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Financial Advisor Jobs in District of Columbia

76 jobs

Job Description: Northwestern Mutual-DC is currently seeking energetic financial advisors to continue our ambitious growth plan serving the metropolitan DC area. You will have the unique opportunity to be in control of your future, while having a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to financial planning tai...
Job Description: Highly regarded national firm looking for well qualified Financial Consultants. Washington DC in addition to surrounding communities. No book required, constant lead flow provided. Attractive starting salary plus commission. 3 + years experience Bachelor’s degree required Valid and active Series 7 license is required Valid and active Series 66 (63/65) license is required (may b...
Job Description: Northwestern Mutual-DC is currently seeking energetic financial advisors to continue our ambitious growth plan serving the metropolitan DC area. You will have the unique opportunity to be in control of your future, while having a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to financial planning tai...
Job Description: Financial Advisor – Description Financial Advisors are local based advisors that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. They must demonstrate knowledge of investments and financial markets and apply key principles appropriately to the i...
Description Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and %242 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world. Merrill Lynch Wealth Management specializes in goals-based weal...
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business emphasis is to make incremental sales and offer ongoing financial solutions to existing United Brokerage customers. ESSENTIAL FUNCTIONS AND DUTIES: Interface with/train bran...
Financial Advisor Trainee - Washington D.C.-1501416 Description Previous Experience/Educational Requirements: • 5 + years working experience demonstrating a successful track record in sales/business development • Bachelor’s degree (B.A) from four-year College or university preferred Job Summary: In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, learns to buil...
Join a Winning Team at Lafayette Federal Credit Union! CUSO Financial Services, L. P. is growing and adding a Licensed Financial Advisor at Lafayette Federal Credit Union in the Washington, DC area. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor, you become part of the credit union e...
Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Lafayette Federal Credit Union Location Lafayette Federal Credit Union - Washington, DC Full-Time/Part-Time Full-Time Description Join a Winning Team at Lafayette Federal Credit Union ! CUSO Financial Services, L. P. is growing and adding a Licensed Financial Advisor at Lafayette Federal Credit Union in the Wash...
First Command Financial Services is committed to helping military families get their financial lives squared away and pursue their goals and dreams through coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven individuals to join our Financial Advisor team. As a First Command Financial Advisor you will learn how to: De...
Previous Experience/Educational Requirements: • 5 years working experience demonstrating a successful track record in sales/business development • Bachelor’s degree (B.A) from four-year College or university preferred Job Summary: In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, learns to build an individual practice to serve as an advisor to clients, providin...
Financial Advisor Trainee - Washington D.C.-1501416 Description Job Summary: In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, learns to build an individual practice to serve as an advisor to clients, providing sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. Meet production targets that impact overall...
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...
Our client is currently has an Investment Advisors job open and they are looking for top talent. In this job they provide their advisors with proprietary sales and investment methodology, the strength of a dedicated research department, and significant back office support. Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objecti...
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...
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...
Your job as a Wealth Strategy Associate is to support your team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principl...
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...
Description Supports one or more Financial Advisors, Private Financial Advisors or Private Wealth Advisors. This is a non-sales role primarily focused on operational/administrative objectives (not a virtual position). Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Works with les...
STIS Investment Associate-W421788 Description Supports one or more Financial Advisors, Private Financial Advisors or Private Wealth Advisors. This is a non-sales role primarily focused on operational/administrative objectives (not a virtual position). Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objecti...