Client Financial Planner & Investment Advisor
Bank of America ATM
Bank of America in Dumfries, VA seeks a licensed financial advisor to provide comprehensive client guidance and customized financial solutions. You will triage leads, refer to partners, and meet clients to review goals and propose products. Licenses and ongoing training are required. SAFE Act registration is involved due to mortgage-related responsibilities. You will plan with brokerage products, recommend strategies, and build strong client relationships while mitigating risk in a busy #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Financial Planner & Investment Advisor in Dumfries, VA vacancy
- TD in Dumfries, VA is seeking a Banking Professional who helps clients achieve financial goals by offering personalized solutions and strong guidance while adhering to TD's risk standards. You will engage clients, uncover needs, and present suitable products to enhance...SuggestedPart time
- Bank of America is actively seeking a financial advisor capable of delivering comprehensive guidance and customized solutions to help clients achieve their financial goals. The role includes triaging leads, referring to business partners, meeting clients to review goals...Suggested
- ...Private Client Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them... ...hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a...SuggestedAfternoon shift
- Truist Wealth is seeking a Universal Banker in Woodbridge, VA, to deliver a distinctive client experience and support everyday banking transactions. You will educate clients on digital tools, assist with account openings, and collaborate with branch teams to find solutions...SuggestedFull time
- Bank of America is hiring for an in-branch client service role focused on educating clients and processing transactions using self-service... ...accurate cash handling, deep conversations to understand financial goals, and connecting clients to appropriate solutions. Candidates...SuggestedWeekend work
- Kinnect Advisors in Woodbridge, VA seeks a relationship-driven Financial Advisor to become the primary planning resource for clients working with a CPA partner. You will meet walk-in and referred... ...tax planning into retirement, investment, and estate #J-18808-Ljbffr...
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...200 years and today we are a leader in investment banking, consumer and small business banking...Immediate startAfternoon shift
$50k - $80k
A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized investment recommendations for clients. The ideal candidate will possess strong interpersonal skills and integrity while assisting with...Full time$65k
...Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a...Full timeFlexible hoursLomenick Agency
Triangle, VA13 days ago- Chase is seeking a Relationship Banker in a branch setting to represent our brand with hospitality and to help clients meet their financial goals through thoughtful solutions. You will manage client relationships, educate on Chase digital tools, and work within risk/compliance...
- ...Analyst to provide senior-level budget formulation, execution, financial analysis, and process-improvement support to a complex... ...with offices in Huntsville, AL. We provide Federal government clients with consulting, management services, advisory and assistance services...Contract workTemporary workRemote workFlexible hours
MDW Associates, LLC
Quantico, VA4 days ago - ...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...experts in small business, lending, and investments • Manages financial center traffic,...Work at officeFlexible hoursShift workWeekend workDay shift
$65k - $75k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...clients to review financial and investment goals and recommend products.... ...such as Certified Financial Planner (CFP) and/or Chartered...Temporary workWork at officeFlexible hoursShift workDay shift- ...Counterintelligence and Security Agency (DCSA), Financial Management Modernization (FMM), Quantico... ..., dedicated assignment Benefits: Our client provides full benefits. Program Name:... ...401k 100% employer match on first 4% invested $1,000 training budget #J-18808-Ljbffr...Full timeFor contractorsFor subcontractorFlexible hours
- Spry Methods is seeking a journeyman-level Program Analyst to support the MAGTF C2 program office, delivering acquisition strategy research and maintaining essential program documentation. The role includes managing documents and ensuring configuration control across the...Work at office
- Company Overview Spry Methods is a proven provider of mission-focused technology, cybersecurity, and program management solutions supporting critical Federal and DoD missions. We specialize in delivering integrated, high-impact solutions across cyber operations, enterprise...Full timeWork at office
- Spry Methods, Inc. is seeking a Junior Acquisition Program Analyst to join MAGTF C2 Integrated Product Teams at Quantico. You will capture actions and decisions, maintain milestone tracking, and support leadership briefings in a fast-paced DoD environment. You will work...
- Spry Methods seeks a Junior Acquisition Program Analyst to join our MAGTF C2 IPT team in the Quantico area, supporting DoD acquisition processes. You will capture actions, track milestones, and coordinate with government leads to ensure timely decision-making and alignment...
$130k - $180k
...strong cost analysis experience to work closely with our government client in the Northern Virginia area. Qualified candidates will have... ...(DoD) Acquisition Programs (ACAT I-IV). Preferred: Prior financial management and program management experience. About Us:...Temporary workWork at officeHunaTek Government Solutions
Quantico, VA20 hours ago- ...Are you a relationship-driven Financial Advisor who thrives in a client-facing role? An established practice in the Woodbridge area is seeking a Financial... ...financial planning engagements Conduct retirement, investment, estate, insurance, and wealth planning conversations...Full timeWork at officeImmediate start
Kinnect Advisors
Woodbridge, VA16 hours ago - ...with offices in Huntsville, AL. We provide Federal government clients with consulting, management services, advisory and assistance services... ...Justification Budget Execution Acquisition Management Financial Systems Support & Integration MDW Associates, LLC ("MDW") is...Contract workTemporary workWork at officeRemote workFlexible hours
- Spry Methods is a trusted provider of mission-focused technology and DoD support services. We are seeking a Business Analyst to support PM MAGTF C2 acquisition and sustainment planning, review Acquisition Plans/Strategies/SOWs/PWSs against DoD policy, and communicate findings...
- ...Incident Management, Incident Investigation, risk management is required. Skills and Experience: Experience with documenting in CHRIS (Client Health & Related Information Systems), Office of Human Rights and DBHDS regulations highly preferred. Excellent organizational,...Work at officeMonday to FridayAfternoon shift
- HunaTek is seeking highly motivated, performance-driven individuals with cost analysis experience to work closely with our government client in the Northern Virginia area. Qualified candidates will have excellent communication, quantitative, research, and analytical...Work at office
$120k - $145k
...Senior Financial Analyst Quantico, VA ( Description KSA Integrationis a Service-Disabled Veteran-Owned Small Business (SDVOSB) that provides business and management solutions through two core portfolios: (1) Warrior Readiness, and (2) Warrior Care. We are a rapidly...Full timeContract workFor contractorsWork at officeFlexible hoursKSA Integration
Quantico, VA16 hours ago- ...with cost analysis experience to work closely with our government client in the Northern Virginia area. Qualified candidates will have... ...). Five to eight years’ experience performing cost analyses, financial management, acquisition experience, or a combination of these areas...Temporary workWork at office
- ...service members and their families improve their financial well-being. Today, more than 500 First Command Financial Advisors - four out five of whom are veterans or... ...cash flow and short-term savings goals) o Investments (intermediate and long-term goals) o Risk...Temporary workInternshipLocal areaImmediate start
First Command Financial Services
Quantico, VA2 days ago $1,000 per month
...The Property Manager must be an effective communicator with the client, supervisor, associates, co-workers, residents, vendors, and... ...complete any pertinent safety checklists with maintenance staff. Financial & Budgetary: Annually, the budget is prepared and submitted to...Contract workWork at officeLocal areaImmediate startWeekend workAfternoon shift1 day per week- Financial Analyst II will be mid-level personnel with a minimum of four years of government financial management experience. The Candidate must have a working familiarity with financial and business applications which currently include the following systems: Defense Agencies...Contract workFor contractorsWork at officeRelocation
- A consulting firm is seeking a Financial Management Analyst to support the Department of Defense's financial improvement initiatives. This role involves executing internal control activities in line with OMB Circular A-123, assisting with documentation and testing of financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Financial Planner & Investment Advisor. Be the first to apply!
Related searches
- bilingual customer service representative spanish english Dumfries, VA
- full time remote customer service representative Dumfries, VA
- financial sales Dumfries, VA
- finance financial Dumfries, VA
- financial Dumfries, VA
- associate corporate finance
- morgan stanley financial advisor
- senior financial advisor
- financial advisor no experience
- oracle financial consultant