- Truist (Vienna, VA)
- …in coaching relative to sales and relationship management in the Wealth Brokerage/ Advisory industry. + Financial Industry Regulatory Authority (FINRA) series 7, ... and supervisory support, creating and maintaining a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, and driving… more
- Bank of America (Virginia Beach, VA)
- …and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum… more
- Amazon (Arlington, VA)
- …- Advanced degree in a relevant field of study - Audit, consulting, advisory , or related client service experience - Strong technical acumen and/or ... an experienced Senior Audit Manager to oversee audits and Internal Audit Risk Assessment activities across Amazon's Advertising business and Corporate functions. In… more
- Capital One (Richmond, VA)
- …Doctor + 7+ years of experience in compliance, legal, or audit in the financial services industry + Certified Regulatory Compliance Manager + Strong written and ... on the need for effective methods of managing compliance risk arising from federal and state laws and regulations....Responsible Banking in keeping abreast of new and updated financial industry laws and regulatory requirements (eg, ECOA, Fair… more
- Bank of America (Springfield, VA)
- …and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...financial alternatives. + Knowledge of banking products and services . + Solid time management skills and the ability… more
- WTW (Arlington, VA)
- …tailored to our clients' needs. ICT provides a powerful combination of advisory services for insurance companies, integrated with leading-edge technology ... and approaches including: + How they can better match risk to capital + Understanding and responding to the...ICT** WTW (Willis Towers Watson) is a leading global advisory , broking, and solutions company that helps clients around… more
- Deloitte (Arlington, VA)
- …implementation. + Serve as a trusted advisor to clients, providing SAP treasury, risk management, and technology advisory services to enhance operational ... change. Join us to empower clients to become strategic business partners, manage risk , and unlock new levels of financial and operational excellence. Recruiting… more
- World Insurance Associates, LLC. (Virginia Beach, VA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... private client, employee benefits, human capital and payroll outsourcing, and retirement financial services . Qualifications + Must have proven experience with a… more
- Truist (Richmond, VA)
- …complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services . Commits to an ... 3. Strong working knowledge of a broad range of personal financial planning/ advisory and investment management/asset allocation concepts and understanding… more
- Truist (Mclean, VA)
- …education and related training 2. Three to eight (3-8) years of experience in financial services , preferably with NFP clients 3. Ability to grasp large complex ... client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a… more