- Citizens (Washington, DC)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Citizens (Arlington, VA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … 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 ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- Morgan Stanley (Washington, DC)
- …and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at… more
- Cherry Bekaert (Tysons Corner, VA)
- …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- International Rescue Committee (Washington, DC)
- Requisition ID: req54610 Job Title: Program Development and Partnerships Senior Advisor - Economic Recovery and Development Sector: Economic Recovery & Livelihood ... bids and identify winning consortia; we deploy technical expertise in public events and private meetings to position IRC as a partner of choice. 4. Research &… more
- Alcohol and Tobacco Tax and Trade Bureau (Washington, DC)
- …Tax and Trade Division, functioning as a principal assistant and senior expert legal advisor to an Assistant Chief Counsel, the Deputy Chief Counsel and the Chief ... of Employment The experience may have been gained in either the public, private sector or volunteer service. One year of experience refers to full-time work;… 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
- M&T Bank (Washington, DC)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... client 's current financial situation, goals and objectives...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… 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 Associate Legal Advisor to serve in the ... (ILPD) is seeking an attorney for an Associate Legal Advisor position in Washington, DC to handle issues relating...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- Saliense Consulting (Mclean, VA)
- …Solutions provider based out of Mclean, VA. We work to solve our client 's toughest challenges within the Defense, Civilian, Financial , and Healthcare industries. ... preview of the full benefits package. Democracy Delivers | Strategic Communications Advisor Location: Washington, DC Remote Eligible Must be eligible to obtain… more
- Office of the Secretary (Washington, DC)
- …law, including the expenditure of funds; review of non-contractual, non- financial assistance transactions between the Department and other parties; review ... and recommendations for supervisors and/or clients. As an Attorney Advisor , you will perform the following duties: GS-11 Level:...well as the top management and/or attorneys of other private and public organizations as an expert in the… more
- Parsons Corporation (Fort Belvoir, VA)
- …for. **Job Description:** Parsons is looking for an amazingly talented Staff Level Operations Advisor to join our team! **What You'll Be Doing:** + Provide the Army ... well as analyze, assess, and develop future strategy and guidance governing client OSINT operations. + Support client -based equities in Intelligence Community,… more
- NANA Regional Corporation (Washington, DC)
- …options. **Job Summary:** Tuvli, an Akima company, is hiring for a Program Advisor to support our DoS client located in Washington, DC. **Responsibilities** ... engagement with implementing partners. + Reviews and analyzes progress and financial reports, observes grantee compliance with award terms and conditions, conducts… more
- Parsons Corporation (Fort Belvoir, VA)
- …looking for. **Job Description:** Parsons is looking for an amazingly talented Policy Advisor to join our team! **What You'll Be Doing:** + Conduct OSINT activity ... as well as analyze, assess, and develop future strategy and guidance governing client OSINT operations. **What Required Skills You'll Bring:** + Bachelors and 18+… 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
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more