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  • Senior Financial Planner - Client-First, Fee-Based

    Edelman Financial Engines, LLC 4.6company rating

    Finance representative job in Baltimore, MD

    A leading financial advisory firm in Baltimore seeks a Director, Financial Planning to provide fee-based financial advice and asset management. The ideal candidate has a proven track record of serving clients effectively, evaluating their needs, and delivering tailored recommendations. This position requires an active Series 65 license and client-facing experience in wealth management, with a strong emphasis on client relationships. The anticipated compensation ranges from $125,000 to $350,000, depending on performance and client relationships. #J-18808-Ljbffr
    $64k-106k yearly est. 2d ago
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  • Relationship Banker - Mondawmin Financial Center

    Bank of America 4.7company rating

    Finance representative job in Baltimore, MD

    Baltimore, 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 (********************************************************************************************************************** **:** 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 an 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! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $29k-37k yearly est. 6d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance representative job in Arlington, VA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    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.
    $58k-104k yearly est. 17d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    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.
    $175k-200k yearly Auto-Apply 60d+ ago
  • Northwestern Mutual Financial Representative

    Northwestern Mutual-Frederick 4.5company rating

    Finance representative job in Frederick, MD

    Job Description We are looking for a financial representative with a forward-thinking spirit and amazing customer service skills to join our fast-growing business and help clients achieve their financial goals. You'll help new customers navigate the financial process and help identify the right products that meet their needs. You'll be part of a 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. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on clients' lives motivates you, we'd love to get in touch. 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: Determine each client's financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals Expand our prospective customer base and market our financial products through referrals 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 Customize financial plans for each client based on their evolving financial needs Qualifications: Needs to have the ability to market and network with potential clients Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills Bachelor's degree in business administration, finance, or similarly related field is recommended but not required Willingness and eagerness to learn about the financial industry and our various products and offerings About Company Northwestern Mutual is ranked #109 on the Fortune 500 (2025) and has been helping individuals and businesses build lasting financial security for over 165 years. With nearly $700B in assets managed, $38B+ in annual revenue, and $2.4T of life insurance protection in force, we serve over five million clients with industry-leading insurance, investment, and financial planning solutions. We're also proud that 763 of our financial advisors were recognized on the 2025 Forbes America's Top Financial Security Professionals and Best-in-State list-reflecting the strength and credibility of the advisors who represent our firm. Our award-winning training and leadership development program supports 8,500+ advisors nationwide, combining expert mentorship, real-world practice support, and a modern digital experience so you can build a career that truly helps people plan for what matters most.
    $75k-90k yearly 14d ago
  • Finance and Accounting Summer Intern

    Mele Associates, Inc. 4.1company rating

    Finance representative job in Rockville, MD

    MELE Associates is offering internships to qualified applicants Finance and Accounting. You will partner with a MELE mentor and join us as a member of the team, gaining professional development through hands-on learning opportunities both with daily tasks and ad-hoc projects. You will be immersed in MELE culture, working in a hybrid office setting and enjoying a culture of collaboration, teamwork, and growth. You will experience cross-functional collaboration, teamwork, and growth. ESSENTIAL FUNCTIONS Professionalism & Work Ethic: * Punctuality and consistent attendance. * Adherence to company policies and confidentiality agreements. * Respect for deadlines and quality expectations. Collaboration & Communication: * Active participation in team meetings and discussions. * Ability to communicate effectively with team members and supervisors. * Responsiveness to feedback and willingness to improve. Problem-Solving & Initiative: * Willingness to ask questions and seek clarification. * Ability to analyze challenges and suggest solutions. * Enthusiasm for learning and contributing beyond assigned tasks. QUALIFICATIONS * Current student pursing associate or bachelor's degree * Solid Microsoft Outlook, Teams and Excel experience * Extensive attention to detail and organization in physical and digital environments * Ability to handle a fast-paced environment and often changing priorities * Strong commitment to see a task through to completion * Excellent verbal and written communication skills LOCATION: This position is hybrid in Rockville, MD with minimum 3 days in office. COMPENSATION: This internship may be offered in one of the following formats, depending on the role: * Academic Credit Internship: * This internship is structured to support academic credit through an accredited educational institution and does not include monetary compensation. * Compensated Internship: * This internship is offered as a professional experience role and includes monetary compensation. These roles are not eligible for academic credit. The applicable compensation is $18/hr. About MELE Associates, Inc. With over 300 employees and offices in Rockville, MD, Washington, DC, and Albuquerque, NM, MELE is a veteran and minority-owned government contractor empowering its customers with innovative solutions for more than three decades. MELE has team members located across the U.S. and has served more than a hundred countries across hundreds of project locations. The company offers technical, engineering, and programmatic support expertise to a host of U.S. federal and international agencies, including, but not limited to, the Department of Energy, the Department of Defense, the Department of Homeland Security, the Department of Justice, INTERPOL, and the International Atomic Energy Agency. MELE's services include National Security and Intelligence, CBRNE Defense and Security, Facility Management and Engineering, Law Enforcement and Emergency Response Training, Technical, Analytica, and Program Management Support, and IT/Cybersecurity. MELE Associates, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MELE Associates, Inc. is an E-Verify employer.
    $18 hourly 26d ago
  • Financial Services Representative - State Farm Agent Team Member

    David Munson Agency

    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
    $30k-54k yearly est. 28d ago
  • Finance Intern

    China Unicom Americas Operations Limited 3.8company rating

    Finance representative job in Herndon, VA

    Job Description Finance Intern We are looking for a detail-oriented and proactive Finance Intern to join our team. This position offers a great opportunity to gain hands-on experience in daily financial operations, accounting processes, and financial reporting. The intern will work closely with the finance team to support various accounting tasks and contribute to process improvement initiatives. Key Responsibilities: Assist with daily bank account reconciliation, ensuring the accuracy and consistency between bank statements and accounting records. Support the entry and verification of financial data, ensuring timely and accurate accounting. Organize and maintain financial documents, vouchers, and reports in accordance with company policies. Assist in the preliminary preparation and basic analysis of financial reports. Provide support for other administrative and transactional tasks as required by the finance team. Qualifications: Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related discipline. Proficient in Microsoft Excel and other office software; experience with financial systems is a plus. Fluent in English and Mandarin Chinese. Strong attention to detail and a high sense of responsibility. Good communication skills and a collaborative team player. Quick learner with the ability to adapt to a fast-paced work environment. China Unicom is one of the world's leading telecommunications companies, consistently ranked among the Fortune Global 500, having significant influence and market position in the industry. We commit to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
    $30k-43k yearly est. 18d ago
  • Financial Services Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    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
    $30k-54k yearly est. 16d ago
  • Financial Services Representative State Farm Agent Team Member

    Anh Nguyen-State Farm Agent

    Finance representative job in Alexandria, VA

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh: Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. Focused on Life Insurance & Other Risk Management Focused on Relocation of current State Farm customers Competitive Auto and Homeowners Quotes Double check Discounts Available Exotic Travel Qualifier Chairman's Circle Qualifier President's Club Qualifier Million Dollar Round Table Qualifier Member of Alexandria Rotary Club Member of Alexandria Chamber of Commerce Focus in working with local business owners Long time resident of Northern Virginia Position Overview: We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. Responsibilities: Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. Qualifications: Previous sales experience in insurance, financial services, or a related field is preferred but not required. Excellent communication and interpersonal skills with the ability to connect with diverse clientele. Strong work ethic and self-motivation to achieve personal and team objectives. Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in basic computer skills and willingness to learn new technology platforms. Must be able to obtain the Property and Casualty Insurance License Must be bilingual Spanish or Vietnamese Benefits: Competitive base salary plus commission and bonus opportunities. Comprehensive training and ongoing support to help you succeed in your role. Career advancement opportunities within the agency and the broader State Farm network. Paid time off and holidays. How to Apply: If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
    $28k-51k yearly est. 20d ago
  • Financial Services Representative

    Freedom Federal Credit Union 4.2company rating

    Finance representative job in Forestville, 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 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.
    $20 hourly Auto-Apply 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott McGrew-State Farm Agent

    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.
    $30k-55k yearly est. 22d ago
  • Financial Services Representative

    Freedomfcu

    Finance representative job in Forestville, 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 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.
    $20 hourly Auto-Apply 7d ago
  • Financial Services Representative - State Farm Agent Team Member

    Kathy Schultze-State Farm Agent

    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.
    $30k-54k yearly est. 18d ago
  • Financial Services Representative I

    Andrews Federal Credit Union 4.2company rating

    Finance representative job in Suitland, MD

    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 Plans - 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 Purpose of Position 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. Pay Range $21.25 to $27.00 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.
    $21.3-27 hourly 16d ago
  • Relationship Banker - Forty West Center Financial Center

    Bank of America 4.7company rating

    Finance representative job in Catonsville, MD

    Catonsville, 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 (******************************************************************************************************************************** **:** 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 an 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! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $29k-37k yearly est. 6d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    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.
    $175k-200k yearly Auto-Apply 60d+ ago
  • Finance and Accounting Summer Intern

    Mele Associates 4.1company rating

    Finance representative job in Rockville, MD

    MELE Associates is offering internships to qualified applicants Finance and Accounting. You will partner with a MELE mentor and join us as a member of the team, gaining professional development through hands-on learning opportunities both with daily tasks and ad-hoc projects. You will be immersed in MELE culture, working in a hybrid office setting and enjoying a culture of collaboration, teamwork, and growth. You will experience cross-functional collaboration, teamwork, and growth. ESSENTIAL FUNCTIONS Professionalism & Work Ethic: Punctuality and consistent attendance. Adherence to company policies and confidentiality agreements. Respect for deadlines and quality expectations. Collaboration & Communication: Active participation in team meetings and discussions. Ability to communicate effectively with team members and supervisors. Responsiveness to feedback and willingness to improve. Problem-Solving & Initiative: Willingness to ask questions and seek clarification. Ability to analyze challenges and suggest solutions. Enthusiasm for learning and contributing beyond assigned tasks. QUALIFICATIONS Current student pursing associate or bachelor's degree Solid Microsoft Outlook, Teams and Excel experience Extensive attention to detail and organization in physical and digital environments Ability to handle a fast-paced environment and often changing priorities Strong commitment to see a task through to completion Excellent verbal and written communication skills LOCATION: This position is hybrid in Rockville, MD with minimum 3 days in office. COMPENSATION: This internship may be offered in one of the following formats, depending on the role: Academic Credit Internship: This internship is structured to support academic credit through an accredited educational institution and does not include monetary compensation. Compensated Internship: This internship is offered as a professional experience role and includes monetary compensation. These roles are not eligible for academic credit. The applicable compensation is $18/hr. About MELE Associates, Inc. With over 300 employees and offices in Rockville, MD, Washington, DC, and Albuquerque, NM, MELE is a veteran and minority-owned government contractor empowering its customers with innovative solutions for more than three decades. MELE has team members located across the U.S. and has served more than a hundred countries across hundreds of project locations. The company offers technical, engineering, and programmatic support expertise to a host of U.S. federal and international agencies, including, but not limited to, the Department of Energy, the Department of Defense, the Department of Homeland Security, the Department of Justice, INTERPOL, and the International Atomic Energy Agency. MELE's services include National Security and Intelligence, CBRNE Defense and Security, Facility Management and Engineering, Law Enforcement and Emergency Response Training, Technical, Analytica, and Program Management Support, and IT/Cybersecurity. MELE Associates, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MELE Associates, Inc. is an E-Verify employer.
    $18 hourly 23d ago
  • Financial Services Representative

    Freedom Federal Credit Union 4.2company rating

    Finance representative job in Forestville, 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 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.
    $20 hourly Auto-Apply 7d ago

Learn more about finance representative jobs

How much does a finance representative earn in Rockville, MD?

The average finance representative in Rockville, MD earns between $26,000 and $100,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Rockville, MD

$51,000

What are the biggest employers of Finance Representatives in Rockville, MD?

The biggest employers of Finance Representatives in Rockville, MD are:
  1. A T Chadwick Co Inc
  2. Unlock Potential 360
  3. Fidelity Holding
  4. Fidelity Investments
  5. LPL Financial
  6. Tysons District-Northwestern Mutual
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