Current jobs related to High-Net-Worth Client Advisor - Baltimore, Maryland - Bank of America

  • Financial Solutions Advisor

    2 weeks ago

    Baltimore, Maryland, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment recommendations.Key Responsibilities:Provide personalized advice to clients...

  • Senior Wealth Management Advisor

    1 month ago

    Baltimore, Maryland, United States M&T Bank Full time

    Job Title: Senior Wealth AdvisorOverview:We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for managing a book of client relationships and coordinating activities of the relationship team to drive growth and retention of our existing clients.Key...

  • Senior Wealth Management Advisor

    3 weeks ago

    Baltimore, Maryland, United States M&T Bank Full time

    Job Summary:As a Senior Wealth Advisor at M&T Bank, you will be responsible for managing a book of client relationships and coordinating activities of the relationship team. Your primary focus will be on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture.Key Responsibilities:•...

  • Senior Trust Advisor

    4 weeks ago

    Baltimore, Maryland, United States Truist Full time

    Job Title: Senior Trust AdvisorTruist is seeking a Senior Trust Advisor to join our team. As a Senior Trust Advisor, you will be responsible for providing expert advice and guidance to high net worth clients on trust and estate planning, investment management, and wealth preservation.Key Responsibilities:Provide fiduciary advice and guidance to clients on...

  • Account Executive, Travel Advisor

    2 weeks ago

    Baltimore, Maryland, United States Viking Cruises US Full time

    Unlock Your Potential as a Remote Account Executive, Travel AdvisorCome and explore the exciting world of travel with Viking Cruises US. As a remote Account Executive, Travel Advisor, you will have the opportunity to help high-net-worth guests create unforgettable memories while working from the comfort of your own home.With a highly competitive compensation...

  • Senior Trust Advisor

    1 month ago

    Baltimore, Maryland, United States Truist Full time

    Job SummaryTruist is seeking a highly skilled Senior Trust Advisor to join our team. As a key member of our wealth management team, you will provide expert fiduciary advice and solutions to high net worth clients, expanding existing relationships and capturing new opportunities.Key ResponsibilitiesEngage with clients to deliver non-investment and banking...

  • Client Service Associate

    2 weeks ago

    Baltimore, Maryland, United States Stifel Full time

    Job Title: Client Service AssociateJob Summary: We are seeking a highly organized and detail-oriented Client Service Associate to provide administrative, operational, and analytical support to our Portfolio Managers, Investment Associates, and Client Advisors.Key Responsibilities:Assist with client administrative functions, including account openings,...

  • Senior Trust Advisor

    3 weeks ago

    Baltimore, Maryland, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team at Truist. As a key member of our wealth management team, you will provide expert fiduciary advice and solutions to high net worth clients, expanding existing relationships and capturing new opportunities.Key ResponsibilitiesEngage with clients to deliver non-investment and...

  • Client Service Associate

    1 month ago

    Baltimore, Maryland, United States Stifel Full time

    Job SummaryThe Client Service Associate will provide exceptional support to our Portfolio Managers, Investment Associates, and Client Advisors, ensuring seamless day-to-day administrative management of individual client, institutional, and trust portfolios. This role requires a high level of client service expertise, with a focus on delivering tailored...

  • Account Executive

    2 weeks ago

    Baltimore, Maryland, United States Viking Cruises US Full time

    Unlock Your Earning Potential as a Remote Account Executive - Travel AdvisorCome and explore the world of travel with Viking Cruises US, where you'll have the opportunity to create unforgettable memories for our guests. As a remote Account Executive - Travel Advisor, you'll be an essential part of our team, assisting our guests in purchasing...

  • Financial Planner

    1 month ago

    Baltimore, Maryland, United States Lenox Advisors Full time

    About Lenox AdvisorsLenox Advisors is a premier wealth and insurance advisory firm dedicated to providing solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to keeping our clients at the center of everything we do, while maintaining a collegial and collaborative environment that fosters growth and...

  • Financial Planner

    2 weeks ago

    Baltimore, Maryland, United States Lenox Advisors Full time

    About Lenox AdvisorsLenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.We are professional fiduciaries with an entrepreneurial spirit, keeping our clients at the center of everything we do while maintaining a collegial and collaborative environment in which everyone can...

  • High Net Worth Tax Manager

    4 days ago

    Baltimore, Maryland, United States Withum Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Withum. As a Tax Manager, you will play a key role in leading tax engagements, supervising staff, and building relationships with clients.Key ResponsibilitiesReview and prepare tax returns for accuracyResearch and draft complex tax memorandaIdentify and implement tax planning...

  • Estate Planning Attorney

    4 days ago

    Baltimore, Maryland, United States Jobot Full time

    Estate Planning Attorney OpportunityJobot is seeking a highly skilled Estate Planning Attorney to join our team of legal professionals. The ideal candidate will have a strong background in handling high net worth trusts and estates.Key Responsibilities:Drafting, reviewing, and advising on estate planning documents, including wills, trusts, powers of...

  • Senior Tax Manager

    2 weeks ago

    Baltimore, Maryland, United States CyberCoders Full time

    Job Title: Senior Tax ManagerJoin a top-ranked CPA firm as a Senior Tax Manager and take on a leadership role in our Private Client Service team. With a strong focus on high-net-worth individuals, you will be responsible for managing a team of tax professionals and providing expert tax advice to our clients.Key Responsibilities:Lead a team of tax...

  • Senior Tax Manager

    4 weeks ago

    Baltimore, Maryland, United States CyberCoders Full time

    Job Title: Senior Tax ManagerJoin our team of experienced tax professionals at CyberCoders, a top 100 CPA firm in the US. We are seeking a Senior Tax Manager to lead our Private Client Service team, providing expert tax guidance to high net worth individuals and families.About the RoleWe are looking for a highly skilled and experienced Tax Manager with a...

  • Tax Manager

    2 weeks ago

    Baltimore, Maryland, United States CyberCoders Full time

    Job Title: Tax ManagerWe are seeking an experienced Tax Manager to join our High-Net-Worth team at CyberCoders. As a Tax Manager, you will be responsible for handling complex tax reviews and client engagements, including Trusts, Estates, Gifts, and 1040 returns.Key Responsibilities:Manage a portfolio of high-net-worth clients, providing tax planning and...

  • Estate Planning Attorney

    2 weeks ago

    Baltimore, Maryland, United States Jobot Full time

    Estate Planning Attorney OpportunityWe are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for drafting, reviewing, and advising on estate planning documents, providing comprehensive legal advice to high net worth individuals and families, and representing clients in probate...

  • Tax Manager

    1 month ago

    Baltimore, Maryland, United States CyberCoders Full time

    Job Title: Tax ManagerWe are seeking an experienced Tax Manager to join our High-Net-Worth team in the Greater Washington DC Area. As a Tax Manager, you will be responsible for handling Trust and Estate returns, as well as 1040 returns, with a focus on complex tax review and client engagement.Key Responsibilities:Manage a portfolio of high-net-worth clients,...

  • Senior .NET Developer

    4 days ago

    Baltimore, Maryland, United States Syntricate Technologies Full time

    Job Title: Senior .NET DeveloperJob Summary:We are seeking a highly skilled Senior .NET Developer to join our team at Syntricate Technologies. As a key member of our development team, you will be responsible for designing, developing, and maintaining .NET applications and services using C# and other .NET technologies.Key Responsibilities:• Design and...

High-Net-Worth Client Advisor

2 months ago

Baltimore, Maryland, United States Bank of America Full time
About the Role

This is a challenging and rewarding opportunity to work with high-net-worth clients, identifying their financial needs and developing tailored solutions to meet their goals. As a Financial Solutions Advisor, you will be responsible for building strong relationships with clients, understanding their financial objectives, and providing expert advice on investment strategies.

Key Responsibilities
  • Provide personalized advice to clients through reviews and presentations, assessing their financial goals and recommending investment advisory strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core banking, investment, and life priority solutions.
  • Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products.
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects.
  • Develop and grow a book of business to meet and exceed pre-defined financial targets.
The Advisor Development Program (ADP) Journey

During this stage of your journey, you will have the opportunity to work with both affluent and high-net-worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

What We Offer
  • Get training and one-on-one mentorship from managers who are invested in your success.
  • Enroll in our Academy to develop as an advisor and build a strong foundation in financial planning and investment strategies.
  • Build connections to grow your network and business, starting at a Merrill branch.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions and connect clients to solutions that are in their best interest.
Requirements
  • Currently holds Series 7 & 65 in lieu of 66) licenses.
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Self-starter who efficiently manages time and capacity.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.