- Acrisure (Linthicum Heights, MD)
- … Client Acquisition and Relationship Management: *Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their ... entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job...in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new… more
- Advisor Employee Services (Greenbelt, MD)
- …Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to: Answer phones and ... Monday - Friday 8:30 - 5:00 PM Some evenings required for client events Presented by Advisor Employee Services Thank you for your interest in the Administrative… more
- TechSource, Inc. (Washington, DC)
- …Forrestal Building in Washington, DC. Telework options may be available, based on client approval and volume of classified work. What You Will Do: *Provide ... executive-level technical and program management support to the NWC Executive Action Officer. *Develop reports and review technical inputs regarding nuclear weapons operations and the nuclear weapons complex. *Research, draft, and review technical and… more
- Macy's (Bethesda, MD)
- …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... feel beautiful and confident. You are focused on building a client base and nurturing strong client relationships in order to meet sales goals. You embrace… more
- Jamie Grayem (Gwynn Oak, MD)
- FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis MUST HAVE 7/66 (63/65) This position is subject to SAFE Act registration ... across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.… more
- Cetera Financial Group, Inc. (Baltimore, MD)
- …success - Welcome to Cetera! The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties ... to identify customers Identifying external prospects and expanding new client relationships Identifying cross-sell opportunities, including opportunities to refer… more
- Ruder Finn, Inc. (Washington, DC)
- …strategies under pressure. Key Responsibilities Serve as the senior strategic advisor to clients on public affairs, reputation management, and crisis response ... response efforts, and manage crisis communications plans Collaborate with internal client teams and executive leadership to align messaging with business objectives… more
- Swell Recruit (Washington, DC)
- …internal controls and processes. Client Relations: Build and maintain strong client relationships, serving as a trusted advisor on financial and compliance ... matters. Effectively communicate audit findings and recommendations to clients in a clear and understandable manner. Team Leadership: Supervise and mentor audit staff, providing guidance on technical issues and fostering a collaborative work environment.… more
- CBIZ, Inc. (Rockville, MD)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... auditing standards, technology implementation procedures, etc. relative to individual client assignments Adhere to engagement budget constraints and complete… more
- JPMorgan Chase (College Park, MD)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Washington, DC)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Bank of America (Washington, DC)
- …targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service ... providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial… more
- Bank of America (Columbia, MD)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Columbia, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Kestra Financial (Baltimore, MD)
- …in our career path and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This position ... strategies to individuals and businesses. We prioritize a collaborative, client -centric approach, fostering a supportive environment where innovation and excellence… more
- World Insurance Associates, LLC. (Columbia, MD)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- Raymond James Financial, Inc. (Washington, DC)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Deloitte (Baltimore, MD)
- …serving as a process engineer, technology implementer, and solution developer, and client advisor . The Team Deloitte's Government and Public Services (GPS) ... AI. The Deloitte Intelligent Automation (IA) Specialist engages with client stakeholders, IT personnel, process exports, software vendor, engineering/support teams,… more
- IBM (Washington, DC)
- …& AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). IBM is ... value to their business. Your primary responsibilities will include: * Maintain Client Relationships and Showcase IBM's Tech Value: Actively maintain and nurture … more
- Raymond James Financial, Inc. (Washington, DC)
- …needs and deliver tailored solutions, reinforcing the firm's commitment to a client -centric approach. + ** Advisor Support:** Support financial advisors by ... client 's unique needs allows you to deliver customized solutions, strengthening the advisor - client bond. + **Driving Firm Growth:** Satisfied clients are more… more
- Bank of America (Columbia, MD)
- Financial Solutions Advisor Registration Candidate-Howard County, MD Ellicott City, Maryland;Columbia, Maryland; Columbia, Maryland; Glen Burnie, Maryland **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Ellicott-City/Financial-Solutions- Advisor -Registration-Candidate-Howard-County--MD\_25030554) **Job Description:** At Bank of America, we are… more
