- JPMorgan Chase (Washington, DC)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- City National Bank (Washington, DC)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... financial services advice to these clients including: banking, credit, asset management , trust and estate planning, and brokerage. Manages overall relationship… more
- Morgan Stanley (Bethesda, MD)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to...exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily… more
- Morgan Stanley (Alexandria, VA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service ... Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through… more
- Citigroup (Bethesda, MD)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing professional...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- DHS Headquarters (Washington, DC)
- …designed to further develop applicable skills and techniques of the financial management field. Non-BU: This is a non-bargaining unit position. Responsibilities As a ... FINANCIAL MANAGEMENT SPECIALIST (PATHWAYS RECENT GRADUATES), GS-0501-7, your typical work assignments may include the following under supervision: Plans and manages… more
- Guardian Life (Washington, DC)
- …through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region ... **You have** + 5+ years overall experience in wealth management , preferably advisory and/or alternative investments + Bachelor's degree or equivalent work… more
- Customs and Border Protection (Washington, DC)
- …various DHS components, other Federal or State agencies, non-governmental organizations, private citizens, and the White House. Reviewing, analyzing and prioritizing ... for this position Males born after 12/31/1959 must be registered with Selective Service Primary US residency for at...is accurate and complete; and Developing guidance on the management of all types of communication. NOTE: Your resume… more