- 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
- Bureau of Engraving and Printing (District Of Columbia, DC)
- …Engraving and Printing, within the Office of Chief Counsel. As an Attorney- Advisor (General), you will be responsible for representing the Bureau before ... Title 31 of the US Code. Responsibilities As an Attorney- Advisor (General), you will: Provide legal advice, counsel, guidance...experience may have been gained in either the public, private sector or volunteer service. One year of experience… more
- Assistant Secretary for Housing-Federal Housing Commissioner (Washington, DC)
- …open period, eligibility, and how to apply. Responsibilities As a Housing Senior Advisor , you will: Provide advice and operating assistant to the Director and Deputy ... at the time requested by the agency. Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer. If you are a… 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
- HUB International (Bethesda, MD)
- …preparing client reviews and providing administrative support to the advisor 's to ensure our clients experience outstanding service. The successful candidate ... our talent. We currently have an opportunity for a ** Client Service Associate - Wealth Management** to join our...Associate - Wealth Management** to join our Retirement and Private Wealth team in our **Bethesda, MD** office. The… more
- Deloitte (Washington, DC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) + Ability ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… more
- Bank of America (Washington, DC)
- …unlock new opportunity. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new ... examination of needs and opportunities of the institution, working collaboratively with the client and bank product partners, sells financial services to meet… 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
- 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
- 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
- Mathematica (Annapolis, MD)
- …improve well-being around the world. We collaborate closely with public- and private -sector partners to translate big questions into deep insights that improve ... owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in...program design, improvement, and transformation at a public or private entity such as agency director, deputy director for… more
- Cherry Bekaert (Rockville, MD)
- …who will be responsible for serving and growing Private Client Services (https://www.cbh.com/services/advisory/ private - client ... Contractor (https://www.cbh.com/services/advisory/government-contracting-consulting-services/) clients is a plus. You'll use your client service team leadership skills, acting as a role… more
- Deloitte (Washington, DC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more