- M&T Bank (Baltimore, MD)
- …an advice-based approach to financial solutions for this high - net - worth customer segment, sourced through assigned wealth office referrals, existing ... Overview: The Wealth Financial Advisor focuses on growth of Affluent Market clients in the high net worth ($1 - $3 million investable assets) segment.… more
- Grant Thornton (Baltimore, MD)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager, you'll conduct primary and...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- Bank of America (Annapolis, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- M&T Bank (Annapolis, MD)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Bank of America (Baltimore, MD)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. Responsibilities: * Leads the growth of funded ... client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a… more