- 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
- HUB International (Bethesda, MD)
- …opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Bethesda, MD** office. The selected individual will be ... client reviews and providing administrative support to the advisor 's to ensure our clients experience outstanding service. The...clients + Assist with office wide projects + Use financial planning software (eg eMoney) to assist with preparation… more
- DAI (Washington, DC)
- …the private sector identify. **POSITION DESCRIPTION** The Senior Communications Advisor will support ATI's Prosper Africa and On-Continent Communications team in ... **Senior Communications Advisor - USAID Africa Trade and Investment (ATI)**...of program activities includingMonthly Updates, Quarterly Progress Reports, Quarterly Financial Reports, Annual Reports, and the Final Report +… 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
- Cybersecurity and Infrastructure Security Agency (Arlington, VA)
- …to exceed 10 pages) to: ###@cisa.dhs.gov & reference "CISA OCC Attorney Advisor (Cybersecurity) - [Last Name]." Responsibilities Applicants who live within the local ... with other federal agencies, state/local governments, international governments and private sector entities, in support of CISA's missions. The...of the position is to serve as an Attorney Advisor in the CISA OCC's Cyber Law Division. The… more
- Saliense Consulting (Mclean, VA)
- …Solutions provider based out of Mclean, VA. We work to solve our client 's toughest challenges within the Defense, Civilian, Financial , and Healthcare industries. ... preview of the full benefits package. Democracy Delivers | Strategic Communications Advisor Location: Washington, DC Remote Eligible Must be eligible to obtain… more
- General Dynamics Information Technology (Washington, DC)
- …private sector research collaborations; Intellectual Property (IP) protection for academic, private sector, and financial institutions s; and cybersecurity to ... GDIT seeks a candidate to serve as a Program Advisor in CTR at the Department of State headquarters...advanced technology. We connect people with the most impactful client missions, creating an unparalleled work experience that allows… more
- Deloitte (Washington, DC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Washington, DC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Washington, DC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Rosslyn, VA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 8+ ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… 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
- JPMorgan Chase (Washington, DC)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Deloitte (Washington, DC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Deloitte (Washington, DC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... 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