Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver

Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise Family of Companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low income communities including building or preserving nea

Want to use your skills to positively impact a fast paced, growing business? Looking to advance your career in an entrepreneurial environment? We are a professional services firm that provides third party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA, Columbia, MD

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique lived experiences each person brings based on thei

ANALYGENCE has an immediate opportunity for a Senior Portfolio Manager . We are seeking a self starter that is independently motivated to join a team that supports your drive and ambition. We are dedicated to inspire our team members to grow and achieve personal and professional success. ANALYGENCE provides our government client with SETA support to include the applicatio

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

ANALYGENCE has an immediate opportunity for a Senior Portfolio Manager . We are seeking a self starter that is independently motivated to join a team that supports your drive and ambition. We are dedicated to inspire our team members to grow and achieve personal and professional success. ANALYGENCE provides our government client with SETA support to include the applicatio

Venable LLP's East Coast Private Wealth Planning Group seeks an associate with at least 2 5 years of experience in high net worth wealth planning to join the practice in the Baltimore office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects and client contacts with a strong kno

About Us Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit for you! Sandy Spring Bank is a growing financial services company focused on creating real experie

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

The contractor shall develop the forfeiture processes and procedures associated with an on going financial investigation. This support shall include the introduction of specific tools and techniques to analyze financial information. The contractor will provide advice and guidance to fully develop the forfeiture aspects of an on going investigation. Advice and guidance inc

EX Program is looking for a capable and motivated client facing professional with excellent communication skills and the ability to execute and manage projects to join our cross disciplinary team and contribute to our growing business. The Client Success Manager (CSM) will report to the VP of Revenue and will support our growing book of EX Program clients. The CSM will be

Job Location Washington DC Washington, DC Position Type Full Time On Site   Description Boston Government Services is seeking a Financial Management Specialist to support the Department of Energy (DOE) and Naval Reactors Headquarters (NRHQ) at the Navy Yard in Washington DC. Boston Government Services (BGS) is an engineering, technology, and security firm helping to a

Great Hill Solutions is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is the federal government contracting business wholly owned by the . SNG meets mission critical needs of federal civilian, defense, and intelligence community customers across a variety of domains. The SNG portfolio receives shared services support from its parent company and is comp