- M&T Bank (Falls Church, VA)
- …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- Edward Jones (Ashland, VA)
- **Job Overview** **Please Note:** This opportunity is different from our financial advisor hiring process for an existing opening. It allows you to express ... interest in an anticipated financial advisor position and seek to become...+ Financial services and/or sales experience + Financial services registration, licensing, or certification +… 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)
- Compliance Privacy Advisor , Manager Manager, Compliance Privacy Advisor The Capital One Privacy Compliance & Risk team is seeking a Manager, Compliance Privacy ... Advisor with a passion for mitigating privacy risk at a tech-focused financial institution. They will join us to perform key privacy compliance activities on the… more
- Capital One (Mclean, VA)
- HR Risk Management Advisor , Global Expansion Services- Senior Manager Senior HR Risk Management: Global Expansion Services - Risk Advisor The Global Expansion ... the Enterprise Risk Management framework. Notably, the HR Risk Advisor will work closely with the International HR Teams...5 years of Global risk management experience - PMP Certification or Masters Certificate of Project Management (CPM) -… more
- Capital One (Richmond, VA)
- Principal Associate Risk Advisor As a Principal Associate Risk Advisor in Capital One's Operational Risk Management (ORM) Department you will apply your ... Capital One's capabilities to effectively manage operational risk. A successful Risk Advisor operates from a foundation of knowledge about the Line of Business… more
- Nuveen Investments (Fairfax, VA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- JPMorgan Chase (Manassas, VA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred +… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Oakton, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more