- 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
- PNC (Washington, DC)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank and our Investment Office. We work with individual and corporate clients who have significant… more
- PNC (Washington, DC)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private… more
- Equitable (Washington, DC)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered through Equitable ... Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE- 5823023.1(7/23)(Exp.7/25) **Req ID:** PIN\_43763 more
- SitusAMC (Washington, DC)
- …procedures. + Support enforcement of compliance tracking and obligations for Registered Investment Advisor entities. + Lead and/or participate in projects ... related to legal department initiatives. + Assist in mergers, acquisitions, and other strategic transactions, including due diligence, transaction management and integration planning in coordination with corporate development professionals and outside… more
- SitusAMC (Washington, DC)
- …procedures. + Support enforcement of compliance tracking and obligations for Registered Investment Advisor entities. + Support vendor management in due diligence ... request responses. + Support other projects and assignments as may be requested. Qualifications/ Requirements: + Associate degree or paralegal certificate strongly preferred, and/or bachelor's degree and/or relevant legal experience in finance or technology… more
- BlackRock (Washington, DC)
- …**Primary Responsibilities:** + Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment insights through ... an experienced wholesaler + Strong financial services background with knowledge of investment trends and advisor practices + Strong territory management skills,… more
- Bank of America (Alexandria, VA)
- Merrill Financial Solutions Advisor - North Virginia Market Vienna, Virginia;Reston, Virginia; Alexandria, Virginia; Fredericksburg, Virginia; Leesburg, Virginia ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Washington, DC)
- Merrill Financial Solutions Advisor - Washington DC Market Washington, District of Columbia;Washington, District of Columbia **Job Description:** **Job ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Bank of America (Riverdale, MD)
- …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 - Kenilworth...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… 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
- Thrivent Financial (Waldorf, MD)
- 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
- 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
- Edward Jones (Woodbridge, VA)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients.** **Our financial… more
- Treasury, Departmental Offices (Washington, DC)
- Summary This position is to serve as a Senior Policy Advisor in the Office of Investment Security, within the Office of International Affairs, US Department of ... Treasury. OIS fulfills Treasury's responsibilities as chair of Committee on Foreign Investment in the United States ("CFIUS" or the "Committee"), an interagency… 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
- 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
- DAI (Washington, DC)
- ** Investment Lead - USAID Africa Trade and ...includes serving as a key point of contact and advisor for USAID/Africa Bureau's Trade team, as needed. + ... DC** Employment Status Job Type **Project** **SCOPE OF WORK** **AFRICA TRADE AND INVESTMENT PROGRAM** ** Investment Lead** **Position Title:** Investment Lead… more
- VISTRADA (Washington, DC)
- Job Posting: Human Capital Management Cloud Technology Advisor (Senior Level) Vistrada is seeking a highly experienced and accomplished Human Capital Management ... Cloud Technology Advisor to join our esteemed team. As a Senior...This ensures we bring the right team at the right time while optimizing the client's investment . Powered by… more
- Office of the Secretary (Washington, DC)
- Summary This vacancy is for an Attorney Advisor (International). The Commercial Law Development Program (CLDP) of the Office of the General Counsel, US Department of ... and climate goals in the power sector. Responsibilities As an Attorney Advisor (International) - You will consult with senior foreign government officials; assess… more