- Deloitte (Richmond, VA)
- Position Summary Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing ... in project and account financial management serving as a focal point for aspects...focal point for aspects of engagement, program, and account financial management control. EFA provides financial management… more
- Raymond James Financial, Inc. (Reston, VA)
- …through on- going education. **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues… more
- Sedgwick (Alexandria, VA)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF ... THE ROLE** To serve as the subject matter expert (SME) of a single line of business; disability, leave of absence or ADA, and responsible for the implementation of the line of business for new or existing clients ensuring product quality and regulatory… more
- Edward Jones (Salem, VA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Truist (Lynchburg, VA)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- City of Norfolk, Virginia (Norfolk, VA)
- …Collaboration & Leadership: Work closely with various City departments and the City's Financial Advisor to understand their financial needs, provide ... + Coordinate the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff. This includes: + Analyzing cash flows… more
- Truist (Vienna, VA)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the region. Essential Duties and… more
- Truist (Norfolk, VA)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the… more
- City National Bank (Richmond, VA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Truist (Richmond, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
Recent Jobs
-
Canteen Program Coordinator (Spring Valley Corps/Rockland County)
- The Salvation Army (Spring Valley, NY)
-
Part-time Field Faculty- Social Work
- University of Texas Rio Grande Valley (Rio Grande, TX)
-
Child Care Teacher - Arlington Heights
- Bright Horizons (Arlington, IL)
-
Certified Surgical First Assistant
- HCA Healthcare (Austin, TX)