- 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 ... to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor - Practice Lead, you bring that mission and vision to life -… more
- 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 advising high-net-worth… 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)
- A financial services company located in Washington, DC is seeking a Senior Private Wealth Advisor , Practice Lead. The ideal candidate will have over 10 years of ... on high-net-worth clients. This role involves serving as a trusted advisor , managing client relationships, and providing tailored financial advice. The position… 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 ... daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients… 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 Managers) ... (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly… more
- Citigroup Inc. (Washington, DC)
- A leading financial services company in Washington, DC is seeking a Wealth Regional Director to lead growth initiatives and oversee multiple teams in wealth ... sales experience and a strong track record in sales management and advisor recruitment. This role includes managing performance, strategic leadership, and ensuring… more
- NFP Corp (Potomac, MD)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor , consultant, and constant partner in helping clients ... clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue,...role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire's… more
- M&T Bank Corporation (Washington, DC)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... with clients, advisors, and business partners.* Serve as fiduciary resource to Wealth Advisors and other internal partners.* Support the goals and objectives of… more
- Ernst & Young Oman (Washington, DC)
- …and Partnerships) as well as high-profile individuals. That will make you a trusted advisor and role model for your clients and for our people across multiple teams, ... professional tax organization A thorough understanding of estate and wealth planning; as well as experience with federal and...you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.… more
- Ernst & Young Oman (Washington, DC)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a ... to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer you At… 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 ... opportunities from a variety of personal lines referral networks ( wealth advisors, banks/financial institutions, law firms, accountants, and other referral… 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 build a ... you will build strong relationships and become a trusted advisor to your clients. Skills and attributes for success...experience working as an IT auditor or IT risk advisor for a public accounting firm, professional services firm… 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, ... and recovery plans for high-impact risk events. Strategic Advisory Serve as a trusted advisor to the CEO and Board on strategic and capital decisions, as well as… 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 ... in wealth management and sets you on the path to becoming a Wealth Advisor . You will receive mentorship by some of the industry's top Wealth Advisors… more
- Nuveen Investments (Washington, DC)
- ** 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 ... recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through… more
- PNC (Washington, DC)
- …feel respected, 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...retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial… more
- Nuveen Investments (Washington, DC)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (Washington, DC)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Truist (Mclean, VA)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
