- Bank of America (Hunt Valley, MD)
- Consumer Investments - Financial Services Representative Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common purpose ... passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will… more
- Bank of America (Hyattsville, MD)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Queens Chapel Financial Center Hyattsville, Maryland **Job Description:** At ... goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds,...Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- Bank of America (Ellicott City, MD)
- Financial Solutions Advisor - Consumer Investments - Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment ...as a central entry point into a fully licensed financial services career. **An Investment ... where the representative is expected to take several inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. Job expectations include managing… more
- Wells Fargo (Ellicott City, MD)
- … services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact ... knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services ...in one or a combination of the following: corporate, consumer , mortgage, investments , brokerage, or private banking… more
- Wells Fargo (Baltimore, MD)
- … services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and ... position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related… more
- PNC (Baltimore, MD)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- Wells Fargo (Washington, DC)
- …and urgency for achieving results + Dedication to building a career in the financial services industry + Relevant internship experience + Bachelor's degree with ... Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients...Consumer & Retail + Energy & Power + Financial Institutions Group + Healthcare + Industrials + Mid-Cap… more
- Bank of America (Hunt Valley, MD)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing… more
- PNC (Baltimore, MD)
- …lead the sales efforts of the business through the introduction and expansion of financial services to the client. + Executes risk management practices through ... Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies**… more
- PNC (Baltimore, MD)
- …success. As a Senior Communications Specialist within PNC's Asset Management Group Investment Office organization, you will be based in Cleveland, OH. Other PNC ... and meet deadlines * Strong written and oral communication skills * Investment industry experience preferred **Job Description** + Designs, develops, produces and… more
- T. Rowe Price (Baltimore, MD)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... markets: ABS, CLO, CMBS, and RMBS. The position will require analysis of financial , consumer and property market fundamentals, security level cash flows, ongoing… more
- Highmark Health (Annapolis, MD)
- …**ESSENTIAL RESPONSIBILITIES** + Perform financial statement analysis, valuation and financial modeling of potential investment and M&A opportunities. + ... capabilities + Experience working on M&A transactions and/or private equity investment + Sound technical skills with valuations, financial modeling… more
- JPMorgan Chase (Washington, DC)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to...plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required +… more
- Bill and Melinda Gates Foundation (Washington, DC)
- …+ Validated expertise in the design and/or delivery of innovative digital financial services , especially payments, ideally gained as an operator, investor, ... industry to manage and further develop a portfolio of investments that align to our strategy, pushing the bounds...other payments use cases, productive credit, agent networks, women's financial inclusion, DFS policy and regulation, consumer … more
- TD Bank (Washington, DC)
- …or equivalent experience + 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and ... experience + Leads, coaches and develops a team of service and advice colleagues on services , product...banking experience or are just starting your career in financial services , we can help you realize… more
- Citizens (Washington, DC)
- …knowledge of internal stakeholders and specialists in delivering a variety of services , including financial planning, investment management, insurance, and ... of 2 years in a Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in new business development and client… more
- Public Citizen (Washington, DC)
- …qualifications JD or other relevant advanced degree, as well as knowledge of financial services regulation and five years or more of relevant experience. ... We advocate for market rules, including on disclosures, credit ratings, claims that investment products or services are "green," and more, to empower investors… more
- Public Citizen (Washington, DC)
- …We advocate for market rules, including on disclosures, credit ratings, claims that investment products or services are "green," and more, to empower investors ... agencies, and the courts, on issues including money in politics, open government, financial regulation, energy and the climate crisis, fair trade, consumer … more
- City National Bank (Washington, DC)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and … more