- Bank of America (Columbia, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Truist (Baltimore, MD)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... risk solutions, and family governance solutions. + Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both… more
- Robert Half Finance & Accounting (Hunt Valley, MD)
- …a tax career like no other. If you are a tax senior with experience working with ultra- high net worth clients or have a desire to upgrade your client base, ... accounting + CPA or close to completing the exam + Master's degree preferred + Ultra- High Net Worth Individual tax experience + Complex Partnership Tax… more
- Robert Half Finance & Accounting (Rockville, MD)
- …is a tremendous opportunity for a tax professional in the private weatlh management sector or high net worth tax group of a public accounting firm. It's a ... ###. Requirements + Bachelors degree in Accounting, Finance or similar area of study + High - Net - Worth individual tax experience + CPA or EA certification +… more
- M&T Bank (Annapolis, MD)
- …delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible ... assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business… more
- Wells Fargo (Bethesda, MD)
- …to customers + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for leading, managing and developing a diverse team of high -performing direct or indirect reports, creating a culture that...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Wells Fargo (Hunt Valley, MD)
- …speaking proficiency in Spanish/English + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Wells Fargo (Bethesda, MD)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- KPMG (Baltimore, MD)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition...medical and dental plans, vision coverage, disability and life insurance , 401(k) plans, and a robust suite of personal… more
- Cherry Bekaert (Rockville, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more
- Cherry Bekaert (Rockville, MD)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more
- KPMG (Baltimore, MD)
- …multi-state and local tax experience preferred; federal and state partnership experience preferred; high net worth individual tax experience preferred + ... a variety of medical and dental plans, vision coverage, disability and life insurance , 401(k) plans, and a robust suite of personal well-being benefits to support… more