- EY (Mclean, VA)
- …a better working world for all.EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business ... unit dedicated to the financial services industry - the Financial Services...needs and build your reputation as a trusted business advisor . The opportunity This is an area that has… more
- 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
- Morgan Stanley (Washington, DC)
- …options and corporate actions with clients at the direction of Financial Advisor (s) * Prepare financial plans, client reports and other materials ... and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a … 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
- 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
- DHS Headquarters (Washington, DC)
- …Division (TPLD). The primary purpose of this position is to serve as a legal advisor on a broad range of legal practice areas arising from DHS research, development, ... This is a non-bargaining unit position. Responsibilities As an Attorney- Advisor (General), GS-0905-14/15, your typical work assignments may include: Providing… 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
- 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
- Deloitte (Rosslyn, VA)
- … client audiences, both technical and non-technical. + Serve as a trusted client advisor on complex transit projects and/or programs. + Provide advice, ... Deloitte's Core Business Operations (CBO) portfolio operates at the center of our client 's business. By joining our team, you could help C-suite and program leaders… 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
- 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
- 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
