- Citizens (Smyrna, DE)
- …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 (Middletown, DE)
- …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
- Truist (Baltimore, MD)
- …clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help ... credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point...will act as the point of contact for the Private Client Group Financial Advisors… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in ... efforts of the business through the introduction and expansion of financial services to the client . + Supports the execution of risk management practices through… more
- Oracle (Annapolis, MD)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… 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 ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....and tracking of Financial Advisor expenses. + Creates reports to build more practice… more
- Oracle (Annapolis, MD)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- T. Rowe Price (Baltimore, MD)
- …the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment… more
- Deloitte (Baltimore, MD)
- …culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. + Stay ... skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate,… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Bank of America (Baltimore, MD)
- … Private Higher Education and 501c3 clients as their working capital, financial technology and operational advisor + Articulate and understand the healthcare ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- Deloitte (Baltimore, MD)
- …across Deloitte businesses. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. + As… more
- Cognizant (Annapolis, MD)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Annapolis, MD)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… more
- CBRE (Annapolis, MD)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… 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 a leader, passionate about financial products and understand regulated investment companies, Subchapter...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- WSP USA (Baltimore, MD)
- …action plans within the specified area. + Meet with various public or private entities or individuals to discuss issues relating to a variety of ... proposition is developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function with business… more