- Cardinal Health (Annapolis, MD)
- **What Financial Planning & Analysis contributes to Cardinal Health** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… 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 (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
- 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 (Annapolis, MD)
- Financial Solutions Advisor - Consumer Investments - Annapolis Mall Financial Center Annapolis, Maryland **Job Description:** At Bank of America, we are ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Cardinal Health (Annapolis, MD)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … more
- CACI International (Annapolis Junction, MD)
- Software Developer 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 and… 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 (Laurel, 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)
- …Analyst_** who will be responsible for DOM ambulatory practice management analysis , reporting, project management, business planning and program development ... across 13 clinical Divisions. The Practice Management Analyst functions as an advisor to the Administrators, Faculty and Department Chair in tactical planning … more
- Competitive Range Solutions, LLC (Fort Meade, MD)
- …Budget and Program Management Analyst to perform as a principle technical advisor related to acquisition planning , execution, budget management, administration ... portfolio for DISA. Roles and Responsibilities: + A principle technical advisor related to acquisition planning , execution, budget management, administration… more
- Army National Guard Units (Baltimore, MD)
- …Staff Judge Advocate, JFHQ, Maryland National Guard. Responsibilities As an Attorney- Advisor (General), GS-0905-12, you are responsible for the effective management ... and estates. Drafts and executes wills and codicils. Advises on estate planning to include minor tax considerations and non-trusts under applicable state statues,… 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
- Guardian Life (Annapolis, MD)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- Robert Half Finance & Accounting (Columbia, MD)
- …closely with the divisional leadership team, you will be responsible for providing financial insights, analysis , and strategic guidance to support the division's ... challenges of your division. Key Responsibilities: + Oversee all aspects of financial reporting, budgeting, forecasting, and analysis for your assigned division.… 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
- Truist (Annapolis, MD)
- …Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . The annual base salary for this position is $100,000 ... Demonstrated project management and coordination skills in a professional or financial services environment. Strong quantitative analysis skills. Excellent… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Johns Hopkins University (Baltimore, MD)
- …and/or allocation; processing faculty, postdoctoral fellow, and student payroll; executing financial functions and processes; academic program planning and ... repair. **Special Knowledge, Skills, & Abilities** + Knowledge of SAP (ECC, Analysis , and Shopping Cart), SIS (DGA, Advisor Dashboard, Administrator Dashboard,… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more