- Bank of America (Hunt Valley, MD)
- Consumer Investments - Financial Services Representative Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common purpose ... passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will… more
- Bank of America (Annapolis, MD)
- Financial Solutions Advisor - Consumer Investments - Annapolis Mall Financial Center Annapolis, Maryland **Job Description:** At Bank of America, we are ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Hyattsville, MD)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Queens Chapel Financial Center Hyattsville, Maryland **Job Description:** At ... goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds,...Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment ...as a central entry point into a fully licensed financial services career. **An Investment ... where the representative is expected to take several inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. Job expectations include managing… more
- Wells Fargo (Washington, DC)
- … banking and advisory services to clients in the following industries: + Consumer & Retail + Financial Institutions Group + Energy & Power + Healthcare ... + Regional Investment Banking + Technology, Media & Telecommunications + Financial Sponsors Group ** Investment Banking Product Teams** Provides a full range… more
- PNC (Washington, DC)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- PNC (Linthicum Heights, MD)
- …between clients and PNC partners (ie. PNC Investment , PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. + Grows ... this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Ability to drive a commercial… more
- Treasury, Financial Crimes Enforcement Network (Washington, DC)
- …futures commission merchants, insurance companies, investment advisors, money services businesses, or non-bank financial institutions. Serves as the ... candidate will also be enrolled into FBI's Rap Back service , which will allow Treasury to receive notification from...by the US Department of Justice (DOJ) or the Consumer Financial Protection Bureau (CFPB), or related… more
- Bank of America (Hunt Valley, MD)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing… more
- Highmark Health (Annapolis, MD)
- …skills + Working knowledge of Yield Book, Bloomberg or comparable investment tool **PREFERRED LICENSURE** Chartered Financial Analyst (CFA) designation ... please contact number below. For accommodation requests, please contact HR Services Online at ###@highmarkhealth.org California Consumer Privacy Act Employees,… more
- PNC (Baltimore, MD)
- …lead the sales efforts of the business through the introduction and expansion of financial services to the client. + Executes risk management practices through ... Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies**… more
- T. Rowe Price (Baltimore, MD)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... markets: ABS, CLO, CMBS, and RMBS. The position will require analysis of financial , consumer and property market fundamentals, security level cash flows, ongoing… more
- Humana (Annapolis, MD)
- …capital expenditure, divestitures, mergers, or the sale of assets. + Analyzes the financial implications of proposed investments or other transactions so that ... a part of our caring community and help us put health first** The Financial Planning & Analysis Lead analyzes and forecasts financial , economic, and other… more
- Humana (Annapolis, MD)
- …, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that ... a part of our caring community and help us put health first** The Financial Planning and Analysis Professional 2 analyzes and forecasts financial , economic, and… more
- Highmark Health (Annapolis, MD)
- …**ESSENTIAL RESPONSIBILITIES** + Perform financial statement analysis, valuation and financial modeling of potential investment and M&A opportunities. + ... capabilities + Experience working on M&A transactions and/or private equity investment + Sound technical skills with valuations, financial modeling… more
- Bill and Melinda Gates Foundation (Washington, DC)
- …+ Validated expertise in the design and/or delivery of innovative digital financial services , especially payments, ideally gained as an operator, investor, ... industry to manage and further develop a portfolio of investments that align to our strategy, pushing the bounds...other payments use cases, productive credit, agent networks, women's financial inclusion, DFS policy and regulation, consumer … more
- Citizens (Washington, DC)
- …knowledge of internal stakeholders and specialists in delivering a variety of services , including financial planning, investment management, insurance, and ... of 2 years in a Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in new business development and client… more
- Public Citizen (Washington, DC)
- …qualifications JD or other relevant advanced degree, as well as knowledge of financial services regulation and five years or more of relevant experience. ... We advocate for market rules, including on disclosures, credit ratings, claims that investment products or services are "green," and more, to empower investors… more
- Public Citizen (Washington, DC)
- …We advocate for market rules, including on disclosures, credit ratings, claims that investment products or services are "green," and more, to empower investors ... agencies, and the courts, on issues including money in politics, open government, financial regulation, energy and the climate crisis, fair trade, consumer … more
- Humana (Annapolis, MD)
- …capital expenditure, divestitures, mergers, or the sale of assets. + Analyzes the financial implications of proposed investments or other transactions so that ... of our caring community and help us put health first** The Senior Financial Planning and Analysis Professional analyzes and forecasts financial , economic, and… more