- T. Rowe Price (Owings Mills, MD)
- …us and grow your career with us. ABOUT THIS POSITION As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth ... + Experience working with high-net-worth clients in a relationship management and/or financial advisory capacity Work Flexibility This role is eligible for… more
- M&T Bank (York, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Deloitte (Baltimore, MD)
- …this role ends on 12/31/2024 The Role: We are seeking an experienced Senior Consultant with exceptional expertise in Kyriba technology and treasury transformation to ... cash and liquidity management, trade management, hedge management & accounting, and financial risk management. + Serve as the primary Kyriba expert, providing… more
- Washington Suburban Sanitary Commission (WSSC) (Laurel, MD)
- …senior leadership, division managers and section managers within the agency and other senior financial managers outside the agency related to the programs or ... Position Information Functional TitleSr. Strategic Financial Management Advisor Recruitment Category TypeStandard Functional CategoryFinance/Accounting… more
- Bank of America (Linthicum, MD)
- Senior Banker - Shipley-Linthicum Financial Center Linthicum, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of the tax profession in the area of international tax transparency for the financial industry. Responsibilities will include: + Providing advisory services to … more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... of Financial Advisor expenses. * Creates reports to...by state. * Ability to obtain additional securities and advisory state registrations if required by state. **Job:** Administrative… more
- University of Maryland, Baltimore (Baltimore, MD)
- …Director. This position will be filled at the Managing Director or Senior Managing Director level depending on the selected candidate's qualifications. * Established ... Baltimore near multiple courthouses, government agencies, prominent law and financial firms, nonprofit organizations, major-league sports facilities, theaters, and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... players. Does this describe your background? If you're a senior leader who wants to play in the big...managers and staff, providing a spectrum of assurance and advisory , tax, enterprise risk, regulatory and consulting services to… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll...managers and staff, providing a spectrum of assurance and advisory , tax, enterprise risk, regulatory and consulting services to… more
- Deloitte (Baltimore, MD)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... (Federal tax) practice! What you'll do As a Tax Senior Manager within the Global Information Reporting practice, you...in the area of international tax transparency for the financial industry. Responsibilities will include: * Providing advisory… more
- T. Rowe Price (Baltimore, MD)
- …of the policies, processes, and tools to ensure that the regulatory, financial and reputational risks associated with compliance are mitigated. The role demands ... risks. The candidate is expected to help build strategic advisory capabilities across North America supporting the T. Rowe...managers, striking the balance between serving as a trusted advisor and encouraging a culture of robust challenge to… more
- Bank of America (Columbia, MD)
- …Solutions Advisory + Relationship Building + Account Management + Financial Analysis + Leadership Development + Loan Structuring + Referral Identification + ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- Astrix Technology (Annapolis, MD)
- …for assigned clients. Be able to discuss trends and requirements with clients in an advisory manner. + Be an industry leader presence with the client able to speak ... managing these clients like a business with quotas, practice targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... countries? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you...Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm… more
- Deloitte (Baltimore, MD)
- Deloitte Consulting is seeking a top-performing, senior Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity services. ... assets and operations/mission, as well as assisting in data and financial -informed decision-making around optimized resilience roadmaps and project prioritization. +… more