- T. Rowe Price (Owings Mills, MD)
- …join us and grow your career with us. Role Summary As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth clients ... detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of...You will perform a thorough analysis of each client's financial situation using a consultative approach specifically aimed at… more
- JPMorgan Chase (Baltimore, MD)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- PNC (Baltimore, MD)
- …valued 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 ... the sales efforts of the business through the introduction and expansion of financial services to the client. + Executes risk management practices through the… more
- Stanley Black and Decker (Towson, MD)
- …Functions **Business Partnership & Board of Directors Communication:** + Act as a financial advisor to senior management, offering insights and ... **Vice President of Corporate Financial Planning & Analysis (FP&A)** **New Britain, CT...CUB CADET(R), and HUSTLER(R). The Vice President of Corporate Financial Planning & Analysis plays a critical leadership role… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Johns Hopkins University (Baltimore, MD)
- …in 2019. The SCAA team is comprised of a team of Academic Advisor /Success Coaches (AA/SCs) and Triage Specialists. AA/SCs assist students with all academic ... to provide administrative and budgetary support for SCAA. Reporting to the Senior Director, Success Coaching and Advising, this position will perform a wide… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …including 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 efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Baltimore, MD)
- Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, CIO's and other key executives to advise, implement, and deliver ... role ends on 3/31/2025 Work you'll do As a Senior Consultant, you'll work with diverse global clients across...Our Finance and Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Deloitte (Baltimore, MD)
- …the additional business you bring in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services practice who is ready to ... tax group within Deloitte. What you'll do As a Senior Tax Manager within the Business Tax Services group,...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… 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 ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... the career opportunity to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will:… more
- Deloitte (Baltimore, MD)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... with a well-respected team of proven innovators! Work you'll do: As a Senior Consultant within the Sustainability Climate and Equity: Gi3 practice, you will advise… more
- Deloitte (Baltimore, MD)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... with a well-respected team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities and manage and facilitate… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...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 + ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...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 + ... Deloitte's Business Tax Services (Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable… more