Tax & Trusts & Estates Associate Attorney Aligned Talent AcquisitionTax & Trusts & Estates Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising high-net-worth individuals, families, business owners, fiduciaries, family offices, and closely held businesses on sophisticated estate planning, wealth transfer, trust administration, and tax matters. • Experience drafting sophisticated wills, revocable and irrevocable trusts, dynasty trusts, GRATs, SLATs, ILITs, charitable trusts, and other advanced estate planning vehicles .
Financial Services Associate Attorney Aligned Talent AcquisitionFinancial Services Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising banks, fintech companies, payment providers, lenders, financial institutions, and emerging financial services companies on sophisticated regulatory and compliance matters. • Experience counseling clients on alternative financial products , including earned wage access (EWA), merchant cash advances, factoring, buy now/pay later (BNPL), and other innovative lending arrangements .
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyWashingtonThis opportunity is ideal for an attorney looking to work on sophisticated private investment fund matters within a collaborative and entrepreneurial environment serving high-level sponsors, investors, and private capital clients. The firm is seeking a motivated associate with strong transactional experience who is interested in handling complex fund formation and investment management matters across a broad range of industries and asset classes.
Senior Transition Associate - Washington DC MoyerSenior Transition Associate - Washington DCFairfax, VA$21–$23 / hourPart timeWe’re looking for a highly organized, client-focused Senior Transition Associate who plays a key hands-on role in every move — from the first walkthrough to the final box unpacked — working closely alongside the rest of the crew to get it right. We help older adults and families navigate major life transitions — downsizing, relocating, and moving into senior living communities — with the kind of care and attention you’d expect from someone moving their own family.
Senior Transition Associate - Northern Virginia MoyerSenior Transition Associate - Northern VirginiaFairfax, VA$21–$23 / hourPart timeWe’re looking for a highly organized, client-focused Senior Transition Associate who plays a key hands-on role in every move — from the first walkthrough to the final box unpacked — working closely alongside the rest of the crew to get it right. We help older adults and families navigate major life transitions — downsizing, relocating, and moving into senior living communities — with the kind of care and attention you’d expect from someone moving their own family.
Associate Attorney Blaszkow Legal PllcAssociate AttorneyAlexandria, VA$135,000–$180,000 / yearFull timeIf you are interested in: -helping victimized clients rebuild their lives, -managing your own case load, -working in a collaborative and nurturing environment, -honing your litigation skills, -building your professional portfolio, THEN, Blaszkow Legal might be the place for you. Job duties will include all aspects of case management, including client intake, case investigation and preparation, case evaluation, drafting pleadings, discovery and deposition work, motions practice, and handling trials.
Sales Associate - Falls Church FGG SpasSales Associate - Falls ChurchArlington, Virginia$2–$4 / hourEnjoy a base hourly rate tailored to reflect your experience and skill PLUS benefit from our uncapped commission structure on membership sales, providing substantial earning potential based on your sales performance. I acknowledge that I am applying for employment with an independently owned and operated Hand and Stone franchisee, a separate company and employer from Hand and Stone Franchise Corp.
Sales Associate - Chantilly FGG SpasSales Associate - ChantillyFairfax, Virginia$2–$4 / hourEnjoy a base hourly rate tailored to reflect your experience and skill PLUS benefit from our uncapped commission structure on membership sales, providing substantial earning potential based on your sales performance. I acknowledge that I am applying for employment with an independently owned and operated Hand and Stone franchisee, a separate company and employer from Hand and Stone Franchise Corp.
Research Associate EABResearch AssociateWashingtonAt EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.
Associate Director, Research Advisory Services (Advancement & Financial Sustainability) EABAssociate Director, Research Advisory Services (Advancement & Financial Sustainability)WashingtonCombine functional knowledge, with an understanding of higher ed’s unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
Associate Director, Research Advisory Services EABAssociate Director, Research Advisory ServicesWashingtonCombine functional knowledge, with an understanding of higher ed’s unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
Senior Associate - Financial Advisory Services Embark PeopleSenior Associate - Financial Advisory ServicesWashington DCYou'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.
Associate Principal Analyst, Surveillance Financial Industry Regulatory Authority, Inc.Associate Principal Analyst, SurveillanceTysons Corner, VAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Jr. Technical Associate Mvix (Usa), Inc.Jr. Technical AssociateSterling, VAWe keep our operations running by: Preparing, configuring, testing, and packaging digital signage hardware for deployment Receiving, inspecting, and processing incoming shipments Managing inventory and maintaining accurate asset records Performing basic Linux system checks and hardware verification Ensuring orders are accurately assembled, documented, and shipped on time Supporting production and logistics activities that help deliver exceptional customer experiences. Technical Associated Do you: enjoy working with technology and computer hardware? like figuring out how things work and solving hands-on challenges? enjoy staying organized and keeping things moving efficiently? take pride in building, testing, and preparing equipment for deployment?.
Part-Time Stockroom Operations Associate Kohl's CorpPart-Time Stockroom Operations AssociateStafford, VA$13–$18.80 / hourSupporting point of sale and customer service departments to deliver speed of service transactions while creating a compelling customer experience. All associate roles at Kohl's are responsible for: Acting with integrity, honesty and fostering teamwork in an engaged and inclusive culture.
PT Sales Associate - Leesburg, VA Michael Kors (UK) LtdPT Sales Associate - Leesburg, VALeesburg, VAIf you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at CapriTalentAcquisition@CapriHoldings.com. WHO YOU ARE: Our contributors at Michael Kors are stylish fashion forward individuals who have a drive to achieve results and a passion for customer engagement.
Part-Time Store Cleaning & Operations Associate Kohl's CorpPart-Time Store Cleaning & Operations AssociateBurke, VAMaintain levels of company-approved chemicals and supplies by placing orders to replenish when supplies are low, ensuring supplies are rotated and stored in proper containers in preparation for their use. You will perform daily store cleaning tasks effectively and efficiently and complete operational processes as needed to provide an excellent customer experience.
Growth Associate - U.S. Air Force Chaos IncGrowth Associate - U.S. Air ForceWashington, DC$140,000–$180,000 / yearYou will collaborate with engineering and business development teams to identify and analyze markets, understand client needs, and formulate winning strategies and RFx narratives that bring in new opportunities and revenue. Role Overview: As a U.S. Air Force Growth Associate, you will play a pivotal role in identifying, pursuing, and securing new business opportunities through effective market analysis, strategic planning, and compelling RFx development.
Environmental & Land Use Senior Associate Attorney Aligned Talent AcquisitionEnvironmental & Land Use Senior Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising developers, energy companies, utilities, infrastructure sponsors, manufacturers, and Fortune 500 companies on sophisticated environmental, permitting, regulatory, and land use matters. • Experience representing developers, utilities, renewable energy companies, infrastructure sponsors, manufacturers, industrial companies, and real estate clients .
Antitrust Associate Attorney Aligned Talent AcquisitionAntitrust Associate AttorneyWashingtonExperience representing clients in Hart-Scott-Rodino (HSR) filings, merger reviews, Second Requests, and agency investigations before the Federal Trade Commission (FTC) and Department of Justice (DOJ) . This opportunity is ideal for an attorney interested in representing Fortune 500 companies, private equity sponsors, investment funds, and multinational corporations in sophisticated antitrust counseling, merger review, investigations, and litigation.
Intellectual Property Litigation Associate Attorney Aligned Talent AcquisitionIntellectual Property Litigation Associate AttorneyWashington$260,000–$365,000 / yearExperience representing technology companies, software developers, electronics manufacturers, telecommunications companies, semiconductor companies, or other innovative businesses . • Experience managing all phases of litigation, including drafting pleadings, dispositive motions, discovery, depositions, claim construction, expert discovery, trial preparation, and appeals .
Private Equity M&A (Asset Management) Associate Attorney Aligned Talent AcquisitionPrivate Equity M&A (Asset Management) Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing private equity sponsors, asset managers, investment firms, and institutional investors in sophisticated M&A and strategic investment transactions. • Strong experience representing asset managers, private equity sponsors, investment firms, and institutional investors in mergers & acquisitions and strategic transactions.
Commercial Real Estate Transactions Associate Attorney Aligned Talent AcquisitionCommercial Real Estate Transactions Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing institutional investors, private equity sponsors, lenders, borrowers, developers, REITs, and real estate investment funds in sophisticated commercial real estate transactions. • Experience drafting and negotiating purchase and sale agreements, loan documents, joint venture agreements, operating agreements, development agreements, and related transaction documents .
Employee Benefits & Executive Compensation Associate Attorney Aligned Talent AcquisitionEmployee Benefits & Executive Compensation Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising public and private companies, private equity sponsors, and other organizations on sophisticated employee benefits, executive compensation, and transactional benefits matters. • Experience drafting and negotiating equity incentive plans, executive employment agreements, severance agreements, change-in-control agreements, deferred compensation plans, and related documents .
Commercial Real Estate Associate Attorney Aligned Talent AcquisitionCommercial Real Estate Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing developers, institutional investors, REITs, private equity sponsors, lenders, borrowers, and major commercial real estate owners in sophisticated real estate transactions. • Experience drafting and negotiating purchase and sale agreements, leases, loan documents, development agreements, operating agreements, easements, reciprocal easement agreements, and joint venture agreements .
Executive Compensation & Employee Benefits Associate Attorney Aligned Talent AcquisitionExecutive Compensation & Employee Benefits Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising public and private companies, private equity sponsors, boards of directors, and executive leadership on sophisticated executive compensation, employee benefits, and transactional matters. • Experience drafting and negotiating equity incentive plans, executive employment agreements, change-in-control agreements, severance agreements, deferred compensation arrangements, and related executive compensation documents .
Labor & Employment Associate Attorney Aligned Talent AcquisitionLabor & Employment Associate AttorneyWashington$225,000–$260,000 / yearThis opportunity is ideal for an attorney interested in advising innovative technology companies, life sciences companies, emerging growth businesses, and public companies on sophisticated employment counseling and transactional matters. • Experience supporting the labor and employment aspects of mergers & acquisitions, private equity transactions, venture capital financings, and other corporate transactions .
Government Contracts Associate Attorney Aligned Talent AcquisitionGovernment Contracts Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing government contractors, defense contractors, technology companies, aerospace companies, private equity sponsors, and other sophisticated businesses on complex government contracts and procurement matters. • Experience drafting and negotiating prime contracts, subcontracts, teaming agreements, joint venture agreements, mentor-protégé agreements, and other procurement-related agreements .
Life Sciences Licensing Associate Attorney Aligned Talent AcquisitionLife Sciences Licensing Associate AttorneyWashingtonExperience drafting and negotiating patent licenses, trademark licenses, technology licenses, software licenses, SaaS agreements, research and development agreements, collaboration agreements, strategic alliance agreements, distribution agreements, and other commercial technology agreements . This opportunity is ideal for an attorney interested in representing biotechnology, pharmaceutical, medical device, and other life sciences companies in sophisticated intellectual property licensing and technology transactions.
Private Equity Debt Finance Associate Attorney Aligned Talent AcquisitionPrivate Equity Debt Finance Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing private equity sponsors, private credit funds, banks, institutional lenders, and corporate borrowers in sophisticated leveraged finance transactions. • Experience drafting and negotiating commitment papers, credit agreements, security agreements, collateral documents, guaranties, intercreditor agreements, and related financing documents .
CFIUS, Trade Controls & Government Contracts Associate Attorney Aligned Talent AcquisitionCFIUS, Trade Controls & Government Contracts Associate AttorneyWashington$235,000–$390,000 / yearThis opportunity is ideal for an attorney interested in advising public and private companies, private equity sponsors, strategic investors, and multinational businesses on sophisticated national security, foreign investment, export controls, sanctions, and government contracts matters. • Experience with or a strong interest in advising clients regarding Committee on Foreign Investment in the United States (CFIUS) reviews and the Outbound Investment Security Program (OISP) .
Power & Renewables Transactional Associate Attorney Aligned Talent AcquisitionPower & Renewables Transactional Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing developers, utilities, independent power producers, private equity sponsors, infrastructure funds, lenders, and strategic investors in sophisticated renewable energy and power transactions. • Experience drafting and negotiating purchase and sale agreements, development agreements, engineering, procurement and construction (EPC) agreements, operation and maintenance agreements, power purchase agreements (PPAs), and other project documents .
2026 Summer Associate (2L): Electrical Practice Group Oblon2026 Summer Associate (2L): Electrical Practice GroupAlexandria, VirginiaThe Summer Associate position will involve all facets of patent law including working on replies to USPTO office actions; review of invention disclosure materials; drafting and prosecution of new patent applications; research; and assisting attorneys with client requests related to patent counseling, agreements and related transactions. Oblon’s Electrical Practice Group is seeking 2L candidates for its 10-week 2026 Summer Associate program, currently scheduled to begin mid-May, 2026.
International Trade Associate Attorney Aligned Talent AcquisitionInternational Trade Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing multinational corporations, financial institutions, private equity sponsors, defense contractors, technology companies, and global manufacturers on sophisticated international trade, sanctions, export controls, and national security matters. • Experience counseling clients on Office of Foreign Assets Control (OFAC), Bureau of Industry and Security (BIS), International Traffic in Arms Regulations (ITAR), and Export Administration Regulations (EAR) compliance.
Securities Regulation & Corporate Governance Associate Attorney Aligned Talent AcquisitionSecurities Regulation & Corporate Governance Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing public companies, boards of directors, private equity sponsors, and institutional investors on sophisticated securities law, SEC reporting, and corporate governance matters. • Experience advising public companies, boards of directors, executive management teams, and corporate committees on securities law and governance matters.
Securities & Capital Markets Associate Attorney Aligned Talent AcquisitionSecurities & Capital Markets Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing public companies, investment banks, private equity sponsors, issuers, and institutional investors in sophisticated securities and capital markets transactions. • Experience handling public and private securities offerings, IPOs, follow-on offerings, debt offerings, private placements, and other capital markets transactions .
Associate Consultant I BlueStreetAssociate Consultant IChantilly, VirginiaIn this position, you’ll help support Deltek Costpoint implementation projects by gathering client requirements, documenting solutions, testing system configurations, and working closely with teammates to deliver great results. BlueStreet is a leading provider of outsourced back-office solutions, including accounting, business advisory, and technology services for government contracting and nonprofit organizations.
Associate Application Programmer / Java Developer Revolutional, LLCAssociate Application Programmer / Java DeveloperWashington, DCRemote$75,000–$100,000 / yearWe apply modern capabilities, including AI/ML, cloud, cybersecurity, and IT modernization to solve complex challenges, enable faster and more secure operations, and drive measurable mission outcomes. The role includes conducting software analysis, programming, debugging, implementing unit tests, remediating SonarQube findings, and developing technical documentation.
Sales Associate, Part-Time - Tysons Corner The ReformationSales Associate, Part-Time - Tysons CornerTysons Corner, VANamed one of Fast Company's Brands That Matter and winning a Best Carbon Footprint award, we have big goals like being Climate Positive by 2025, Circular by 2030, and pushing the whole industry forward along the way. Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage customers on the brand and share the stories of Reformation with a focus on educating on sustainability.
Associate Business Development Director IQVIA Holdings IncAssociate Business Development DirectorFalls Church, VA$89,600–$249,600 / yearQualified candidates have prior sales or business development experience, successfully establishing long-term relationships with medical specialty society leadership and have a working knowledge of registry technology, clinical decision support solutions, and value-based care models, with a desire to understand the business needs of targeted prospects, develop relationships, and map IQVIA's offerings-including tools that support evidence-based decision-making and value-driven care-to the customer's needs. 8+ years related sales/business development experience, including 3 years of relevant industry (medical specialty societies, registries, value-based care, clinical decision support tools) and/or equivalent combination of education, training, and experience in sales or business development from healthcare/life sciences industry.
Field Sales Associate Atomic Promotions IncField Sales AssociateArlington, VAWe’re looking for a high-energy, motivated Field Sales Associate to represent cutting-edge telecommunications products, including high-speed internet, wireless solutions, and streaming/TV packages, in residential markets. Field Sales Associate Responsibilities: Engage directly with homeowners and renters in residential neighborhoods to promote and sell high-speed internet, wireless plans, and home entertainment services.
Technical Support Engineer, Associate LCGTechnical Support Engineer, AssociateWashington DCDocument all incidents, service requests, defects, and operational tasks in DOT-approved automated issue tracking tools (e.g., Jira, ServiceNow) with sufficient technical detail to support auditability, reporting, and trend analysis. This role supports the daily operations, stability, and continuity of DOT’s Drupal-based Content Management System (CMS), associated child applications, and integrated third-party platforms.
Real Estate Finance Associate Orion PlacementReal Estate Finance AssociateWashington D.C., District of Columbia$205,000–$275,000 / yearExperience: 2. Good fit job titles/keywords for candidates: Real Estate Finance Associate, Real Estate Lending Attorney, Finance Associate, Commercial Real Estate Finance Attorney, Structured Finance Associate. This role requires an active bar license in the state of the office applied to and a minimum of 2 years of directly relevant real estate finance transactional experience.
Correctional Registered Nurse Arlington County GovernmentCorrectional Registered NurseArlington, VAMajor Job Duties: Performing medical, psychiatric, and withdrawal assessments; prioritizing care based on risk; conducting intake screenings; and determining whether suicide watch or observation protocols are necessary; Identifying urgent medical issues and determining whether patients can be managed in-house or require referral to the provider or EMS; providing follow-up care and monitoring chronic conditions such as asthma, diabetes, and hypertension; Coordinating labs, vitals, medication refills, and ongoing clinical needs; maintaining thorough and compliant documentation of all assessments, interventions, refusals, and emergencies; Administering daily medications, including controlled substances and psychotropics; monitoring for side effects, diversion risks, and the effectiveness of treatment plans; Responding to medical and psychiatric emergencies within housing units; initiating emergency protocols, performing CPR/first aid, and coordinating with EMS and custody staff; Ensuring adherence to safety procedures, infection control practices, HIPAA regulations, and facility guidelines; participating in audits, quality assurance reviews, and documentation improvement efforts; Coordinating discharge planning and continuity of care when applicable; completing patient handoffs and collaborating with the nursing team to ensure consistency of care; and. Desirable Qualifications: Preference may be given to applicants with a Bachelor's Degree in Nursing, Health Care Administration, Public Health, Business Administration, or a related field as well as experience in one or more of the following: Nursing experience in a correctional, forensic, emergency, behavioral health, or detox environment; Conducting intake screenings, suicide risk assessments, and acute triage; Documenting within electronic health record systems; Working in fast-paced clinical settings requiring rapid prioritization; and/or.
Private Companies Associate Attorney Aligned Talent AcquisitionPrivate Companies Associate AttorneyWashington$260,000–$390,000 / yearThis opportunity is ideal for an attorney interested in representing emerging growth companies, venture-backed startups, founders, venture capital funds, and strategic investors throughout the full business lifecycle. • Experience handling venture capital financings, equity financings, SAFE and convertible note financings, mergers & acquisitions, liquidity events, and other strategic transactions .
Patent Litigation Associate Attorney Aligned Talent AcquisitionPatent Litigation Associate AttorneyWashingtonExperience representing technology companies, software developers, hardware manufacturers, telecommunications providers, financial institutions, life sciences companies, or industrial manufacturers . This opportunity is ideal for an attorney interested in representing leading technology companies, manufacturers, financial institutions, and innovative businesses in sophisticated patent litigation and intellectual property disputes.
Associate General Counsel, Crypto Services FireblocksAssociate General Counsel, Crypto ServicesWashington, DC$202,000–$312,000 / yearFireblocks' platform and network provide the simplest and most secure way for companies to work with digital assets and it trusted by some of the largest financial institutions, banks, globally-recognized brands, and Web3 companies in the world, including BNY Mellon, BNP Paribas, ANZ Bank, Revolut, and thousands more. Working closely with product, engineering, compliance, and senior leadership and C-suite, Legal plays a central role in shaping Fireblocks' global strategy in the rapidly evolving digital assets ecosystem.
Energy Transactions, Regulatory & Data Centers Associate Attorney Aligned Talent AcquisitionEnergy Transactions, Regulatory & Data Centers Associate AttorneyWashington$310,000–$390,000 / yearThis opportunity is ideal for an attorney interested in representing data center developers, utilities, independent power producers, infrastructure investors, private equity sponsors, and energy companies in sophisticated energy regulatory and transactional matters. • Experience representing data center developers, regulated utilities, independent power producers, transmission companies, infrastructure funds, private equity sponsors, tax equity investors, and energy companies .
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 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.