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Bethesda financial planner

11 financial planner jobs found in Bethesda

GEICO
05/21/2026  
Senior Manager, Staff Counsel - Maryland
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is seeking a Senior Manager of multiple Staff Counsel office activities in the State of Maryland relating to the defense of lawsuits against GEICO insureds in liability suits and property damage suits, and on behalf of GEICO in subrogation, Uninsured Motorist (UM) and Underinsured Motorist (UIM), filed in courts of limited and unlimited jurisdiction. Essential Functions: Manages subordinates in...
GEICO Bethesda, MD Full Time
The Baldwin Group
05/16/2026  
Senior Retirement Advisor - The Baldwin Group Financial Services
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You’ll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a...
The Baldwin Group Bethesda, MD Full Time
GEICO
05/12/2026  
RAD Business Systems Analyst
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Candidate Qualifications: • Candidate with or pursuing a degree in Information Systems, Computer Science or related field/equivalent experience is preferred. • Experience with Software Development Life Cycle is preferred • Experience developing test plans and executing test scenarios to ensure the highest quality deliverables. • Experience eliciting and documenting functional system requirements from project...
GEICO Bethesda, MD Full Time
GEICO
05/08/2026  
Associate Counsel - Silver Spring, MD
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking to hire an Associate Counsel to defend lawsuits filed in Maryland courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Silver Spring, MD.                                   Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on liability, damages, and value as requested...
GEICO Bethesda, MD Full Time
GEICO
03/29/2026  
Senior Director, Marketing Media
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is seeking an innovative Sr. Director, Media to lead the modernization of our media practice. This individual will oversee GEICO’s omnichannel media strategy, lead end-to-end planning and drive executional excellence across all lines of business. The ideal candidate will have a strong track record in leading high performing teams in a matrixed environment operating at a rapid pace. Previous oversight of...
GEICO Bethesda, MD Full Time
GEICO
03/23/2026  
Staff Engineer – Vulnerability Management Automation (Platform and Tools - VMs)
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Position Summary GEICO is seeking an experienced Staff Engineer with a passion for building high performance, low maintenance, zero-downtime platforms, and applications. You will help drive our insurance business transformation as we transition from a traditional IT model to a tech organization with engineering excellence as its mission, while co-creating the culture of psychological safety and continuous...
GEICO Bethesda, MD Full Time
GEICO
03/23/2026  
Senior Manager, Staff Counsel - MD
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is seeking a Senior Manager of multiple Staff Counsel office activities relating to the defense of lawsuits against GEICO insureds in liability suits, and on behalf of GEICO in subrogation, Uninsured Motorist (UM) and Underinsured Motorist (UIM), and PIP suits or arbitrations, filed in courts of limited and unlimited jurisdiction. Essential Functions: Manages subordinates in all activities relating...
GEICO Bethesda, MD Full Time
GEICO
03/23/2026  
Director Technical Program Manager
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Director Technical Program Manager acts as a strategic partner and force multiplier for the organization’s leadership, by managing priorities, overseeing internal processes, and driving special horizontal initiatives.  This role involves strategic planning, ensuring organizational operational efficiency, facilitating communication, and making data-driven decision support, effectively serving as the glue that...
GEICO Bethesda, MD Full Time
GEICO
03/23/2026  
Senior Director, Social Content and Community
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is one of the nation's largest and fastest-growing auto insurers thanks to our low rates, outstanding service and clever marketing. We're an industry leader employing thousands of dedicated and hard-working associates. As a wholly owned subsidiary of Berkshire Hathaway, we offer associates training and career advancement in a financially stable and rewarding workplace. The Sr. Director, Social Content...
GEICO Bethesda, MD Full Time
The Baldwin Group
03/02/2026  
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and...
The Baldwin Group Bethesda, MD Full Time
Risk Strategies
02/12/2026  
Employee Benefits Account Manager
The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....
Risk Strategies Bethesda, MD Full Time

 

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