- Navy Federal Credit Union (Merrifield, VA)
- …strategies + Participate in development and implementation of new/enhanced processes and financial planning + Participate in on-site audits of registered duties, ... outcomes + Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools + Desired : Bachelor's degree in… more
- Bank of America (Harrisonburg, VA)
- Financial Solutions Advisor - Consumer Investments - Southern Virginia Market Mechanicsville, Virginia;Ashland, Virginia; Harrisonburg, Virginia **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Truist (Chesapeake, VA)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- PNC (Mclean, VA)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- Navy Federal Credit Union (Winchester, VA)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... + Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software + Understanding of economic and accounting… more
- USAA (Chesapeake, VA)
- …insured programs), retirement benefits, plan design, experience in benefits financial analysis , metric development, benefits supplier management, regulatory ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Parsons Corporation (Fort Belvoir, VA)
- …looking for. **Job Description:** Parsons is looking for an amazingly talented Policy Advisor to join our team! **What You'll Be Doing:** + Conduct OSINT activity ... making. + Provide technical expertise to the Government with conducting research, analysis , and coordination of strategy, policy, and doctrine at the Intelligence… more
- Raymond James Financial, Inc. (VA)
- …appropriate. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain ... understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others. + Works… more
- Deloitte (Richmond, VA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Capital One (Mclean, VA)
- Tax Manager - Federal Tax Planning & Controversy Our Global Tax Planning team is hiring a Tax Manager within our Federal Tax Planning and Controversy team. ... This position will act as a tax advisor for our business units while also supporting our...and legal functions to identify, research and implement tax planning opportunities, manage tax risk, and support corporate wide… more