- City National Bank (Richmond, VA)
- …in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Sedgwick (Arlington, VA)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Security Engineering Advisor Sr **PRIMARY PURPOSE OF THE ... prevention, and response initiatives. **Skills & Knowledge** + Knowledge of TCP/IP services + Knowledge of audit and compliance + Knowledge of vulnerability… more
- Citigroup (Falls Church, VA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
- Deloitte (Mclean, VA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... Tax LLP made up of a number of tax service offerings. Each NFTS service offering has...+ Experience serving clients or directly working within the financial services industry + Solid experience in… more
- Deloitte (Mclean, VA)
- …tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset ... financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Richmond, VA)
- …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... with Up-C clients on an on-going basis during periodic service periods during the year. + Develop an understanding...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Truist (Richmond, VA)
- …related training. + Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in ... + Demonstrated project management and coordination skills in a professional or financial services environment. + Strong quantitative analysis skills. + Excellent… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Richmond, VA)
- …not 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
- Deloitte (Richmond, 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,...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more