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NABA Richmond Job Board

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  • Annapolis, Maryland, Job Description:   At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization. From day one, you will receive training from our award-winning Academy at Bank of America . This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You’ll learn to consider a client’s entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.   We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. You’ll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours. • Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Get smart on core banking and investment solutions and connect clients to all of the solutions we provide. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts. • Continuously learn and grow , with on-going career development support and opportunities for advancement with Bank of America and Merrill. • Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education. As a Financial Solutions Advisor II, you can look forward to • Unlimited potential for financial growth. • A strong referral network from across the business that will give you a leg-up on client acquisition. • Robust marketing support to reach wider audiences with greater appeal.  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Leadership opportunities, from leading client and conference seminars to mentoring junior associates. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.   Multiple Locations Required skills: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses.
  • Charlotte, North Carolina, Our Business:   Bank of America provides a diverse range of banking and nonbanking financial services and products domestically and internationally in more than 35 countries through eight major Lines of Business: Global Banking and Markets, Global Commercial Banking, Business Banking, Global Corporate and Investment Banking, Preferred and Small Business Banking, US Trust, Merrill Lynch Wealth Management, and Retail Banking and Distribution. As a result, the Company inherently encounters a wide range of risks. Corporate Audit is responsible for providing an independent assessment of whether controlling processes within Bank of America are adequately designed and functioning effectively to mitigate potential risks.   Corporate Audit maintains independence and objectivity by reporting to the Audit Committee of the Board of Directors. Corporate Audit teammates cover all areas of the corporation, performing validation of the company’s risk management activities through testing of key processes and controls across the company.   Management and the Audit Committee are provided with regular reporting of Bank of America’s risk management systems and internal controls. Additionally, Corporate Audit provides risk-based advice and counsel to management to help develop and maintain an appropriate customer-focused risk management culture that supports the Corporation's business objectives.   Overview: Corporate Audit seeks applicants who have a desire to learn the multiple businesses within Bank of America. Corporate Audit maintains robust processes for reviewing risk and controls throughout the Corporation. The audit plan for the company is developed based upon the risk profile of the Company and reviewed on a quarterly basis. The audit planning process includes considerations around strategic, market, credit, liquidity, compliance and operational risk. Auditors are charged with understanding business processes, performing risk assessments and testing to evaluate the related controls. This provides the opportunity for each auditor to closely work with and influence each business regarding their control infrastructure. The Corporate Audit Analyst Program (CAAP) is a two-year associate development program, which moves teammates through rotational assignments within Corporate Audit. This rotational process helps teammates develop a solid knowledge base of the functional areas within Corporate Audit and the bank. Corporate Audit Analysts work closely with various businesses regarding their risk environment and control infrastructure and help build a team that is highly versatile and knowledgeable across the Company. In addition, this process provides opportunities for each and every associate to have a rewarding and successful career at Bank of America. Required Skills:   Bachelor’s or Master’s degree with a graduation date between December 2020 and June 2021 Grade Point Average of at least 3.0 on a 4 point scale Strong communication skills (both written and verbal) Demonstrated ability to adapt to change and new environments, be flexible, and open minded Demonstrated ability to be able to be decisive and committed to accomplishing tasks A minimum of 6 months of work experience Must have the ability to travel up to 60% of the time Legal authorization to work in the US now and in the future without sponsorship  Preferred Skills: Preference given to the following majors: Accounting, Finance, Information Technology, or Business Administration Preference given to those who have a 3.2 or above GPA Preference given to those who have work experience in the following areas: financial services, accounting, internal auditing, management, information technology Training: Analysts undergo a multi-phase training and development process including web based & instructor-led training, program partners from previous CAAP classes and senior level mentors. Teammates in this program will build a valuable network with other campus hires in Audit and throughout Bank of America as part of the Global Campus program  
  • Charlottte, North Carolina, Our Business: Bank of America provides a diverse range of banking and nonbanking financial services and products domestically and internationally in more than 35 countries through eight major Lines of Business: Global Banking and Markets, Global Commercial Banking, Business Banking, Global Corporate and Investment Banking, Preferred and Small Business Banking, US Trust, Merrill Lynch Wealth Management, and Retail Banking and Distribution. As a result, the Company inherently encounters a wide range of risks. Corporate Audit is responsible for providing an independent assessment of whether controlling processes within Bank of America are adequately designed and functioning effectively to mitigate potential risks. Corporate Audit maintains independence and objectivity by reporting to the Audit Committee of the Board of Directors. Corporate Audit teammates cover all areas of the corporation, performing validation of the company’s risk management activities through testing of key processes and controls across the company. Management and the Audit Committee are provided with regular reporting of Bank of America’s risk management systems and internal controls. Additionally, Corporate Audit provides risk-based advice and counsel to management to help develop and maintain an appropriate customer-focused risk management culture that supports the Corporation's business objectives. Overview: Corporate Audit maintains robust processes for reviewing risk and controls throughout the Corporation. The audit plan for the company is developed based upon the risk profile of the Company and reviewed on a quarterly basis. The audit planning process includes considerations around strategic, market, credit, liquidity, compliance and operational risk. Auditors are charged with understanding business processes, performing risk assessments and testing to evaluate the related controls. This provides the opportunity for each auditor to closely work with and influence each business regarding their control infrastructure. Corporate Audit seeks applicants who have a desire to adapt and learn the multiple businesses within Bank of America. As an intern, you will work on an audit team and learn the processes of Bank of America. The internship will last approximately 10 – 12 weeks, working a 40 hour work week. Required Skills: Must be pursuing a bachelor’s degree or master’s degree from an accredited college or university with a graduation timeframe between December 2021 and June 2022 in one of the following majors: Accounting, Finance, Information Technology or General Business Grade Point Average of at least 3.0 on a 4 point scale Strong communication skills (both written and verbal) Demonstrated ability to adapt to change, be flexible, and open minded Demonstrated ability to be able to be decisive and committed to accomplishing tasks A minimum of 3 months of work experience Must have the ability to travel up to 25% of the time Legal authorization to work in the US now and in the future without sponsorship Training: Interns undergo a multi-phase training and development process including web based training, team coaches, and peer coaches. Teammates in this program will build a valuable network with other interns in Audit and throughout Bank of America as part of the Global Campus program.  
  • Glen Allen , Virginia, Job Summary: Markel Corporation, a Fortune 500 Company, is seeking a Sr. (or Lead) Tax Accountant - Global Tax Planning & International for the Richmond, VA Headquarters office! This role is responsible for compliance with US international tax aspects of US GAAP reporting, ensuring that Markel’s global financial statements accurately reflect the impact of tax. He/she is expected to oversee the US international components of Markel’s federal income tax return. The role focuses on developing and assists with implementing process improvements which support the global tax provision and tax return compliance processes for Markel. The Sr./Lead Tax role will report to the Senior Director of Global Tax Planning & Strategy and also focuses on the identification and implementation of global tax planning strategies and tax savings opportunities.   Responsibilities: Identify and support implementation of global tax planning and tax savings opportunities. Ensure that our external service providers have the data needed to prepare Markel’s US international income tax returns on a timely basis and review these returns once prepared. Prepare or perform first level review of Markel’s quarterly and annual international tax components of the provision, ensuring compliance with US GAAP Identify process improvement opportunities within the global tax provision and compliance processes and assist with the implementation of those improvements under the direction of the Tax leadership team. Oversee US International tax return compliance. Collaborate with accounting and finance department team members, as appropriate   Requirements: Bachelors of Arts or Science degree in Accounting or equivalent (eg Post-Baccalaureate Certificate in Accounting) Certified Public Accountant (CPA) license a plus. 3-5 years of experience in Corporate Tax/Accounting or Public Accounting. Comfortable working with various software applications including Oracle and OneSource income tax provision. Strong interpersonal skills including the ability to translate and communicate technical tax issues to non-tax professionals.
  • Charlotte, North Carolina,   Wells Fargo is committed to developing leaders of tomorrow, and as part of that commitment, we are proud to host an upcoming event for high-performing MBA candidates from diverse backgrounds. The Diversity Summit provides students with the opportunity to connect with one another and network with Wells Fargo leaders--all while provided an introduction to Wells Fargo's culture and the opportunities our Investment Banking Summer Associate program.    During the forum you will: Meet with senior management and professionals from Wells Fargo Corporate and Investment Banking. Participate in information sessions, panels, and networking events. Participate in accelerated interviews for our 2021 Investment Banking Summer Associate program.   Event details • Date: November 5-6, 2020 • Location: Charlotte, NC     Application details and steps to apply The summit is open to all first-year MBA students including female, Black/ African American, Hispanic/Latino, Asian, Native American/Alaskan Native and LGBTQIA students, as well as protected veterans and people with disabilities interested in Investment Banking who are starting their first semester in a full-time MBA program in Fall 2020.     Step 1: To apply to the summit, visit wellsfargojobs.com/mbadiversitysummit-earlycareers. Please submit your application by 11:59 p.m. EST on Sunday, October 4, 2020   Step 2: (Optional)   If interested, you also have the opportunity to apply to the Corporate & Investment Banking MBA Diversity Fellowship Program. To learn more about the following, visit wellsfargojobs.com/mbafellowship-earlycareers . Please include your Fellowship essay in your document upload for the Diversity Summit application.   *Fellowship interviews are contingent on receipt of a 2021 Summer Associate offer. You must interview for the Summer Associate Program while attending the Diversity Summit to be eligible. If you receive an offer for the Summer Associate Program, Diversity Fellowship interviews will be hosted on November 19 and November 20, 2020 in Charlotte, NC. To be considered for this opportunity, please visit wellsfargojobs.com/mbadiversitysummit-earlycareers