The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice. The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minim

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

Acts as a liaison with EVMS and study sponsors as requested by Primary Investigator (PI) and under the supervision of the Program Manager, to assist with budgetary aspects of sponsored study or grant submissions. Works closely with PI, Program Manager, relevant EVMS Departments and research staff to generate a grant budget for study sponsor review. Prepares Impact Stateme

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

Finance Assistant Job Location US Remote | US DC | US VA Arlington | US MD Rockville | US MD Columbia Job ID 13018 Job Location United States Category Finance/Accounting Overview Work for a first class institution that is innovative, multi dimensional, and dynamic by joining AIR as a Finance Assistant. We hire talented and forward thinking professionals to build our cross

Budget/Cost Analyst Job Locations US VA Crystal City ID 2023 7470 Category Business and Financial Operations Type Regular Full Time Overview This position is in the Budget Management Division (BMD) of Defense Integrated Business Systems (DIBS) Program Management Office (PMO). Provide budget and cost analyst support to the PM DIBS staff supporting the systems (Products) an

The STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes. The STS GES Senior Associate is also responsible for executing tasks relating to taxation of equity compensation, deferred compensation, and individual and corp

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through underwriting, portfolio management, deal team managem

We are actively seeking a Financial Analyst to perform the duties listed below Provide business/financial analysis and consultation support to government client. Coordinate, review and monitor annual spend plans Participate in program meetings and reviews Monitor execution rates and inform management of potential issues Fund contracts, Service Level Agreements and MIPRs W

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Senior Financial Reporting Analyst $103,650.00 $157,830.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Senior Financial Reporti

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through underwriting, portfolio management, deal team managem

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Senior Capital Budget Analyst $103,650 $133,559 The Office of the Chief Financial Officer (OCFO), whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia, is in search of an Senior Capital Budget Analyst . T