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Our system has scored these top jobs to be 93% compatible with you!Relationship Manager Sr - AMG (MLO) PNC Financial Services Group - Bethesda, MD Dec 14, 2017 - Job Description: Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.... more » Job Description: Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) Senior Relationship Strategist within PNC's Wealth Management organization, you will be based in Bethesda, MD . Job ProfileLeads relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships. Coordinates team members and other PNC partners to deliver an exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors in developing team members.Develops and executes strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Calls on and meets with prospects and clients at the client location to sell full spectrum of AMG products and services. Manages risk and maximizes profitability for entire portfolio of clients. Leverages client insight and sales tools to proactively identify and successfully convert sales opportunities.Coordinates with the team to deliver an exceptional client experience with a focus on consistently providing actionable insight based on deep discovery with each client. Executes on a defined contact strategy and delivers specialized capabilities. Ensures a strong client commitment and advocacy by delivering proactive and responsive service.Develops and maintains internal and/or external partnerships to drive new revenue, acquisition and growth. Maintains view of competitive landscape. Meets with and educates partners to position the value of AMG capabilities. Assesses new business opportunities on a consistent basis, including completing book of business reviews, responding to new business inquiries and requests for proposals and maintaining territory/focus list.Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. May train, coach and/or mentor other team members. May participate in special projects to strengthen the overall business. Core Competencies Manages Risk - Working ExperienceAssesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework. Customer Focus - Extensive ExperienceKnowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions. Job Specific Competencies Customer Experience Management. - Extensive ExperienceImplements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point. Products and Services - Extensive ExperienceKnowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations. Effective Communications - Extensive ExperienceUnderstanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Decision Making and Critical Thinking - Extensive ExperienceUnderstanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions. Influencing - Extensive ExperienceKnowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Managing Multiple Priorities - Extensive ExperienceAbility to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Customer Service Management - Extensive ExperienceKnowledge of and ability to utilize tools and techniques for maintaining an environment where all understand, and are committed to, providing excellent service to internal and external customers. Understanding Customer Needs - Extensive ExperienceKnowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Value Selling - Working ExperienceKnowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs. Selling. - Working ExperienceApplies knowledge of banking products and services to me Risk Control Officer First Financial Group - Bethesda, MD Dec 14, 2017 - Job DescriptionThe Risk Control Officer (FINRA Series 7, 24 and 65/66 licensed) is a key member of the Agency management team and plays a... more » Job DescriptionThe Risk Control Officer (FINRA Series 7, 24 and 65/66 licensed) is a key member of the Agency management team and plays a vital role in ensuring the agency and sales professionals comply with company standards and requirements established by state insurance departments, FINRA, SEC and other applicable regulatory entities. The ACO, in conjunction with the General Agent or Agency Head, is responsible for setting the tone regarding sales practices within the agency. As a Registered Principal, the ACO, along with the General Agency or Agency Head, is responsible for the supervision of the Agencys sales professionals.Responsibilities:Monitor and review investment transactions for suitability.Maintain updated knowledge of FINRA, SEC and state statutes that apply to the financial services industry.Provide oversight of outside business activities.Supervise investment advisory activities of the agency.Conduct detached office supervisory reviews.Review and monitor tends with respect to sales practices and implement corrective actions as necessary.Work with NCO team members to assist with e-mail and suitability issues that arise.Oversee the completion of annual compliance meetings, firm element requirements, and overall compliance related training.Assist agency leadership in reviewing potential recruits who meet broker/dealer and company standards.Ensure that all licensing and registration requirements are met.Supervision of marketing activities.Supervision and approval of gifts and gratuities.Maintain accurate and complete regulatory filings relating to the Agency/Branch, as well as any detached registered and non-registered locations.Function as key contact or point person in case of regulatory examinations and internal audits and inspections.Respond to all home office examinations and implement action plans to mitigate future re occurrence.Implement updates to the policies and procedures as necessary.Identify and implement opportunities for operating and procedural efficiencies.Monitor social media for adherence to the policy. Submit all pages for compliance approval and work with financial representatives to resolve issues.Support creation of advertising submissions, Guardian, and Berkshire.This list is not all-inclusive of job responsibilitiesPreferred Skills/Experience:FINRA Series 7, 24 and 65/66 registrations.4-Year College Degree or relevant work experience.Minimum 3 Years of experience in Financial Services Industry.Strong verbal, written and listening communication skills.Solid organizational skills and ability to multi-task.Reports to: COOStatus: ExemptCompany DescriptionHeadquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm - one of the largest independently owned businesses of its kind in the Mid-Atlantic region. The firm employs over 140 representatives and 1,200 licensed brokers. Operations Manager First Financial Group - Bethesda, MD Dec 14, 2017 - Job DescriptionThe Operations Manager (FINRA Series 7 and 66 licensed) oversees all new Equities, Life Insurance, and Disability... more » Job DescriptionThe Operations Manager (FINRA Series 7 and 66 licensed) oversees all new Equities, Life Insurance, and Disability Insurance business, and supervises the New Business Operations Associates, Case Managers, and Policy Services Administrators. This individual directs day to day operational functions, ensuring compliance with firm and regulatory policies and procedures. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues.Responsibilities:Works directly with home office personnel to coordinate branch-home office workflow.Completes self-audit of branch procedures.Researches and resolves complex problems relating to client accounts and inquiries.Recruits, selects, orients, trains and supervises branch operations associates.In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.Reviews daily work of operations associates.Ensures daily staffing levels and adequate cross-training.Sets standards to ensure policies, processes, and procedures are embedded and monitored.Analyses firm policies and procedures, and provides suggestions to improve firm wide efficiency.Expert in NetX360 Systems: Client Onboarding, Subscribe (annuities), Account Transfers, Asset Movements, Alerts.Is responsible for the active monitoring of all wealth management business through Park Avenue Securities (PAS), Guardian Life Insurance (Guardian), and Berkshire systems (NetX360 Work Status, Work Basket, Alerts, Envestnet).Expert understanding of PAS, Guardian, and Berkshire processes and procedures.Knowledgeable in Albridge Wealth Reporting, Envestnet, and Off-platform.Set clear expectations with all agency personnel.Expert understanding of all available training materials.Expected to conduct training on core processes and proactive approach to education through face to face as well as written communications.Performs back-up for all operational functions as required by workloads and absences.Maintains an understanding of industry news, periodicals, websites, and newsletters.Proactively reaches out within agency for form and process changes.Creates regular follow up process to ascertain understanding and reeducate when needed.Knowledgeable in STP dashboard, and with e-App/e-Delivery.This list is not all-inclusive of job responsibilitiesPreferred Skills/Experience:FINRA Series 7 and 66 registrations required.Ability to obtain Life and Health insurance license within 90 days.5-7 years in a managerial role within the financial services industry.Strong understanding of brokerage systems and processes.Able to patiently explain procedures and concepts to Financial Representatives at various levels of expertise.A good listener, with the ability to ask probing questions, and present solutions to complex situations.Ability to work under pressure in a fast-paced work environment.Working knowledge of Office 365 (Word, Excel).Team player who works effectively in an entrepreneurial environment.Reports to: Office ManagerStatus: ExemptCompany DescriptionHeadquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm - one of the largest independently owned businesses of its kind in the Mid-Atlantic region. The firm employs over 140 representatives and 1,200 licensed brokers.
Financial Advisor Bridgemark Wealth Management - Rockville, MD Dec 14, 2017 - Job DescriptionA local Rockville family owned retirement planning company, is seeking a full-time Financial Advisor.Duties and... more » Job DescriptionA local Rockville family owned retirement planning company, is seeking a full-time Financial Advisor.Duties and Responsibilities Schedule and performs initial face to face or phone consultation with prospective clients Participate in client planning preparation and delivery Provide client customer service Works with the planning team to effectively help clients Prospect and schedule initial meetings from personal networkRequirementsLife insurance license$5M - $15M AUM preferred, not requiredBlend of sales skills and attention to detailDriven to succeed with a growing companyExceptional communication skills Hours and Benefits Full time position Uncapped commissions Flexible schedule Leads available for building a book of business Annual company success trip, all expenses paid, for employee and spouseCompany DescriptionOur firm is primarily dedicated to helping near retirees make the successful transition to retirement. We have an open environment where new ideas are encouraged and our clients best interests are always put first. We take pride in operating in a space most firms do not. We help people successfully withdraw money out of their assets for a great retirement over simply trying to accumulate assets under management.Our unique value proposition has allowed us to experience over 900% growth since 2013. People really need help learning how to use the assets they've accumulated and have very few places to go for advice. Field Underwriter/Life Insurance Symmetry Financial Group - Falls Church, VA Dec 14, 2017 - Job DescriptionWATCH OVERVIEW FIRSTDON'T SEND RESUME YET!View our company overview and schedule an interview at:Compensation$65,000 to... more » Job DescriptionWATCH OVERVIEW FIRSTDON'T SEND RESUME YET!View our company overview and schedule an interview at:Compensation$65,000 to $145,000 Annually with no cap on earningEmployment TypeFull-Time or Part-timeAre you someone who has the ambition and drive to make 100k/year but lacking the right opportunity? Are you accountable, teachable and posses a positive mental attitude? If you are that person then we are looking for you!Symmetry Financial specializes in selling mortgage protection (life insurance with living benefits to homeowners) final expense and retirement planning. With mortgage rates at an ALL TIME LOW we are being flooded with requests to protect families.We are actively hiring licensed agents and For the FIRST TIME in our company history, others who may not have a license yet, who have a strong sales background to join our team!! All of training is company sponsored!!! We will train you from beginning to end on how to be successful in our industry using a our easy step by step selling system. Many of our agents come from other Insurance companies, Mortgage Lending, or other sales background and work with SFG full time the first year and make between $150K to $250k the first year as a licensed agent! Sales experience desirable but not required.Incentives: Swift advancement and management opportunities Flexible hours to allow for full & part time positions LEADS - People to see that are interested in our products and services First class incentive trips, prizes, and bonuses Competitive Annuity & EIUL products to supplement your life sales$60-100k 1st year/More with Management PositionsWhat SFG offers: Extensive training via our comprehensive Symmetry Financial Group Bootcamp Assistance with the licensing for new agents Access to our proprietary Lead Management, CRM, and Recruiting Software allows you to build your business efficiently while minimizing staff and infrastructure cost Weekly National Calls to provide ongoing mentorship from the company's top producers Corporate office advanced training seminars and events Uncapped commission with available raises every 2 months and equity bonusJob ResponsibilitiesRepresentatives are responsible for meeting with and serving families that have requested help with mortgage protection or final expense insurance, and will have access to over 30 A-rated insurance carriers to provide the best and most affordable options. With the resources available in our company, SFG agents are entrusted with the knowledge to present the most affordable, personalized options to each individual family.Job Requirements Self motivation, integrity, and willingness to adapt to a proven system Have reliable transportation Possess a life insurance license or be willing and able to obtain one Maintain high level of customer service with clients Expected to learn and understand the products availableCompany DescriptionSymmetry Financial Group is passionate about creating an entrepreneurial platform, for both personal producers and business owners--who desire a six-figure income within the first year--on their own pen and unlimited passive income, for life. Insurance Sales -- 100K+ -- NO COLD CALLS Symmetry Financial Group - Bethesda, MD Dec 14, 2017 - Job DescriptionPlease visit to schedule an Interview with our hiring manager.Prior to your scheduled appointment, please be sure to watch... more » Job DescriptionPlease visit to schedule an Interview with our hiring manager.Prior to your scheduled appointment, please be sure to watch BOTH videos listed on the webpage.Our company thrives on team building, self-motivation, and a drive for success. We believe that personal development leads to greater success in all aspects of our lives, at work and at home. Sales experience is a plus, but not necessary. We are looking for team players who are passionate about helping people and have the desire to work hard and be paid very well for their efforts. You must be driven, yet humble and coachable. Recent graduates and veterans are encouraged to apply, and of course experienced candidates looking for a new home where their achievements will be recognized. We specialize in Mortgage Protection Insurance. These are term policies, often with a return of premium, whereby our clients receive back every penny they've ever paid into it. Our agents can also offer Final Expense, Whole Life, IUL's and Annuities. Your ultimate goal is to educate clients on our products and help them understand what they need in order to protect their families. Our Leads:Those in your area who have recently purchase or refinanced a home receive a letter regarding Mortgage Protection Insurance. You will be calling to follow up, set an appointment and offer them a couple policies to choose from. NO COLD CALLING! This is straight forward and is perfect for someone seeking a solid position with a company with integrity. Mentorship and training is provided free! Our System:Our proven system includes extra-ordinary mentorship and support combined with an in-house lead generation system that allows our agents to have THE competitive edge in the industry. Whether you are an experienced life agent, sales person, recent college graduate, or you're looking for a part time opportunity, you will find the nation's most effective training and the best marketing platform available. We Offer: Performance based promotions every 2 months A+ leads with an appointment setting ratio of 70% A selling system that is validated by agents nationwide A training system that offers you support from day one A flexible schedule that allows you to work on your own time Access to REAL time leads and customized mailings specific for YOU, so that you can spend your time making sales and not creating leads. We have agents making $10k to $70k per month thru their own personal production! Applicant must have a strong work ethic and be driven to succeed. You must be willing to work for your $120k your first year. If you have what it takes to plug into our proven system, then the sky is the limit. If YOU are in the 20% who do 80% of the work, then you will be rewarded beyond your expectations. If you know you are the one we are looking for, apply below!!Please visit to schedule an Interview with our hiring manager.Prior to your scheduled appointment, please be sure to watch BOTH videos listed on the webpage.Company DescriptionSymmetry Financial Group is passionate about creating an entrepreneurial platform, for both personal producers and business owners--who desire a six-figure income within the first year--on their own pen and unlimited passive income, for life. Financial Analyst Appian - Reston, VA Dec 14, 2017 - Are you passionate about operations and finance? Are you a people person with excellent organizational and communication skills? Do you... more » Are you passionate about operations and finance? Are you a people person with excellent organizational and communication skills? Do you thrive in a fast-paced environment with a diversity of challenges?Appians Operations team is growing! This role demands someone with comfort in both business and finance and an interest in translating between the two. We are looking for someone who is quick, enthusiastic, and has an extremely high level of attention to detail.About you:You are a numbers person who has a passion for the financial success and reporting of a growing global companyYou have 0-3 years of general accounting or corporate finance related experience, preferably in a professional services organizationYou are educated with a Bachelors degree in Accounting, Finance, and/or related fieldYou have strong analytical and problem solving skills for planning and budgeting processesYou are an Excel whiz with expertise in creating and manipulating Pivot TablesYou are a fast learner who can work independently with little directionYou have experience with Salesforce and/or a related reporting systemYou have an interest in technology and keep up to date with the latest tech trendsHow youll contribute:Own the financial processes and reporting vital to the operation of the Professional Services organizationSupport the Operations Manager and Academy Manager in project financial reporting, revenue forecasting, utilization tracking and business management duties as assignedAssist with other corporate financial analyses including profit margins and financial planning by regionsWork closely with Appians Finance team to analyze monthly reports, and track missing/incomplete/incorrect timesheetsContribute to project labor costing and relevant SOW analysisAbout Appian:At Appian, you will help us build our award-winning PaaS product that enables business people to build cloud and mobile enterprise applications with flexible, visual models instead of custom code. Appian discovers and unites enterprise data, connects users through social and collaborative engagement in the context of business data, and provides the leading suite of business process technology to enable rapid application development and optimization in every industry.#LI-TM2 Associated topics: analyse, analyze, business finance, consult, financial reporting analyst, investment analytics, legal, market, regulation, valuation analyst Insurance Sales Agent Symmetry Financial Group - Fairfax, VA Dec 14, 2017 - Job Description: Insurance sales is a fantastic way to make great $$$, Cold Calling and bothering your friends and family for your sales... more » Job Description: Insurance sales is a fantastic way to make great $$$, Cold Calling and bothering your friends and family for your sales is a good way for people to get burned out.You can't find your way to a beautiful time/life balance by building someone else's dream. I worked 9 months part time and made 60K. My First full year I pulled in 6 figures calling on requests from qualified prospects. I have balance in my time and life. I found that as long as I can work in a healthy system full of leads I can spend 80% of my time closing not cold calling.No License no problem we can help get it in a few weeks.We are leading the industry one of the fastest growing companies in the world!1. We call the prospect (request from prospect)2. Set up appointment3. Show options, write application.4. Get paid in 3-5 DaysI did this 500 times last year on my own pen!If you want supplement in a p/t $500.00 - $800.00 a week bump or healthy six figure change of pace I can put you in a position to do it. Company Description: We do not hire just anyone. You have to be a good person. You should believe in honesty and integrity. We have morals and values that we strongly follow. The people we work with are like family and we help each other succeed. This is not a job, it's a life changer. When you look around our company, we have a guy from Harvard and a guy who dropped out of school to be a plumber. It does not matter what your life was like before, it matters now what you want to do with it.