Financial Manager Savantage SolutionsFinancial ManagerRockville, MD$110,000–$132,000 / yearSavantage Solutions is seeking a Financial Manager to join our professional services team supporting the mission of a federal government agency dedicated to enabling the Department of Defense, the U.S. Government, and international partners to counter and deter weapons of mass destruction and improvised threat networks. Document development efforts and produce guides, job aids and other information to support the Agency’s automated spend plan management system and other financial tools (to include but not limited to DAI, Joint Integrated CBRN Analytic Platform (JICAP), and Dormant Account Review Quarterly (DAR-Q).
IT Project Manager (VMware / Broadcom Professional Services) Calibre SystemsIT Project Manager (VMware / Broadcom Professional Services)Alexandria, VACALIBRE Systems, inc, an employee owned mission focused solutions and digital transformation company, is seeking an IT Project Manager to support Broadcom (VMware) Professional Services engagements. This role ensures projects are delivered on time, within scope and budget, while maintaining high levels of customer satisfaction.
Member Service Associate United Nations Federal Credit UnionMember Service AssociateWashington, DC$46,608 / yearFull timeHandle branch operational tasks such as mail management, scanning documents, receiving deliveries, branch operational logs for GCS instant issues, incoming credit cards from GCS and branch opening/closing logs.• Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: - Maintain awareness of and report suspicious activity - Complete all relevant BSA reports promptly and accurately (e.g.
NewService Operations Manager - MEP/HVAC JobotService Operations Manager - MEP/HVACFairfax, VA$150,000–$220,000 / yearAs a Service Operations Manager, you will lead the day-to-day performance of a growing HVAC and Plumbing Service division, overseeing Field Teams, operational processes, customer relationships, and overall business performance across Commercial, Multifamily, and Residential service operations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewDirector of Paralegal Services Hybrid JobotDirector of Paralegal Services HybridWashington, DC$135,000–$185,000 / yearA nationally recognized law firm is seeking a Manager or Senior Manager, Paralegal Services & Resource Management to lead and elevate its paralegal support function with a strong focus on client service, team development, and operational efficiency. The Manager will play a critical leadership role in mentoring professionals, developing career pathways, and enhancing team performance, while also driving innovation through improved systems, technology, and cross-functional collaboration.
Transaction Advisory Manager - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Manager - Financial Due Diligence (FDD)McLean, VA$100,000–$170,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceWashington, DCCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceWashington, DC$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, Business Tax Services - Employee Benefits Compliance KPMGManager, Business Tax Services - Employee Benefits ComplianceMcLean, VA$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Government Financial and Contract Analyst Capgemini Government Solutions LLCGovernment Financial and Contract AnalystMcLean, VAWith its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The disclosed range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance, sales or revenue-based metrics, and business or organizational needs.
NewMortgage Advisor Weichert, RealtorsMortgage AdvisorGermantown, MDEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
NewTax Manager - Business Tax Services KPMGTax Manager - Business Tax ServicesMcLean, VA$107,160–$226,320 / yearLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Supervisor, Paralegal Services - Washington, DC Page GroupSupervisor, Paralegal Services - Washington, DCWashington, DC$135,000–$150,000 / yearFull timeThe position partners with legal and administrative leadership to optimize workflows, enhance team performance, and deliver high-quality support across practice areas. Our client is a globally recognized law firm operating at the forefront of complex legal matters, including transactions, litigation, and regulatory work.
Retail Customer Service Associate FedExRetail Customer Service AssociateMcLean, VirginiaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Cybersecurity Risk Analyst ECLAROCybersecurity Risk AnalystManassas, VA$67–$70 / hourThe successful consultant will be the Subject Matter Expert (SME) for TPRM program, currently administered through the SAFe platform, and will be equally responsible for insider threat monitoring, custom cybersecurity awareness training development, awareness metrics reporting, Disaster Recovery (DR) coordination, and executive-level risk reporting. Develop audience-specific SharePoint pages tailored to the information needs of distinct stakeholder groups, including IT leadership, department managers, executive sponsors, audit / compliance teams, and general staff, applying role-based access controls and page permissions accordingly.
NewField Risk Specialist Datascan Technologies, LLCField Risk SpecialistDerwood, MDCandidates must be located in Rockville, MD or the immediate area Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver’s license with the ability to travel overnight (5 to 7 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. You’ll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai’s state of the art mobile audit application.
Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
Commercial Tenant Services & Events Coordinator EastBanc IncCommercial Tenant Services & Events CoordinatorWashington, DC$60,000–$70,000 / yearThe Coordinator manages tenant requests, oversees conference center reservations and billing, maintains insurance compliance records, and helps plan tenant events and community programs. The ideal candidate is organized, customer-focused, detail-oriented, and enjoys building strong relationships while keeping day-to-day operations running smoothly.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Mid Level financial Services Associate Advocates Legal RecruitingMid Level financial Services AssociateWashington, District of ColumbiaYou will work in a group that is known for handling complex regulatory questions, high -stakes investigations and parallel enforcement matters before federal and state banking agencies, as well as advising on cutting -edge financial products and digital asset structures. Serious platform in financial services: The firm is nationally recognized by Chambers and Legal 500 in financial services regulation, enforcement and fintech, with a deep bench of former regulators and enforcement lawyers from agencies such as the Federal Reserve, OCC, FDIC and CFPB.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateDC$77,000–$214,000 / 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Associate - Financial Services Transactional Advocates Legal RecruitingAssociate - Financial Services TransactionalWashington, District of ColumbiaOur AmLaw 100 client, a top -tier powerhouse in financial services and fintech transactions, is looking for a mid -level associate who’s not here to play it safe. You'll be at the table for high -stakes partnerships with global banks, disruptor fintechs, and major payment processors.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateDC$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.
Patient Financial Services Representative 4 - Customer Service (Bilingual) Inova Health SystemPatient Financial Services Representative 4 - Customer Service (Bilingual)Falls Church, VAProcesses claim for multiple payer types (i.e. Commercial, Managed Care, Blue Cross, Medicare, Medicaid, etc.) and ensures that all assigned claims meet clearinghouse and/or payer processing criteria. The Patient Financial Services Representative 4 performs the duties of a Patient Financial Services Representative 3 and is responsible for the timely and accurate editing, submission, and/or follow-up of assigned claims.
ASSOCIATE, CFO SERVICES Cresset Capital Management LLCASSOCIATE, CFO SERVICESReston, VAThis position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
Sales Enablement Specialist - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MDThe Financial Services Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Under the general supervision of a Partner or Director of Sales, you will begin with an in-depth training program to gain technical knowledge of retirement plan solutions, financial services offerings, and effective advisor support practices, as well as learn the firm's value proposition to support our clients' needs and passions.
Financial Services Associate – Flexible Remote Role PregnantseeFinancial Services Associate – Flexible Remote Role10875 Main St. #203 10875 Main St. #203 Fairfax, VirginiaRemoteMaria Christopoulos Selected as Top CEO of the Year by IAOTP Maria Christopoulos, CEO and sonographer, was recently selected as Top CEO of the Year for 2024 by the International Association of Top Professionals (IAOTP) for her outstanding leadership, dedication, and commitment to the industry. It is an extraordinary rendering method that generates amazingly realistic images of the baby and the surface tone is no longer in that bronze color, but more realistic to flesh.
Senior Associate - Financial Advisory Services Embark PeopleSenior Associate - Financial Advisory ServicesWashington DCYou'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.
NewSales Enablement Specialist - The Baldwin Group Financial Services Baldwin Group ColleagueSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MarylandThe Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesMDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
NewSenior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MarylandFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
NewSenior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
Senior Vice President (SVP), CFO Services CyberData TechnologiesSenior Vice President (SVP), CFO ServicesAlexandria, VAThe ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.
Marketing Specialist - Financial Services - Largo, MD Advisor Talent SolutionsMarketing Specialist - Financial Services - Largo, MDLargo, MarylandPosition: Marketing Specialist – Financial Services Firm: Tabron & Associates Location: Largo, MD Overview: Do you bring creativity, sales-driven strategy, and a passion for marketing to your work? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Patient Financial Services Specialist, Healthcare Financial Operations Amazon.com IncPatient Financial Services Specialist, Healthcare Financial OperationsArlington, VAIn this individual contributor role, youll serve as the trusted voice for patients navigating complex billing and insurance questions, combining technical expertise with genuine empathy to deliver exceptional experiences. In this strategic role, youll answer inbound patient inquiries and actively manage the teams work queues to ensure timely resolution of patient billing and insurance questions.
Insurance and Financial Services Position - State Farm Agent Team Member Renee' Montague - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberArlington, VARemoteROLE DESCRIPTION: As an Insurance AND Financial Service Team Member for Renee' Montague - State Farm Agent, you are vital to our daily business operations and customers’ success. Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Services Representative Alexander Brown - State Farm AgencyFinancial Services RepresentativeColumbia, MARYLANDEmployees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team.
NewFinancial Services Representative (Personal Banker) First Citizens BancShares IncFinancial Services Representative (Personal Banker)Washington, DCBachelor''s Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Reimbursement Specialist (Hybrid), Day Shift, Patient Financial Services Shady Grove Adventist HospitalReimbursement Specialist (Hybrid), Day Shift, Patient Financial ServicesDC$20.51–$27.21 / hourNicotine products" include, but are not limited to: cigarettes, cigars, pipes, chewing tobacco, e-cigarettes, vaping products, hookah, and nicotine replacement products (e.g., nicotine gum, nicotine patches, nicotine lozenges, etc.). Those testing positive are given the opportunity to re-apply in 90 days, if they can truthfully attest that they have not used any nicotine products in the past ninety (90) days and successfully pass follow-up testing.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MDFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerWashington, DC$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.
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 Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerWashington, DC$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.
Financial Services Position – State Farm Agent Team Member Jose Herrera - State Farm AgentFinancial Services Position – State Farm Agent Team MemberArlington, VASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Position – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Managing Partner, IT Strategy Consulting - Financial Services & Insurance Industry Gartner IncManaging Partner, IT Strategy Consulting - Financial Services & Insurance IndustryArlington, VAWho you are: Comfortable selling to, influencing and building trust-based, value-added relationships with senior executives Coachable and embracing of best practices and feedback as a means of continuous improvement A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges Proven track record in achieving / exceeding revenue targets Ability to travel to client sites as necessary Associates are expected to travel to client sites and meetings as required by business needs or specific engagement requirements, ensuring we deliver exceptional service where it matters most. What you will need: Experience within a well-regarded management consultancy in a project delivery and sales capacity Experience working with and selling into Financial institutions, such as large banks, insurance, and asset/wealth management Clients Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems.
Senior Consultant, Financial Services, Strategy, Technology & Transformation HighspringSenior Consultant, Financial Services, Strategy, Technology & TransformationMcLean, VirginiaEmbrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges.
Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, 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 Services, McLean, VA Truist BankFinancial Advisor, Truist Investment Services, McLean, VAMclean, 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.
Oliver Wyman -Private Capital/Financial Services - Engagement Manager Marsh & McLennan Companies IncOliver Wyman -Private Capital/Financial Services - Engagement ManagerDC$225,000–$240,000 / yearWe have completed hundreds of engagements for leading private equity firms across North America, Europe, the Middle East, China and Southeast Asia creating sustainable shareholder value. At Oliver Wyman, we take a multi-specialist approach to our engagements, bringing teams comprising both deep industry and functional expertise, supported by proprietary approaches and a world-class network.