time or full-time. Flexible working ...more
hours. Our firm specializes in retirement planning, life insurance, annuities, mortgages, disability insurance, long term care, living benefits, and other suitable financial products. Excellent income potential. Serious candidates only. Please send resume.
*Must be either U.S. Citizen or Permanent Resident.
*Must pass a criminal background check.
Location: Rockville
Compensation: Commission
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Executive Assistant To Managing Partner Financial Services Bethesda Mddetailsvisit 01/25/2012 Executive Assistant to Managing Partner / Financial Services
Overview: The firm is a Registered Investment Advisor servicing high-net worth individuals, families, institutions, foundations and retirement plans. The firm is looking for someone to provide c ...more
omprehensive senior level executive administrative support for two executives and provide office management for a growing office. This position will oversee and coordinate heavy calendar management, serve as point of contact for internal and external contacts, handle both business and some personal projects for busy Executives.
Functions:
Coordinate and manage day to day administrative activities including scheduling appointments, coordinating meetings, calendar management, travel arrangements
Logistical coordination of meetings
Management of office and related vendors and infrastructure
Organizing and maintaining documents
Maintain contact database
Responsible for Travel and Expense reports
Personal requests ad hoc
Responding to e-mails if needed Accountabilities
Assures smooth, consistent and effective operation of Executive's office
Competent and proactive administrative support with warm, welcoming and professional demeanor
High level of confidentiality and discretion
Represents company by demonstrating sound judgment and maturityQualifications:
7-10 years experience supporting C-level executives
Proficiency in Microsoft Office
Back Office Support and knowledge of Fidelity or Schwab RIA platforms preferred
Exceptional written and oral communication skills
Accuracy in composition and proofreading
Prompt, accurate and attentive to detail; sensitive to confidential information
Ability to prioritize and multitask
Excellent organizational skills
Tremendous opportunity for growth in a dynamic, fast growing company. We are seeking a qualified candidate who wants to be a part of a high perfoming team.
Location: Bethesda, MD
Compensation: Generous compensation and Benefits for the right experienced candidate
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Officer of the agency and is responsible for all administrative functions relative to the personnel management system. In these capacities, the incumbent is a member of the executive leadership team with responsibilities across the entire agency and is the senior advisor to the Executive Director and through him/her to the Board of Directors on the financial and personnel implications of any proposed project or decision. This position supervises three personnel in the finance/human resources department.
Must have a minimum of a BS in Accounting; a CPA is a plus. Two-three years of experience as a lead financial accountant, preferably in a private non-profit agency. Must understand the technical aspects of a computerized accrual accounting system. Must have knowledge of federal and state requirements for the correct operation of a personnel management system to include pay, benefits, employee rights and obligations and hiring/firing practices Excellent written and oral communication skills; Demonstrate leadership ability, team management, and interpersonal skills; Experience in or knowledge of nonprofit accounting, including grant management, compliance and reporting. Position available mid February. Website at www.actspwc.org. Send resume to ACTS Human Resources, P.O. Box 74, Dumfries, Virginia 22026, or email.
Location: Prince William County, Virginia
Compensation: $50,000.00-็,000.00 Per Annum
This is at a non-profit organization.
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Officer of the agency and is responsible for all administrative functions relative to the personnel management system. In these capacities, the incumbent is a member of the executive leadership team with responsibilities across the entire agency and is the senior advisor to the Executive Director and through him/her to the Board of Directors on the financial and personnel implications of any proposed project or decision. This position supervises three personnel in the finance/human resources department.
Must have a minimum of a BS in Accounting; a CPA is a plus. Two-three years of experience as a lead financial accountant, preferably in a private non-profit agency. Must understand the technical aspects of a computerized accrual accounting system. Must have knowledge of federal and state requirements for the correct operation of a personnel management system to include pay, benefits, employee rights and obligations and hiring/firing practices Excellent written and oral communication skills; Demonstrate leadership ability, team management, and interpersonal skills; Experience in or knowledge of nonprofit accounting, including grant management, compliance and reporting. Position available mid February. Website at www.actspwc.org. Send resume to ACTS Human Resources, P.O. Box 74, Dumfries, Virginia 22026, or email.
Location: Prince William County, Virginia
Compensation: $50,000.00-็,000.00 Per Annum
This is at a non-profit organization.
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Financial Services Part Time Rockville Mddetailsvisit 01/23/2012 Please only apply if you have or are pursuing a degree in business or finance and have the desire to grow into a full time position within the financial services field.
Summary of responsibilities
This position provides administrative support to the Dep ...more
artment Manager and Advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs.
Principal responsibilities
• Complete all forms correctly and submit them within one business day
File client statements, correspondence, and agreements so that all client filing is completed within five business days
Track pending business paperwork; track and tally all outstanding work weekly
• Handle phone calls from clients, when appropriate; transfer calls to advisor or manager, when required
Handle advisor and manager needs proactively
Perform mail merge for mailings, as directed by manager
Make recommendations to systematize and improve office functioning
Required knowledge/skills/competencies
High attention to detail
Two years' experience in an administrative role or one year experience in financial services
FINRA Series 7 securities registration or ability/willingness to get
Demonstrated ability to work in fast-paced environment
Superior organizational skills
Sufficient patience to do repetitive work correctly
Ability to fill out forms exactly
• Proficiency in MS Office Suite (e.g., Word, Excel)
Ability to follow directions exactly
Location: Rockville MD
Compensation: $15 - $20/HR depending on experience
This is a part-time job.
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Part Time Financial Services Admin Rockville Mddetailsvisit 01/23/2012 Summary of responsibilities
This position provides administrative support to the Department Manager and Advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs.
Principal responsibilities
Complete all ...more
forms correctly and submit them within one business day
File client statements, correspondence, and agreements so that all client filing is completed within five business days
Track pending business paperwork; track and tally all outstanding work weekly
Handle phone calls from clients, when appropriate; transfer calls to advisor or manager, when required
Handle advisor and manager needs proactively
Perform mail merge for mailings, as directed by manager
Make recommendations to systematize and improve office functioning
Required knowledge/skills/competencies
High attention to detail
Two years' experience in an administrative role or one year experience in financial services
FINRA Series 7 securities registration or ability/willingness to get
Demonstrated ability to work in fast-paced environment
Superior organizational skills
Sufficient patience to do repetitive work correctly
Ability to fill out forms exactly
Proficiency in MS Office Suite (e.g., Word, Excel)
Ability to follow directions exactly
Location: Rockville MD
Compensation: $15 - $20/HR depending on experience
This is a part-time job.
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ks include calling to set up meetings to discuss investor's financial situation with a senior financial advisor.
Planning and coordinating marketing events.
This is a part time position.
We can sponsor someone interested in becoming series 7 securities licensed.
An individual currently securities licensed could become a part of an established investment team.
Previous cold calling and investment experience is a strong plus.
Please send your resume to sam.eisen@lpl.com
Location: Fairfax, VA
This is a part-time job.
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Financial Services Associate Falls Church Vadetailsvisit 01/05/2012 CLIENT SERVICES ASSOCIATE position
For Broker/Dealer, Independent Investment Advisor firm
Founded in 1981, we are an independent, dually registered broker/dealer and investment advisor. We provide comprehensive financial planning and wealth management s ...more
ervice to high-net worth individuals and businesses. As an independent firm, we are not restricted in the products we are able to offer clients. Our focus is the best interest of the client. Our culture is one where advisors share their expertise and ideas. We are in a significant growth mode and looking for capable and motivated team players.
The ideal candidate for this position should have their CFP, posses a strong work ethic, highly polished, professional communication and relationship skills, attention to details and follow-up, and be a self-starter. They should be comfortable handling client meetings and creating relationship of trust and mutual respect with clients and co-workers.
Responsibilities include:
Conduct investment analysis and financial plans, proposals
Weekly pro active client contact: birthday & thank you notes, articles of client interest
Prospect concierge: develop and maintain prospect list, treat prospects like clients, learn about them their interests
Assist advisors with management of client accounts
Prepare and complete new account forms
Execute and track client transactions and account requests
Client meeting preparations & follow up, etc.
Handle incoming calls and client in-house greetings
Comply with company policies
Other duties as assigned
Requirements:
Certified Financial Planner ("CFP")ฎ designation a plus
• Securities industry experience & series 7 licensing
College graduate
3 plus years experience in client service
Strong organizational, interpersonal, oral and written communication skills
High degree of responsibility and ownership of assignments
Computer savvy with knowledge of MS Word and Excel
Professional in attitude and dress
Hours: 9- 5, Monday - Friday
Location: Falls Church, VA (just south of Tyson's)
Salary with bonus, health & dental benefits, 401(k), STD, LTD & life insurance
Building includes gym access and free parking.
For more information about our firm visit www.lsmfinancial.com
NOTE: As we get numerous resume submissions, serious applicants should submit a customized cover letter along with their resume to Attn: LSM HR. The cover letter should give an introduction of yourself and offer information we may not obtain from your resume.
Location: Falls Church, VA
Compensation: Salary negotiable based on experience
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Client Services Financial Administrative Professional Annandaledetailsvisit 01/05/2012 Great Opportunity! Come aboard as key operations assistant for a growing finanical services and investment firm. Looking for a career-minded individual with interest in the financial industry. Will be assisting clients, fielding calls, handling account ...more
transfers, assisting investors and handle all other operational duties. Bachelor's degree preferred. 2 yrs of industry experience would be ideal but will consider candidates with related experience. Must be able to obtain FINRA Series 7 and 63 within six months or so. Local candidates only.
Location: Annandale
Compensation: 40-43K
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Entry Level Financial Services Rockvilledetailsvisit 12/26/2011 We're a financial marketing firm expanding in the Maryland, DC, and Virginia area. We're looking for ambitious candidates who want to become financial planners. No experience required. All training provided. Start part-time or full-time. Flexible working ...more
hours. Our firm specializes in retirement planning, life insurance, annuities, mortgages, disability insurance, long term care, living benefits, and other suitable financial products. Excellent income potential. Serious candidates only. Please send resume.
*Must be either U.S. Citizen or Permanent Resident.
*Must pass a criminal background check.
Location: Rockville
Compensation: Commission
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