Senior Wealth Advisor
Citigroup Inc
Citigroup Inc. in Washington, DC, seeks a Sr. Analyst for Wealth Relationship Management (Branch) to develop and deepen relationships with affluent clients, providing holistic financial planning and services. Expect high-touch engagement and cross-service collaboration. Qualified candidates have 5–8 years of experience, FINRA license readiness, and strong communication skills, with adherence to KYC/AML, mortgage licensing and related Citi policies. #J-18808-Ljbffr
- ...PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients. You will collaborate with planning resources and retain and grow assets under management by deepening client relationships...Senior
$133k - $296.4k
...workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be based in Washington, DC; Bethesda, MD; or Tysons Corner, MD. PNC...SeniorFull timeTemporary workWork experience placementWork at office- Citi's Wealth Relationship Management team seeks a Sr. Analyst to deepen client relationships in the Washington DC area. The role requires delivering holistic financial solutions through in-depth profiling and disciplined portfolio thinking. You will work with product...Senior
- Citigroup Inc. Wealth Relationship Management (Branch) is seeking a Sr. Analyst to develop and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and banking solutions. You will work with product specialists to tailor...Senior
- Atlantic Union Bank seeks a Senior Financial Consultant responsible for delivering investment solutions to clients while managing their financial goals. This role involves providing guidance on investments, maintaining strong client relationships, and collaborating with...Senior
- Brighton Jones in Washington, DC seeks a Financial Planner to act as the primary contact for client communications and manage comprehensive client strategies. The ideal candidate should have over 4 years of industry experience and relevant certifications (CFP, CPA, CFA,...SeniorFull timeWork at office
- ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class... ...then consider a career in Advisory. KPMG is currently seeking a Senior Associate to join our Federal Advisory practice....SeniorFull timeLocal area
- ...Information** Please share me your updated word copy of Resume.*** I Appreciate, if you can refer someone who is looking for this position.Contact (***) ***-****SummaryType: Full-timeFunction: FinanceExperience level: Mid-Senior LevelIndustry: Information Technology And ServicesSenior
$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1b$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary... ...Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide...SeniorFull timeContract work- Position: Senior Consultant, Financial Modeling Location: Arlington, VAJob Id: 248 # of Openings: 1 FI Consulting is seeking a highly motivated Senior Consultant with Financial Modeling experience to lead...SeniorPermanent employmentH1bVisa sponsorship
$140.3k - $210.5k
...consulting engagements to help solve their business needs using the Workday application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to questions, troubleshoot and guide customers through configuration,...SeniorFull timeRemote workHome officeFlexible hours$115k - $220k
...combine for decades of experience with top consultancies and in senior in-house roles. They offer clients access to the industry... ...expert testimony in docketed proceedings. As trusted strategic advisors, we work with stakeholders across the supply chain to help them...SeniorWork at officeRemote workWork from home3 days per week$98k - $163k
...own or in a team of highly skilled professionals. Project team members are provided the opportunity to interact with our clients’ senior management, as well as the opportunity to enhance their skills in the area of technical competency, business development, client service...SeniorFull timeWork at officeFlexible hours$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship$98k - $163k
Job Family:Risk & Regulatory Compliance ConsultingTravel Required:Up to 10%Clearance Required:Active SecretWhat You Will Do:Conduct investigative research and intelligence analysis in support of financial crime investigations for U.S. Government, law enforcement, and international...SeniorFull timeFlexible hours$100k - $120k
...Senior Finance Associate Cherry Bekaert Recruiting & Staffing is partnered with a well-established renewable energy developer, owner, and operator managing a national portfolio of energy projects. This role offers hands-on exposure to financial modeling, transaction execution...Senior$93.1k - $155.1k
...work may span strategy, operations, process design, and technology as we partner with clients to transform finance.Work You’ll DoAs a Senior Consultant, Controllership on the Government & Public Services team, you will be responsible for…Supporting controllership and...SeniorLocal area$98k - $163k
...of the Interior, Environmental Protection Agency, Defense Nuclear Facilities Safety Board, and National Science Foundation.Incoming Senior Consultants will work with Chief Financial Officer (CFO) organizations to help them address their most pressing challenges in...SeniorFull timeWork at officeFlexible hours$93.6k - $128.5k
...development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences... ...let's write the story of your success!The RoleWe are seeking a Senior Associate to join our team, where they will serve as a key...SeniorFull timeContract workH1bWork at officeLocal areaWork visa- ...Financial products and services for individuals and cooperatives Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting new shareholders through virtual and in-person...SeniorWork at office
$365k - $400k
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. This position can be filled in any U.S. market where the Firm maintains an office, subject to business...SeniorFull timeTemporary workWork at officeFlexible hours- Position: Senior Consultant, Financial Systems Engineering Location: Arlington, VAJob Id: 246 # of Openings: 1 FI Consulting is seeking a highly motivated Senior Consultant who combines software engineering...SeniorPermanent employmentH1bVisa sponsorship
$100k - $120k
DescriptionKforce has a client that is seeking a Senior FP&A Analyst in Alexandria, VA.Summary:The Senior FP&A Analyst will play a key role in supporting the organization's financial planning, budgeting, forecasting, and strategic decision-making processes. This position...Senior- ...benefits package, competitive salary, and international exposure (opportunities to collaborate with other regional offices and HQ). Senior Finance Associate provides support for finance, accounting, administrative, and HR operations, focusing on transaction integrity,...SeniorWork at officeLocal areaTrial period
- Alvarez & Marsal (A&M) is seeking a driven financial due diligence professional to join our teams in Washington, DC. The role focuses on identifying risks, evaluating transactions, and presenting actionable insights to clients. You will analyze financial statements, support...Senior
- CPS Inc. in Alexandria, VA, is seeking a Wealth Financial Advisor/Planner (CFP® Required) to own a high-net-worth client book and deliver comprehensive planning. The role emphasizes client relationships, deep planning, and strong support — not hunting for new business....Senior
$100k - $200k
LE001 Berkeley Research Group, LLC is seeking a Managing or Senior Managing Consultant in Washington, DC. This role focuses on enhancing operations and compliance in financial institutions, leveraging AI technologies. Ideal candidates will have several years of experience...Senior- Kearney & Company is seeking a Senior Consultant to support one of the Federal government’s largest agencies. The role focuses on internal controls, financial processes, and GAAP/SFFAS compliance within DoW projects. The position requires onsite work 3-4 days per week...Senior3 days per week
- Homestead Advisers Corporation in Arlington, VA seeks a Senior Financial Advisor to retain shareholders and attract new ones, delivering tailored asset allocation strategies through both virtual and in-person presentations. The role emphasizes high-quality client service...Senior
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