- City National Bank (Richmond, VA)
- … - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale ... Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply… more
- Truist (Arlington, VA)
- …CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. Completion of Leadership Development Program or ... and asset allocation objectives and policies. 3. Keep abreast of changing economic , legal, financial planning, investment trends and general market and… more
- Parsons Corporation (Centreville, VA)
- …a critical role in ensuring the efficient processing and management of consultant and vendor invoices for a multi-billion-dollar public project. This position ... the eBuilder system upon request to provide project stakeholders with relevant financial data and insights. + Participate in various project meetings and training… more