- M&T Bank (York, PA)
- …Provides advice-based approach to financial solutions for an assigned book of business . Actively solicits new and existing investments and insurance from high net ... worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Bank of America (Lutherville, MD)
- Financial Solutions Advisor - Consumer Investments - Padonia Financial Center Lutherville, Maryland **Job Description:** At Bank of America, we are guided by a ... financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with… more
- Truist (Manchester, MD)
- …needs and conditions based upon sound profiling and personal financial planning analysis . Proactively work with the financial advisor on assigned investment ... changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial… more