- 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 ... Within Citizens 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
- 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
- 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
- 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
- PNC (Washington, DC)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- JPMorgan Chase (Washington, DC)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Censeo Consulting Group (Washington, DC)
- …and service level agreement (SLAs) for exceptional customer experience + Position self as trusted advisor to client stakeholders + Act as the client lead, ... Regulatory Support Team Lead - Consumer Financial Protection Bureau The Company: Censeo Consulting Group...our growing firm in ways that reach far beyond client projects. The Position: We are seeking a Regulatory… more
- Design To Delivery Inc (Washington, DC)
- …consistent with sound business and industry practices. + Required upon the client 's demand for FA management: Knowledge of financial methods, procedures, ... successful candidates will serve as a technical resource and advisor to organizations in the procurement of goods and...goods and services needed in the successful accomplishment of client programs and operations. Support will include, but is… more
- Citigroup (Falls Church, VA)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… 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 energetic and dedicated attorney to serve as an ... Associate Legal Advisor with the Labor and Employment Division (LELD) in...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… 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 energetic and dedicated attorney to serve as an ... Associate Legal Advisor with the Government information Law Division (GILD) in...workforce. Comprising a far more diverse workforce than its private sector counterparts, OPLA is proud to strive to… more
- Deloitte (Rosslyn, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- FranklinCovey (Washington, DC)
- …shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit ... drive market share growth, and enhance customer engagement across markets and client segments. This role requires a strategic thinker with a strong understanding… more
- TD Bank (Washington, DC)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. **Job Summary:** The Counsel provides ... related to the legal requirements, describing legal issues and options to the client + Identifies conflict situations and brings more senior lawyers into the… more
- TD Bank (Washington, DC)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. The Senior Counsel provides oversight, ... for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +...of at least one area of law relating to banking/ financial services operations and issues + Integrity and high… more