- Capital One (Mclean, VA)
- Manager, Risk Advisor The Risk Management Risk (RMR) Office is seeking a highly motivated Risk Advisor to apply their analytical, risk, communication, and ... 3 years of experience interacting with internal audit, business continuity, or centralized risk and compliance teams Preferred Qualifications: + 2+ years of… 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. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- HUB International (Mclean, VA)
- …to Centralized Portfolio and Trading Team + Platform Support + Onboard Advisor offices onto the centralized trading and portfolio management platform. + ... be responsible for managing the trading desk for the centralized wealth management portfolio and trading platform and will...software. + Must have a working knowledge of the financial markets, including equities, fixed income, mutual funds, and… 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