- M&T Bank (Prince Frederick, MD)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Truist (Fort Washington, MD)
- …abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a ... of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for… more