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Director of Operations: Financial Planning Firm

Allora Solutions Group  –  Herndon, VA, 20170
Job Description Leading financial planning firm in the Washington DC metro area seeks a Director of Operations to help ... - Leads DCP weekly and quarterly team meetings-- including advisor performance tracking. - Provides oversight and leadership ... - May 01

Private Client Financial Advisor- Washington, DC

Citizens  –  Washington, DC
... on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor. ... - May 13

Senior Accountant, Financial Reporting

Creative Financial Staffing  –  Herndon, VA, 20170
Senior Accountant, Financial Reporting - Growing Company in an Exciting Industry About the Organization and Opportunity: Our client is a company headquartered in the Washington DC area They are looking bring on a Senior Accountant, Financial ... - May 08

Senior Wealth Advisor

MAI Wealth Management, Inc.  –  Bethesda, MD
... As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors MAJOR DUTIES AND RESPONSIBILITIES Strive to understand clients' ... - May 03

Associate Financial Advisor

Strategic Financial Associates, LLC  –  Bethesda, MD
Job Description Title: Associate Financial Advisor Salary: Commensurate with Skills Employment Type: Full Time, in office Required Experience: 5 + years Position Description: This position is for an Associate Financial Advisor (AFA) to manage an ... - Apr 20

Financial Advisor - CFP - Competitive Base

Claire Myers Consulting  –  Tysons, VA, 22107
Our client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a ... - May 14

Financial Planning & Analysis Senior Analyst

Prison Fellowship  –  Leesburg, VA, 20176
... What we are looking for: A driven and mission-focused Financial Planning & Analysis Senior Analyst to lead the development and maintenance of financial models and forecasts. This role also administers systems including Concur, Sage Intacct, Cube, ... - May 12

Chief Financial Officer

Northwest Federal Credit Union  –  Herndon, VA
Overview: The Chief Financial Officer position at Northwest Federal Credit Union (NWFCU) is accountable for the accounting, financial, and risk management operations, to include maintaining the credit union’s financial operations, overseeing ... - Apr 30

VP, Financial Consultant- Leesburg, VA

Charles Schwab  –  Leesburg, VA, 20178
... Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a ... - May 13

Technical Advisor - International Business & Economic Development

The Salvation Army World Service Office  –  Alexandria, VA, 22350
... Help partners to create new tracking and management systems to monitor the initiative’s operations, process financial transactions, and create replicable policies and procedures. Collect, consolidate and evaluate reports which track the ongoing ROI ... - Apr 26
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