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Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and relationship management.
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Provide academic and financial service to all Enrollment Services constituencies including students and their families, staff, and faculty. Student Services Associate I. In lieu of a Bachelor’s degree, 5 years of work experience in a student services discipline or higher education administrative office will be considered.
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Our Real Estate Advisory Group provides comprehensive real estate valuation and consulting services for acquisitions, dispositions, financial reporting, tax, financing, insurance and other strategic planning purposes.
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As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
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At GRF CPAs and Advisors we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.
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Following Kellen Best Practices and supporting a Senior Vice President, Vice President, Senior Account Executive or Account Executive, the Associate Account Executive assists in management of operations of multiple association clients, supporting efforts relating to strategy, operations, membership, communications, conferences and meetings, and financial oversight.
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We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.
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There’s no one like you and that’s why there’s nowhere like RSM.As a member of our Credits, Incentives and Methods (CIM) group, you will be responsible forproviding tax consulting and advisory services around the timing of recognizing revenue, expense, capitalization, cost recovery and inventory accounting – whether based on regulatory change, tax planning/optimization, liquidity or preparation for a transaction.
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Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development. This includes but is not limited to anticipating client needs, portfolio construction, plan preparation, providing operational assistance and collaborating with other team members to seamlessly serve and advise clients Client Service Advisors should expect to work with the advisory team to perform the following: Understand a client’s financial situation including their unique goals, time horizon and risk tolerance Using E-Money, work with lead advisor to prepare comprehensive financial plans.
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Bilingual Spanish Required Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
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In North America, Serco’s 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers.
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Kilpatrick Townsend’s Technology Transactions Team is seeking an attorney with at least 2 years of experience in a transactional practice of a large law firm to advise clients on sophisticated transactional and product counseling matters regarding cutting-edge and transformative technologies such as Cloud Services, Internet of Things (IoT), Blockchain, Artificial Intelligence, Automation, Edge Computing, Robots, Digital Payments and other similar areas.
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ORGANIZATION OVERVIEW: At Catholic Charities of the Archdiocese of Washington, your knowledge and service in areas such as immigrants and refugees, mental health, social work, employment and adult education, legal and financial services, health care, food assistance, shelter and housing, developmental disabilities and prison outreach can make a profound difference in the lives of many.
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Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative strategies and commitments to our clients.
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The Patient Access Associate 1 is responsible for financial counseling and insurance verification, and notification to patients and/or guardians of financial responsibility. Educates and assists patients with the completion/submission of applications for alternative sources of payment for healthcare services including medical assistance programs, loans and grants.
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financial services associate jobs in Washington, DC
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