- M&T Bank (Baltimore, MD)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Deloitte (Mclean, VA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Mclean, VA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- HUB International (Bethesda, MD)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold ... about our talent. We currently have an opportunity for a **Client Service Associate - Wealth Management** to join our Retirement and Private Wealth team in our… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... service support to an experienced team, which includes 3 Senior Financial Advisors. + Provides excellent Client Service to...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- CH Robinson (Washington, DC)
- …independently in direct customer facing activities + Serve as mentor to other "non- senior " members of the team + Other duties or responsibilities as assigned ... valued and respected. Affirmative Action Employer/EOE/M/F/Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of… 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 ... (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA...team in the Fairfax, VA area. Job Title: Financial Advisor Company: Apple Federal Credit Union Location: Fairfax VA… 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 ... Law and Practice Division (ILPD) is seeking an attorney for an Associate Legal Advisor position in Washington, DC to handle issues relating to the litigation of… more
- Bank of America (Towson, MD)
- Senior Investment Manager Towson, Maryland **Job Description:** The Senior Investment Manager is responsible for defining andowning theFinancial Advisor (s) ... goals, objectives and asset allocations are aligned and reflectedproperlyfor each client. Senior -level expertise in a wide range of investment product areas and… more
- Carrington (Washington, DC)
- …TPO Process flows, and Loan Operating Systems + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and work remote from home!** **What you'll do:** The Senior Strategy Project Manager supports the development and implementation...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Cherry Bekaert (Bethesda, MD)
- **Description** The Senior Resource Coordinator will effectively fill resource engagement requests overseeing the utilization of resources, ensuring alignment of ... and ensuring staff experience is diverse. Serve as a trusted business advisor for service leads. + Generate scheduling, utilization and forecasting reports and… more
- PNC (Washington, DC)
- …Asset Management businesses. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and drive marketing strategy ... business impact and growing strategic business segments in the wealth and asset management space, we want to hear...the existing client base. This role interfaces directly with senior leadership across the Bank to align on strategic… more
- Cherry Bekaert (Bethesda, MD)
- …services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director,...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… more
- Morgan Stanley (Columbia, MD)
- …to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be ... branch is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a...5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable… 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...offices, including law enforcement officers, policymakers, attorneys, and agency senior leadership, and must be able to tailor communications… 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...offices, including law enforcement officers, policymakers, attorneys, and agency senior leadership, and must be able to tailor communications… more
- US Coast Guard (Washington, DC)
- …and Compliance (CG-22), in Washington, DC. Responsibilities You will serve as the senior technical advisor on both informal and formal complaints of ... major USCG programs. Serving as the Civil Rights Directorate's technical advisor and administrator of the Reasonable Accommodation Program CG-wide. Planning,… more
- Broadridge Financial Solutions (Washington, DC)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver.../ Requirements + 3-5 years working experience as a Senior Business Analyst + Excellent interpersonal skills and experience… more
- Cherry Bekaert (Bethesda, MD)
- …growth and satisfaction of our people. You may also serve as a Career Advisor to our service line senior resource coordinators. **What you will bring ... allocation conflicts for the project assigned. + Serve as a Trusted Business Advisor to the leaders in the practice along with Regional Leadership + Experience… more
- S&P Global (Washington, DC)
- …solutions for the biggest security challenges. We are looking for a Senior security engineer responsible for development and implementation of security architecture ... and work with cross functional teams to implement remediations. This position is a senior technical role and will drive the Secure SDLC roadmap, assist with maturing… more