- Citizens (Washington, DC)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (College Park, MD)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- PNC (Baltimore, MD)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... efforts of the business through the introduction and expansion of financial services to the client . + Executes risk management practices through the adherence to… more
- World Insurance Associates, LLC. (Columbia, MD)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Citigroup (Washington, DC)
- …**Education:** . Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- HUB International (Rockville, MD)
- …opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Rockville, MD** office. The selected individual will be ... client reviews and providing administrative support to the advisor 's to ensure our clients experience outstanding service. The...clients + Assist with office wide projects + Use financial planning software (eg eMoney) to assist with preparation… more
- HUB International (Rockville, MD)
- …about our talent. We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **Rockville, MD** office. The selected individual ... key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth (RPW) team. The successful candidate must be...on new leads or warm prospects as identified by advisor ; use lead advisor to close plans… more
- Truist (Washington, DC)
- …profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing ... **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going management...on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to… 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...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- Citigroup (Washington, DC)
- …+ BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** ... Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ...Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on financial… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …accounts, including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client (s). Manages budgeting and ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....tracking of Financial Advisor expenses. Creates reports to build more practice efficiencies,… more
- M&T Bank (Baltimore, MD)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree,… more
- Morgan Stanley (Lutherville, MD)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Morgan Stanley (Bethesda, MD)
- … Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Morgan Stanley (Washington, DC)
- …of Marketing & Communication provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ ... & Communication is a senior level position on a Financial Advisor / Private Wealth...that focuses on driving team growth and enhancing the client relationship * Manages and implements creative marketing and… more