- Navy Federal Credit Union (Vienna, VA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Manassas, VA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- HUB International (Glen Allen, VA)
- …potential for advancement within the Financial Planning & Service Team, to an Investment Advisor role, and other roles throughout the company. **Job ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the… more
- Navy Federal Credit Union (Vienna, VA)
- …compliance initiatives for Navy Federal Investment Services, a SEC Registered Investment Advisor and FINRA Registered Broker Dealer. Serve as Chief ... Federal Reserve, Department of Labor (DOL) (pertaining to ERISA and other investment / insurance laws regulations), and NCUA and Navy Federal standards. Serve as… more
- Truist (Richmond, VA)
- …Banking, Commercial Real Estate, and/or Lending 6. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses 7. ... CIA, CPA, CISA, MPA, MBA or advanced degree 8. Demonstrated proficiency in identifying operational, compliance, reputational, strategic, liquidity, market and technology risks 9. Strong written, PowerPoint and oral communication skills along with exceptional… more
- Truist (Richmond, VA)
- …Banking, Commercial Real Estate, and/or Lending 10. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses 11. ... CIA, CPA, CISA, MPA, MBA or advanced degree 12. Demonstrated proficiency in identifying operational, compliance, reputational, strategic, liquidity, market and technology risks 13. Strong written, PowerPoint and oral communication skills along with exceptional… more
- Bank of America (Leesburg, VA)
- Merrill Financial Solutions Advisor - North Virginia Market Vienna, Virginia;Reston, Virginia; Alexandria, Virginia; Fredericksburg, Virginia; Leesburg, Virginia ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Bank of America (Roanoke, VA)
- …Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market developments and ... Merrill Financial Solutions Advisor - Carolina Commonwealth Market Hendersonville, North Carolina;Winston Salem, North Carolina; Hickory, North Carolina; Pinehurst,… more
- Capital One (Mclean, VA)
- …2 (19050), United States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will ... TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief Compliance… more
- Bank of America (Norfolk, VA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Thrivent Financial (Alexandria, VA)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Edward Jones (Front Royal, VA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Edward Jones (Midlothian, VA)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients.** **Our financial… more
- PNC (Centreville, VA)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in the Centreville, VA market. ... Accident Insurance are required **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Edward Jones (Alexandria, VA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- CIBC (Wyndham, VA)
- …financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial ... a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.… more
- Truist (Richmond, VA)
- …at the direction of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use with the public and ... compliant and in line with regulatory standards. + Principal Review of Advisor Bio pages, electronic client correspondence, retail communications and seminars to… more
- Deloitte (Richmond, VA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Deloitte (Richmond, VA)
- …meet financial reporting needs and regulatory and investor expectations. The Business Solution Advisor is a member of a team that performs accounting and reporting ... services for real estate investment vehicles and funds. Recruiting for this role ends...work product quality, automation, etc. The successful Business Solution Advisor will demonstrate the following attributes: + Independent thinker… more
- TIAA (Charlottesville, VA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… more