Senior Cost Segregation Associate JobotSenior Cost Segregation AssociateRockville, MD$60,000–$85,000 / yearBy offering in-depth expertise and hands-on service, our client enables businesses across various industries to leverage specialized tax strategies that support innovation and operational efficiency, making complex tax benefits more accessible and straightforward. Its primary focus is on helping clients identify, document, and claim valuable tax credits and incentives, such as the Research & Development (R&D) Tax Credit, cost segregation, and energy efficiency tax deductions like the 179D and 45L credits.
REMOTE Accounting Associate (QuickBooks) JobotREMOTE Accounting Associate (QuickBooks)Columbia, MDRemote$70,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be responsible for managing a variety of accounting tasks including accounts receivable, bank reconciliations, and payroll support for clients.
Antitrust Associate Attorney JobotAntitrust Associate AttorneyWashington, DC$225,000–$325,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Associates benefit from sophisticated matters, meaningful responsibility, significant client exposure, strong professional development resources, and a culture considered more collegial and flexible than many traditional BigLaw environments.
NewPatent Prosecution Associate Attorney – Mechanical/Aerospace Engineering JobotPatent Prosecution Associate Attorney – Mechanical/Aerospace EngineeringWashington, DC$215,000–$355,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
Litigation Associate JobotLitigation AssociateFairfax, VA$115,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Build your litigation career at a respected, growth‑oriented law firm where you’ll gain real courtroom experience, meaningful client interaction, and the support of a collegial, high‑performing team.
NewHealthcare Regulatory Associate Attorney JobotHealthcare Regulatory Associate AttorneyWashington, DC$260,000–$360,000 / yearBillable-hour framework: 2,000-hour annual bonus threshold, with market reporting indicating approximately 1,800 client-billable hours and up to 200 qualifying hours for pro bono and other approved activities. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Labor & Employment Associate (2-5 Yrs Exp) JobotLabor & Employment Associate (2-5 Yrs Exp)Washington, DC$175,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
Litigation Associate Attorney JobotLitigation Associate AttorneyBethesda, MD$120,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers immediate hands-on responsibility and direct involvement in sophisticated commercial litigation matters, including commercial disputes, real property and construction claims, fiduciary and shareholder disputes, and estates and trusts litigation.
NewHealthcare Regulatory Litigation Associate Attorney JobotHealthcare Regulatory Litigation Associate AttorneyWashington, DC$180,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The associate will work closely with experienced healthcare attorneys on nationally significant matters involving healthcare providers, trade associations, nonprofit organizations, and other industry participants.
Associate Attorney JobotAssociate AttorneyWashington, DC$100,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This opportunity is ideal for an attorney with 1–5 years of litigation experience who enjoys advocating for injured clients and wants to gain significant courtroom exposure while managing cases from inception through resolution.
NewGovernment Contracts & National Security Associate Attorney JobotGovernment Contracts & National Security Associate AttorneyWashington, DC$260,000–$365,000 / yearA Band 1 government contracts and national security practice seeks a mid-level associate for a fast-paced mix of litigation, investigations, export controls, cybersecurity, transactions, grants, and strategic counseling tied to major public-policy and nati . The platform advises more than half of the Fortune 100 and is especially differentiated by its ability to combine sophisticated regulatory insight, high-stakes litigation strength, and complex transactional capability across more than 40 practice and industry groups.
NewSovereign Finance Associate Attorney - Junior to Mid-Level JobotSovereign Finance Associate Attorney - Junior to Mid-LevelWashington, DC$225,000–$310,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The platform advises more than half of the Fortune 100 and is especially differentiated by its ability to combine sophisticated regulatory insight, high-stakes litigation strength, and complex transactional capability across more than 40 practice and industry groups.
NewCommercial Litigation Associate Attorney JobotCommercial Litigation Associate AttorneyWashington, DC$215,000–$355,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
NewTax-Exempt Organizations Associate Attorney JobotTax-Exempt Organizations Associate AttorneyWashington, DC$235,000–$365,000 / yearBillable-hour framework: 2,000-hour annual bonus threshold, with market reporting indicating approximately 1,800 client-billable hours and up to 200 qualifying hours for pro bono and other approved activities. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewComplex Litigation Associate Attorney – Antitrust Matters JobotComplex Litigation Associate Attorney – Antitrust MattersWashington, DC$215,000–$355,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
NewCorporate Associate JobotCorporate AssociateBethesda, MD$130,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We serve as trusted counsel to businesses, families, and individuals across a wide range of industries, pairing the depth and resources of a larger firm with the responsiveness and entrepreneurial mindset of a boutique.
NewFinancial Services Associate Attorney JobotFinancial Services Associate AttorneyWashington, DC$235,000–$365,000 / yearBillable-hour framework: 2,000-hour annual bonus threshold, with market reporting indicating approximately 1,800 client-billable hours and up to 200 qualifying hours for pro bono and other approved activities. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Transportation Associate Attorney JobotTransportation Associate AttorneyWashington, DC$195,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Unlike firms that focus heavily on traditional corporate M&A or commodity litigation work, they often handles matters involving highly regulated industries, federal agencies, national security considerations, healthcare systems, government contractors, and.
Commercial Real Estate Associate Attorney JobotCommercial Real Estate Associate AttorneyBethesda, MD$175,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers the opportunity to work on high‐value commercial deals, collaborate directly with business leaders, and provide strategic legal guidance across a wide range of real estate matters.
NewQuality Control Senior Associate HITT ContractingQuality Control Senior AssociateFalls Church, VA$77,000–$112,000 / yearExecute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects. Active certification with the Army Corps of Engineers- Construction Quality Management for Contractors or an inactive certification that needs to be refreshed within 3 months of hire.
NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementWashington, DCWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Associate, Pursuits HITT ContractingSenior Associate, PursuitsFalls Church, VA$77,000–$112,000 / yearDemonstrated experience leading federal proposal development from capture through final submission, including strategy development, annotated outlines, color team review management, and oversight of complex proposal production, is a plus. Collaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared.
NewResearch Associate JouléResearch AssociateRockville, MD$28–$43 / hourStrong computer skills, including proficiency with basic data analysis programs (Microsoft Office, GraphPad Prism, Pristima, etc.) and programming and data analysis (R Studio, Linux, etc.). System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
Manufacturing Associate JouléManufacturing AssociateRockville, MD$18–$25 / hourParticipate in hands-on production support in the manufacturing of material for clinical trials in a GMP environment by conducting buffer prep, media prep, and accounting for consumption of raw materials and components. Adhere to all SOPs and execute batch records under GMP regulations documenting all manufacturing activities clearly and accurately, including preparation records, testing records, equipment use records, and laboratory notebooks.
NewSenior Associate, Forensic Technology KPMGSenior Associate, Forensic TechnologyWashington, DC$88,160–$162,035 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewAssociate, Infrastructure Project Advisory (Construction/Engineering) KPMGAssociate, Infrastructure Project Advisory (Construction/Engineering)Washington, DCKnowledge in various phases of construction including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Associate, Sustainable Construction HITT ContractingAssociate, Sustainable ConstructionFalls Church, VA$72,000–$92,000 / yearCollaborate with internal project managers, external consultants, and subcontractors to ensure timely execution of certification requirements; communicate questions, missing information, and risks early so issues can be resolved proactively. The Associate will support project teams in executing LEED and other green building certifications, contribute to corporate sustainability initiatives, and prepare for the evolving requirements of LEED v5.
Senior Associate, Claims & Risk Management HITT ContractingSenior Associate, Claims & Risk ManagementFalls Church, VA$77,000–$112,000 / yearThe Senior Associate, Claims & Risk Management meaningfully contributes to analytical support to the Insurance & Risk Management team and leadership as needed on periodic reporting of claim and incident trends. Bachelor’s degree in Risk Management, Business, Finance, Economics, Safety, or related fields preferred, but not required; in lieu of a degree, additional work experience is acceptable.
NewQuality Control Associate HITT ContractingQuality Control AssociateFalls Church, VA$70,000–$100,000 / yearExecute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Associate, Project Accounting HITT ContractingAssociate, Project AccountingFalls Church, VA$67,000–$87,000 / yearEvery day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. Be aggressive, but tactful, in communicating/discussing/resolving accounting related problems with team, striving to correct problems in a timely manner.
Associate, Pursuits HITT ContractingAssociate, PursuitsFalls Church, VA$67,000–$87,000 / yearCollaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared. This entry to mid-level marketing coordinator/pursuits associate leads the development of responses to RFQ/RFPs, interview presentations, and award submissions.
NewAssociate, Chief of Staff HITT ContractingAssociate, Chief of StaffFalls Church, VA$67,000–$87,000 / yearThis position requires strong attention to detail, the ability to manage multiple workstreams, and a proactive approach to connecting work across departments to ensure alignment and progress. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamMcLean, VAResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
Workplace Services Associate - Onsite DC Office NORC at the University of ChicagoWorkplace Services Associate - Onsite DC OfficeWashington, D.C.$50,000–$76,000 / yearThis includes real estate planning, space planning and management, emergency procedures, access control, security and key card services, construction management, travel management, mail and shipping operations, print center operations, front desk services, furniture purchasing, office maintenance, and general upkeep and cleanliness. Coordinates mail/shipping/receiving; check mailbox in lower level, distribute incoming mail; process and distribute incoming packages; prepare FedEx, UPS, USPS outgoing items and take to corresponding drop boxes; send weekly interoffice pouch to Chicago.
NewSenior Associate, Workforce Management - UKG KPMGSenior Associate, Workforce Management - UKGWashington, DCLed end-to-end workstreams for UKG WorkforceManagement implementations across UKG Pro, UKG Ready, and UKG Dimensions,including timekeeping, scheduling, accruals, and workforce optimization. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Associate - Infrastructure, Capital Projects & Climate Advisory (Project/Program Development & Finance) KPMGSenior Associate - Infrastructure, Capital Projects & Climate Advisory (Project/Program Development & Finance)Washington, DCIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Software Developer Associate General Dynamics Information TechnologySoftware Developer AssociateAnnapolis Junction, MD$66,602–$80,500 / yearA global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. We operate across 30 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development.
NewTravel Labor & Delivery Registered Nurse - $2,463 per week ARMStaffingTravel Labor & Delivery Registered Nurse - $2,463 per weekLa Plata, MDThis allows us to tailor our services to best suit the staffing needs of our clients, while placing our employees in positions that match their abilities and preferences. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
NewAssociate Project Manager Foundation for the NIHAssociate Project ManagerNorth Bethesda, MD$85,000–$97,000 / yearEducation & Experience: A bachelor’s degree in a scientific/technical field (Master’s degree is a plus) Strong interest in scientific project management Greater than 2 years of work experience, ideally in the health care, government, scientific or biotech/pharma industry, or non-profit sector Experience in working with scientific stakeholder/clients is a plus Knowledge of culture, systems, and organization of NIH, FDA and/or the pharmaceutical industry is a plus Familiarity with management of contracts is a plus Prior role in consulting or client-based environment is a plus Prior role in nonprofit research environment is a plus This is a hybrid position and requires regular visits to FNIH headquarters in Bethesda, MD. This is a non-research, administrative management position requiring excellent interpersonal and writing skills, a high level of organization, diplomacy, focus, ability to work under tight deadlines, and familiarity with biomedical research environments.
["Part Time Client Associate - Tyson's Corner","Part Time Client Associate - Tyson's Corner"] Callaway Golf["Part Time Client Associate - Tyson's Corner","Part Time Client Associate - Tyson's Corner"]ViennaOur Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game. Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateAlexandria, VA$26.50–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Registered Client Service Associate (Washington D.C) Oppenheimer & Co. Inc.Registered Client Service Associate (Washington D.C)Washington, DC$55,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Part Time Seasonal Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Seasonal Client Associate - Tyson''''s CornerTysons, VAThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Part Time Seasonal Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.
Part Time Seasonal Client Associate - Tyson's Corner Topgolf Callaway BrandsPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VAThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Part Time Seasonal Client Associate - Tyson's Corner Callaway GolfPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Brokerage Registered Client Service Associate - Maryland Truist Financial CorporationBrokerage Registered Client Service Associate - MarylandColumbia, MD$60,000–$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Tax Senior Associate Or Supervisor - Private Client Services WeaverTax Senior Associate Or Supervisor - Private Client ServicesBethesda, MD$90,000–$143,000 / yearA Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Registered Client Service Associate- Bethesda, MD Raymond James Financial IncRegistered Client Service Associate- Bethesda, MDBethesda, MD$55,000–$75,000 / years63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.