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Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships.
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History buffs will recognize the city as the home of many canonical events associated with the European settlement of the region, including the French-Indian War, the Revolutionary War and the Civil War. Accordingly, there are a wealth of historic buildings, sites and landmarks for the culture seeker to peruse, including Belle Grove Plantation, Abram's Delight, the Hexagon House, and Glen Burnie, among others.
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2 years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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Minimum four years of working as a Relationship Manager with at least 2 years in a Senior Relationship Manager role and/or minimum two years of working as a Wealth Adviser, Financial Adviser or Financial Consultant.
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This opportunity is ideal for a detail-oriented, and articulate individual with the ability to work collaboratively in support of the PFS. The ideal candidate brings a wealth of ship system safety knowledge.
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Monitor and review client satisfaction. Ideally have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.
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At least 2 years of experience in commercial or personal lines insurance, with an understanding of underwriting, coverage and rate analysis. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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IIF members include commercial and investment banks, asset managers, insurance companies, professional services firms, exchanges, sovereign wealth funds, hedge funds, central banks and development banks.
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Work with other DOE offices to catalyze commercial deployment in the wake of DOE-funded demonstration projects including banks, private equity, infrastructure funds, sovereign wealth funds, etc.
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Associates within TRM are highly-skilled information security, cybersecurity, site reliability engineering, technology, and risk management professionals who have a wealth of experience and a demonstrated ability to provide value added recommendations and deliver high-impact results in their areas of expertise.
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Position Summary: The Digital Communications Strategist will be an integral member of the team and will help lead online communications for the DCCC. The ideal candidate will have previous campaign and/or Capitol Hill experience and possess a high degree of organization.
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The Senior Digital Strategist will report to the Digital Director. The Senior Digital Strategist will join this team ready to hit the ground running as a collaborator, leader, and industry expert.
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This IT Specialist serves as OET's Senior Digital Strategist/Educational Technology Manager, managing and implementing appropriate technologies to support the operation of an Institutionwide educational technology and media program with a worldwide audience.
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wealth job Title: senior client strategist Company: Aetna in Washington, DC
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