Top 275 Investment management Jobs in Frederick Md

Wealth Management Client Associate
Bank of America —Frederick, MD
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Financial Advisor
First Command Financial Services, Inc. —Frederick, MD
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Entry Level Financial Professional
ERA —Rockville, MD
- $40,000 - $120,000 a year
- Part-time
- Hybrid work
- Research
- Math
- Leadership
- Health insurance
- 401(k)
Quick Apply
12d
Business Development External Innovations
Lonza —Walkersville, MD
- $144,000 - $244,000 a year
- Full-time
- Remote
- 5 years
- Analysis skills
- Doctor of Philosophy
- Disability insurance
- Health insurance
Financial Advisor - Montgomery, Frederick and Washington County MD
Thrivent —Frederick, MD
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
CENTER DIRECTOR - Hagerstown
Easter Seals Serving DCIMDIVA —Hagerstown, MD
- $70,000 a year
- Weekends as needed
- Experience working with individuals with disabilities
- Computer literacy
- English
Master Education Leader (Bilingual Preferred)
Easter Seals Serving DCIMDIVA —Gaithersburg, MD
- $60,000 a year
- Full-time
- Spanish
- Writing skills
- Teaching Certification
Master Education Leader (Bilingual Preferred)
Easter Seals Serving DCIMDIVA —Gaithersburg, MD
- $60,000 - $65,000 a year
- Full-time
- Classroom
- Spanish
- Teaching Certification
Quick Apply
Financial Services Professional - Hybrid Remote (MD)
Bankers Life —Frederick, MD
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Physical Therapist Assistant (PTA) – Acute Care Hospital | Full-Time
Tx:Team —Frederick, MD
- $26.00 - $34.50 an hour
- Weekends as needed
- Acute care
- Hospital
- BLS Certification
- Health savings account
- Disability insurance
Quick Apply
9h
Maintenance Technician III
Balfour Beatty —Frederick, MD
- $31 an hour
- Full-time
- Carpentry
- Clean driving record
- Mid-level
- Disability insurance
- Health insurance
Financial Services Professional - Hybrid Remote (MD)
Bankers Life —Gaithersburg, MD
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (MD)
Bankers Life —Hagerstown, MD
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Supply Chain Director
DSJ Global —Frederick, MD
- $170,000 - $185,000 a year
- Senior level
- Leadership
Quick Apply
1d
Pediatric Emergency Nurse Manager
Clinical Management Consultants —Gaithersburg, MD
- $120,020 - $151,030 a year
- Full-time
- Nursing
- Residential
- Pediatrics
- Dental insurance
- Tuition reimbursement
CENTER DIRECTOR - Hagerstown
Easter Seals Serving DCIMDIVA —Hagerstown, MD
- $70,000 - $75,000 a year
- Weekends as needed
- Experience working with individuals with disabilities
- Computer literacy
- English
Quick Apply
Maintenance Supervisor - Pinnacle at Town Center R0189754 Pinnacle at Town Center Germantown, Maryland Full time
Greystar —Germantown, MD
- $41.00 - $43.26 an hour
- Weekends as needed
- Ability to walk for extended periods
- Word processing
- Basic math
- Paid parental leave
- Paid holidays
Diesel Mechanic / Technician
Johnson Truck Center —Frederick, MD
- $25 - $45 an hour
- Full-time
- Background check
- Dealership
- Customer service
- Paid training
- Health savings account
Quick Apply
Service Manager
Virginia Maryland Tractor —Purcellville, VA
- Extended hours
- Background check
- Sales
- Dealership
- Health savings account
- Health insurance
Quick Apply
8d
Budget Analyst II
Frederick County Government —Frederick, MD
- $74,539.69 - $126,717.48 a year
- Email
- Urgent Care
- English
- Mid-level
- Wellness program
- Health savings account
12d

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Wealth Management Client Associate

Bank of America -
Frederick, MD

Apply Now

Job Details

Full-time
$25 - $44 an hour
13 days ago

Qualifications

Customer communication
High school diploma or GED

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:

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:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
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:

37.5

Apply Now

Refine Your Search

investment management jobs in frederick md

Wealth Management Client Associate

Financial Advisor

Entry Level Financial Professional

Business Development External Innovations

Financial Advisor - Montgomery, Frederick and Washington County MD

CENTER DIRECTOR - Hagerstown

Master Education Leader (Bilingual Preferred)

Master Education Leader (Bilingual Preferred)

Financial Services Professional - Hybrid Remote (MD)

Physical Therapist Assistant (PTA) – Acute Care Hospital | Full-Time

Maintenance Technician III

Financial Services Professional - Hybrid Remote (MD)

Financial Services Professional - Hybrid Remote (MD)

Supply Chain Director

Pediatric Emergency Nurse Manager

CENTER DIRECTOR - Hagerstown

Maintenance Supervisor - Pinnacle at Town Center R0189754 Pinnacle at Town Center Germantown, Maryland Full time

Diesel Mechanic / Technician

Service Manager

Budget Analyst II

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