- PNC (Washington, DC)
- …valued 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 ... with business discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- 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
- 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 ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Guardian Life (Washington, DC)
- …insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite ... private markets, structured investments, alternative investments, philanthropy, lending, and investment management. + Partner with advisors on case design, strategy,… 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 (Bethesda, MD)
- Merrill Financial Solutions Advisor - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda, ... 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 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
- Edward Jones (Annandale, 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
- Thrivent Financial (Alexandria, VA)
- 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
- Edward Jones (North Beach, MD)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- M&T Bank (Annapolis, MD)
- **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 (Washington, DC)
- …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
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Citigroup (Washington, DC)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… 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
- Bank of America (Washington, DC)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Capitol Hill Financial Center Washington, District of Columbia **Job Description:** At ... and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and… more
- HUB International (Mclean, VA)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **McLean, VA**...plan-related topics, including: + Fiduciary governance and oversight + Investment due diligence + Plan design and strategy +… more
- Optiv (Washington, DC)
- The Sr. Cybersecurity Advisor (Sr. Portfolio Security Advisor ) (SA) plays a critical role in serving as a trusted partner to Optiv's major client in the Richmond ... aligned business goals, budgetary spend, and metrics based on return of investment . + Maintain advisory relationships with key stakeholders at clients by… more
- General Dynamics Information Technology (Washington, DC)
- …Yes **Job Description:** At GDIT, people are our differentiator. As a Senior Technology Advisor you will help ensure today is safe and tomorrow is smarter. We are ... seeking a Senior Technology Advisor with diverse experience in information technology and cybersecurity...key performance indicators, risk mitigation efforts, and return on investment for the SOC team's initiatives. + Requirements Analysis:… more
- World Insurance Associates, LLC. (Alexandria, VA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more