- M&T Bank (Baltimore, MD)
- …goals of clients and IST recommendations. **Primary Responsibilities:** + Support assigned Investment Advisor (s) in preparing for client meetings and providing ... **Overview:** Supports Wealth Advisory Services integrated delivery of products and...co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews. + Develop and maintain a working… more
- Deloitte (Baltimore, MD)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- M&T Bank (Baltimore, MD)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Deloitte (Baltimore, MD)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. * Trading of both discretionary and non-discretionary products, ... setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking of Financial … more
- Wells Fargo (Annapolis, MD)
- …this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
- Morgan Stanley (Baltimore, MD)
- …services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses. **This is not a senior leadership role. We are ... a wide range of investment banking, securities, investment management and wealth management services. The...advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is… more
- Morgan Stanley (Columbia, MD)
- …and maintain and manage long term client relationships . Help manage client investment needs consistent with Firm policies and industry requirements . Keep current ... to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be… more
- Bank of America (Baltimore, MD)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more