- Navy Federal Credit Union (Fredericksburg, VA)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Navy Federal Credit Union (Vienna, VA)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- Deloitte (Mclean, VA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions,… more
- Deloitte (Mclean, VA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... you a senior tax professional who wants to specialize in Financial Services and Insurance ? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Anywhere Real Estate (Virginia Beach, VA)
- …Senior Manager supports initiatives that connect our global network, enhance agent education, and promote cross-border collaboration. This person will be expected ... with Immobel to expand platform participation, increase awareness, and enhance agent experience. Oversee referral marketing efforts in collaboration with the brand… more
- Deloitte (Mclean, VA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Mclean, VA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on average, ... some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more
- Deloitte (Richmond, VA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more
- Deloitte (Richmond, VA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Richmond, VA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more