- Edward Jones (Alexandria, VA)
- …strategies (eg, residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective ... + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM)… more
- Deloitte (Rosslyn, VA)
- …Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more