Financial Advisor Jobs in District of Columbia
32 District of Columbia Financial Advisor jobs found on Monster.Jobs 1 to 20 of 32
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 financ...
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...
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 ...
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...
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...
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...
New York Life has expanded our firm's 60+ year presence in the DC area by opening an additional office in NW DC and we are seeking experienced professionals who are seeking a rewarding career with a top rated Fortune 100 Company. Career Description: Financial Advisors help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to hel...
Bright Horizons L.P Washington, DC
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...
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, ...
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...
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...
Line of Business Specific Description: The Associate Enterprise Commercial Banking Specialist is responsible for assisting the Commercial Banking Specialist in driving qualified commercial opportunities from the Global Wealth and Investment Management (GWIM) Channel (Merrill Lynch and UST Advisors) to the Commercial Bank and Global Banking and Markets. As they play a liaison role, the Associate E...
UBS AG Washington, DC
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisers. 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 serv...
Jones Financial Washington, DC
Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you. This position requires that you possess the following skills: Client Service ...
AllianceBernstein L.P. Washington, DC, 20319
Job Description We are looking for Private Client Associates to work in client facing roles with a team of Financial Advisors for Bernstein Global Wealth Management. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity for Private Client As...
UBS Financial Services Washington, DC, 20319
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisers. 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 per...
Edward Jones Washington, DC, 20319
The Edward Jones Financial Advisor Opportunity Prepare yourself for a brand new career, one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 12,000 offices in the United States and Canada and more than 85 years of serving individual investors. As an Edward Jones Financial Advisor, you can take charge of your career and your in...
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully or partiall...
SunTrust Banks Washington, DC, 20319
Teller 1, 2 or 3 PT (20 Hours) Washington, DC - 19th & K Branch-W403645 Description Our Branch Banking Teammates are often the first to meet new clients and the ones who start them on the path to reaching their financial goals. We help them buy homes, grow businesses, send kids to college and build their futures. By having a conversation, we can understand what our clients need, and can create c...
PNC Bank Washington, DC, 20319
As a Financial Specialist for PNC, you will have a unique opportunity to demonstrate our Brand Promise by making it easy for customers to achieve their financial goals with confidence. You will do this by leveraging all PNC Lines of Businesses, including PNC Investments. You will guide customers to the channel(s) best suited for them, deepen the overall relationships, and grow revenue by increasin...
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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
Reviews clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Interviews clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
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