- CIBC (Washington, DC)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Financial Planner , you will be responsible for supporting and ... working closely with Financial Planning Strategists, Relationship Managers and Business Development Officers...and Business Development Officers to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as… more
- CGI Technologies and Solutions, Inc. (Chantilly, VA)
- **Strategic Financial Planner TS/SCI with Poly REQUIRED** **Category:** Finance **Main location:** United States, Virginia, Chantilly **Position ID:** J1223-1138 ... Time **Position Description:** CGI Federal is looking for a Senior expert in financial planning, advice and guidance related to all facets of resource management.… more
- Magellan Health Services (Silver Spring, MD)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Bank of America (Washington, DC)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Consumer Investments - Washington...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Edward Jones (Washington, DC)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Washington, DC)
- …in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Washington DC Market Washington,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Alexandria, VA)
- …in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - North Virginia Market Vienna,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Bethesda, MD)
- …in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Greater Maryland Market North...profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business,… more
- Bank of America (Bethesda, MD)
- …met or exceeded + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + ... Financial Solutions Advisor - Consumer Investments - Democracy Boulevard Financial Center Bethesda, Maryland **Job Description:** At Bank of America, we are… more
- Bank of America (Washington, DC)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Deloitte (Mclean, VA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor or coursework in management information systems ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- M&T Bank (Columbia, MD)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- M&T Bank (Annapolis, MD)
- … Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Mclean, VA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax experience + A ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more