Client Advisor Salary at Audi Owings Mills BETA

Private Client Advisor II Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Company Description Turning Point Financial is a full-service financial services firm offering Financial Planning, Investment Management, Insurance & Estate Planning, and Tax & Accounting services. Our Advisors at Turning Point Financial strive to help people from all walks of life to prudently manage their financial affairs by providing clients with value-driven solutions in a straightforward manner. The team consists of Financial Advisors, Financial Planners, Investment Managers, Insurance experts, CPAs and Accountants who share the value philosophy of helping people achieve their goals in life. At Turning Point, we are dedicated to making a positive impact on our clients, team members, and other in the world. A lived faith and timeless biblical principles fuel our desire to love and serve others with excellence. Our core beliefs, founded on Christian principles, are... We foster a community of people who want to live a life that values the other as they value themselves. Our financi

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description Position Summary Jacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for our clients as we work to bring clarity and understanding to their financial lives. This individual will be responsible for assisting Advisors in client meetings, building financial plans, and implementing proposed strategies. This position will also process account opening and account maintenance. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders. Essential Job Functions Client operations, inquiries, requests, and communication New account opening Account maintenance (e.g. beneficiary change, nam

Client Service Associate Multi-Billion Independent Wealth Management Firm Ellicott City, MD Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients, building and maintaining client relationships Participate in the growth of a dynamic, independent RIA by servicing client needs Strong culture of teamwork, integrity, work life balance and personal and professional development Career track within the firm Competitive compensation package including benefits and bonuses Requirements Bachelor's Degree 2+ years experience

Job Description Job Title: Client Services Associate (CSA) Location: Greater DC / VA area Salary: $75K + benefits Skills: Client Service Associate / CSA / paraplanner About Company / Opportunity: We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. Our promise to team members is that you will grow with us. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations Responsibilities: This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to: Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements. Coordinate with clients and advisors to schedule meetings usin

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. W