- Bank of America (Hunt Valley, MD)
- Investments New Account Support Specialist Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... an impact, along with the power to make a difference. Join us! As a ** New Account Support Operations Specialist** , you will perform operational support … more
- Lincoln Financial Group (Lutherville, MD)
- … Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory ... research, analysis and proper accounting treatment of Lincoln's investment positions to support strategic investment...be doing** * You will provide timely and proper investment reporting of General Account Invested Assets… more
- Bank of America (Hunt Valley, MD)
- …result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial ... Investment Consultant II - Merrill Premium Hunt Valley,...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Bank of America (York, PA)
- …goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong… more
- Bank of America (Hunt Valley, MD)
- …where goals were met or exceededMinimum of one year experience in the investments industry,including investment training and in-depth knowledge of investment ... Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong… more
- M&T Bank (York, PA)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer ... segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …professional. Our team specializes in customized portfolios with emphasis on alternative investments and institutional consulting. We are always learning! + Our team ... Raymond James is a strong, stable firm with great support resources that has been recognized as a great...Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement… more
- Edward Jones (Hanover, PA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** +… more
- Edward Jones (Lancaster, PA)
- …branch office administrator to help you run your branch. World-class products, services and support . And the stability of a firm built on a long-term investment ... needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- Morgan Stanley (Lutherville, MD)
- …the client and/or FA/PWA/team * Provide existing clients with details around their account information (eg, investment objectives, risk tolerance) * Accept or ... to assist clients with their everyday needs. *DUTIES and RESPONSIBILITIES:* *CLIENT SUPPORT * Provide service coverage for a FA/PWA/team including: * Supporting the… more
- Bank of America (Lutherville, MD)
- …and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * ... financial lives. * Is confident in identifying solutions for new and existing clients based on their needs. *...Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management… more
- HUB International (Hunt Valley, MD)
- …the conference room and break room including trash removal. + Act as backup support to all departments. + Update account information and attach documentation in ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the… more