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Virginia

3 Total Result(s)

Client Services / Financial Planning Associate

SageVest Wealth Management

US - VA - McLean

- Knowledge of different account types (such as individual, IRA, SEP, custodial, trusts, Section 529, other) - CRM system experience required - Proficiency in Word, Excel, PowerPoint and Outlook - ...
May-04-2012 - save job - email

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Financial Planner Harris - SBSB

Harris - SBSB, BMO Harris Bank

US - VA - McLean

Bachelors Degree required; major in Accounting, Finance, Economics or Mathematics preferred CFP®, CPA, CFA or MBA required Five or more years relevant work experience Knowledge of the financial...
Apr-25-2012 - save job - email

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Director of Client Service

Clarion Wealth Management Partners

US - VA - Fairfax

Required knowledge, skills and abilities include a great attitude and extraordinary client service orientation, experience in an administrative support services in financial services, excellent workfl...
Apr-23-2012 - save job - email

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