- Citigroup (Washington, DC)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- 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
- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned...to gain incremental wallet share of the affluent and High Net Worth segment through ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Bank of America (Columbia, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Maryland; Columbia, Maryland; Bel Air, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Washington, DC)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- HUB International (Rockville, MD)
- …markets and sales teams by providing **technical case design and analysis** for high - net - worth individuals and business owners. + Develop customized ... are highly desirable. + Experience working with **financial advisors, CPAs, attorneys, or high - net - worth clients** . + Familiarity with tax laws, estate… 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
- Citizens (Washington, DC)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … 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
- Cherry Bekaert (Rockville, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more
- Wells Fargo (Washington, DC)
- …research conferences + Collaborate with WIM leadership and provide counsel on events for ultra- high net worth clients + Lead planning efforts for large ... multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of business. The individual in this role… more