- Bank of America (Vienna, VA)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (Richmond, VA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... oriented and creative problem solver to join our growing team . This essential role helps to provide high quality/high...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- Wells Fargo (Mclean, VA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- H&R Block (Vienna, VA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze financial ... and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide...Small Business and Tax will also provide advice on financial and tax matters and should have an in-depth… more
- Deloitte (Richmond, VA)
- …Develop and communicate workplace culture and code of conduct. + Be part of a team that assists clients in preparing the financial and reporting aspects of an ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting… more
- City National Bank (Richmond, VA)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and… more
- Capital One (Richmond, VA)
- …and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is ... both internally and externally + Serve as a trusted advisor to our lines of business to identify, document,...experience in compliance, legal, or risk management within a Financial Services organization + 2+ years of experience working… more
- World Insurance Associates, LLC. (Virginia Beach, VA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Capital One (Richmond, VA)
- …the Financial Planning and Analysis teams/processes as primary Risk Advisor , to include all associated risk management activities, analysis, effective challenge ... for a Principal Analyst position within the Finance Risk Management (FRM) team . FRM associates are engaged and insightful risk management partners working across… more
- Truist (Richmond, VA)
- …description:** Purpose: Provide Leadership and Manage Supervision associates. Lead team of experienced advisory Divisional Supervisors tasked with supervisory ... business. Assist with escalated items as requested from the team and/or Management. Proactively engage partners within the firm...by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure… more