- Bank of America (Vienna, VA)
- Registered Wealth Management Client Associate Vienna, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Salesforce a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus +… more
- Morgan Stanley (Bethesda, MD)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate* **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Manassas, VA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Citigroup (Washington, DC)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker… more
- Morgan Stanley (Frederick, MD)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Service Associate* ... *POSITION SUMMARY:* Registered Service Associates perform operational support and oversight...on behalf of the Complex as well as general management support functions and special projects. The role is… more
- Atria Wealth Solutions (Rockville, MD)
- Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. We...Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on… more
- TD Bank (Mclean, VA)
- …& Commercial Banking **Job Description:** **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, ... knowledge of the business, banking and bank operations + Requires process management knowledge and knowledge of the risk profile for team processes supported,… more
- Foresters Financial Services (Silver Spring, MD)
- …support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance… more
- KPMG (Mclean, VA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of… more
- KPMG (Mclean, VA)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...transactions + Deliver conversion services to US and foreign registered companies that need a change in their financial… more
- Atria Wealth Solutions (Fairfax, VA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... investment opportunities to help them make informed decisions. + Conduct thorough client reviews and assessments to track progress, adjust strategies, and ensure… more
- Customs and Border Protection (Washington, DC)
- …related to the award or administration of government contracts; Advising the agency client on matters arising under fiscal and appropriation laws, such as the ... for this position Males born after 12/31/1959 must be registered with Selective Service Primary US residency for at...the application process by 06/05/2024. The Office of Personnel Management (OPM) must authorize employment offers made to current… more