- 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 (College Park, MD)
- …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. (Columbia, MD)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… 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
- CIBC (Washington, DC)
- …office teams and provide centralized day to day trust administration support. The Trust Advisor will address client inquiries in a timely and effective manner ... team environment; ability to build collaborative working relationships with Relationship Managers, Client Service Managers and Private Bankers. At CIBC, we offer… more
- HUB International (Rockville, MD)
- …about our talent. We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **Rockville, MD** office. The selected individual ... key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth (RPW) team. The successful candidate must be...on new leads or warm prospects as identified by advisor ; use lead advisor to close plans… 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
- HUB International (Rockville, MD)
- …opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Rockville, 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
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an attorney to serve as an Associate Legal ... Advisor to serve in the District Court Litigation Division...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… 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
- Morgan Stanley (Washington, DC)
- …(BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) ... the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …accounts, including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting ... Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's. + The… more
- Morgan Stanley (Potomac, MD)
- …* Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to ... plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth...client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors *… more
- Morgan Stanley (Annapolis, MD)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- DAI (Bethesda, MD)
- …contribute to subsequent learning * Directly manage relationship with USAID, private sector client (s), relevant stakeholder(s), and implementing partner(s) and ... and DAI procurement policies. * Liaise with AWRAS Monitoring, Evaluation and Learning Advisor , private sector partners, and subawardees to ensure that M&E data… more
- General Dynamics Information Technology (Washington, DC)
- …managing, and coordinating capacity-building efforts for both programs. The Program Advisor will be responsible for providing programmatic, financial , and ... the US Department of State are seeking a Program Advisor to oversee international capacity-building trainings aimed at 1)...in their energy plans + Harness the power of public- private partnerships to expand universal energy access and promote… more
- Design To Delivery Inc (Washington, DC)
- …consistent with sound business and industry practices. + Required upon the client 's demand for FA management: Knowledge of financial methods, procedures, ... successful candidates will serve as a technical resource and advisor to organizations in the procurement of goods and...goods and services needed in the successful accomplishment of client programs and operations. Support will include, but is… 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 energetic and dedicated attorney to serve as an ... Associate Legal Advisor with the Labor and Employment Division (LELD) in...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- Citigroup (Washington, DC)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more