Trout CPA: Pennsylvania CPA firm providing accounting, audit, tax, and business advisory services to individuals, businesses, and organizations.
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
Fulton Financial Advisors: A bank providing financial services and advisory support to individuals and businesses.
2+ YOEBachelor's degree or equivalent required; 3+ years financial services or sales administration and 2+ years investment operations required. SIE, Series 7, and Series 63 or 66 required.
Microsoft Office Suite, Client Relationship Management (CRM) software
Fulton Financial AdvisorsNASDAQ: FULT: Regional financial services holding based in Pennsylvania.
2+ YOEBachelor's degree in business, finance, or related field; 3+ years financial services administration; 2+ years investment operations; required SIE, Series 7, and Series 63 or Series 66.
Microsoft Office Suite, Client Relationship Management (CRM) software
RBC Wealth Management: A Royal Bank of Canada wealth-management business serving high-net-worth individuals, families, and institutions worldwide.
Bachelor's degree or related experience; strong communication, organizational, client service, and attention-to-detail skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
Wells Fargo Advisors: U.S. financial advisory and brokerage firm serving investors with investment planning, wealth management, retirement, and online trading.
1+ YOEBrokerage/client support experience, FINRA Series 7 and 63 (or equivalents) required, background checks, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Withum: Independent U.S. public accounting and advisory firm serving businesses and individuals.
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yrOnsiteFull Time
TruistNYSE: TFC: US-based banking and financial services institution.
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
Janney Montgomery Scott: Private full-service wealth management firm serving individuals, families, businesses, and institutions with financial advice.
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
StifelNYSE: SF: Global wealth management and investment banking firm.
3+ YOEBachelor's degree in finance or related field and 3–5 years of post-undergraduate investment banking or related experience. Requires strong financial modeling, analytical, client management, and transaction skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve client problems, use digital tools including Copilot and ChatGPT, and have customer service experience.
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yrRemoteFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Health Care for the Homeless: Baltimore nonprofit health center providing racially equitable health care, housing, and advocacy to people experiencing homelessness.
Associate's degree required, valid Maryland driver\u0002s license and personal vehicle required, bookkeeping/accounting experience, QuickBooks and automated system proficiency, strong communication, confidentiality, and client engagement skills.
designDATA: Alaska Native serving Interior Alaska shareholders through oilfield, government contracting, utilities, technology, tourism, and land businesses.
3+ YOE3+ years progressive IT experience; bachelor’s preferred; must manage client accounts, drive renewals/projects, coordinate vendors, and attain CompTIA Project+ within 9 months.
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hrOnsiteFull Time
Baker Tilly Vantagen: Leading advisory, tax, and assurance firm.
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Oxford Risk Management Group: Private wholesale insurance brokerage and program manager serving commercial, nonprofit, public-entity, association, union, and individual clients.
3+ YOE3+ years captive or commercial P&C insurance experience, Associate's degree or equivalent, active or obtainable P&C license within 90 days, CRM and Microsoft Office proficiency, strong client service and analytical skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
GallagherNYSE: AJG: Global insurance brokerage, risk management, and consulting services firm.
1+ YOEHigh School diploma/equivalent plus 1 year directly applicable experience; Proficiency in Microsoft Office; Strong written and verbal communication; Preferred: Associate's degree or professional certification; previous client relationship experience; exceptional organizational skills.