- 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)
- …details for this role. **Line of Business:** TD Wealth **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
- Veterans Affairs, Veterans Health Administration (Washington, DC)
- …on oversight of national programs with precedent-setting issues. Serves as a special advisor to the COO on data and information flow, including input and feedback ... groups on Reporting and Analytics functions. Serve as the Executive Director's special advisor and will frequently attend meetings on their behalf. Serves as an… 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