- M&T Bank (Washington, DC)
- …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 **Job Description:** **Job Description:** At Bank of America, we ... 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
- Bank of America (Bethesda, MD)
- Merrill Financial Solutions Advisor - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda, ... Banking, and Investment and Life Priority (TM) solutionsPartners 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)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor II (FA) role requires previous experience selling investments ... and providing financial planning & will need to leverage this experience...unique and complex needs of clients in the Mass Affluent (MA) segment. The FA II will serve as… more
- Citizens (Washington, DC)
- …be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively ... and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role,… more
- Truist (Silver Spring, 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