Free Classified Ads in Baltimore, MD

the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.

During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and

preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).

From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant

to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you--- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! --- Build connections to grow your network and business.

Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. --- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. --- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to--- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. --- Marketing strategies to reach wider audiences with greater appeal. --- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. --- Potential Opportunities for professional growth. --- Leadership opportunities, including leading client and conference seminars We're a culture that--- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.

Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. --- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. --- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

--- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. --- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: --- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. --- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)--- Is a self-starter who efficiently manages time and capacity.

--- Sets and accomplishes goals, achieving whatever you put your mind to. --- Builds and nurtures strong relationships. --- Collaborates effectively with others to get things done. --- Communicates effectively and confidently and is comfortable engaging all clients. --- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. --- Likes to learn, adapts to new information and seeks the right solutions for clients.

--- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: --- Proven ability to partner and promote lead generation. --- Experience balancing investment management, sales activities and new client development. --- Strong computer skills and the ability to multitask in a demanding environment. --- A bachelor's degree, preferably in business-related field. --- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

--- Obtained insurance licenses. ADPJOBSShift:1st shift (United States of America)Hours Per Week: 40

Estate related services. Excellent opportunity for a fast-paced learner in one of Baltimore’s dynamic lending companies. This individual will report to the Director of Loan Operations. Our Company's Core Values Integrity Accountable & Dependable Team Centric System & Process Oriented Service Ethic Organized Efficiency - risk management & compliance Responsibilities: Maintain accurate and up-to-date records of all loans, ensuring completeness and compliance with regulatory requirements.

Calculate and issue loan payoffs in a timely manner upon request from borrowers. Generate recurring notices across all product lines including, but not limited to, billing statements, maturity notices etc.

Prepare Verification of Mortgage (VOM) documents for borrowers as needed. Generate and distribute IRS Form 1098 for borrowers to report mortgage interest information annually.

Assist in the preparation and verification of loan documentation, ensuring accuracy and compliance with company policies and regulations. Perform data entry tasks to update loan details, changes, and other relevant information into the company's database. (Salesforce) Provide excellent customer service by addressing interna and external l inquiries related to loan details, payments, and documentation. Conduct periodic audits of loan files to ensure data integrity and regulatory compliance. Collaborate with other

departments such as underwriting, loan origination, and accounting to streamline loan processing and resolve any issues.

Stay informed about relevant lending regulations and ensure that all loan-related activities comply with federal, state, and company-specific guidelines. General payment processing and reconciliation. Update monthly status reports to the company’s partners. Cross-train with bookkeepers to provide additional help when the workload is high, or someone is out of the office. Daily reconciliations Documenting of deposits, new loans, paid off loans, AR/AP and loan transfers in Quick Books and Excel Generate required reports for loan purchasers upon sale of loan(s) Requirements: High School diploma or GED required.

Two-year degree in business, finance or related field preferred. Minimum 5 years of commercial and/or construction loan servicing, loan documentation or related job experience in the financial industry. Proficient in MS Office particularly MS Excel and MS Word. Must possess excellent analytical and problem-solving skills, be detailed oriented with a commitment to a high level of data integrity and accuracy. Knowledge of General Ledger balancing and common banking transactions. Benefits: Health insurance Dental insurance Vision insurance 401(k) 401(k) matching Paid time off Employee discount program While At Dominion You Will Enjoy: Company outings & social events Virtual events Powered by Jazz HR

by establishing accounts; posting transactions; ensure legal requirements compliance. Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures. Maintains subsidiary accounts by verifying, allocating, and posting transactions.

Balances subsidiary accounts by reconciling entries. Maintains general ledger by transferring subsidiary account summaries. Balances general ledger by preparing a trial balance; reconciling entries. Maintains historical records by filing documents. Prepares financial reports by collecting, analyzing, and summarizing account information and trends. Complies with federal, state, and local

legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions. Contributes to team effort by accomplishing related results as needed.

Bookkeeper Qualifications / Skills: Developing Standards Quick Books Experience (3-5 years) Government Contracting Bookkeeping (Deltek Costpoint/QBO Experience) Analyzing Information Dealing with Complexity Reporting Research Results Data Entry Skills Accounting Knowledge Attention to Detail Confidentiality Thoroughness Willingness to Learn Education, Experience, and Licensing Requirements: Bachelor’s degree in accounting, finance, or related field Previous bookkeeping experience is a must Experience in working with multiple legal entities under different legal umbrellas. This is a hybrid position. Powered by Jazz HR

will work closely with all finance and supply chain staff and act as a subject matter expert. Responsibilities Classifies cost into labor, direct materials, consumables, and overhead into a cost accounting system. Determines a method of cost allocation to inventory.

Tracks variances of cost allocation to standard/average cost. Monitors absorption of labor and overhead to inventory to determine rate accuracy. Works with production to roll cost on Bills of Materials (BOM). Works with production and engineering to cost any BOM modifications. Establish, analyze, and manage variance accounts. Reconciles monthly: o Inventory accounts o Inventory reserves o Cost of goods sold accounts o Variance

accounts Oversight of cycle count activity. Oversight of yearly physical inventory. Analysis of product profitability based on cost and identify cost savings.

Yearly support during annual audits. Periodic review of manufacturing and departmental costs with relevant managers. Prepares the GAAP report. Key contributor to the month-end close process to ensure that inventory accounts are reconciled to the trial balance accurately, timely, and documented accordingly. Collaborate cross-functionally to obtain information to support reporting and analysis as needed. Escalate issues as required to ensure reliable financial information & compliance with policies and procedures. Make estimates of

new and proposed product costs. Revise the reserve for obsolete inventory as needed.

Perform other duties as assigned. Qualifications Bachelor's degree in accounting, or equivalent combination of education, training, and professional experience that provides the individual with the required knowledge, skills, and abilities. Minimum 5-7 years of accounting experience for a for-profit company or division of a large corporation (the medical field will be an advantage). Candidates should possess knowledge of generally accepted accounting principles (GAAP). Excellent abilities in data analysis, budgeting, and forecasting methods. Knowledge and experience working with ERP software programs with preferences towards those with Sage or Microsoft Dynamics background.

Demonstrate familiarity with Microsoft programs like Word, Excel, Power Point, Project, Teams, Outlook, etc. Highly collaborative, works well in teams, and possesses a transparent communication style; keeps the executive team well-informed of important business matters. Demonstrate the ability to obtain the appropriate knowledge from proven analytical/problem-solving capabilities. Demonstrates the ability to establish good working relationships with other departments, including vendors, colleagues, and subordinates.

Demonstrates the appropriate technical knowledge necessary to make sound decisions. Demonstrate the ability to portray the appropriate level of integrity and professionalism. Demonstrate the ability to communicate effectively with management, staff, regulators, and client representatives in written and verbal formats. Demonstrate the ability to complete tasks accurately and according to established and shifting timelines. Energetic, execution-focused, self-motivated, and organized individual who is accustomed to working in a deadline-focused, high-pressure entrepreneurial environment.

Results-oriented and efficient. Creative and open-minded who fosters an environment in which sharing of ideas is encouraged. Demonstrate the ability to work well in a cross-functional team environment. Must communicate fluently in English and have legible handwriting. Analytical thinker with strong conceptual and problem-solving skills. Meticulous attention to detail with superb organizational skills. Excellent report-writing, communication, and IT skills.