- Hispanic Alliance for Career Enhancement (Washington, DC)
- …as a trusted advisor and primary point of contact for high‑net‑worth client households. This role is focused on retaining and growing net assets over time ... This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth … more
- Edelman Financial Engines, LLC (Baltimore, MD)
- … education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help ... lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity....explore a career with us. As a Senior Financial Advisor , you'll provide objective, fee‑based advice and asset management,… more
- Vista Equity Partners Management, LLC (Washington, DC)
- …and follow-through in fast-moving settings Bring the mindset of a strategic advisor , not just a researcher, combining analytical rigor with a deep understanding ... Have experience beyond academic research and publications to include consulting, client -responsive projects, or advisory work that translates insights into strategy… more
- Phase2 Technology (Washington, DC)
- …programs. As part of our team, you'll serve as a strategic technical advisor to the Advanced Research Projects Agency for Health (ARPA‑H), helping conceptualize, ... and being readily available to shift your focus to fulfill emerging client requests. Your attention to detail, flexibility, communication skills, understanding of… more
- The US Pharmacopeial Convention (USP) (Rockville, MD)
- …as an advocate for building diverse and inclusive teams. Acts as a trusted advisor of client leaders. Builds the business partner relationship with management ... Senior Human Resources Business Partner provides HR support to assigned client groups, ensuring effective and impactful implementation of human resources practices,… more
- Precision Strategies (Washington, DC)
- …(VP) or Senior Vice President (SVP) level. What You Will Be Doing Client Management Own and grow client relationships; manage multiple large-scale projects ... For more SVP level candidates: act as a trusted strategic advisor to executive clients, resolving complex, high-stakes challenges and aligning cross-functional… more
- Hirebridge (Rockville, MD)
- …Services sector. This position leads high-impact capture efforts, builds meaningful client and partner relationships, and drives proposal development and growth ... state, and commercial markets. Represent the company at industry events, client meetings, and partner engagements to promote service capabilities and explore… more
- Control Risks (Washington, DC)
- …such as NIST, ISO 27001, and other relevant frameworks. Act as a trusted advisor , ensuring client cybersecurity postures are resilient, compliant, and in line ... Your responsibility will include overseeing the assessment, and improving client cybersecurity programs, ensuring alignment with industry standards and regulatory… more
- ProSidian Consulting, LLC (Washington, DC)
- …on key issues related to the area(s) identified above. Serve as advisor (s) on Technical Evaluation Panels (TEPs) to include white papers/market research abstracts, ... Motivation - persistent in pursuit of quality and optimal client and company solutions. Agility - ability to quickly...vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans… more
- VersaTech Inc. (Washington, DC)
- …team to ensure that all solutions are feasible, scalable, and aligned with the client 's expectations. Act as a technical advisor throughout the sales cycle, ... Design team, Delivery team, and Solutions and Sales leaders to ensure client satisfaction. In addition, the candidate should have significant experience in pricing,… more
- Booz Allen Hamilton (Washington, DC)
- …emerging technology, and configurations will come in handy as you optimize client operations and modernization. Using your experience with software and hardware ... hardware, and optical infrastructure networking, you'll serve as a trusted advisor to clients on mission-critical projects. Using your technical curiosity and… more
- Medium (Washington, DC)
- …driving growth by increasing share of wallet and preventing customer churn Establishing clear client retention goals Serving as a trusted advisor and the primary ... health comes first. We offer comprehensive health, vision, and dental insurance options. Retirement Benefits - Your financial stability matters to us so we provide a… more
- UMB Bank (Annapolis, MD)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- JPMorgan Chase (Mitchellville, MD)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Edward Jones (Bowie, MD)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- Guidehouse (Hanover, MD)
- …data analysis, modeling, and reporting, while offering ad hoc support to client projects. As a subject matter expert, you'll contribute to program development, ... aspects of medical product development, ensuring alignment with the client 's mission and lifecycle cost strategies. As a program...and lifecycle cost strategies. As a program and technical advisor , you will be a critical member of project… more
- Truist (College Park, MD)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Bank of America (Hunt Valley, MD)
- National Financial Solutions Advisor I (Hunt Valley, MD) Series 7 Required Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hunt-Valley/National-Financial-Solutions- Advisor -I--Hunt-Valley--MD--Series-7-Required\_25049196-2) **Job Description:** At Bank of America, we're… more
- Edward Jones (Columbia, MD)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Bank of America (Baltimore, MD)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
