Financial Advisor Jobs in District of Columbia
15 District of Columbia Financial Advisor jobs found on Monster.Jobs 1 to 15 of 15
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financia...
Financial Advisor/Insurance Agent Do you want a career with unlimited income potential, the freedom to set your own hours and the ability to help other achieve their dreams? A career opportunity with Mutual of Omaha can provide you with: • Unlimited income potential, plus bonuses and other awards • Financial support during your first two years to help you build your business • Worldwide incentive...
Join a Winning Team at Pentagon Federal Credit Union! Pentagon Federal Credit Union serves over 1.4 million members in the Air Force, Army, Coast Guard, Department of Homeland Security, Department of Defense, defense-related companies, and the Veterans of Foreign Wars. They were federally chartered in 1935 and serve their members worldwide. Pentagon Federal Credit Union is one of the strongest and...
Job Description If you want to unlock your potential as a financial sales rep, apply to join our team at AXA Advisors! AXA Advisors, LLC is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, AXA Advisors, LLC is positioned with the strength and resources to help talented people reach their potential. We continue to...
The primary objective is to provide services and deliverables through performance of an Office Management Specialist as it relates to the bureau’s mission. The incumbent will independently have the responsibilities of creating and updating documents, reports, help in tracking financial document as required follow-up on the due dates, managing schedules and appointments, maintaining file and suppli...
GE· Solution Sales National Account Manager for Industry Leader Are you interested in working for an Industry leader with outstanding growth potential? You’ve come to the right place! We’re looking for National Account Manager with a passion for sales and an understanding of organizational hiring needs. As part of the Field Sales team you will be the “face of Monster “presenting to clients in thei...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Role Purpose: An Assistant Complex Director assists with the day to day management and business growth of the branch. They drive business growth and assist with the management and development of Financial Advisors within the branch, perform compliance, regulatory and administrative tasks alongside managing a set of personal clients with up to $100,000 in revenue. Key Responsibilities: * Run regula...
Obverse, Inc. has an immediate opening for a full-time Controller / Director of Finance. General Description: The Controller / Director of Finances responsible for planning, developing, organizing, implementing, directing and evaluating the fiscal function and performance. Responsible for providing strategic leadership for the company by working with the Executive Management Team to establish...
LabAnswer is the leading laboratory informatics consultancy in North America. We work with “best in breed” Laboratory Informatics software products to provide total solutions for our clients. LabAnswer is expert in architecting, configuring, deploying, validating and supporting laboratory systems. These systems include LIMS, ELN, SDMS, and CDS, among others. This domain where laboratory science in...
Position Summary: The position is responsible for promoting ProShares Advisors, LLC exchange traded funds and mutual funds to wirehouses, hedge funds, and institutional clients through telephone conversations and web-based presentations, assisting external wholesalers in territory management; and for qualifying prospects. Essential Job Functions: 1. Introduce current and prospective clients to...
As the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. With 25,000 employees and annual revenues approaching billion Marsh serves more clients in more industries worldwide than any firm in our indu...
PRIMARY PURPOSE OF THE POSITION The Branch Manager creates and implements Investor Center business plan initiatives focused on increasing incremental sales and overseeing branch activities within the local market to create standalone profitability. The Branch Manager is also responsible for creating a proactive consultative sales environment focused on meeting the evolving customer needs. This inc...
The Personal Banker Registered (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers ensuring retention and exercising excellent customer service in all customer interactions. The banker s key responsibility is to identify and offer packaged product solutions, proactively cross-sell product solutions and services, and initiate partner referrals that meet th...
Staff Director / Chief Counsel, House Committee on Ethics (Washington, DC) - The House Committee on Ethics requires the services of an attorney with knowledge of government ethics law to serve as the Committee’s Staff Director and Chief Counsel. The Committee’s Staff Director / Chief Counsel is a nonpartisan, professional position. The Staff Director / Chief Counsel will manage a nonpartisan, prof...
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Answers for Financial Advisor Jobs
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Every financial advisor job I look at requires experience what do I do?
I went to college to become a financial adviser in financing/accounting but, every job opening I look at online says you must have experience like 3-4 years sometimes 5-10 but, how am I suppose to ea...
Does financial advisor positions being offered has time flexibility on when I could start working?
What I mean is that, in any financial companies like AXA financial or Metlife, if they offer you the job as a financial advisor, is it possible to negotiate with them about my starting date? For examp...
Do you need to go to university to become a financial advisor/planner in the UK?
Hey, I have checked out some financial advisor/planner jobs and they all require CeFA qualifications etc. But do you need to go to university and backup those qualifications?
College Freshman interested in being a financial advisor. What job/internship should I get?
I am a college freshman interested in being a financial advisor and was wondering what I should do to prepare myself. I was thinking about getting a job as a teller at a bank to get around money. Some...
What new online jobs are emerging that are NOT scams?
I am confident that the online jobs sector will grow in the future. I am studying to become a financial advisor. What job could i do online right now?
Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in District of Columbia
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Builds and maintains client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Implements financial planning recommendations, or refers clients to someone who can assist them with plan implementation.
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