- Citizens (Washington, DC)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Citizens (Arlington, VA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- Bank of America (Washington, DC)
- Private Client Advisor II...centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ... are guided by a common purpose to help make financial lives better through the power of every connection....Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client… more
- JPMorgan Chase (Arlington, VA)
- …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
- PNC (Washington, DC)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... efforts of the business through the introduction and expansion of financial services to the client . + Executes risk management practices through the adherence to… more
- World Insurance Associates, LLC. (Alexandria, VA)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... " Client Pitch Decks" / presentations. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… more
- Citigroup (Washington, DC)
- …**Education:** . Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- Cherry Bekaert (Tysons Corner, VA)
- …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
- Truist (Washington, DC)
- …profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing ... **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going management...on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to… more
- M&T Bank (Washington, DC)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... client 's current financial situation, goals and objectives...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… 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
- 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
- Office of the General Counsel (Washington, DC)
- Summary This Attorney Advisor position is with the Civil Rights, Labor and Employment Law Division of the Office of the General Counsel, Department of Agriculture. ... contracts, legal opinions, and agency documents. Customer service and communication to client Agencies and Mission Areas. Legal research and opinion-writing on novel… more
- Parsons Corporation (Fort Belvoir, VA)
- …for. **Job Description:** Parsons is looking for an amazingly talented Staff Level Operations Advisor to join our team! **What You'll Be Doing:** + Provide the Army ... well as analyze, assess, and develop future strategy and guidance governing client OSINT operations. + Support client -based equities in Intelligence Community,… more
- Parsons Corporation (Fort Belvoir, VA)
- …looking for. **Job Description:** Parsons is looking for an amazingly talented Policy Advisor to join our team! **What You'll Be Doing:** + Conduct OSINT activity ... as well as analyze, assess, and develop future strategy and guidance governing client OSINT operations. **What Required Skills You'll Bring:** + Bachelors and 18+… more
- Citigroup (Washington, DC)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices. +… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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) Preferred + ... 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 (Mclean, VA)
- …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 (Mclean, VA)
- …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