- Sallie Mae (Newark, DE)
- …Our benefits take care of the whole youa??from physical and mental to financial and professional. Youa??ll get opportunities to further your education and career, ... The role requires deep expertise in digital marketing, multi-touch attribution, financial analytics, and team leadership in a highly regulated environment. **What… more
- Sallie Mae (Newark, DE)
- …responsible for shaping long-term engineering direction and serve as a key technical advisor to engineering and product leadership. **What You'll Do** + Define and ... PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial -well-being and retirement 401k with employer match + Comprehensive medical, dental,… more
- Edward Jones (Aberdeen, MD)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Citizens (Bear, DE)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Lutherville, MD)
- Financial Solutions Advisor - Greater Baltimore, MD Market Lutherville, Maryland;Lutherville Timonium, Maryland **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lutherville/ Financial -Solutions- Advisor Greater-Baltimore--MD-Market\_25042914) **Job Description:** At Bank of… more
- Bank of America (Hunt Valley, MD)
- Life Services Financial Solutions Advisor (Series 7 & 66 required) Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hunt-Valley/Life-Services- Financial -Solutions- Advisor --Series-7 66-required-\_25042757) **Job Description:** _At Bank of… more
- JPMorgan Chase (Middletown, DE)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- City National Bank (Newark, DE)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- PNC (Forest Hill, MD)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- City National Bank (Newark, DE)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... escalates as appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client… more
- Bank of America (Hunt Valley, MD)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- H&R Block (Lutherville, MD)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- Walmart (Timonium, MD)
- …and wallet! **-Health benefits** include medical, vision and dental coverage **- Financial benefits** include 401(k), stock purchase and company-paid life insurance ... **-Paid time off benefits** include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your… more
- H&R Block (Lutherville, MD)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- City National Bank (Newark, DE)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate… more
- JPMorgan Chase (Newark, DE)
- …product management, and product execution related to wealth management prospect, client, advisor , and service experience. They have a passion and proven acumen and ... capture functional, design, and control/regulatory features across the prospect, client, advisor , and service experience. Build out a multi-year product roadmap and… more
- Citizens (Newark, DE)
- …Manager The Consumer Home Equity Finance organization serves as a trusted advisor for the Citizens Home Equity business, providing both strategic and tactical ... financial support. We are seeking a Finance Manager who...of the Home Equity Finance team, responsible for delivering financial guidance to leaders and partners, and enhancing the… more
- JPMorgan Chase (Newark, DE)
- …and regulations + Deliver training and awareness campaigns, acting as a trusted advisor for data ownership + Liaise for audit, regulatory, and client requests, ... a fast-paced, results-driven environment + Minimum four years of experience in financial services or financial technology, leading complex projects with multiple… more
- JPMorgan Chase (Newark, DE)
- …role will be crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax, ... develop strategies for increasing business with current clients; professional advisor cultivation Required Qualifications, Skills and Capabilities + Bachelor's… more
- JPMorgan Chase (Newark, DE)
- …business performance by promoting key initiatives and acting as a trusted advisor to senior management. You will be responsible for implementing new business ... tax, regulatory, capacity issues, extraordinary transaction costs + Analyze financial performance, including expenses; identify productivity initiatives and drive… more
