- Cardinal Health (Washington, DC)
- …strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business partner ... **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the… more
- Censeo Consulting Group (Washington, DC)
- …activity reports, progress reports, management plans, and other memoranda as necessary. Financial Analysis : + Manage general accounting functions and oversee ... Senior Financial Management Advisor - Department of State The...financial analysis of budgets and schedules for assigned programs. + Formulate and… more
- PNC (Rockville, MD)
- …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 (Springfield, VA)
- …strategies + Participate in development and implementation of new/enhanced processes and financial planning + Participate in on-site audits of registered duties, ... + Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools Desired Qualifications + Desired : In… more
- TD Bank (Rockville, MD)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (Washington, DC)
- Financial Solutions Advisor - Consumer Investments - Washington DC Market Washington, District of Columbia;Rockville, Maryland; Bethesda, Maryland; Washington, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Hyattsville, MD)
- Financial Solutions Advisor - Consumer Investments - Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Truist (Oakton, 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
- TIAA (Bethesda, MD)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- AURA (Washington, DC)
- …astronomical discoveries through world-class facilities and science. AURA is hiring for a ** Financial Planning & Analysis Manager** to support AURA's ... indirect rates, including proposal and final rate adjustments. + **Forecasting & Financial Analysis :** Expertise in forecasting, budgeting, variance analysis… more