Private Client Associate for High-Net-Worth Clients
1 week ago
A leading financial advisory firm in Bethesda, Maryland is seeking a Client Associate to support high-net-worth clients. This role involves account management, client interactions, and ensuring top-quality service. The ideal candidate should have 1-3 years of financial client service experience, organizational skills, and proficiency in Microsoft Office. The anticipated salary range is $55,000 to $70,000 with additional benefits.
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Client Associate
1 week ago
Bethesda, MD, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Senior Client Associate
1 week ago
Bethesda, MD, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Client Service Associate
7 days ago
Bethesda, MD, United States B.F. Saul Company Full timeCompany Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients...
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Client Service Associate
1 week ago
Bethesda, MD, United States B.F. Saul Company Full timeCompany Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients...
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Senior Private Client Marketing Specialist
7 days ago
Bethesda, MD, United States Risk Strategies Full timeThe Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating with cross-functional teams to achieve strategic objectives. The Senior Marketing Specialist...
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Senior Private Client Marketing Specialist
4 days ago
Bethesda, MD, United States Risk Strategies Full timeThe Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating with cross-functional teams to achieve strategic objectives. The Senior Marketing Specialist...
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Account Executive
1 week ago
Bethesda, MD, United States National Financial Partners Full timeWho We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement...
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Wealth Private Banking Advisor II
2 weeks ago
Bethesda, MD, United States Truist Inc Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
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Administrative Assistant
2 days ago
Bethesda, MD, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Administrative Assistant
7 days ago
Bethesda, MD, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...