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6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

YEAR

Deloitte

Manager, Industry Solutions, Investment Wealth Management

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The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm's extensive transaction-related services. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.

HOUR

BDO USA PC

Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)

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Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. 
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at <a href="mailto:hrcompliance@td.com">hrcompliance@td.com</a>. Please include your FULL NAME, CONTACT INFORMATION and DETAILS ABOUT YOUR REQUEST within the e-mail. TD Bank is an Equal Opportunity Employer. 
“EOE/Minorities/Females/Veterans/Individuals with Disabilities".

TD Bank

Financial Advisor - Great Falls, VA

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Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.

Citigroup Inc

Senior Mortgage Lending Officer - New York Metro & Central Southeast Regions

This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement. Summary: The Operations Manager is responsible for the administration of day‑to‑day operational functions of an SEC‑registered investment adviser in a collaborative leadership structure, ensuring operational excellence, scalability, and regulatory readiness.

D.A. Davidson

DIA - Operations Manager

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup.

Range

Planning - L7 - Lead Planner

Lead Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

Financial Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

Senior Financial Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

Range Finance, Inc.

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Here, youll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.

Northwest Federal Credit Union

Branch Member Service Representative

By way of outbound phone calls, the CRO fosters a relationship with members and follows up as needed to ensure their Credit Union related needs are satisfied and to cross-offer them products and services they may benefit from. This sales role includes a base salary plus monthly incentive plan tied to new loan production goals, ancillary sales and closed referrals on other credit union products and services.

Consumer Relationship Officer

Assist the AVP Facilities, Real Estate & Operations Facilities in developing short and long-term goals and plans and in the completion of budget approved projects for all Credit Union departments and branches. Basic computer use to maintain logs, inventories; respond to service requests and emails; access the computerized maintenance management system; access automated control system.

Facilities Manager

Sales calls to potential new dealership sign-ups and maintenance calls to existing dealerships are big part of growth in each specific market territory (Specific market performance is based on the market the Area Sales Manager is responsible for). Additionally, build and maintain long-standing relationships with corporate leaders, business owners, and key decision makers throughout the organization will ensure adoption of our lending solutions while working with a team of underwriters.

Area Sales Manager

The Consumer Servicing Specialist is responsible for the management of titles to include lien recordation and release for all auto loans to include both the direct and indirect loan portfolios. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.

Consumer Servicing Specialist

The role originates and manages commercial lending relationships, primarily focused on Commercial & Industrial (C&I) and Owner-Occupied Commercial Real Estate (OOCRE), and is responsible for new business development, relationship management, loan origination, pre-screening, deal structuring, and ongoing portfolio management. Working closely with Business Services, retail channels, Credit Administration, and other internal partners, the CRM drives commercial loan and deposit growth while delivering comprehensive financial solutions to business members.

Commercial Relationship Manager

The CPO will partner closely with other Compliance leaders, Enterprise Risk Management, Information Security, Technology, Data Governance, Legal, Internal Audit, and various other business leaders to establish governance frameworks, promote responsible data practices, and strengthen privacy and AI-related risk oversight across the enterprise. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Wealth Advisor Jobs in Virginia

Manager, Industry Solutions, Investment Wealth Management Deloitte

Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond) BDO USA PC

Financial Advisor - Great Falls, VA TD Bank

Financial Advisor Edward D Jones & Co LP

Senior Mortgage Lending Officer - New York Metro & Central Southeast Regions Citigroup Inc

DIA - Operations Manager D.A. Davidson

Planning - L7 - Lead Planner Range

Lead Planner Range

Financial Planner Range

Senior Financial Planner Range

Senior Financial Planner Range Finance, Inc.

Financial Planner Range Finance, Inc.

Planning - L7 - Lead Planner Range Finance, Inc.

Branch Member Service Representative Northwest Federal Credit Union

Consumer Relationship Officer Northwest Federal Credit Union

Facilities Manager Northwest Federal Credit Union

Area Sales Manager Northwest Federal Credit Union

Consumer Servicing Specialist Northwest Federal Credit Union

Commercial Relationship Manager Northwest Federal Credit Union

Senior Vice President, Chief Privacy Officer LPL Financial Holdings Inc

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