- M&T Bank (Baltimore, MD)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- M&T Bank (Baltimore, MD)
- **Overview:** Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations. ... **Primary Responsibilities:** + Support assigned Investment Advisor (s) in preparing for client meetings and providing support. + Prepare portfolio recommendation… more
- Deloitte (Baltimore, MD)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Baltimore, MD)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an attorney to serve as an Associate Legal ... Advisor to serve in the District Court Litigation Division...offices, including law enforcement officers, policymakers, attorneys, and agency senior leadership, and must be able to tailor communications… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an Associate Legal Advisor to serve in the ... Law and Practice Division (ILPD) is seeking an attorney for an Associate Legal Advisor position in Washington, DC to handle issues relating to the litigation of… more
- DHS Headquarters (Washington, DC)
- …This is a non-bargaining unit position. Responsibilities As a Attorney- Advisor (General), GS-0905-13/14/15, your typical work assignments may include: Providing ... Drafting and presenting ethics training to Headquarters officials, to include senior leadership and political appointees; Assisting with administration of the DHS… more
- Wells Fargo (Bethesda, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking of Financial ... Advisor expenses. * Creates reports to build more practice...and advisory state registrations if required by state. **Job:** Wealth management **Primary Location:** US-MD-Baltimore-Timonium **Organization** Eastern **Schedule** Full-time… more
- Bank of America (Bethesda, MD)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Relationship Manager- EGP Bethesda, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- PNC (Washington, DC)
- …Asset Management businesses. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and drive marketing strategy ... business impact and growing strategic business segments in the wealth and asset management space, we want to hear...the existing client base. This role interfaces directly with senior leadership across the Bank to align on strategic… more
- PNC (Washington, DC)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more
- Cherry Bekaert (Rockville, MD)
- …services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director,...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… more
- Morgan Stanley (Columbia, MD)
- …to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be ... branch is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a...5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable… more
- Morgan Stanley (Baltimore, MD)
- …critical role as advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is a critical component of ... services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses. **This is not a senior... Wealth Management Businesses. **This is not a senior leadership role. We are looking for candidates with… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an energetic and dedicated attorney to serve as an ... Associate Legal Advisor with the Labor and Employment Division (LELD) in...offices, including law enforcement officers, policymakers, attorneys, and agency senior leadership, and must be able to tailor communications… more
- Federal Emergency Management Agency (Washington, DC)
- …this position if hired? In this position, you will serve as the independent senior advisor to the Fire Administrator on the Wildfire Leadership Council (WFLC). ... and EMS services and community objectives and priorities. Serving as the USFA senior level expert who provides senior leadership with program evaluation results… more
- S&P Global (Washington, DC)
- …solutions for the biggest security challenges. We are looking for a Senior security engineer responsible for development and implementation of security architecture ... timelines, and work with cross functional teams to implement remediations. This senior level position combines managerial and technical capabilities and will drive… more
- Xerox (Washington, DC)
- …Job Level Individual Contributor Job Type Experienced Job Field Sales Seniority Level Mid- Senior Level Currency USD - United States - US Annual Base Salary Minimum ... drivers, and a strong financial understanding, along with a wealth of business, market and competitive knowledge, they are...business. + Building an effective working relationship at a senior level to build trust and engagement from the… more
- Bank of America (Columbia, MD)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more