Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and management; must obtain SIE/Series 6/7, required state registrations (63/66 if applicable) and life licenses within 180 days if not currently registered; compliance with Dodd-Frank/TILA; high school diploma/GED; ability to work branch hours including weeke...
AECOMNYSE: ACM: Provides infrastructure consulting and engineering services for global projects.
12+ YOE4+ MgmtBachelor's in architecture/engineering, 12+ years federal A/E experience with 4+ years leadership, US citizenship, travel across CONUS/OCONUS; PE/AIA, master's/PhD and Navy CEC experience preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7/63/65 (or Series 7/66) licensure expected or obtained within 90 days, SAFE Act registration when originating mortgages, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets.
Sound Income Group: Provides income-focused wealth management and financial advisor support.
2+ YOE1–3 years outbound sales/appointment setting; HS diploma; strong communication; CRM and Office proficiency; able to work events and phone-based sales.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and ability to work independently in a remote sales role.
Brown Advisory: Provides investment management and financial advisory services to global clients.
5+ YOE5+ years partnership accounting; QuickBooks Enterprise; Microsoft Excel; accuracy; multitasking; tax experience; authorized to work in the United States; Norfolk office work
Charles IT: Provides managed IT and cybersecurity compliance services.
5+ YOE5+ years in IT consulting/account management/technical leadership, strategic IT planning and budgeting experience, C-suite engagement, proficiency with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft Office 365, and Mac OS; industry certs (MCSA, VCP, CCNA) a plus; valid U.S. driver’s license and background check required.
ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft Office 365, Mac OS
Acosta Group: Provides retail sales, marketing, and merchandising services for brands.
Must be 21+, comfortable using a smart device, have reliable transportation, able to lift 25–50 lbs, work independently with integrity; retail/customer service experience preferred.
Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
2+ YOEHigh school diploma, 2 years teller/cash handling or client service experience, 6 months client relationship or sales experience, Microsoft Office proficiency, strong interpersonal and multitasking skills.
StretchLabNYSE: XPOF: Assisted stretching services to improve mobility and wellness.
Background in fitness/movement or related degree/certification; comfortable with hands-on client interaction; strong communication and client-relationship skills.
Chantilly or Virginia Beach or Norfolk or Jacksonville or Orlando
$184k-$250k/yrHybridFull Time
GHD: Global professional services firm specializing in engineering and architecture.
10+ YOEBachelor's degree in engineering or related field, 10+ years project management experience with US Navy clients, strong client relationship and communication skills, willingness to travel for events and client offices.
Marcari, Russotto, Spencer & Balaban: Personal injury law firm representing clients in injury cases.
Experience in personal injury, law enforcement, investigation or sales preferred; strong communication, investigation, and client-service skills; comfortable meeting clients, gathering evidence, and using office technology.
Microsoft Outlook, Neos, WordPerfect, Microsoft Word, Lead Docket, copier, scanner, fax, phone system, camera