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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant.
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The contractor shall be responsible for the installation, organization, diagrams, and patch cable development of CAT5, CAT6, low voltage cables, and fiber, while adhering to best practices, industry standards, and manufacturer requirements, aid in arranging routers, hubs, and UPS devices.
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This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team member and by overseeing daily business operations.
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Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Proven track record of implementing wealth management strategies.
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Experience of structural reforms and linkages in key areas, such as fiscal and monetary policy/sustainability, management of economic volatility, trade analysis, and sources of growth analysis. Defend contributions in decision-making committees and meetings with senior management.
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10+ years of relevant, senior subject matter expertise experience related to water resource management and transboundary water governance, including experience with USAID or other international donors.
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Management Systems International (MSI), a Tetra Tech Company, is a Washington, D.C. metro area management consultancy with a 40-year history of delivering results for our clients. The Financial Management Team (FMT) Department is responsible for building and managing all excel budget trackers at MSI, internal risk management documents, and a financial report for the Executive Management Team. FMT's goal/area is supporting MSI Project Teams in the budget management of their contracts thru the three tools, but primarily the excel budget trackers.
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2-3 years of experience in defining enterprise data strategy in the areas such as AI, data management, data governance, data supply chain, data security, data archival, data quality, master data management, data architecture, automation and/or cloud data migration for medium to large scale corporations.
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Odle Management – A subsidiary of Eckerd Connects Reports to the OA Manager and CTS Manager and is an hourly, non-exempt position. The employer of record for this position is Eckerd Youth Alternatives, Inc. DBA Eckerd Connects which assigns employees to Odle Management Group, LLC. #POJCCCC.
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Democratic Republic of Congo Program Coordinator Kinshasa, DRC The U.S. Forest Service (USFS) Office of International Programs may seek the services of a Democratic Republic of Congo Program Coordinator to work with national governments as well as local, national and regional organizations in the Congo Basin region to provide technical assistance on sustainable landscape management, natural resource management and climate change mitigation and adaptation.
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Project Management Institute’s (PMI) Project Management Professional ( PMP) certification, Certified Grants Management Specialist (CGMS), Certified Scrum Master (CSM), or grants management professional certifications preferred.
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The Emergency Management Specialist will play a key role in support of the WHS/FSD Facilities Emergency Management Office and will work as part of a small integrated team directly supporting the FEMO Government Program Manager.
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7 years demonstrated subject matter expertise combined across the following area(s): Shipyard Operations Shipyard Infrastructure Optimization Program (SIOP) Performance Improvement Industrial Engineering Technology (ideation to execution for training solutions and business processes) Workforce Management Change Management.
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Access Control, Application Security, Business Continuity and Disaster Recovery Planning, Cryptography, Information Security and Risk Management, Legal Regulations, Compliance and Investigations, Operations Security, Physical (Environmental) Security, Security Architecture and Design, Telecommunications and Network Security.
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wealth management jobs Company: Equitable Services in Washington, DC
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