Financial Advisor Jobs in District of Columbia
79 District of Columbia Financial Advisor jobs found on Monster.Jobs 1 to 20 of 79
Basic Purpose To provide financial counseling, assistance and recommendations for insurance and investment products and services to members and non-members as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. MAJOR RESPONSIBILITIES 1. Provides financial consulting services to assist members with identifying their fin...
Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Pentagon Federal Credit Union - Washington, DC Location Pentagon Federal Credit Union - Washington, DC Full-Time/Part-Time Full-Time Description Join a Winning Team at Pentagon Federal Credit Union! Pentagon Federal Credit Union serves over 1,210,788 members in the Air Force, Army, Coast Guard, Department of Hom...
Division CUSO Financial Services, L.P. Position NFCU Financial Advisor - Washington Navy Yard (DC) Location Navy Federal Credit Union - Washington, D.C. Full-Time/Part-Time Full-Time Description NFCU Financial Advisor - Washington Navy Yard (DC) For immediate consideration, please apply directly at: https://careers.navyfcu.org/psp/psext/NFCU_APPLICANT_DATA/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page...
Financial Advisor - Licensed Private Banker - 3 Positions Available The primary role of our Financial Advisors is to deepen banking and investment relationships within our clients banking Mass Affluent (MA) customers. Located in Banking Centers with a concentration of mass affluent customers, our Advisors will act as the primary point of contact for MA customers, although will not have a “book of...
Navy Federal Credit Union Washington Navy Yard, DC, 20376
To provide financial counseling, assistance and recommendations for insurance and investment products and services to members and non-members as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. MAJOR RESPONSIBILITIES 1. Provides financial consulting services to assist members with identifying their financial goals an...
Money Concepts Washington, DC
Money Concepts is seeking a financial advisor for a well known and established Credit Union. Could this be you? This position offers an outstanding compensation potential and great benefits including access to members, office space serving three branches in the DC area. Supporting resources include: state-of-the-art marketing, non-proprietary and diverse product offerings, extensive training and ...
VALIC Washington, DC
Position Description Why VALIC? At VALIC, our Financial Advisors assist clients in the education, healthcare and governmental sectors by partnering to plan for their retirement. Whether you’re an experienced Financial Advisor or new to the business, you will have the support of one of the most well respected 403(b) firms in the country. If you’re looking for opportunities that are truly unique, ...
Bank of America Corporation Washington, DC, 20319
The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors th...
Capital One Washington, DC, 20319
Capital One is a diversified bank that offers a broad array of financial products and services to consumers, small business and commercial clients. Capital One is one of the nation’s top 10 banks and has one of the most widely recognized brands in America. Capital One is filled with bright, creative, forward-thinking individuals who share an entrepreneurial spirit and a passion for what they do ev...
First Command is committed to helping American families get their financial lives squared away and pursuit their goals and dreams through coaching and guidance from knowledgeable, trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven individuals to join our team. We offer a competitive compensation package that includes a 12-month salaried positi...
Get Your Next Career Squared Away First Command Financial Services, Inc. is hiring mission-driven individuals to serve as Financial Advisors in locations all across the United States. We’re looking for men and women with strong coaching and leadership skills who find the idea of building their own business and giving back to the military community appealing. We offer competitive compensation, c...
Client Advisory Center - Financial Advisor Job Number: : 3028691 Posting Date : Jul 7, 2014 Primary Location : Americas-United States of America-District of Columbia-Washington Education Level : Bachelor's Degree Job : Wealth Management Employment Type : Full Time Job Level : Professional Description The primary duty of this position is to ensure a high level of client satisfaction by pro...
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...
Senior Registered Associate Job Number: : 3034041 Posting Date : Sep 5, 2014 Primary Location : Americas-United States of America-District of Columbia-Washington Education Level : Bachelor's Degree Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors in all phases of financial service while promoting client sat...
Complex Service Manager Job Number: : 3033990 Posting Date : Sep 8, 2014 Primary Location : Americas-United States of America-District of Columbia-Washington Job : Wealth Management Employment Type : Full Time Job Level : Professional Description POSITION SUMMARY: The Complex Service Manager will work closely with the Senior Complex Service Manager to supervise operations for either the l...
Associate Complex Manager, Non-Producing Job Number:: 3036197 Posting Date: Oct 10, 2014 Primary Location: Americas-United States of America-District of Columbia-Washington Education Level: Refer to Position Description Job: Wealth Management Employment Type: Full Time Job Level: Vice President Description POSITION SUMMARY: The Associate Complex Manager helps drive revenue, and manage ri...
Complex Service Manager Job Number:: 3036029 Posting Date: Oct 9, 2014 Primary Location: Americas-United States of America-District of Columbia-Washington Job: Wealth Management Employment Type: Full Time Job Level: Professional Description POSITION SUMMARY: The Complex Service Manager will work closely with the Senior Complex Service Manager to supervise operations for either the legacy ...
Raymond James Financial Inc Washington, DC
Description Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with i...
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 incen...
Morgan Stanley Washington, DC, 20319
POSITION SUMMARY: The Associate Complex Manager helps drive revenue, and manage risk within the complex. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Complex Manager assists with ensuring proper fiscal management, personnel management and morale, and business ethics and pract...
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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
Researches and investigates available investment opportunities to determine whether they fit into financial plans.
Sells financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
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