- Bank of America (Washington, DC)
- Registered Wealth Management Client Associate Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Arlington, 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
- Charles Schwab (Washington, DC)
- …Platforms, Schwab Wealth Advisory, Digital Advice and Planning, Sales and Client Engagement, Schwab Advisor Network, and Offer Management and Pricing. In ... and Advice Solutions enterprise defines and executes Schwab's holistic wealth management strategy delivering personalized advice and investing solutions… more
- PNC (Tysons Corner, VA)
- …needed to be successful in this position. **Preferred Skills** Capital Management , Client Prospecting, Client Relationship Building, Competitive ... Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management , Decision Making and Critical… more
- Citigroup (Bethesda, MD)
- 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
- 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
- Navy Federal Credit Union (Reston, VA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal ... events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more