- Charles Schwab (Tysons Corner, VA)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and ... in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining...Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition… more
- Navy Federal Credit Union (Fredericksburg, VA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90… more
- Capital One (Richmond, VA)
- …Qualifications: + Master's Degree in Business Administration (MBA) or Master's Degree in Finance + Chartered Financial Analyst (CFA) license or Certified Public ... Senior Manager, Card Tech Finance We are seeking a strong leader, communicator,...that have a big impact + Be a strategic advisor to the Tech organization and integrate into the… more
- Truist (Lynchburg, VA)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- Robert Half Finance & Accounting (Reston, VA)
- …a proactive advisor on tax matters across multiple departments (eg, finance , legal, manufacturing, trade compliance, etc.) and liaise with external tax advisors ... seeking an enthusiastic Senior Tax Manager to join our finance team and oversee tax planning and compliance for...Supervise sales and use tax, property tax, and business license compliance, managed by the Tax Accountant. + Conduct… more
- Capital One (Mclean, VA)
- …+ Master's Degree in Business Administration (MBA) or Master's Degree in Finance + Chartered Financial Analyst (CFA) license or Certified Public ... dynamic, customer focused Sr. Manager to join Bank Tech Finance and lead a team of 2-3 analysts. This...success. Key responsibilities include: + Serving as a strategic advisor to business and technology leaders, leveraging financial insights… more
- Capital One (Mclean, VA)
- …+ Master's Degree in Business Administration (MBA) or Master's Degree in Finance + Chartered Financial Analyst (CFA) license or Certified Public ... solver to join the EPX ("Enterprise Product & Experience") Finance team. As a Senior Associate on the team,...that have a big impact + Be a strategic advisor to the EPX organization and integrate into the… more
- Navy Federal Credit Union (Vienna, VA)
- …the Navy Federal Compensation Leadership Team and strategic subject-matter expert and advisor , you will lead and inspire the Compensation Delivery Team, partnering ... Business Partners, Talent Acquisition, Strategic Workforce Planning, Benefits, DI&B, Finance , Legal, Enterprise Risk, Compliance, Audit, etc.) including approaching… more
- Navy Federal Credit Union (Vienna, VA)
- …be responsible for: 1) drafting, negotiating, and managing critical lease, license , and operating agreement documentation, 2) providing accurate interpretation and ... management of lease, license , and operating agreement documentation, 3) performing substantive research...key dates, rent, critical lease provisions. + Serve as advisor to Lease Administrators on interpretation and applicability of… more
- Bank of America (Mclean, VA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... and follow up of client meetings. + Strong corporate finance , capital markets and accounting acumen. + Financial modeling...& 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) Minimum Education… more