Entry-Level Financial Professional New York Life Insurance CompanyEntry-Level Financial ProfessionalNorfolk, VA$62,400–$73,500 / yearFull timeResources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementSterling, VAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
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.
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA)) Atlantic Union Bankshares CorpOperations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))McLean, VAAdvanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization). Position Accountabilities Trading & Portfolio Operations Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorVienna, VALife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
Financial Advisor, Truist Investment Services, Virginia Beach, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Virginia Beach, VAVirginia Beach, 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. Work Shift: 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.
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.
Financial Advisor, Truist Investment Services, McLean, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, McLean, VAMcLean, 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.
Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Reston, VAReston, 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.
Financial Advisor, Truist Investment Services, Norfolk, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Norfolk, VANorfolk, 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.
Financial Advisor, Truist Investment Services, Norfolk, VA Truist BankFinancial Advisor, Truist Investment Services, Norfolk, VANorfolk, 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 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 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.
Analyst, Investment Banking, BDO Capital Advisors - June 2027 (Richmond) BDO USA PCAnalyst, Investment Banking, BDO Capital Advisors - June 2027 (Richmond)Richmond, VA$93,000–$97,000 / yearBDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond) BDO USA PCSummer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)Richmond, VA$28–$32 / hourThe BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm's extensive transaction-related services. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
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.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.VA$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Financial 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.
Financial Solutions Advisor - Southern VA Market Bank of America CorpFinancial Solutions Advisor - Southern VA MarketVAOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
J.P. Morgan Wealth Management - Private Client Advisor - Midlothian and Henrico, VA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Midlothian and Henrico, VAVAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Chesterfield, VA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Chesterfield, VAVAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)Arlington, VAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VAVirginia Beach, VAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg, VAFredericksburg, VAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Richmond, Mechanicsville, and Chester, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Richmond, Mechanicsville, and Chester, VARichmond, VAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investment & Insurance Operations Associate Claire Myers ConsultingInvestment & Insurance Operations AssociateRichmond, VirginiaThis person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service. Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations.
KippsDeSanto - Investment Banking Associate Capital OneKippsDeSanto - Investment Banking AssociateMcLean, VirginiaKippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services – primarily M&A, private financing, and strategic advisory – to middle market aerospace, defense, government services and enterprise technology companies. 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.
Privately Held Investments Manager Truist Financial CorpPrivately Held Investments ManagerRichmond, 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. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
NewExperienced Associate - Investment Banking, Healthcare Services (Pharma Services) Guggenheim Partners LLCExperienced Associate - Investment Banking, Healthcare Services (Pharma Services)Richmond, VA$175,000–$200,000 / yearAnalyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Investment Banking Vice President 1/2 T&L M&A Prospect Rock PartnersInvestment Banking Vice President 1/2 T&L M&ARichmond, VirginiaAs a Vice President, you will serve as an integral leader across all phases of the firm's M&A advisory activities, bridging senior leadership and junior bankers while maintaining direct client contact. Led by senior professionals with deep transactional experience, our client's Transportation & Logistics Group serves as trusted advisors to investors and company leaders worldwide.
Senior Analyst, Investment Banking BDO USA PCSenior Analyst, Investment BankingRichmond, VABDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
Merrill Advisor Development Program - Financial Advisor: Greater Virginia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Virginia MarketRichmond, VAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our 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 Advisor Development Program - Financial Advisor: North Virginia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: North Virginia MarketVienna, VAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our 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.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsVACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerVA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Specialist RangeInvestment SpecialistMcLean, VirginiaBut we’re looking for more than just an investment operations rockstar - we’re looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members. Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)McLean, VA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLeesburg, VirginiaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Associate, Investment Banking BDO USA PCSenior Associate, Investment BankingRichmond, VAJob Summary: The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. Experience: Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required, Experience in middle market M&A sell side investment banking, preferred.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteVARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
NewReal Estate Agent / Associate (Investment Sales) GreysteelReal Estate Agent / Associate (Investment Sales)Richmond, VAYour efforts will be supported by Greysteel's Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Experienced Associate – Investment Banking, Healthcare Services (Pharma Services) Guggenheim SecuritiesExperienced Associate – Investment Banking, Healthcare Services (Pharma Services)Richmond, VirginiaAnalyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementMcLean, VirginiaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Manager, Investment Funds DLA Piper LLP (US)Manager, Investment FundsVA$118,523–$164,525 / yearThe Manager, Investment Funds, working in collaboration with and in support of the firm's strategic initiatives, plays a pivotal role in fund administration, partnering with internal and external partners to ensure a best-in class fund management platform, including reporting, governance, capital activity, investor communications, and ongoing investment operations. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Financial Advisor Associate - Great Falls, VA TD BankFinancial Advisor Associate - Great Falls, VAGreat Falls, VirginiaMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Client Investment Associate Lee Hecht HarrisonClient Investment AssociateRichmond, VA$60,000–$80,000 / yearLHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on the Southside of Richmond, Virginia, working in the office. In this role, you will support financial advisors, enhance the client experience, and help ensure smooth and efficient daily operations.
Financial Advisor Associate - Great Falls, VA The Toronto-Dominion BankFinancial Advisor Associate - Great Falls, VAGreat Falls, VA$66,560–$99,320 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Mira Vista Financial CenterRichmond, VirginiaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
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.