Top 8 Finance associate Jobs in Frederick, Md

Registered Wealth Management Client Associate (FP)
Bank of America —Frederick, MD
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Associate Principal Analyst, Corporate Financing
Financial Industry Regulatory Authority, Inc. —Rockville, MD
- $83,900 - $180,400 a year
- Extended hours
- Hybrid work
- 5 years
- Office
- Finance
- Paid jury duty
- Commuter assistance
Quick Apply
Corporate/Finance Associate Attorney
Dunlap Bennett & Ludwig Pllc —Leesburg, VA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
- Paid holidays
- Disability insurance
Quick Apply
6d
MIM - Associate - Mortgage Origination
MetLife —Germantown, MD
- $111,000 - $140,000 a year
- Email
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Associate II, Growth & Strategy
X energy LLC —Rockville, MD
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Finance Manager - Bilingual English and Mandarin ( mid-level or senior level)
Worldshine Group —Gaithersburg, MD
- $60,000 - $120,000 a year
- Email
- CPA
- English
- Mid-level
- Profit sharing
- Health insurance
Quick Apply

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Associate Principal Analyst, Corporate Financing
Financial Industry Regulatory Authority, Inc. —Rockville, MD
Bachelor’s degree in Finance, Accounting, Business, or related field and at least five (5) years of related industry experience. Time Off and Paid Leave*.
$83,900 - $180,400 a year
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Senior Corporate Attorney (Washington, D.C.)
SJKP, LLP —Washington, DC
This position will work closely with the Firm’s global strategy and international practice teams and will play a key role in attracting and advising…
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Registered Wealth Management Client Associate (FP)

Bank of America -
Frederick, MD

Apply Now

Job Details

Full-time
$26.50 - $45.00 an hour
12 days ago

Qualifications

Investment
Customer communication
High school diploma or GED
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Internal employees who are currently working from home ae still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

finance associate jobs in frederick, md

Registered Wealth Management Client Associate (FP)

Associate Principal Analyst, Corporate Financing

Corporate/Finance Associate Attorney

MIM - Associate - Mortgage Origination

Associate II, Growth & Strategy

Finance Manager - Bilingual English and Mandarin ( mid-level or senior level)

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