- Citizens (Washington, DC)
- …broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- Citizens (Arlington, VA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- JPMorgan Chase (Washington, DC)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- Cherry Bekaert (Bethesda, MD)
- …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Truist (Washington, DC)
- …profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing ... **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going management...on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to… more
- SAIC (Arlington, VA)
- …strategy options, conducting market research associated with contracts or other financial tools, participating as a technical advisor , reviewing regulatory ... **Description** SAIC is hiring a **part time Senior Advisor ** to support the Office of Strategic Capital...this individual may assist with the management of strategic client relationships, a pipeline of loan transactions, and conduct… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an Associate Legal Advisor to serve in the ... (ILPD) is seeking an attorney for an Associate Legal Advisor position in Washington, DC to handle issues relating...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- PNC (Washington, DC)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- JPMorgan Chase (Washington, DC)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Morgan Stanley (Washington, DC)
- …communication skills. Exceptional presentation skills. * Ability to meet deadlines and manage Financial Advisor and client expectations. * Good collaboration ... provide product, training and sales support to Financial Advisors, Private Wealth Advisors, Support Professionals, Regionally Client Engagement Associates,… more
- Design To Delivery Inc (Washington, DC)
- …consistent with sound business and industry practices. + Required upon the client 's demand for FA management: Knowledge of financial methods, procedures, ... successful candidates will serve as a technical resource and advisor to organizations in the procurement of goods and...goods and services needed in the successful accomplishment of client programs and operations. Support will include, but is… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an energetic and dedicated attorney to serve as an ... Associate Legal Advisor with the Labor and Employment Division (LELD) in...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an energetic and dedicated attorney to serve as an ... Associate Legal Advisor with the Government information Law Division (GILD) in...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- Deloitte (Rosslyn, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Commerce, International Trade Administration (Washington, DC)
- …Provides executive leadership, technical direction, and serves as the ITA principal advisor to the Deputy Under Secretary for International Trade leadership, and ... Business Applications include customer service toolkits; data analysis; integrated client tracking systems; trade data management and delivery; program operations;… more
- Aston Carter (Arlington, VA)
- …internal controls, policies, procedures, and performance metrics. - Serves as a business advisor by providing financial advice and analysis to key stakeholders ... In particular, offers advice to business leaders related to financial compliance matters for the plans. - Leads and...of the Retirement Security Plan and Group Benefit Program's private market investments from a Finance perspective. - Manages… more
- Lumen (Annapolis, MD)
- …must reside in the USA and may work from home when not in team or client meetings. **The Role** We are looking for a Solution Architect who is passionate about ... proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies **The… more
- FranklinCovey (Annapolis, MD)
- …shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit ... drive market share growth, and enhance customer engagement across markets and client segments. This role requires a strategic thinker with a strong understanding… more
- TD Bank (Washington, DC)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. **Job Summary:** The Counsel provides ... related to the legal requirements, describing legal issues and options to the client + Identifies conflict situations and brings more senior lawyers into the… more
- TD Bank (Washington, DC)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. The Senior Counsel provides oversight, ... for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +...of at least one area of law relating to banking/ financial services operations and issues + Integrity and high… more