Financial Solutions Advisor Registration Candidate- Mount Vernon Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate- Mount Vernon Financial CenterAlexandria, VA$28.85–$33.65 / hourOnce 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.
Premier Advisor - Arlington, VA / Georgetown Truist BankPremier Advisor - Arlington, VA / GeorgetownArlington, VirginiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Fairfax, VA Truist BankPremier Advisor - Fairfax, VAFairfax, VirginiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementGermantown, MarylandIn 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.
Premier Client Advisor - PNC Wealth Management PNC BankPremier Client Advisor - PNC Wealth ManagementColumbia, MarylandIn 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.
Sr Manager, Investment Funds DLA Piper LLP (US)Sr Manager, Investment FundsReston, VA$164,204–$217,575 / year8 years' relevant experience in one or more of the following: private funds, investment management, fund administration, investor reporting, fund accounting, transaction execution support, private equity/venture operations, or similar financial services environments. Manages the coordination of the investment pipeline and support investment execution across private equity funds, real asset funds, co-investments, credit opportunities, and other approved strategies, from intake through diligence, approval, closing, and funding.
Junior Tax Advisor Acorn Financial ServicesJunior Tax AdvisorReston, VirginiaYou will provide the technical tax analysis required to protect our clients' assets from unnecessary liabilities, working as a core member of an integrated stewardship team. Most importantly, we provide an integrated framework that removes traditional, siloed billing pressures, allowing you to focus entirely on client outcomes and technical mastery.
Treasurer & Finance Advisor (Volunteer) IBSS CorporationTreasurer & Finance Advisor (Volunteer)Silver Spring, MDRemoteIf you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to the Talent Acquisition department at Recruiting@ibsscorp.com. Guideship is a nonprofit workforce development organization dedicated to creating career pathways for underserved communities through mentorship, internships, apprenticeships, workforce readiness training, and cybersecurity education.
LOB Consumer Credit Risk Advisor - Data, Modeling & Analytics The PNC Financial Services Group IncLOB Consumer Credit Risk Advisor - Data, Modeling & AnalyticsTysons Corner, VA$70,000–$130,000 / yearManages and updates credit transaction models utilized within defined asset class and activity and ensures adherence to model management processes (i.e., model validation, testing, maintenance) by ensuring the appropriate resources are in place to adhere to guidance. 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.
Financial Solutions Advisor Registration Candidate-Washington, DC Market Bank of AmericaFinancial Solutions Advisor Registration Candidate-Washington, DC MarketWashingtonKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- Greater Baltimore Market Bank of AmericaFinancial Solutions Advisor- Greater Baltimore MarketBaltimore, MarylandKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Fiduciary Advisor Sr PNC BankFiduciary Advisor SrBaltimore, MarylandPNC 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Surveillance and Population-Based Surveys Advisor Na Ali'i Consulting & Sales, LLC.Surveillance and Population-Based Surveys AdvisorWashington, D.C.$142,000–$183,500 / yearThe Advisor will support GHSD headquarters, U.S. Embassies, implementing partners, and partner governments in the design and implementation of sustainable, country-led surveillance approaches that generate timely, reliable, and actionable information for program oversight, health security investments, and strategic decision-making. The Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location.
Financial Wealth Advisor - Baltimore, MD Corebridge FinancialFinancial Wealth Advisor - Baltimore, MDBaltimore, MarylandCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Principal AI Cybersecurity Advisor Optiv Security IncPrincipal AI Cybersecurity AdvisorHerndon, VARemoteBy combining advanced business and security practitioner knowledge, the Principal AI Cybersecurity Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.
Senior Transactions Advisor - Federal Housing Program JLLSenior Transactions Advisor - Federal Housing ProgramWashington, DCOn the transactions side, every deliverable - a course-of-action framework, a deal analysis memo, a decision brief for the Deputy Assistant Secretary - moves through a structured five-phase advisory workflow from intake through Congressional notification, and reaches the most senior levels of Department leadership. What your day-to-day will look like: Lead the room: convene and run working sessions with project owners, Military Department counterparts, lenders, and the specialist panel - framing the issues, driving the discussion to a position, and carrying that position forward to senior government decision-makers.
AMP Financial Advisor Trainee - Vienna, VA Raymond James Financial IncAMP Financial Advisor Trainee - Vienna, VAVienna, VABachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, BaltimoreBaltimore, MDOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Premier Advisor - Arlington, VA / Georgetown Truist Financial CorpPremier Advisor - Arlington, VA / GeorgetownArlington, VA$92,000–$115,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General 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.
Premier Advisor - Fairfax, VA Truist Financial CorpPremier Advisor - Fairfax, VAFairfax, VA$92,000–$115,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General 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.