div>The base salary will be commensurate with an individual's work experience and educational background. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
li>The Financial Advisor assists members identify financial goals and objectives by collecting and analyzing the member’s financial information, advise the member about the risks, advantages and disadvantages of various investment opportunities in light of the member’s individual financial circumstances, and recommend to the client only those investment solutions that are suitable for that member’s particular financial status, objectives, risk tolerance, tax exposure, and other investment needs. 2026 SECU Benefits Guide.
Bethesda, Maryland30+ days ago
You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes.PRIMARY RESPONSIBILITIES:.
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Ellicott City, MD30+ days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Rockville, MD30+ days ago
Back to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Silver Spring, Maryland; Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Rockville, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Washington, DC pay and benefits information Washington, DC pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Annapolis, MD30+ days ago
On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Annapolis, MD30+ days ago
p>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Provide expert-level strategic communication skills, with the ability to craft and deliver clear, concise, and compelling messages to various stakeholders, including technical teams, project sponsors, and external partners, on the potential and implications of AI-driven innovation. Anticipate and Navigate uncertainty in AI-Driven Innovation including being comfortable operating in a highly uncertain and dynamic environment, characterized by rapid advancements in AI technologies and shifting stakeholder needs.
The Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
Washington, Washington, DC21 days ago
ul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1:
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Mount Airy, MD30+ days ago
Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. • Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
Baltimore, MD30+ days ago
Education and Experience Required: Combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses Education and Experience Preferred: Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation Location. • Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs • Deliver a high-quality customer service experience during each customer interaction through a complete understanding of sales process, policies, and licensing requirements to contribute to the attraction, retention, and expansion of client relationships.
Washington, DC30+ days ago
Conduct policy research, provide real time policy analysis, and develop tailored policy, advocacy, and campaign resources for different audiences, including, but not limited to, state and local-level immigrant refugee advocates, congregations and other religious communities, coalitions, service providers, and community organizers in their efforts to drive progress on immigrant and refugee-related state legislation, local ordinances, and federal/state enforcement partnerships. Assess, prioritize, and meet the policy and advocacy needs of Global Refuge field offices and partner agencies, identify appropriate responses to those needs, and provide tailored/appropriate support, including public policy analysis, training, webinars, teleconferences, sharing of best practices, talking points, strategic coordination, and research.
As a Strategic Industry Advisor, you will provide executive-level guidance, market intelligence, and strategic insight to help position IBSS as a trusted partner supporting operational space weather missions, satellite operations, environmental intelligence, cybersecurity, and cloud-enabled mission systems. About IBSS Corp.Since 1992, IBSS, a woman-owned small business, has provided transformational consulting services to the Federal defense, civilian, and commercial sectors.
Guideship is a nonprofit workforce development organization dedicated to creating career pathways for underserved communities through mentorship, internships, apprenticeships, workforce readiness training, and cybersecurity education. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to the Talent Acquisition department at Recruiting@ibsscorp.com.
The Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Washington DC30+ days ago
p>Trinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. - VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
As a Service Advisor, you'll connect guests with our service team so vehicle maintenance and repairs are explained clearly, approved confidently, and completed accurately. As the shop progresses, you touch base with technicians, relay updates in plain language, and adjust promised times when needed.
Bethesda, Maryland4 days ago
li>Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment.
PRIMARY RESPONSIBILITIES:.
Hunt Valley, Maryland19 days ago
p>One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
Hunt Valley, MD18 days ago
p>One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
Hunt Valley, MD30+ days ago
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals.
p>The Commercial Law Development Program (CLDP) of the Office of the General Counsel, U.S. Department of Commerce, is seeking an individual with exceptional analytical, organizational, and interpersonal communication skills to join our team of international technical assistance Attorney-Advisors to partner with countries and counterparts to advance shared prosperity, diversify energy critical minerals supply chains, and advance energy and mineral governance partnerships. Prior legal experience with the administration, drafting, interpretation, and/or enforcement of legal, regulatory, and/or transactional documents in the energy and mining sector, such as: hydrocarbons laws, mining codes, oil / gas / mining regulations, energy and/or mining investment agreements and other government instruments, energy and/or mineral concessions and contracts, or energy and/or mining project finance documents.
Arlington, VA30+ days ago
p>• Deliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Greenbelt, Maryland5 days ago
This employment opportunity at TruStage located at Educational Systems Federal Credit Union in Greenbelt, MD would allow you to join Educational Systems Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Educational Systems Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
p style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies.
Washington, DC30+ days ago
If applying to a vacancy opened Status and you are requesting consideration under Veterans Employment Opportunity Act (VEOA) (https://www.fedshirevets.gov/job/shav/#veoa), you need to provide a copy of your last DD214 (member-4 copy), which verifies your military service dates, reason for separation, OR certification of separation that shows a discharge date within 120 days of the closing of this announcement, and eligibility for consideration under the Veterans Employment Opportunity Act. Coordinates with other Department offices and other government agencies such as the Departments of Commerce, Homeland Security, Health and Human Services, and State, industry groups and trade associations, and others on international aviation policy issues in the areas of transportation facilitation, security, trade, user charges, accessibility, and health mitigation.
Legal, Government, and Jurisprudence - Knowledge of laws, legal codes, court procedures, precedents, legal practices and documents, Government regulations, Executive orders, agency rules, Government organization and functions, and the democratic political process. As a Senior Attorney Advisor (Presiding Official), you will: Preside over informal administrative hearings involving parties represented by counsel and conduct pre-hearing conferences to improve efficiency and narrow disputed issues.
p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Washington, DC30+ days ago
li>Strong ability to translate complex policy positions and analysis into compelling messaging that resonates with Americans;
Strong research and analytical skills, including comfort working with data and interpreting immigration trends for policy and political audiences;
Experience using a range of tools and strategies to advocate for a cause and achieve demonstrated results on Capitol Hill, in the press, on political campaigns, and/or in the Administration;
Strong presentation, briefing, and oral advocacy skills;
A graduate degree in a relevant field, or an undergraduate degree plus significant directly relevant professional experience. The Senior Policy Advisor, Social Policy will conceive of, draft, and deploy high-impact written materials to help policymakers with ideas and messaging centered on, among other issues, making our immigration system work for America; represent Third Way and our approach on the Hill and with key allies; and analyze, propose, and publicly advocate for policy ideas to modernize our immigration system to meet today’s realities.
Washington, DC27 days ago
ul>Crafting and implementing rollout strategies to market Third Way’s products, polling, and data to the press and influencers to expand the reach of Third Way’s ideas and staff;
Identifying key story lines and narratives in the news where Third Way can contribute and shape elite conversations;
Maintaining and building Third Way’s press relationships, tracking the Vice President of Communications’ and Executive Vice President for Public Affairs’ press relationships; and identifying opportunities to expand our outreach;
Working to build new relationships with relevant reporters, columnists, radio shows, podcasts, etc;
Maintaining comprehensive press lists, managing media inquiries, identifying media opportunities, and tracking coverage of Third Way’s mentions in the news;
Working with other members of Third Way’s communications teams and policy staff to develop creative and sticky pitches/campaigns that are relevant and timely;
Working with a TV booker and consultants on pitches, talking points, and other projects;
Overseeing end-to-end logistical and media preparation for press events, including day-of reporter wrangling;
Communicating with and booking guests including elected officials, political commentators, advocates, and community leaders on What It Takes with Sarah McCammon, including coordinating interview logistics, and scheduling pre-interview conversations;
Analyzing and presenting monthly media coverage to assess best practices;
Participating in larger strategy conversations about Third Way messaging and involvement surrounding sticky political issues, key races, 2028 efforts, and other news;
Performing other duties as assigned. We offer a comprehensive benefits package which includes Medical, Dental, and Vision insurance; Health Reimbursement Account (HRA); and Flexible Spending Account (FSA, DCA, Parking, and Transit); Life Insurance; Accidental Death & Dismemberment Insurance; Retirement plan; Accrued Paid Sick and Vacation leave; Long-term Disability, Employee Assistant Program (EAP)..
Arlington, Virginia30+ days ago
The Impact Finance & Markets division at The Nature Conservancy (TNC) provides technical and strategic leadership to create transformational impact with the private sector by translating the value of nature and conservation approaches into actionable, science-based strategies that can help solve societal challenges. They implement and coordinate engagements that, by facilitating the integration of nature into business models and development finance institution (DFI) operations, help direct private-sector and public financial institution economic, operational, and political influence in support of the Conservancy's conservation goals.
Silver Spring, Maryland26 days ago
We are searching for an automotive service advisor, with experience in an independent auto repair shop, that can provide amazing customer service and help our customers feel comfortable that the money they are spending is an investment in their vehicle.
Applicants must have a professional appearance, an extremely positive attitude, a willingness to learn, and an understanding that we are a team and depend on each other to succeed and grow.
Washington, Washington, DC30+ days ago
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@zemitek.com. Position Description: Global Solutions Ventures (GSV) – a joint-venture partnership between ZemiTek, LLC and Dexis Consulting Group – is implementing the Long-term Exceptional Technical Assistance Project (LEAP Global), a mechanism originally used by USAID to battle against infectious diseases such as malaria, HIV/AIDS, tuberculosis, neglected tropical diseases, and pandemic influenza.
Washington, Washington, DC24 days ago
Responsibilities: Support EPHI in effective delivery of life-saving humanitarian assistance (LHA) through utilization of domestic and donors’ Assist the EPHI with effective delivery of LHA GHS activities, including but not limited to:
- Strengthening the Realtime diseases surveillance system (event-based surveillance, indicator-based surveillance) by supporting the digitization efforts such as DHIS-2, Electronic PHEM, Epidemic intelligence from open source, and use of AI for Health Emergency . Position Description:
Global Solutions Ventures (GSV) – a joint-venture partnership between ZemiTek, LLC and Dexis Consulting Group – is implementing the Long-term Exceptional Technical Assistance Project (LEAP Global), a mechanism originally used by USAID to battle against infectious diseases such as malaria, HIV/AIDS, tuberculosis, neglected tropical diseases, and pandemic influenza.
Bethesda, Maryland5 days ago
Position Description: Global Solutions Ventures (GSV) – a joint-venture partnership between ZemiTek, LLC and Dexis Consulting Group – is implementing the Long-term Exceptional Technical Assistance Project (LEAP Global), a mechanism originally used by USAID to battle against infectious diseases such as malaria, HIV/AIDS, tuberculosis, neglected tropical diseases, and pandemic influenza. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@zemitek.com.