- M&T Bank (Annapolis, MD)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Kestra Financial (Baltimore, MD)
- …. Bachelor's degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with ... advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative,… more
- M&T Bank (Columbia, MD)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience CFP ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Bank of America (Linthicum, MD)
- Financial Solutions Advisor - Consumer Investments - Eastern Maryland Market Glen Burnie, Maryland;Linthicum, Maryland; Hanover, Maryland; Annapolis, Maryland ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- M&T Bank (York, PA)
- …Bank customers for the high net worth segment, utilizing experts in Financial Planning , Carriers, Wholesalers in Insurance and Managed Accounts. Utilize ... partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising the customer on the advantages and… more
- Cardinal Health (Annapolis, MD)
- …report inconsistencies with forecasts and actual sales. + Apply regression analysis , seasonality indices, and exception-based planning principles to forecasts. ... **_What Supply Chain Planning contributes to Cardinal Health_** Supply Chain ...supply chain as a competitive advantage. **_Job Summary_** The Advisor , Demand Planner, role supports the Cardinal Health medical… more
- M&T Bank (Baltimore, MD)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- CACI International (Annapolis Junction, MD)
- Software Developer Sr. Advisor Job Category: Engineering Time Type: Full time Minimum Clearance Required to Start: TS/SCI with Polygraph Employee Type: Regular ... and system design documentation. Guides system development and implementation planning through assessment or preparation of system engineering management plans… more
- Sumitomo Pharma (Annapolis, MD)
- …Expense and overall P&L management. **Job Duties and Responsibilities** + Serve as financial advisor to the T&Q organization, including VPs in Manufacturing, ... product allocations. + Build Collaborative working relationships with partners in financial operations, costing, FP&A, R&D, and Accounting. + Develop deep… more
- Cardinal Health (Annapolis, MD)
- …and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **_Accountabilities ... with cross- functional stakeholders including Marketing, Legal, Quality, Regulatory, Planning , Inventory Management, Finance, Sales and Operations to gain internal… more
- Johns Hopkins University (Baltimore, MD)
- …university administration teams, to facilitate effective strategic planning and analysis . + Oversee quarterly financial reporting on major philanthropic ... reports, dashboards and other analyses to support the multi-year financial planning of the University. The team...The position will manage a portfolio of strategic and financial analysis projects and work with other… more
- Prime Therapeutics (Annapolis, MD)
- … advisor to senior leaders and is also responsible for ensuring the Financial Planning & Analysis team is providing relevant, insightful financial ... to investigate and analyze key business issues; provide comprehensive and relevant financial analysis + Conduct performance reviews, quarterly check-ins and… more
- Morgan Stanley (Baltimore, MD)
- …you have an interest or familiarity with anyone of the following: Product Control, Financial Planning & Analysis (FP&A), Management Reporting, Balance Sheet ... *Company Profile* Morgan Stanley is a leading global financial services firm providing a wide range of...outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior… more
- Bank of America (Towson, MD)
- …+ Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Minimum Education Requirement:** High ... across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Truist (Manchester, MD)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- Johns Hopkins University (Baltimore, MD)
- …Strategic and Finance Associate, the position will manage a portfolio of strategic and financial analysis projects and work with other members of finance, USS ... audiences. **Minimum Qualifications** + Bachelor's Degree in relevant discipline. + Financial Analysis , project management and consulting experience with 5… more
- Bank of America (Towson, MD)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Morgan Stanley (Lutherville, MD)
- …in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning , reporting and analysis .The Consulting Group Analyst ... Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a… more
- Trellix (Columbia, MD)
- …Trellix is supporting a critical US Public Sector customer in the planning , deployment, migration, operation, and sustainment of key network security systems ... focusing on cyber defense along with experience performing incident analysis , developing defensive capabilities, and designing and implementing security solutions.… more
- National Oceanic and Atmospheric Administration (College Park, MD)
- …of NCEP personnel. 9. Represents the Director, NCEP, as a member, alternate, or advisor to higher officials on committees, ad-hoc planning and program panels, ... and oceanic predictions through programs of applied research in data analysis , modeling, and product development in partnership with the broader research… more