- H&R Block (Vienna, VA)
- **558130BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Join our team at H&R Block as a Small Business Tax - ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-Onsite… more
- Rapid Finance (Bethesda, MD)
- …recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and ... to your clients through the delivery of world-class client service. Understand their business and gather...TO BUSINESS ADVISING: Upon starting as a Business Advisor , you will complete a one-month,… more
- World Insurance Associates, LLC. (Alexandria, VA)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your… 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 financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Burke, VA)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- H&R Block (Washington, DC)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524434BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer… more
- H&R Block (Gambrills, MD)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524518BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email)** + **Generate business growth, increase client retention, and offer… more
- Censeo Consulting Group (Washington, DC)
- Senior Financial Management Advisor - Department of State The Position: We are looking for eager, driven candidates with experience in people management, ... clients at the Department of State. The Senior Financial Management Advisor will provide comprehensive financial management support within the Information Technology… more
- Citigroup (Washington, DC)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Truist (Washington, DC)
- …in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to include marketing and ... States of America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable… more
- General Dynamics Information Technology (Springfield, VA)
- …Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator Advisor experience to join our team in support of a Federal Intelligence ... (in oral and written form) with a variety of individuals; work well within small and large team environments. + Willingness to provide initial triage, response, and… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …quickly and effectively establish trust within the buying centers in the client 's organization. Applies understanding of the business environment and objectives ... navigating a wide variety of processes, procedures, and precedents. Deliver small project workstreams, carrying out specified project activities within defined time… more
- Masego (Springfield, VA)
- Job ID: 20230628001017 Location: Springfield, VA Masego is an award-winning small business that specializes in GEOINT services. As a Service-Disabled ... Veteran-Owned Small Business (SDVOSB), we recognize and award...experience, coupled with proven project management systems and top-notch client support, Masego enhances the performance capabilities of the… more
- JPMorgan Chase (Washington, DC)
- …Financial Advisor team, branch management, compliance and various other business units throughout the firm + Proactively supports firm and regional initiatives ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- PNC (Glenarden, MD)
- …business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products,… more
- St. George Tanaq Corporation (Washington, DC)
- …of progressive, relevant experience as a knowledgeable, trusted client advisor related to full life-cycle federal health business development contracting ... Experience and Skills** + Previous experience with one or more Small Business Administration (SBA) 8(a) companies, preferably an Alaska Native Corporation (ANC),… more
- City National Bank (Washington, DC)
- *RELATIONSHIP MANAGER SENIOR* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...of success include acquisition of new personal and new small business clients, deposit and fee income… more
- Black & Veatch (Arlington, VA)
- …facilities. The PFAS Process Lead will collaborate with the PFAS Initiative Team, Client Directors, and Project Managers on new business pursuits related to ... marketing opportunities such as presenting at local/national conferences, building/maintaining client relationships, and identifying new business prospects The… more
- General Dynamics Information Technology (Washington, DC)
- …**GDIT and the US Department of State are seeking a Program Advisor to oversee international capacity-building trainings aimed at 1) addressing pressing nuclear ... support the Foundational Infrastructure for the Responsible Use of Small Modular Reactor (SMR) Technology (FIRST) program and the...to WMD and missiles. The FIRST & SC/SE Program Advisor will serve as an on-site contractor at the… more
- Guardian Life (Washington, DC)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and ... Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will have a deep understanding of the approved annuity platform… more