- Bank of America (Springfield, VA)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Springfield Springfield, Virginia **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- The Cigna Group (Mclean, VA)
- … analysis, financial modeling, accounting or related + Experience working with financial database reporting systems , with a strong preference for Hyperion + ... **Position Summary:** US Employer is committed to delivering strong growth and financial contributions to Cigna's bottom line. We are looking for a technically… more
- Danaher Corporation (Alexandria, VA)
- … Operations Reporting be a critical member of the finance team and a principle financial advisor to our businesses and senior management. This individual will be ... your unique viewpoint matter. Learn about the Danaher Business System which makes everything possible. The candidate for this...responsible for reviewing and validating financial results for actuals, forecast, and budget submissions. This… 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 ... the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff....after to a position with City of Norfolk Retirement System benefits, you will be required to contribute five… more
- Bank of America (Vienna, VA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager...loan mortgage originations must register with the federal registry system and remain in good standing. Since your position… 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
- 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
- Citigroup (Falls Church, VA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more
- Deloitte (Mclean, VA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... within the financial services industry + Solid experience in financial system design and implementation + Background in financial portfolio review,… more