- M&T Bank (Columbia, MD)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- TD Bank (Washington, DC)
- …can provide you more specific details for this role. **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing ...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- CIBC (Washington, DC)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Trust Advisor will be a centralized role in the Fiduciary ... of an assigned book of trust accounts. The Trust Advisor will partner with front office teams and provide... will partner with front office teams and provide centralized day to day trust administration support. The Trust… more
- Export-Import Bank of the United States (Washington, DC)
- …compliance with regard to transactions, products, and services at a financial institution(s). Monitoring and implementing centralized compliance function ... Senior Management and relevant external parties. The incumbent serves as the Compliance Advisor for the OC. The incumbent collaborates with and supports the Deputy… more
- National Park Service (Washington, DC)
- …that service Regional and Park needs for Human Resources, Contracting and Financial Assistance to ensure NCR perspectives, concerns and issues are addressed and ... centralized policies and procedures reflect the needs of the...which you will be appointed is subject to a financial disclosure reporting requirement and you will be required… more
- Deloitte (Washington, DC)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... the best outcomes for your clients? Are you curious about the IRS's new centralized partnership audit regime and how it might apply to passthrough taxpayers? If you… more