- Raymond James Financial, Inc. (Timonium, MD)
- …areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible ... as appropriate. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching;… more
- Guardian Life (Annapolis, MD)
- …Center (BRC) is Guardian's advanced sales department and we are seeking a Tax Planning Consultant . We are an organization providing superior case consultation to ... help protect, expand and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net… more
- Lincoln Financial Group (Annapolis, MD)
- …**Requisition #:** 74036 **The Role at a Glance** As the Analyst - Planning , Audits & Advisory, you will provide support and direction on complex ... This role will research, assess, and implement complex tax planning opportunities at the federal, state, and local tax...ensuring tax positions and transactions make it into the financial statements in accordance with ASC740. * Strategize on… more
- Charles Schwab (Annapolis, MD)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client… more
- Public Consulting Group (Annapolis, MD)
- …research, technical assistance, proposal writing, policy analysis, strategic planning , procurements, program development, quality improvement, financial ... conducting research, technical assistance, proposal writing, policy analysis, strategic planning , procurements, program development, quality improvement, financial … more
- Cardinal Health (Annapolis, MD)
- …and coordinate training schedules based on training needs. **_Position Summary_** The consultant acts as a change agent and voice for employees and management ... business, the L&D Center of Excellence, and the larger HR organization. The consultant maintains an effective level of business literacy regarding financial … more
- CBRE (Annapolis, MD)
- Sr. Solutions Consultant -(Enterprise Deal Team Sales) Job ID 184836 Posted 23-Dec-2024 Service line GWS Segment Role type Full-time Areas of Interest Sales Support ... platform SMEs to develop pursuit tailored solution opportunities. Manages the planning , organization and execution of internal solution workshops. Prepare SMEs and… more
- Lincoln Financial Group (Annapolis, MD)
- …(pre-licensed preferred) _Nice-to-haves:_ + Experience in Group Benefits + College of Financial Planning or comparable certification(s) or designations + Prior ... Glance** We are excited to bring on a **Retirement Consultant ** within Retirement Plan Services to join the national...PA Area. In this role, you will deliver retirement planning , education, and world class service to complex retirement… more
- Public Consulting Group (Annapolis, MD)
- …of education promote student success, improve programs and processes, and optimize financial resources. We work with clients to ensure all students have what ... Learning Solutions + Data Systems + IT Solutions + Financial Solutions + Equity in Education + Equitable Education...Education + Equitable Education + Recovery Services The Senior Consultant will take a client-centric view and apply a… more
- Noblis (Annapolis, MD)
- …opportunities beginning in August. **Responsibilities:** As a carbon free electricity lead consultant on our team, you will support a number of efforts, including ... well, such as economic analysis and policy development. You will support planning and management of project deliverables and engage in open-minded interactions with… more
- Highmark Health (Annapolis, MD)
- …will include internal areas of the enterprise such as the strategic, financial , and clinical leadership of the enterprise, in addition to the multiple ... key provider partners. + Collaborate with and support the senior Strategic Partners Consultant role as needed + Other duties as assigned or requested. **EDUCATION**… more
- Humana (Annapolis, MD)
- …emphasis on Medicare Advantage strategy development. As **an** Insurance Strategy Consultant , you will deconstruct issues and challenges, perform targeted research ... with stakeholders across the company + Conducting industry, market, competitor, and financial analysis + Working collaboratively with fellow team members and leaders… more
- Lumen (Annapolis, MD)
- …and wide area network systems and/or customer network environment, including planning , designing, evaluating, selecting operating systems and protocol suites and ... and wide area network systems and/or customer network environment, including planning , designing, evaluating, selecting operating systems and protocol suites and… more
- M&T Bank (Annapolis, MD)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive,… more
- Public Consulting Group (Annapolis, MD)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... PCG is hiring a Senior Consultant to manage a public sector state government project...testing and implementation; and project assurance/oversight. + Apply your financial acumen to make business recommendations that improve the… more
- UNUM (Annapolis, MD)
- …driving day to day issue resolution for inforce customers and implementation project planning Strategic Planning and Execution + Owns the account management ... their benefits and industry trends. + Strategic execution of renewal conditioning, planning and prepares for pre-renewal face to face visit to review claim… more
- NCR VOYIX (Annapolis, MD)
- …experiences in partnership with the world's leading retailers, restaurants and financial institutions. We leverage our expertise, R&D capabilities and unique ... do. Our mission is to enable stores, restaurants and financial institutions to exceed their goals - from customer...is a leader of the solution strategy and solution planning which best suit the customer's needs based on… more
- Guardian Life (Annapolis, MD)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... and parse out Fee Based Advisory opportunities), pre and post Wealth Management Consultant (WMC and AWMC) agency visit support, and deliver On Platform training to… more
- Travelers Insurance Company (Annapolis, MD)
- …as informal training and participating in periodic departmental meetings. + Acts as a consultant to junior staff and field claim managers in Boiler in the selection ... oral and written communication skills. + Leadership skills; organization, planning , analytical, supervision, etc. + Technology Skills; systems, software… more
- CBRE (Annapolis, MD)
- …United States of America **About the Role:** As a CBRE Project Management Consultant , you will be responsible for providing consulting services to an assigned market ... areas of project management for singular real estate projects. This includes planning , design, construction, occupancy, and closeout. + Work directly with clients to… more