- M&T Bank (York, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- JPMorgan Chase (Pikesville, MD)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- PNC (Baltimore, MD)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. ... management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments… more
- M&T Bank (Baltimore, MD)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- M&T Bank (Baltimore, MD)
- …Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations. **Primary Responsibilities:** + Support ... assigned Investment Advisor (s) in preparing for client meetings and providing support....stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. + Develop… more
- Global Communities (Silver Spring, MD)
- …shared vision of a more just, prosperous and equitable global community. The Senior Technical Advisor , Maternal, Newborn, Child Health, and Nutrition (MNCH+N) ... investments, and positioning of Global Communities as a leader in MNCH+N. The Senior Technical Advisor will work collaboratively across other departments to… more
- PNC (Baltimore, MD)
- …opportunity to contribute to the company's success. As a Credit Risk Review Advisor within PNC's Credit Risk Review organization, this position is primarily based in ... credit risk. Results from CRR's assessments are provided to senior management and PNC's Risk Committee of the Board...Risk Committee of the Board of Directors. As CRR Advisor you will join a highly skilled team providing… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC Private Bank organization, you will be based ... for assigned accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject matter resource for… more
- DLA Piper (Baltimore, MD)
- …represent our clients, develop our people, and serve our communities. The Strategic Practice Advisor will play a crucial role in supporting the Chair of DLA Piper ... Artificial Intelligence and senior leadership team in driving the growth and strategic...to handle client engagement, marketing and business development, and financial management responsibilities. The ideal candidate will have a… more
- Cardinal Health (Annapolis, MD)
- …the strategic and tactical levels. Serves as an effective liaison with senior executive management, marketing, legal, finance, sales, and IT. + Demonstrates ... and execute pricing strategies + Demonstrates knowledge of customer economics, financial modeling techniques, and related pricing strategies + Works effectively… more
- Bank of America (Linthicum, MD)
- Senior Banker - Shipley-Linthicum Financial Center Linthicum, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Sumitomo Pharma (Annapolis, MD)
- …are essential for this job. **Job Duties and Responsibilities** + Serve as financial advisor to the T&Q organization, including VPs in Manufacturing, Quality, ... a dynamic, highly motivated, and experienced individual for the position of ** Senior Manager, Financial Planning & Analysis,** supporting our Technology and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's. + The ... setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking of … more
- Johns Hopkins University (Baltimore, MD)
- …volunteers. Authorized to make certain independent decisions on behalf of the Senior Advisor . + Use the SAP financial system and concur or any future systems ... the Sr. Administrative Coordinator will provide expert administrative support to the Senior Advisor to the Provost for the Arts, and to taskforce leadership and… more
- Wells Fargo (Annapolis, MD)
- …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Johns Hopkins University (Baltimore, MD)
- …excellence, fiscal integrity, and stewardship of resources in KSAS. The Senior Associate Dean serves as the school's Divisional Business Officer ("DBO") ... as such, serves as the school's de facto Chief Financial Officer and Chief Administrative Officer. In collaboration with...of their staff and will serve as a key advisor to the Dean and members of the Dean's… more