- Points of Light (Falls Church, VA)
- We are seeking a strategic, high-performing Senior Wealth Advisor who is ready to step into a leadership role and, over time, inherit a significant book of ... in the DC Metro area, perfect for an experienced advisor who is looking not just for a job,...solutions. You will bring: 10-15 years of experience in wealth management or financial advisory. Proven success… more
- Points of Light (Falls Church, VA)
- A financial advisory firm is seeking a Senior Wealth Advisor to take on leadership responsibilities and inherit a significant book of business. Candidates should ... have 10-15 years of experience in wealth management , with a proven track record of advising high-net-worth clients. CFP(R) certification is required. This role… more
- Hispanic Alliance for Career Enhancement (Washington, DC)
- …and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in helping ... through advice, people, and technology. As a Sr. Private Wealth Advisor - Practice Lead, you bring...FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and… more
- Citigroup Inc. (Washington, DC)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities Regional Director is responsible… more
- Citigroup Inc. (Washington, DC)
- …Wealth Regional Director to lead growth initiatives and oversee multiple teams in wealth management . The ideal candidate will have over 15 years of investment ... sales experience and a strong track record in sales management and advisor recruitment. This role includes managing performance, strategic leadership, and… more
- PowerToFly (Rockville, MD)
- …will have a bachelor's degree and at least 5 years of experience as a Financial Advisor or in branch management . Licenses such as Series 7 and 66 are required. ... client base. Responsibilities include recruiting and retaining Financial Advisors, fiscal management , and maintaining high client service standards. Ideal candidates… more
- NFP Corp (Potomac, MD)
- …380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved ... on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor , consultant, and constant partner in helping clients… more
- Ernst & Young Oman (Mclean, VA)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help ... services' sectors, you will build strong relationships and become a trusted advisor to your clients. Skills and attributes for success Providing guidance and… more
- M&T Bank Corporation (Washington, DC)
- …financial spectrum, combining M&T Bank's traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. ... requisition id: R81118# **Overview:**Responsible for the administration and fiduciary management of complex trust relationships within client relationships.## **Primary… more
- Ernst & Young Oman (Mclean, VA)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help ... Ideally, you'll also have CPA, EA, licensed attorney, Project Management Professional, or Six Sigma Black Belt, but not...you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.… more
- PowerToFly (Washington, DC)
- …Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls… more
- PowerToFly (Rockville, MD)
- …knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit ... branch is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale,...5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable… more
- Capital Impact (Arlington, VA)
- …systems and advance locally-led solutions that create economic mobility and generational wealth . Through our continuum of financial, knowledge, and social capita l, ... Momentus Capital's risk strategy, ensuring business resilience, and aligning risk management with corporate objectives and key performance indicators (KPIs). The CRO… more
- PayneWest Insurance (Washington, DC)
- …Personal Insurance division. This individual will serve as a trusted partner and advisor to their clients and understands the lifestyle concerns and insurance needs ... ideal candidate is adept at consultative selling and tailoring personal risk management solutions according to their client's unique circumstances. In your career at… more
- Nuveen Investments (Fairfax, VA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (Arlington, VA)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- PNC (Mclean, VA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management , you will be based in McLean, VA. ... PNC Wealth Advisors deliver tailored advice and strategic planning designed...partners to communicate and review business results and pipeline management . Meets service level agreements on lead and referral… more
- Truist (Mclean, VA)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...* 8 or more years of sales and client management experience in Wealth Management … more
- Charles Schwab (Tysons Corner, VA)
- …service and ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor , you will be responsible for supporting 2-4 Wealth ... have the opportunity to leverage your client service and wealth management expertise by providing customized financial...and sets you on the path to becoming a Wealth Advisor . You will receive mentorship by… more
- Nuveen Investments (Fairfax, VA)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book… more
