- M&T Bank (Annapolis, MD)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Bank of America (Columbia, MD)
- Merrill Financial Solutions Advisor - Baltimore & Associates Market Baltimore, Maryland;Hunt Valley, Maryland; Baltimore, Maryland; Columbia, Maryland; Bel ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- M&T Bank (Baltimore, MD)
- Overview: The Wealth Financial Advisor focuses on growth of Affluent Market clients in the high net worth ($1 - $3 million investable assets) segment. ... The Wealth Financial Advisor (WeFA) provides an advice-based approach...relationships within the high-net-worth segment. + Increase penetration of Affluent Market investment and insurance solutions for… more
- TD Bank (Rockville, MD)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial...Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners; up to… more
- Truist (Owings Mills, MD)
- …abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a ... of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for… more