- Guardian Life (Annapolis, MD)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- Truist (Baltimore, MD)
- …personal trust administration to a challenging and sensitive portfolio of affluent and ultra- high net - worth clients. Provide administrative support to Trust ... members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- City National Bank (Washington, DC)
- …* Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...Strong understanding of all products and services applicable to high net worth clients. *… more