- Bank of America (Hunt Valley, MD)
- Consumer Investments - Financial Services Representative Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common purpose ... passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will… more
- Bank of America (Baltimore, MD)
- Financial Solutions Advisor Registration Candidate - Consumer Investments -Roland ave Financial Center Baltimore, Maryland **Job Description:** At Bank ... goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds,...Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- Bank of America (Columbia, MD)
- Financial Solutions Advisor - Consumer Investments - Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Rockville, MD)
- Financial Solutions Advisor - Consumer Investments - Washington DC Market Washington, District of Columbia;Rockville, Maryland; Bethesda, Maryland; ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- PNC (Washington, DC)
- …between clients and PNC partners (ie. PNC Investment , PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. + Grows ... position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary:… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment ...as a central entry point into a fully licensed financial services career. **An Investment ... where the representative is expected to take several inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. Job expectations include managing… more
- Wells Fargo (Rockville, MD)
- … services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact ... knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services ...in one or a combination of the following: corporate, consumer , mortgage, investments , brokerage, or private banking… more
- PNC (Rockville, MD)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments , you will be based in Rockville, MD ... branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Bank of America (Hunt Valley, MD)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing… more
- PNC (Baltimore, MD)
- …lead the sales efforts of the business through the introduction and expansion of financial services to the client. + Executes risk management practices through ... Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies**… more
- JPMorgan Chase (Baltimore, MD)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to...plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required +… more
- TD Bank (Essex, MD)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... and organizations, which summarize prospect's consumer lending situation and how consumer lending products and services would meet their needs; Recommends… more
- PNC (Baltimore, MD)
- …activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with ... and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based in Baltimore,… more
- Acxiom (Annapolis, MD)
- …adopted for Acxiom product use and clients are maximizing value from product/ service investments . Handles escalations and coordinate across functional areas of ... to help clients achieve specific business results and maximum value from their investment in Acxiom product(s). Strong strategic mindset to be able to identify and… more
- JPMorgan Chase (Washington, DC)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... care in the United States. Morgan Health pursues this strategy through investments , collaborations with the JPMC Benefits team, engagements with other market… more
- TD Bank (Washington, DC)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... involve numerous systems, partners and complexity + Requires knowledge and understanding of financial concepts, a broad range of products, services and tools,… more
- Lincoln Financial (Washington, DC)
- …them. **What we're looking for** _Must-Haves_ + 5-7+ Years experience in Financial Services or Business Analysis, Project Management and/or Business Consulting ... in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships with...in Financial Services directly aligned to the specific… more
- Amentum (Washington, DC)
- …Risk mitigation, compliance, or enforcement work in the national security or financial services domains; + Trade and logistics, data security/cybersecurity, ... law enforcement intelligence support, risk analysis and modeling, and program management services to Federal, state, and local agencies. We pride ourselves in… more
- Humana (Washington, DC)
- …help us put health first** The Finance Professional 2 analyzes and forecasts financial , economic, and other data to provide accurate and timely information for ... reports done on a monthly and quarterly cadence. Evaluates industry, economic, financial , and market trends to forecast the organization's short, medium, and… more
- JPMorgan Chase (Westminster, MD)
- …conviction history, including pretrial diversions or program entries Chase is a leading financial services firm, helping nearly half of America's households and ... financial technology and the most welcoming and friendly service , you will be front and center representing our...and offer new tools to help them meet their consumer banking and investment goals + Champions… more