2 jobs found in Bethesda

What You'll Do: Come join the Advisor support team as a  Retirement Sales Specialist ! In this role you'll work in partnership with the sales team including Internal Wholesalers, and Field Sales Reps to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships!   Here are a few examples of things you’ll do: Responsible for internal sales activities for Full-Service Accumulation. Educate and consult with advisors and third-party administrators on successful methods of prospecting, marketing, and selling retirement plans. Develop excellent relationships with advisors and third-party administrators. Evaluate and price prospective business to ensure profitability and suitability to client needs. Prepare advisors to deliver sales presentations to prospective clients. Principal Financial Group has been once again named on of the World's Most Ethical Companies by Ethisphere.  The...

Job Description Responsible for the business components of the law firm, including finance and accounting, information technology, human resources oversight and business operations and management. Report to the Managing Partner and Management Committee, and advise on issues affecting the business operations of the law firm. Experience with Law Firm Operations and Policies and Procedures. Finance and Accounting: Responsible for all finance and accounting, including day to day cash management and billing and receivables management.  Provide support to Office Manager and administrative assistants on billing and accounting matters. Prepare monthly financial reports for distribution to partners and other attorneys as directed. Work directly with outside CPA firm for tax return preparation and other matters. Prepare Fixed Asset Listings and depreciation reports in conjunction with outside CPA firm. Work with firm bank officers on banking related matters. Review and approve vendor...