Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesRichmond, VA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Assurance Senior Manager bdo consultingAssurance Senior ManagerRichmond, VA$150,000–$205,000 / yearThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
Call Center Representative - $20/hr - Richmond, VA( Beacon Hill Staffing Group, LLCCall Center Representative - $20/hr - Richmond, VA(Richmond, Virginia$20 / hourFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateVA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Federal Reserve Financial Services Manager, Operations Customer Testing Services The Federal Reserve SystemFederal Reserve Financial Services Manager, Operations Customer Testing ServicesRichmond, VAFRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service. Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist The Federal Reserve SystemFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistVAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesVA$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerRichmond, VA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerVA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerRichmond, VA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesVAThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Financial Services Specialist – Virginia All Financial FreedomFinancial Services Specialist – VirginiaRichmond, VA$35,000–$65,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Salesforce Technical Architect – Financial Services Cloud ClinDCastSalesforce Technical Architect – Financial Services CloudRichmond, VirginiaAs a result, there is a growing demand for a range of patient-centric services, including personalized care that is tailored to each individual's unique needs, health equity that ensures access to care for all, price transparency to make healthcare more affordable, streamlined prior authorizations for medications, the availability of therapeutic alternatives, health literacy to promote informed decision-making, reduced costs, and many other initiatives designed to improve the patient experience. Our suite of services is designed to cater to a broad range of needs of healthcare organizations, including healthcare IT innovation, electronic health record (EHR) implementation & optimizations, data conversion, regulatory and quality reporting, enterprise data analytics, FHIR interoperability strategy, payer-to-payer data exchange, and application programming interface (API) strategy.
Account Executive – Financial Services SageAccount Executive – Financial ServicesRichmond, VAWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Insurance and Financial Services Position - State Farm Agent Team Member Jason Claybrook - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberMidlothian, VAROLE DESCRIPTION: Jason Claybrook - State Farm is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
Student Financial Services Specialist HCA Healthcare IncStudent Financial Services SpecialistRichmond, VAPosition Overview:As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the College's mission. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
Financial Services Representative – State Farm Agent Team Member John Patterson - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlen Allen, VAROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. ABOUT OUR AGENCY: We’re a locally rooted, fast-moving insurance agency that believes in doing business the right way—with energy, integrity, and a genuine connection to our community.
Salesforce Technical Architect – Financial Services Cloud ClinDCast LLCSalesforce Technical Architect – Financial Services CloudRichmond, VAThe ideal candidate will drive architecture and design in a digital banking environment, ensuring scalable and secure Salesforce implementations. We are seeking a Salesforce Technical Architect with deep expertise in Financial Services Cloud(FSC) and strong hands-on development experience.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesRichmond, VARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalRichmond, VirginiaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Advisor, Truist Investment Service, Richmond, VA Truist BankFinancial Advisor, Truist Investment Service, Richmond, VARichmond, VirginiaActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
Financial Advisor, Truist Investment Service, Richmond, VA Truist Financial CorpFinancial Advisor, Truist Investment Service, Richmond, VARichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
US EG Financial Advisor Region 367 Edward D Jones & Co LPUS EG Financial Advisor Region 367Ashland, VA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor Pinnacle Financial Partners IncFinancial AdvisorRichmond, VAProactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Merrill Advisor Development Program - Financial Advisor: Greater Virginia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Virginia MarketRichmond, VAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Advisor Development Program - Financial Solutions Advisor Trainee: Boulevard Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Boulevard Financial CenterColonial Heights, VAJob Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
Financial Advisor - SouthState Bank LPL FinancialFinancial Advisor - SouthState BankRichmond, Virginia$42,000–$50,000 / yearThis employment opportunity at SouthState Bank in Richmond, VA would allow you to join the Investment Program at SouthState Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to SouthState Bank for financial solutions.
Services Associate, Finance Services (Pricing) Deloitte Touche Tohmatsu LtdServices Associate, Finance Services (Pricing)Richmond, VA$54,500–$100,300 / yearThe GPS Enterprise Solutions team provides specialized support such as proposal pricing to Deloitte's internal business units by developing new products and services to sustain our competitive advantage, while consistently improving our existing collection of systems, processes, and functions. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA Virginia Credit UnionVACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VARichmond, VirginiaSell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate-Richmond-Manchester Financial CenterRichmond, VAThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
NewFinancial Advisor Northwestern MutualFinancial AdvisorRichmond, Virginia$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Associate, Account and Engagement Finance Services Deloitte Touche Tohmatsu LtdAssociate, Account and Engagement Finance ServicesRichmond, VAWe provide realistic cost estimates that account for engagements' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Aid Advisor I Bryant & Stratton CollegeFinancial Aid Advisor IRichmond, VAFounded in 1854, Bryant & Stratton College offers real-world education leading to bachelors, associates, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. Provide customer service to internal and external customers by being available to handle inbound telephone calls, responding to emails and working with on-site students.
Financial Advisor - Richmond, VA Valeo Financial Advisors LLCFinancial Advisor - Richmond, VARichmond, VACoach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics. Position Overview: As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies.
NewSr. Associate, FI Business Development Financial Institutions First National Bank of OmahaSr. Associate, FI Business Development Financial InstitutionsVA$81,662–$134,741 / yearThis role partners closely with the SVP, Business Development to define and execute the FI strategy, including prospecting, partnership structuring, pricing, and go-to-market initiatives that drive new account acquisition, portfolio growth, and fee income. They will also play a key role in shaping FI product strategy, ensuring programs deliver compelling value propositions, differentiated customer experiences, and strong financial performance for both FNBO and its FI partners.
Principal Associate, Process Risk Optimization - Enterprise Services Risk Capital One Financial CorpPrincipal Associate, Process Risk Optimization - Enterprise Services RiskRichmond, VA$131,300–$149,800 / yearIn this position, you will play a key role in supporting process-based assessments to identify and evaluate risks across various Enterprise Services functional areas, such as enterprise product management, cyber, network connectivity, development, cloud operations, data management, resiliency, and third party functions. Background in the financial services industry, including familiarity with regulatory practices; governance, risk, and compliance; information and network security, AWS cloud; machine learning and artificial intelligence; data management; third party and contingent workforce; incident response.
Principal Associate, Business & Technology Process Management - Enterprise Services Risk Capital One Financial CorpPrincipal Associate, Business & Technology Process Management - Enterprise Services RiskRichmond, VA$131,300–$149,800 / yearAbility to communicate and consider stakeholder needs at all levels of the organization Ability to navigate a complex, dynamic organization and prioritize deliverables in a multi-national, expanding business environment Excellent problem-solving, analytical and critical thinking skills to effectively respond to shifting priorities, demands and timelines Experience with analysis of information security or technology threats and risks Strong communication and relationship building skills, customer focus, and ability to collaborate and influence across teams to deliver Ability to execute tasks in a prioritized manner and coordinate with cross-functional teams. McLean, VA: $131,300 - $149,800 for Prin Assoc, Cyber Risk & Analysis Richmond, VA: $119,400 - $136,200 for Prin Assoc, Cyber Risk & Analysis New York, NY: $143,200 - $163,500 for Prin Assoc, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Richmond, VA$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Financial Representative Trainee (Sales) - Richmond, VA Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Richmond, VARichmond, VA$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Personal Financial Counselor, PFC-Fort Lee, VA Magellan Health IncPersonal Financial Counselor, PFC-Fort Lee, VAVAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC-Richmond, VA - Army National Guard Magellan Health IncPersonal Financial Counselor, PFC-Richmond, VA - Army National GuardRichmond, VAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Solutions Advisor - Southern VA Market Bank of AmericaFinancial Solutions Advisor - Southern VA MarketRichmond, VirginiaUS - VA - Charlottesville - 1505 Putt Putt Pl - Rio Road BC (VA2959), US - VA - Charlottesville - 2103 Barracks Rd - Barracks Road (VA2958), US - VA - Dumfries - 4001 Graham Park Rd - Dumfries-Triangle BC (VA9569), US - VA - Fredericksburg - 1481 Carl D Silver Pkwy - Fredericksburg Banking Center (VA9016), US - VA - Richmond - 11681 W BROAD ST (VA2975), US - VA - Richmond - 8001 Patterson Ave - Patterson Avenue BC (VA2928). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Southern VA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Southern VA MarketRichmond, VAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Manager, Regulatory Practices - Enterprise Services Risk Capital One Financial CorpSenior Manager, Regulatory Practices - Enterprise Services RiskRichmond, VA$200,700–$229,100 / yearYou will provide proactive and on-going regulatory intelligence to our Enterprise Services divisions to ensure they remain well-managed, including autonomous coordination and drafting of internal communications and briefs for regulator meetings, attending meetings with regulators, drafting meeting notes, updating regulators on recent developments, updating reporting and ensuring completion of any follow up actions after the meetings. You will partner across Enterprise Services (ES) to develop and support successful, forward-thinking Regulatory engagements and reporting in a manner that supports innovation, protects our customers, shareholders, and associates, and considers themes, opportunity patterns and scale across the function and enterprise.
Client Services Senior Associate Winged Keel GroupClient Services Senior AssociateRichmond, VAFull timeOffering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
Senior Financial Representative LPL Financial Holdings IncSenior Financial RepresentativeRichmond, VAThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Responsibilities: Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) Deloitte Touche Tohmatsu LtdServices Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)Richmond, VA$51,900–$95,500 / yearThe Independence & Conflicts Network (ICN) team performs a critical consultative, quality-assurance and risk management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) on the Independence & Conflicts Network team, you will: Work closely with outside brokerage firms and Deloitte professionals to support brokerage account compliance activities.
Relationship Banker - Richmond Manchester Financial Center Bank of AmericaRelationship Banker - Richmond Manchester Financial CenterRichmond, VirginiaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Principal Data Analyst - Enterprise Services Capital One Financial CorpPrincipal Data Analyst - Enterprise ServicesRichmond, VA$131,300–$149,800 / yearOn any given day you will be challenged on three types of work - Innovation, Business Intelligence and Data Management: Innovation • Use Open Source/Digital technologies to mine complex, voluminous, and different varieties of data sources and platforms • Build well-managed data solutions, tools, and capabilities to enable self-service frameworks for data consumers • Demonstrate ability to explore and quickly grasp new technologies to progress varied initiatives. Basic Qualifications: Currently has, or is in the process of obtaining a Bachelor's Degree in quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science or a related quantitative field) plus at least 5 years of experience performing data analytics, or, A Master's Degree plus at least 3 years performing data analytics with an expectation that required degree will be obtained on or before the scheduled start date.
CFO Advisory, Manager (GPS State & Local Gov't) Cherry Bekaert AdvisoryCFO Advisory, Manager (GPS State & Local Gov't)Richmond, VirginiaIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Ensuring team is up to date on related governmental accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes.