- Magellan Health Services (Fort George G Meade, MD)
- …Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor , Assignment Ready Counselor - ... for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their… more
- Citigroup (Washington, DC)
- The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive ... and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices. +… more
- Edward Jones (Columbia, MD)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow...+ The flexibility that you need to balance your personal and professional lives - the best of both… more
- Bank of America (Baltimore, MD)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...help clients pursue the life they envision through a personal relationship with their advisory team committed to their… more
- Magellan Health Services (Washington, DC)
- …+ Provides employee and management consultation related to specific personal problems and workplace/management problems and concerns. + Conducts critical ... Worker - Care Mgmt, LMHC - Licensed Mental Health Counselor - Care Mgmt, LPCC - Licensed Professional Clinical...and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be… more
- Truist (Mount Airy, MD)
- …mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop ... of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor… more
- KPMG (Washington, DC)
- …as a compliance manager and/or officer, auditor, examiner, advisor, consultant, or regulatory counselor ) at a large financial institution, consulting firm, or a ... Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Assist banking and non-banking financial services clients (payment processors, FinTechs, lenders, money service… more
- Guardian Life (Washington, DC)
- …for, certification in profession, such as Certified Rehabilitation Counselor (CRC),Certified Disability Management Specialist (CDMS), Certified Case Manager ... have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we… more