Financial Services Representative
Finance representative job in Towson, MD
Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
Global Equity Trader
Finance representative job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
Stay current on global market structure developments, regulatory changes, and trading innovations
Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
Assist with management of CSA budget and bundled research arrangements
Produce and be able to present on quarterly best execution and board reporting
Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
10+ years of global equity trading experience across global markets and managing firm risk
Proven leader and self-starter requiring limited oversight
Ability to work rotational overnight shifts to support global trading operations
Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Collaborative and proactive mindset with strong interpersonal skills
Comfortable working in a fast-paced, deadline-driven environment
Familiarity with compliance regulations regarding best execution and fair allocation practices
Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
Strategic thinker with a passion for global equity, capital markets, and ETFs
Demonstrable history of success in former roles
Flexible and adaptable
Detail oriented with strong analytical skills
Superior communication skills
Ability to maintain composure and focus through stressful situations
Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
Easily viewed as a trustworthy and dependable team player
Self-confidence
Fair and balanced in negotiating complex situations
A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyNorthwestern Mutual Financial Representative
Finance representative job in Frederick, MD
Job Description
We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results.
You bring your drive to succeed in this role, and we'll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.
With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Compensation:
$75,000 - $90,000 yearly
Responsibilities:
Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs
Stay abreast of any changes in the financial industry that may impact the clients in your portfolio
Create customized financial plans for each client based on their evolving financial needs
Expand our prospective customer base and market our financial products through referrals
Assess each client's financial information to make strategic product, plan, and investment
Qualifications:
Needs to have the ability to market and network with potential clients
Bachelor's degree in business administration, finance, or similarly related field is recommended but not required
Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills
Eagerness to learn about the financial industry and our various offerings and products
About Company
Northwestern Mutual was named one of the "World's Most Admired Companies" in its industry according to FORTUNE magazine's annual survey, published January 2019. We have been among the leaders in the financial services industry for nearly 165 years and have a proven track record of financial success.
Trader
Finance representative job in Baltimore, MD
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
Future Temporary Opportunities
Finance representative job in Maryland
Located 45 minutes from the Nation's Capital, nestled in a history-rich community of southern Maryland, The College of Southern Maryland (CSM) is a two-time Aspen Award-winning institution (top 15% of Community Colleges) with academic programs in over 100 disciplines. CSM is among America's top 100 producers of Minority Associate Degrees in twenty categories, according to Diverse Issues in Higher Education. CSM offers excellent health insurance benefits; State Retirement Pension plan; wellness programs; Code Green early closure Fridays in the summer; college closure for spring break and several major holidays, including the week between Christmas and New Year; and for several days in March for Spring Break. We are an innovative institution committed to student success and well known for our flexibility to meet student and community needs.
To meet short-term staffing needs, the college maintains this Temporary Pool for positions such asclerical/administrative support, cashiers, bookstore clerks, laborers, and other positions.
Temp positions are filled on an as-needed basis.
Positions may be for any College department, at any campus. The hours may vary.
College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check, Sex Offender Registry Check, Motor Vehicle Check (for positions that require driving) and Credit Check (for cash-handling positions).
College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check and Sex Offender Registry Check.
Specific Duties and Responsibilities
Duties will vary, depending on the position. Duties may include the following:
* clerical/administrative tasks
* data entry
* telephone coverage
* customer service
* research
* cashier/retail work
* bookstore clerks duties
* staffing athletic events
* working in the fitness center and/or pool
* laborer, assisting Building and Grounds Technicians
* child care aides
Minimum Education and Training
Minimum requirements depend on the position.
Entry-Level Financial Representative
Finance representative job in Timonium, MD
Job DescriptionAre you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
•Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Compensation:
$50,000 - $75,000 at plan commission
Responsibilities:
Maintain compliance with industry regulations and licensing requirements.
Engage in structured coaching, mentorship, and training programs.
Follow a leadership advancement track with career growth opportunities.
Work within a hybrid model, attending in-person meetings and training sessions as required.
Work with clients to assess financial needs and develop personalized strategies.
Qualifications:
Highly motivated with a strong work ethic.
No prior experience in finance is required-comprehensive training is provided.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
Excellent communication and relationship-building abilities.
Sales experience is highly recommended
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Financial Representative State Farm Agent Team Member
Finance representative job in Derwood, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
*This role requires bilingual Spanish^ Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM
183 - Financial Solutions - College Intern
Finance representative job in Oakland, MD
College Interns: 401(k) eligible on the first day of the month following 30 days of employment with employer match available.
is an hourly position eligible for overtime.
Hourly Range
Minimum: $15.00
Maximum: $22.12
Financial Advisor - Lexington Park
Finance representative job in Lexington Park, MD
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 - 5:30 Hybrid
Location: 46241 Corporate Way, Lexington Park, Maryland 20653 | 3054 Waldorf Marketplace, Waldorf, Maryland 20603
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Auto-ApplySr. Financial Services Specialist,
Finance representative job in Bethesda, MD
The Sr Financial Services Specialist works with the Practice President, Partners, and the Operations Specialist of The Baldwin Group Wealth Advisors to manage all aspects of the investment and wealth management client relationship. The ideal candidate should have a strong financial and customer service background specializing in providing exceptional client service and ensuring that all processes and procedures are efficiently completed to meet firm and regulatory compliance.PRIMARY RESPONSIBILITIES:
Work with advisors to provide a high level of client service to our RIA clients
Assist in opening accounts, responding to client inquiries, and servicing existing accounts: transfers, deposits, and withdrawals, standing instructions for ETFs, periodic plans, and yearly distributions
Coordinate periodic client investment reviews and assist with preparing portfolio presentations
Complete the Client Fact Finder and Investor Profile Questionnaire and properly input client information in Stratus (CRM)
Work closely with the Senior Operations Specialist to ensure all client cashiering and account maintenance requests are completed in a timely fashion
Ensure that all departmental recordkeeping information is accurately maintained and documented
Assist with client reporting and compliance-related requirements
Coordinate with internal teams to complete ad-hoc departmental & compliance requests
Ensure compliance with all financial regulations and internal policies
EDUCATION AND EXPERIENCE REQUIREMENTS:
B.A. or B.S. degree in Business Administration, Finance, or a related field required
Minimum of 3 years of experience in financial or securities operations
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
Strong knowledge of financial markets and securities
Solid background in customer service reinforcing the Baldwin core values and establishing strong customer loyalty and confidence
Excellent communication, interpersonal, and client service skills
Highly organized, detail focused and reliable
Knowledge of industry standards and regulatory requirements
Proficiency in using digital tools and technology platforms for business operations
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
Experience with investment tools and software
Intermediate proficiency with MS Office products, including MS Word, MS Excel, MS PowerPoint, and MS Outlook
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
The starting pay is $70,000+ and is negotiable upon time of hire.
#LI-JR1
#LI-Hybrid
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance representative job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Frederick, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm
Location: Frederick, PA
Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers.
Responsibilities:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers to ensure satisfaction.
Provide prompt, accurate, and friendly customer service.
Maintain a strong work ethic with a commitment to success each day.
Participate in training and development programs to enhance sales skills and product knowledge.
Requirements:
Sales experience preferred; willing to train the right candidate.
Excellent communication, interpersonal, and negotiation skills.
Self-motivated and goal-oriented with a strong drive to succeed.
Ability to work in a team environment.
Desire to learn about insurance products and services.
Must be eligible to obtain insurance licenses (we will assist with licensing process).
Benefits:
Competitive base salary plus commission and bonus potential.
Comprehensive training and development programs.
Health benefits package and retirement options.
Paid time off and holidays.
Opportunity for career advancement into agency ownership.
How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals.
Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace.
About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Ellicott City, MD
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance
ROLE DESCRIPTION:
At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way.
As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred but not required.
Analytical and communication skills are a must.
FINRA Series 6 and 63 licenses preferred.
Life and Health license preferred.
Private Banker 2
Finance representative job in Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyFinancial Services Representative - Allentown Rd
Finance representative job in Suitland, MD
Job Details Branch 22 Allentown Rd - Suitland, MD BankingDescription
When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals.
We are continually developing our team of dedicated employees who are ready to serve. To create and retain this elite workforce, we offer highly competitive compensation and benefits plans, including highly desirable features like:
12 Paid Holidays a Year, Including Your Birthday
Retirement Plant - 401(k) with a 6% Match
Childcare Stipend up to $2600 to assist Working Families
Discount on Lending Products
Tuition Reimbursement and Career Development Programs and Opportunities
Employee Assistance Program - 24/7 Support for Families
Affordable Healthcare Plan including Medical, Dental, Vision, and Rx
Employer paid Long Term Disability, Life Insurance, and AD&D
Short-Term Disability
Vacation Leave and Sick Leave
Free Parking
And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide. Come be a part of our success story - and let us help you shape your career story!
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values.
ESSENTIAL DUTIES
The position's essential duties include the following:
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or direct them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQUIRED EXPERIENCE
High school diploma or GED.
Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations
Minimal travel amongst branches may be required.
PHYSICAL REQUIREMENTS
The ability to sit and/or stand for extended periods of time.
Must be able to use a computer keyboard and a 10-key calculator.
PAY RANGE
$21.25 to $27.00
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Financial Services Representative
Finance representative job in Bel Air, MD
The Freedom Federal Credit Union Difference
Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference.
Starting rate for this role is $20/hour (rate is commensurate with experience).
This position is eligible for a $500 sign-on bonus.
This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans.
Summary:
The Freedom Federal Credit Union Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.
Essential Duties & Responsibilities:
Member Service:
Greet members and visitors in a friendly and professional manner.
Address member inquiries regarding account information, transactions, and credit union products and services.
Resolve member issues and complaints promptly and effectively.
Sales:
Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
Meet or exceed individual and branch sales targets.
Conduct product presentations and explain the benefits and features of credit union offerings.
Account Management:
Open new member accounts, including savings, checking, and certificate accounts.
Process loan applications, provide loan information, and follow up with members throughout the loan process.
Assist members with account maintenance, including address changes, stop payments, and direct deposits.
Transactional Duties:
Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
Balance cash drawers and reconcile discrepancies.
Process wire transfers and other financial transactions accurately and efficiently.
Compliance and Risk Management:
Adhere to all credit union policies, procedures, and regulatory requirements.
Maintain confidentiality and security of member information.
Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
Team Collaboration:
Work closely with other team members to ensure a cohesive and efficient branch operation.
Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
Administrative Tasks:
Maintain accurate records of member interactions and transactions.
Prepare and submit reports as required by management.
Keep abreast of changes in credit union products, services, policies, and procedures.
Knowledge, Skills, and Experience
Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration
Required Experience
High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred.
Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred.
Knowledge of credit union operations and financial products.
Proven experience in sales and member service with a track record of achieving targets.
Ability to work flexible hours, including weekends, as needed.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
COMPANY INFORMATION:
Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financial services to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org.
Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include:
Paid time off Accrual of 17 days in 1st year of employment
11 paid holidays with an extra floating holiday for your birthday
Medical, Dental, and Vision coverage - Single and Family options available
Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans
Life and AD&D Insurance, Short-Term and Long-Term Disability Plans
401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year
Tuition Reimbursement options of up to $5,250 each year
Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability.
If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
Auto-ApplyLife Services Financial Services Representative
Finance representative job in Huntingtown, MD
Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************
**:**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
- Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
- Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
- Get training and one-on-one coaching from academy managers who are invested in your success
- Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
- Develop techniques to confidently engage with clients by telephone
- Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
- Providing a world class client experience through point of call account servicing and resolution
- Working in a well-compensated, highly collaborative environment
- Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
- Is client-focused with a passion for excellence and a positive team attitude
- Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
- Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Is an effective communicator with an aptitude for sales and relationship management
- Has strong computer skills
- Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Global Equity Trader
Finance representative job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance representative job in Kensington, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM
Financial Services Representative I
Finance representative job in Suitland, MD
Job Details Branch 22 Allentown Rd - Suitland, MD Full TimeDescription
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Required KSAs
High school diploma or GED.
Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
Minimal travel amongst branches may be required.
Physical Requirements
Ability to sit at a desk and computer for extended periods.
Ability to lift up to 20 pounds.
In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Pay Range
$21.25 to $27.00