- Truist (Richmond, VA)
- … Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits for Eligible Employees ... the following job description:** Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but… more
- EAB (Richmond, VA)
- …Services (RAS) is a division within our research business, providing consultative support and expert advice to our education clients. RAS staff work directly ... them make meaningful and strategic progress toward their most pressing financial and mission-consequential issues. Through strong communication and storytelling, RAS… more
- Bank of America (Richmond, VA)
- …heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America ... are guided by a common purpose to help make financial lives better through the power of every connection....advocate to resolve client concerns + Be a trusted advisor to deepen client relationships **Skills:** + Client Experience… more
- Capital One (Mclean, VA)
- …plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more ... One's brand in the marketplace. Seen as a trusted advisor , the TMC works closely with commercial clients to...to understand their business, optimize cash flow and minimize financial and reputational risk. They focus on creating and… more
- Deloitte (Mclean, VA)
- …most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Sallie Mae (Sterling, VA)
- …incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial -well-being and retirement 401k with employer match + ... care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your...You'll get opportunities to further your education and career, support for you and your family (including your pets!),… more
- Sallie Mae (Sterling, VA)
- …incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial -well-being and retirement 401k with employer match + ... and building complex, scalable data products that drive business outcomes and support organizational growth. This is a high-impact, hands-on role responsible for… more
- Anywhere Real Estate (Virginia Beach, VA)
- …be expected to keep a pulse on global real estate trends to support business planning. This role is 100% remote. **Key Responsibilities:** 1. **Client Relationship ... the liaison between Client Groups, brand leadership, and internal service teams. Support onboarding for new members including technical issues. 2. **Global Strategy… more
- DXC Technology (Ashburn, VA)
- …the needs of clients and the organization. Preferred locations include:** + ** Financial Services and Insurance:** **Charlotte, New York City metro, Chicago, West ... Houston** **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for key enterprise accounts. This role merges… more
- Deloitte (Mclean, VA)
- …not 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,...advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax… more