- 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 (Arlington, VA)
- …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
- Truist (Washington, DC)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- HUB International (Bethesda, MD)
- …Bachelor's degree. JD a plus. + Relevant compliance experience with a Registered Investment Advisor , including at least 5-7 years supporting a compliance program ... enforcing appropriate policies and procedures. + Fluent in all SEC-registered investment advisor rules and regulations, including the Investment Advisors Act… more
- Treasury, Departmental Offices (Washington, DC)
- … Security. Within this newly formed office, which will house the Outbound Investment Security Program, the Senior Policy Advisor will support efforts focusing ... Summary As a Senior Policy Advisor in the Office of Global Transactions within...the interagency process and analysis of transactions of outbound investment reviews. Providing authoritative advice, analytical support, and recommendations… more
- Guardian Life (Washington, DC)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… 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
- Bank of America (Reston, VA)
- Merrill Financial Solutions Advisor (Partially Licensed) - North Virginia Market Vienna, Virginia;Reston, Virginia; Alexandria, Virginia; Fredericksburg, 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 (Reston, 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 (Bethesda, MD)
- …Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market developments and ... Merrill Financial Solutions Advisor - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda,… more
- Atria Wealth Solutions (Reston, VA)
- Financial Advisor I - Reston Reston, VA, United States (Hybrid) *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as… more
- Bank of America (Springfield, VA)
- …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 - Cardinal...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Bank of America (Vienna, VA)
- 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 (Vienna, 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 (Rockville, 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
- Edward Jones (Arlington, 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
- 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
- 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
- Bank of America (Bethesda, MD)
- Merrill Financial Solutions Advisor - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda, ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more