- Performance Food Group (Richmond, VA)
- …strategic business units. This role is responsible for conducting corporate and financial audits, advisory reviews, or other projects that support ongoing ... Responsibilities:** + Work in a team environment performing operational, financial , and other ad hoc projects as assigned and...on the circumstances. + Plan and perform audits and advisory engagements on business processes and internal controls. +… more
- Truist (Charlottesville, 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
- Commander, Navy Installations (Norfolk, VA)
- …Program (CYP) Manager through the conduct of various analysis functions including financial analysis, staff advisory analysis services , personnel ... and coordinating CYP operations by providing a variety of program and financial analysis functions and general administrative support. This includes budgeting and … more
- Bank of America (Alexandria, VA)
- …66 (63 & 65 in lieu of 66) licenses** Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates… more
- Bank of America (Virginia Beach, VA)
- …& 65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies +… more
- Thrivent Financial (VA)
- …for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed ... financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and... financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker… more
- Thrivent Financial (Charlottesville, VA)
- …for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed ... financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and... financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker… more
- Cherry Bekaert (Richmond, VA)
- **Description** Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning ... $1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons.… more
- Bank of America (Midlothian, VA)
- …and services . * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7...* At least three years' experience working in the financial service industry and/or a sales environment… more
- Navy Federal Credit Union (Springfield, VA)
- Overview To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a ... and services . Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered… more