- Guardian Life (Annapolis, MD)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- Truist (Baltimore, MD)
- …personal trust administration to a challenging and sensitive portfolio of affluent and ultra- high net - worth clients. Provide administrative support to Trust ... members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Deloitte (Baltimore, MD)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more