- Truist (Norfolk, VA)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- Truist (Richmond, VA)
- …overnight Preferred Qualifications: 1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of ... as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2.… more
- Truist (Richmond, VA)
- … Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits ... training. 2. Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an… more
- Edward Jones (Richmond, VA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Vienna, VA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- M&T Bank (Falls Church, VA)
- …financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong ... their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:**… more
- Bank of America (Alexandria, VA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Metro VA Market Arlington, Virginia;Alexandria, Virginia **To proceed with your application, you must be at least 18 years of… more
- Truist (Roanoke, VA)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking… more
- Capital One (Mclean, VA)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- Capital One (Mclean, VA)
- …years of consumer compliance, monitoring, risk, or auditing experience at a financial institution + CIPP ( Certified International Privacy Professional) or CRCM ... Compliance Privacy Advisor , Manager Manager, Compliance Privacy Advisor ...a passion for mitigating privacy risk at a tech-focused financial institution. They will join us to perform key… more