Senior Wealth Advisor: Strategic Planning & Client Growth
$100k - $110kNuveen
Nuveen is seeking a Wealth Management Advisor in McLean, Virginia, to partner with affluent clients in identifying their financial goals. This role emphasizes building lasting relationships and providing financial solutions that meet clients' needs. Ideal candidates should possess over 5 years of experience in managing client relationships and have relevant certifications. The position offers a base salary of $100,000 – $110,000 annually plus additional performance-based incentives. #J-18808-Ljbffr Nuveen
- Somatus is seeking a Senior Manager of Financial Planning & Analysis in McLean, Virginia. The successful candidate... ...planning process and provide strategic insights to shape business decisions... ...and opportunities for professional growth. #J-18808-Ljbffr Somatus - Revolutionizing...Senior
- Citigroup Inc. in Bethesda, Maryland, seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through financial planning. You will ensure compliance with KYC/AML regulations and effectively manage client interactions to provide a positive...Senior
- ...leading financial institution seeks a Wealth Relationship Advisor in Bethesda, MD. This full-time role focuses on building and deepening client relationships and providing investment... ...analytical, communication, and financial planning skills. The position requires...SeniorFull time
- Somatus is looking for a Senior Manager of Financial Planning & Analysis to lead the company's long-term financial planning. This role is essential for developing financial models and driving sustainable growth while aligning financial strategy with business priorities....Senior
- EY in McLean, Virginia, is looking for a senior consultant to lead engagements within the life sciences sector. This role involves providing strategic growth and consulting services to clients across the pharmaceutical and biotech industries. The ideal candidate will have...Senior
$82.5k - $100k
Senior Manager, Strategic Communications & Growth Interactive Strategies is looking for a Senior Manager, Strategic Communications... ...our story and building lasting client relationships. In this role, you’... ...quarterly, and monthly marketing plans across paid, earned, and owned...SeniorTemporary workWork at officeLocal areaFlexible hours- ...Ultimate Kronos Group) in Washington, DC is seeking a Sr Financial Analyst to drive strategic and financial decisions. You will develop insights and models to support long-range planning and investment prioritization. This role calls for someone with strong analytical...Senior
- PerformYard is looking for a Senior Director of Strategic Finance to drive financial strategy and planning. This role is fully remote and pivotal for the company's growth in the B2B SaaS space. The ideal candidate has over 10 years of experience in strategic finance, with...SeniorRemote job
$120k - $200k
Curi Capital is seeking a passionate Wealth Advisor to join our Client Advisory Team in Washington, DC. The position involves offering comprehensive wealth planning advice while developing new client relationships through community involvement and referrals. The ideal candidate...$45.76k - $68.5k
TryApplyNow is seeking a Relationship Banker or Senior Relationship Banker for its Falls Church branch. This full-time position offers... ...the opportunity to deliver outstanding service while assisting clients with various financial needs. Candidates must have a high...SeniorFull time$47.52k
JPMorgan Chase is seeking a Private Client Advisor in Bethesda, MD to provide comprehensive financial planning and advice. This role involves engaging with clients of varied wealth levels, fostering relationships, and delivering personalized investment solutions. Successful...- J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will be responsible for building a book of business while fostering a culture of...
$130k - $185k
...we’ve reimagined strategic consulting to work... ...side transaction advisors bring deep sector... ...knowledge to our clients. We develop deal strategies... ...and integration plans, identify ideas... ...platform for future growth? You will join... ...responsibilities As a Senior Associate -...SeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours$170k - $200k
Precision Strategies is looking for a Senior Vice President to join their Strategic Communications team in Washington, DC or... ...innovative communication strategies for clients, managing large engagements, and driving business growth. This leadership role requires...Senior$240k - $270k
...Inc is looking for a Relationship Advisor to serve high net worth and ultra-high net worth clients. The advisor will deepen client... ...and provide a range of Truist Wealth solutions. Qualified candidates... ...including medical insurance, a 401(k) plan, and paid vacation days. #J-188...Senior- SageVest Wealth Management, located in McLean, Virginia, is seeking a Wealth Advisor to service existing and new client relationships. The role involves comprehensive financial planning, portfolio review, and participation in marketing efforts. The ideal candidate will...Senior
- ...Resource Center, LLC. in McLean, Virginia, is seeking a Wealth Advisor responsible for servicing existing and new client relationships. The role involves leading client relationships, providing comprehensive financial planning, and participating in marketing and business...Senior
- ...mindset. You will help shape client strategies, mentor... ..., and drive business growth across a broad range of... ...Your key responsibilities Senior Directors are the... ...Experience managing M&A strategic diligence projects in complex... ...advisory or strategic planning within a professional...SeniorWork experience placementSummer holidayFlexible hours
$150k - $200k
Brown Advisory Incorporated is seeking a Senior Business Analyst to support developing short- and long-term business priorities. This role includes strategic planning, business analysis, and leading cross-functional initiatives. Candidates must have extensive experience...SeniorTemporary workWork at office- ...prominent nonprofit organization in Rockville, MD is looking for a Senior Director to lead the Jewish Community Foundation’s fundraising initiatives. The successful candidate will implement strategic plans to increase donor relationships, manage complex gifts, and...Senior
- A leading strategic consulting firm is seeking a Vice President to drive growth through strategic business development and exceptional client relationships. The individual will oversee client services, develop account strategies, and lead a team while fostering a culture...Senior
- Clients Blackbox, Inc. in Washington D.C. is seeking a Senior Paid Media Strategist to lead client accounts and execute Meta advertising campaigns. This role involves significant client interaction, campaign management, and performance optimization. The ideal candidate...SeniorRemote jobFlexible hours
$99k - $138k
Morrison Foerster seeks a Senior Pricing Analyst in Washington, D.C. This role requires expertise in financial modeling and data analysis... ...and support negotiations. Responsibilities include managing client pricing structures, analyzing financial data, and collaborating...SeniorWork at office- PNC in McLean, VA is seeking a Wealth Advisor who will provide tailored financial strategies to meet client goals. This role includes consulting on investment and insurance products while developing strong client relationships through effective networking. The ideal candidate...
- Clients Blackbox, Inc. is looking for a Senior Paid Media Strategist to lead client accounts in Washington, D.C. You'll be responsible for managing campaigns, conducting bi-weekly client calls, and writing compelling ad copy that engages financial services audiences. This...SeniorWork from homeFlexible hours
- ...Due to continued growth and the ongoing success... ...an experienced Senior Regulatory Affairs... ...(Program / Client Partnership Manager... ...alongside strong strategic and operational insight... ...leader and client advisor, you will work with... ...strategic account planning for key clients...SeniorRemote work
- ...firm is seeking an AVP, Advisor to lead investment strategies and manage client relationships in Potomac... ...years of experience in wealth management and exemplify... ...preparing client financial plans, and providing exemplary client service in a growth-oriented environment. #J...
$85k - $134k
BWX Technologies, Inc. seeks a Senior Analyst for the Financial Planning & Analysis team specializing in strategic decision-making through accurate financial analysis and forecasting. Offering a hybrid work arrangement, the ideal candidate will possess advanced analytical...Senior$96.5k - $110.1k
Capital One National Association is looking for a Senior Analyst, Financial Planning & Analysis (FP&A) in McLean, VA. This position involves financial forecasting, reporting, and building strong partnerships with technology business partners. The ideal candidate will possess...Senior- ...interventions and improved outcomes at scale. This is a senior commercial leadership role focused on driving strategic growth for a flagship data product in the US healthcare... ...the organization at key industry events and client meetings What We’re Looking For Experience...Senior2 days per week
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