U.S. Private Bank – Private Banker – Vice President
Baltimore, Maryland, United States
$170k-$225k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOESix+ years experience in private banking or financial services; Bachelor’s degree; Series 7, 66 and Insurance licenses; strong sales and client relationship skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOE10+ years private banking/complex financial services experience, Series 7/63/65 or 7/66 (or willingness to obtain), SAFE Act registration for mortgage origination, ability to drive new business for high-net-worth clients.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOE12+ years private banking experience; Series 7, 63 and 65 (or 7 and 66); able to develop new business; strong client advisory and negotiation skills.
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires 4+ years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, sales, analytical, interpersonal, and relationship management skills.
4+ YOEFour-plus years in private wealth management, financial services, or a related field; Series 7, 63, and 3 licenses; established network, client focus, business development, analytical, interpersonal, and relationship management skills.
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOEFour-plus years in private wealth management, financial services, or related work; established network; client relationship and business development skills; Series 7, 63, and 3 licenses required within three months if unlicensed.
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
8+ YOE8+ years private real estate experience with underwriting, due diligence, financial modeling, manager evaluation, strong communication, and ability to pass criminal background/credit check; Bachelor's in a related field required.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
2+ YOEState-issued Property & Casualty or Life & Health producer license, 4-year degree in a business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Club Z! Tutoring: Provides personalized in-home and online tutoring and test prep.
2+ YOEBachelor's degree,2+ years teaching/tutoring experience,reliable transportation,background check clearance,subject knowledge in middle school math and related areas,strong communication and executive-function coaching skills.
Brown Advisory: Provides investment management and financial advisory services to global clients.
1+ YOEBachelor's degree required; 1+ years financial or client service experience preferred; proficiency with Microsoft Office (Excel, Word, PowerPoint); trust administration experience a plus; authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Senior Manager, Private Company Valuation (Private Credit Focus)
Baltimore, Maryland, United States
$133k-$284k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Provides global investment management and retirement planning services.
8+ YOEBachelor's degree and 8+ years of relevant experience; strong valuation expertise in private credit and related areas; advanced Excel and financial modeling skills.
Chicago or Youngstown or Akron or Baltimore or Philadelphia or Denver or New York or Cleveland or Milwaukee
$70k-$100k/yrHybridFull Time
Cohen & Company: Accounting and professional services firm
2+ YOEBachelor’s in Accounting; 2-4 years public accounting audit; CPA or CPA candidate; experience with financial services funds (hedge/private funds or digital assets); US GAAP knowledge.
Woodcliff Lake or Cranford or New York or Stamford or Harrison or Bethesda or Boston or Woburn
$100k-$135k/yrHybridFull Time
PKF O'Connor Davies: Provides professional accounting, tax, and business advisory services.
7+ YOEBachelor's in Accounting required, active CPA or EA, 7+ years progressive tax experience in public accounting (private client focus), strong technical expertise, leadership, MS Office and tax research platform proficiency, able to work in office 3+ days/week.
BAYADA Home Health Care: Provides professional home health care and nursing services.
1+ YOECurrent valid U.S. nursing license, graduation from an accredited nursing program, minimum 1 year hands-on nursing experience; ability to provide private duty 1:1 care for pediatric and adult clients.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOELead client relationship management and business development for a private bank, manage a book of business, perform needs discovery, manage risk, and deliver exceptional client experience. Typically requires a bachelor's degree and 8+ years of industry experience.
Rockville or Chicago or Columbia or Arlington or Atlanta or Austin or Charlotte or Dallas or Fort Lauderdale or Houston or Little Falls or Minneapolis or Nashville or Raleigh or Overland Park
$125k-$228k/yrRemoteFull Time
Aprio: Provides business advisory, accounting, and tax services globally.
10+ YOECPA required, public accounting experience, 10+ years federal tax consulting/compliance (private client/HNWI preferred), bachelor’s in accounting, master’s in taxation preferred, proven business development and client relationship skills.