- Bank of America (York, PA)
- Merrill Financial Solutions Advisor - Eastern Pennsylvania Market Allentown, Pennsylvania;Camp Hill, Pennsylvania; Lancaster, Pennsylvania; Chambersburg, ... 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 (Hunt Valley, MD)
- Merrill Financial Solutions Advisor - Baltimore & Associates Market Baltimore, Maryland;Hunt Valley, Maryland; Baltimore, Maryland; Columbia, Maryland; Bel ... 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
- M&T Bank (Annapolis, 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
- M&T Bank (York, PA)
- …office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....needs. + Meet or exceed established goals for assigned Market through sales activities and leveraging partnerships with Retail,… more
- Truist (Eldersburg, 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