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Client Service Associate
access_time Posted 3 days ago
account_balance Signature Estate & Investment Advisors, LLC
location_on McLean
Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team- Virginia REPORTS TO: Lead Advisor EFFECTIVE DATE: 5/16/2024 SUMMARY: This position supports the lead advisor with account ...
Clean Energy Investment Advisor
access_time Posted 2 months ago
account_balance RER Solutions, Inc.
location_on Washington
The Energy Investment Advisor will support the OCED's Markt and Energy Analysis team within the Portfolio Strategy Division. RESPONSIBILITIES * Work to tailor OCED programs to resolve critical ...
Senior Wealth Advisor, Purcellville, VA
access_time Posted 21 days ago
account_balance Savvy Wealth
location_on Purcellville
Certified Investment Adviser Representative (Series 65 or 66) * Passionate about using technology to deliver better financial outcomes * Thrive in a fast-paced, entrepreneurial environment Why Savvy
Financial Professional
access_time Posted 20 days ago
account_balance Equitable Advisors
location_on Martinsburg
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an ...
Fundraising for Hospitality Investment Fund, Washington D.C.
access_time Posted 21 days ago
account_balance Helpstar Ltd
location_on Washington
We are seeking experienced Financial Advisors, Placement Agents, and Investment Advisors with a strong network of high-net-worth clients who are adept at navigating the sophisticated real estate ...
Asset Management Regulatory Associate
access_time Posted 15 days ago
account_balance Jameson Legal
location_on Washington
You will advise investment managers and broker-dealers with respect to investment advisory agreements, CFTC and NFA matters, and marketing and advertising issues. You will have experience negotiating ...
Fast Track Insurance Partner
access_time Posted 5 days ago
account_balance New York Life - Washington DC - Virginia
location_on Bethesda
... Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1 - Full-time ...
Midlevel Associate Attorney (mutual funds, closed-end funds or ETFs) - to $495k
access_time Posted 19 days ago
account_balance Incendia Partners
location_on Washington
Proficiency in navigating the intricacies of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related ...
Wealth Relationship Manager
access_time Posted 1 month ago
account_balance Obsidian Business Planning Solutions
location_on Rockville
Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Programâ„¢ for individuals, business owners, and ...
Counsel/Senior Counsel, Regulatory Affairs
access_time Posted 1 month ago
account_balance MFA
location_on Washington
MFA is seeking a legal/policy professional with adviser/private funds and/or investment instruments' experience to join the global policy team, who will also work across functions to advance policy ...
Designated Supervisor/Compliance Specialist - Series 24 - Wealth Management
access_time Posted 1 month ago
account_balance Judson Group
location_on McLean
The Designated Supervisor role oversees all supervision activities of their designated IARs (Investment Advisor Representatives) and RRs (Registered Representatives). This individual will provide ...
Financial Sales Representative
access_time Posted 26 days ago
account_balance New York Life - Bethesda, MD
location_on Bethesda
... Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V ...
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