- 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 ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- Bank of America (Washington, DC)
- Private Client Advisor II...centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ... are guided by a common purpose to help make financial lives better through the power of every connection....Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client… 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
- World Insurance Associates, LLC. (Alexandria, VA)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... " Client Pitch Decks" / presentations. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… 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
- Citigroup (Washington, DC)
- …**Education:** . Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… 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
- Office of the General Counsel (Washington, DC)
- Summary This Attorney Advisor position is with the Civil Rights, Labor and Employment Law Division of the Office of the General Counsel, Department of Agriculture. ... contracts, legal opinions, and agency documents. Customer service and communication to client Agencies and Mission Areas. Legal research and opinion-writing on novel… more
- Office of the Secretary (Washington, DC)
- …law, including the expenditure of funds; review of non-contractual, non- financial assistance transactions between the Department and other parties; review ... and recommendations for supervisors and/or clients. As an Attorney Advisor , you will perform the following duties: GS-11 Level:...well as the top management and/or attorneys of other private and public organizations as an expert in the… more
- Citigroup (Washington, DC)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices. +… more
- Morgan Stanley (Washington, DC)
- …(BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) ... the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human… 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
- 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 Executive Communications Unit (ECU) in Washington,...GAO. Coordinate responses to Congressional notices and updates, Congressional private bills, and Questions for the Record (QFRs). Work… 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
- 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
- Citigroup (Washington, DC)
- …**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
- WSP USA (Washington, DC)
- …Group and be a part of a growing organization that meets our client 's objectives and solves their challenges. Provides technical assistance and guidance for the ... building designs and/or construction of projects in the public and private sector. Tasks may include assisting with conceptually visualizing projects, preparing… more