- Citigroup (Washington, DC)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- HUB International (Bethesda, MD)
- …integrity and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor , you will work directly with referral ... financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Deloitte (Mclean, VA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... 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
- Raymond James Financial, Inc. (Washington, DC)
- …we take by providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking an Office Manager who shares our vision and mission. The ... receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational and compliance… more
- Customs and Border Protection (Washington, DC)
- …Border Protection (CBP), is seeking interested candidates to apply to Attorney- Advisor positions, at the GS-0905-11, GS-0905-12, GS-0905-13, and GS-0905-14 levels, ... priority will be given to those candidates who qualify to serve as an Attorney- Advisor in either the Exclusion Order Enforcement (EOE) Branch, within BSTC, or the… more
- M&T Bank (Washington, DC)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- WTW (Arlington, VA)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Customs and Border Protection (Washington, DC)
- …Economic Crimes located in Washington DC. Responsibilities This position serves as a senior subject matter expert and technical audit advisor performing studies ... Veterans, Peace Corps/VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable… more
- Guidehouse (Mclean, VA)
- …of consumer and small business banking, commercial banking, asset and wealth management, corporate and investment banking, financial technology / digital assets, ... services or management consulting company, or comparable experience working as an advisor to a financial services firm. + Solid understanding of Bank Secrecy… more
- Bank of America (Washington, DC)
- …**Job Description:** Merrill Wealth Management is a ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Vanguard (Washington, DC)
- …have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded ... funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment… 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 organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... As a member of the Somatus Executive Committee, the SVP Human Resources is the senior -most HR executive reporting directly to the CEO. As a strategic partner to the… more
- Carrington (Washington, DC)
- …complex problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more