- 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
- Capital One (Richmond, VA)
- …Compliance Advisor will support the Third Party Compliance (TPC) team 's Governance and Advisory functions, delivering quality results in a complex subject ... Principal Associate, Compliance The Principal Associate Compliance Advisor - Third Party Compliance will be responsible...Audit and Exam requests. TPC is a highly collaborative team that delivers value-add risk services to our business… 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 ... our City and its residents. As part of our team , you'll help shape the City's financial ...the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff.… 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
- TD Bank (Vienna, VA)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Raymond James Financial, Inc. (Richmond, VA)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... team environment to provide crucial support to the financial advisors and branch office. * Opens new client...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… 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
- 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
- City National Bank (Richmond, VA)
- …an interest in CNR 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
- General Dynamics Information Technology (Falls Church, VA)
- …+ years of related experience **Job Description:** **Business** **Process Analyst** **Sr** ** Advisor ** Apply your expertise to advance the mission and optimize our ... and help them grow their business. **HOW A BUSINESS** **PROC** **ESS ANALYST** **SENIOR** ** ADVISOR ** **WILL MAKE AN IMPACT** + Serves as the lead analyst and main… more