- M&T Bank (Prince Frederick, 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 (Washington, DC)
- Merrill Financial Solutions Advisor - Washington DC Market Washington, District of Columbia;Washington, District of Columbia **Job Description:** **Job ... and 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
- TD Bank (Washington, DC)
- …can provide you more specific details for this role. **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... 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 + Driver's… more
- Truist (Fort Washington, 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