- 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 (Washington, DC)
- …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
- DAI (Bethesda, MD)
- …a wholly owned subsidiary of DAI Asset Management, LLC, is an SEC regulated investment advisor , dedicated to applying a commercial framework to investing in ... location in United States **Position Overview** This position is an experienced legal advisor to the General Counsel, DAI Global and other members of DAI's senior… more
- PNC (Washington, DC)
- …their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly ... portfolios that sit at the core of the AMG Investment Office's guidance for our clients. You will conduct...class investing either as a research analyst or client-facing advisor along with strong quantitative capabilities, including systems like… more
- Treasury, Departmental Offices (Washington, DC)
- …Office of Investment Security. This new office will house the Outbound Investment Security Program; the Policy Advisor will support efforts focusing on ... Summary This position serves as a Policy Advisor in the Office of Global Transactions within...appropriate. Coordinate with other offices in the Office of Investment Security on engagement with domestic and international stakeholders,… more
- Morgan Stanley (Washington, DC)
- …In addition to our comprehensive financial services, which include brokerage, investment advisor , financial and wealth planning, annuities, insurance and ... within our Cash Management Solutions platform. 1. Bank & investment products including but not limited to, Bank Deposit...skills. * Ability to meet deadlines and manage Financial Advisor and client expectations. * Good collaboration skills in… 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
- Equitable (Washington, DC)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered through Equitable ... Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE- 5823023.1(7/23)(Exp.7/25) **Req ID:** 220000U1 more
- Bank of America (Washington, DC)
- Merrill Financial Solutions Advisor - Washington DC Market Washington, District of Columbia **Job Description:** **Job Description:** At Bank of America, we are ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Bank of America (Bethesda, MD)
- …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 - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda,… more
- Bank of America (Arlington, VA)
- …passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one ... Financial Solutions Advisor Registration Candidate - Consumer Investments - Ballston...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… 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 (Washington, DC)
- 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
- Office of the Secretary (Washington, DC)
- Summary This vacancy is for an Attorney Advisor (International). The Commercial Law Development Program (CLDP) of the Office of General Counsel, US Department of ... climate goals in the mineral sectors. Responsibilities As an Attorney Advisor (International), you will perform the following duties: Specifically, this Attorney-… 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
- Citizens (Washington, DC)
- …client relationships in investment , deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage prospects to promote and ... is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're...Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- M&T Bank (Washington, DC)
- **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 ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Edward Jones (Springfield, 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
- Edward Jones (Washington, DC)
- …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
- Treasury, Departmental Offices (Washington, DC)
- Summary This position is to serve as a Senior Policy Advisor in the Office of Investment Security, within the Office of International Affairs, US Department of ... Treasury. OIS fulfills Treasury's responsibilities as chair of Committee on Foreign Investment in the United States ("CFIUS" or the "Committee"), an interagency… more