- Edward Jones (Bristol, VA)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... We're proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of… more
- Truist (Charlottesville, VA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and review… more
- RTX Corporation (Arlington, VA)
- …defense budget artifacts, funding sources, and strategic guidance with internal investment strategies and external opportunity pipelines. This role is critical to ... Director will be responsible for translating mission requirements into actionable investment strategies, shaping opportunities early in the pipeline, and integrating… more
- ICF (Reston, VA)
- …Manager manages the IT Portfolio including the Capital Planning and Investment Control (CPIC), Earned Value Management (EVM), Performance Indicators, Budget Planning ... Monitoring and recommending updates to HHS' IT Dashboard that accurately reflects the investment summary and progress of FPLS' information in compliance with CPIC +… more
- Lincoln Financial (Richmond, VA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- Truist (Arlington, VA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Thrivent Financial (Richlands, VA)
- …actionable and achievable advice and connect clients to Thrivent insurance, investment , banking and generosity programs. + Develop and maintain genuine, long-term ... relationships based on trust and understanding, with the ability to serve clients...strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and… more
- Bank of America (Vienna, VA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Thrivent Financial (Richmond, VA)
- …+ Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- Capital One (Mclean, VA)
- …that enrich lives. Our teams include Communications, Community Impact and Investment , Community Finance, CRA Strategy and Program Management, the Government and ... will report to the Senior Business Director accountable for developing a robust CDFI investment pipeline to execute our $600M CBP commitment. The role will serve as… more
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