- Wells Fargo (Mclean, VA)
- …. **In this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related 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
- Raymond James Financial, Inc. (Richmond, VA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Bank of America (Vienna, VA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wells Fargo (Mclean, VA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… 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)
- …in RBC Rochdale 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
- Guidehouse (Mclean, VA)
- …You Will Do:** **Client Leadership & Strategy** + Serve as a trusted advisor to financial services clients, including banks, investment firms, and insurance ... **Cybersecurity Director** to drive strategic growth and operational excellence in our financial services consulting practice. This role is pivotal in shaping client… more
- Sedgwick (Alexandria, VA)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Project Management Advisor **PRIMARY PURPOSE OF ... THE ROLE** : Manages software development projects associated with Sedgwick's Client Facing Applications (viaOne, mySedgwick and Smart.ly). The project manager is responsible for organizing, defining, and overseeing all facets of the project ensuring timely… more
- Sedgwick (Alexandria, VA)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more