- JPMorgan Chase (Washington, DC)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Guardian Life (Washington, DC)
- …will** + Responsible for making independent suitability decisions when approving of all Investment Advisor accounts at account opening (including the review of ... team is seeking a positive professional to join the team as a Supervision Advisor on our Advisory suitability team. The right candidate will have the ability to… more
- DAI (Bethesda, MD)
- …a wholly owned subsidiary of DAI Asset Management, LLC, is an SEC regulated investment advisor , dedicated to applying a commercial framework to investing in ... location in United States **Position Overview** This position is an experienced legal advisor to the General Counsel, DAI Global and other members of DAI's senior… more
- PNC (Washington, DC)
- …their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly ... portfolios that sit at the core of the AMG Investment Office's guidance for our clients. You will conduct...class investing either as a research analyst or client-facing advisor along with strong quantitative capabilities, including systems like… more
- Bank of America (Alexandria, VA)
- Merrill Financial Solutions Advisor - North Virginia Market Vienna, Virginia;Reston, Virginia; Alexandria, Virginia; Fredericksburg, Virginia; Leesburg, Virginia ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Bank of America (Bethesda, MD)
- …Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market developments and ... Merrill Financial Solutions Advisor - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda,… more
- Bank of America (Washington, DC)
- …passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one ... Financial Solutions Advisor Registration Candidate - Consumer Investments - Vermont...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Atria Wealth Solutions (Brandywine, MD)
- Financial Advisor - Brandywine Lexington Park, MD, United States *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as… more
- Capital One (Mclean, VA)
- …1 (19052), United States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will ... TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief Compliance… more
- Bank of America (Washington, DC)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Atria Wealth Solutions (Fairfax, VA)
- …with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA area. Job Title: Financial ... Advisor Company: Apple Federal Credit Union Location: Fairfax VA...from you! Responsibilities: + Provide comprehensive financial planning and investment advisory services to clients, tailored to their unique… more
- Thrivent Financial (Alexandria, VA)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Citizens (Washington, DC)
- …client relationships in investment , deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage prospects to promote and ... is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're...Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- M&T Bank (Washington, DC)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Bank of America (Greenbelt, MD)
- Advisor Development Program - Financial Solutions Advisor Trainee: Beltway Plaza Financial Center Greenbelt, Maryland **Job Description:** At Bank of America, ... personal investing tools and resources. Job Description: As an Advisor Development Program Financial Solutions Advisor Stage...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Edward Jones (Alexandria, VA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- Treasury, Departmental Offices (Washington, DC)
- Summary This position serves as a Policy Advisor in the Office of Investment Security (OIS), within the Office of International Affairs, US Department of the ... Treasury. OIS fulfills Treasury's responsibilities as chair of Committee on Foreign Investment in the United States ("CFIUS" or the "Committee"), which is an… more
- PNC (Centreville, VA)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in the Centreville, VA market. ... Accident Insurance are required **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Overseas Private Investment Corporation (Washington, DC)
- Summary You will serve as the Corporate Secretary (OPM Official Title: Attorney- Advisor ) for Office of the General Counsel (OGC), US International Development ... the Board of Directors, Board Committees, the Board's Public Hearings, the Investment Committee, and the Credit Committee. #LI-DNI Responsibilities You will serve as… more
- Defense Human Resources Activity (Alexandria, VA)
- …for Personnel and Readiness (USD (P&R)). Responsibilities As the Senior Technical Advisor , the incumbent serves as the senior subject matter expert for information ... requirements. This includes, but is not limited to the following responsibilities: As an advisor to the DMDC Director and DMDC Deputy Director, the Senior Technical … more