Financial Advisor Jobs in Washington, DC
New York Life - Washington DC - Virginia- Maryland
Bethesda, MD
Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Weichert, Realtors
Germantown, MD
Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
Global Payments
$40000 - $120000
Waldorf, MD
As an Outside Sales Executive, Financial Institutions, you’ll serve as the key connection between Global Payments and our financial institution (FI) partners, helping them deliver modern payment solutions like Genius® to their commercial clients. At Global Payments, you’ll represent Genius® — our flagship, cloud-based Point of Sale (POS) and payments platform that helps merchants streamline checkout, simplify operations, and grow their businesses.
The Evolvers Group
Rockville, MD
We are seeking a scientific/technical expert with demonstrated expertise and track record in pharmaceuticals (e.g., active pharmaceutical ingredients) and fine chemicals manufacturing and associated supply chains, in combination with strong technical writing expertise. Experience in synthetic organic chemistry, modern analysis techniques, chemical process development of diverse chemical class of APIs/ NCEs/fine chemicals on scale (lab to kilo to pilot).
DRB Homes
Rockville, MD
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch or crawl; talk and hear. The Corporate VP – Regional Finance is a senior level financial management role with responsibility for the Division finance functions in support of the SVP-Finance & CFO’s enterprise-wide financial strategy and governance.
Fidelity Investments
$59000 - $74000
Glen Echo, MD
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Jobot
$125000 - $150000
Washington, DC
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. Provide comprehensive legal advice to clients on matters related to estate planning, trust administration, and probate.
Raising Cane's
Manassas, VA
It also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Raising Cane's
Manassas, VA
Occasionally drive on behalf of the Company for work-related purposes (e.g., picking up product for the Restaurant) when required by business needs (e.g., when a salaried leader is on a leave of absence or there is a role vacancy). Perkspot Employee Discount Programs*Raising Cane's pays weekly, except in some states (e.g., California) where the company pays bi-weekly.
ameriprise
Vienna, VA
Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.
First Command Financial Services, Inc.
Camp Springs, MD
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Northwestern Mutual
$61000 - $250000
Washington, Washington, DC
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Voya Financial Advisors
Baltimore, MD
Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #baltimore. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Baltimore area to work plan sponsor relationships.
Voya Financial Advisors
Washington/DC, DC
The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and investment strategy guidance, and participant education. Voya Financial is seeking 3-5 Financial Advisorsimmediately to join our team to work with employees of a new government defined contribution client in DC.
Daley and Associates
$140000 - $150000
Fairfax, VA
Our Client, a well established boutique wealth management firm in Fairfax, VA is looking to bring on a Senior Financial Advisor to be an integral part of their team and continued success. Proven High Level Customer Service and Client Relationship Management Experience.
The Misch Group
Baltimore, Maryland
The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
Shore United Bank
Annapolis, MD
Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.
Daley and Associates
Springfield, VA
A growing wealth management firm in Springfield, VA, is seeking an Associate Financial Advisor to join its collaborative and client-focused team. This is an excellent opportunity for an early-career professional looking to build a long-term career in financial planning while receiving direct mentorship from experienced advisors.
Kestra Financial Independent Advisor
Baltimore, MD
Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships.
First Command Financial Services, Inc.
Arlington, VA
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. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Sparks Group
Chantilly, VA
This individual will partner closely with leadership to build scalable financial models, optimize unit economics, and drive data-backed decision-making across operations, distribution, and capital strategy. Advanced proficiency in Excel and QuickBooks, with working knowledge of POS systems (e.g., Square, Toast, Clover); entrepreneurial mindset with the ability to operate strategically and tactically in a fast-paced environment.
San Blas Securities
Baltimore, MD
This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Satori Digital
Columbia, MD
Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies. Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning.
Steer
$180000 - $280000
Washington, DC
Help drive the growth of the TDD Practice in alignment with broader business objectives, with responsibility for identifying opportunities, driving growth and growing revenue; Act as a technical and thought leader both internally and externally in the market; Collaborate with internal leadership to implement strategic planning, sales, and marketing initiatives. Risk Assessment: Identify and evaluate technical and operational risks of infrastructure assets, including but not limited to, contractual and risk allocation, construction approach and schedule, Operation and Maintenance (O&M) and OPEX, lifecycle plans and CAPEX, and propose mitigation strategies.
Professions Inc
$130000 - $160000
Washington, DC
Advanced proficiency with Windows and productivity tools (MS Office, Excel, Adobe Acrobat) and the ability to ramp quickly on new platforms such as CCH Axcess Tax, BNA Tax Planner, and research resources (e.g., RIA Checkpoint, BNA portfolios or equivalent). We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter expert and leader of the tax client service function.
JPMorgan Chase
Washington, DC
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Manassas, VA
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Mitchellville, MD
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
CAPTRUST
Alexandria, Virginia
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. In this role, the Wealth Financial Consultant will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.
Osaic
$140000 - $160000
Columbia, MD
We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Daley and Associates
Fairfax, VA
The Lead Advisor will take ownership of a client book while partnering closely with Associate Advisors and the Operations team to deliver a high-touch, planning-driven client experience. Lead client meetings end-to-end, including preparation of materials, meeting facilitation, post-meeting documentation, and follow-up deliverables.
Cardinal Health
$67500 - $96300
Annapolis, MD
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. The Advisor will be instrumental in ensuring financial accuracy at the customer level, optimizing cash flow, and mitigating compliance risks through in-depth research across all Cardinal Health business units and disparate systems.
Nealey Tire & Auto
Rockville, MD
With five thriving locations, a strong reputation for customer service, and a proven operational system, we're building something that's redefining what the future of auto repair looks like. In just a few years, we've grown from a single location to one of the most trusted multi-shop operations in Maryland, with aggressive plans for expansion in the coming years.
Choreo
Tysons, VA
Our Tysons Corner, VA office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Treasury, Financial Crimes Enforcement Network
$102415 - $187093
Washington, DC
Specialized Experience for this position includes: - Providing advice to leadership on emerging trends and engagement opportunities related to illicit finance, money laundering, or national security threats; AND - Developing strategies to promote information sharing related to Anti-Money Laundering (AML)/ Countering the Financing of Terrorism (CFT ) or related issues; AND - Identifying opportunities for collaboration with internal and external stakeholders such as law enforcement, interagency agency counterparts, or industry representatives. Specialized Experience for this position includes: -Researching emerging threats and engagement opportunities related to illicit finance, money laundering, or national security threats; AND - Developing strategies to promote information sharing or collaboration related to Anti-Money Laundering (AM)/ Countering the Financing of Terrorism (CFT) or related issues For the GS-12, you must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-11 grade level in the Federal service.
George Mason University
Fairfax, Virginia
Outreach, Partnerships, and Representation: Contribute to Capital Pathways outreach and awareness within target markets across Virginia; Establish and maintain cooperative working relationships with diverse business communities, including minority-, women-, and veteran-owned businesses; and. The Virginia Small Business Development Center (SBDC) Network is a partnership with the U.S. Small Business Administration and local host organizations that provides advising, training, and technical assistance to small businesses across the Commonwealth of Virginia.
Legacy Harbor Advisors
Glen Burnie, MD
Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.
Satori Digital
Columbia, MD
In this role, you’ll collaborate closely with the clients tax and financial planning teams, helping clients navigate complex tax matters with accuracy, confidence, and clarity. Alpha Hire is working with a client to hire a highly skilled Tax Advisor who will support clients with high-quality tax preparation and planning services.
Signal Financial Federal Credit Union
Kensington, MD
The MRA will refer to business line partners (as needed), and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate offsite presentations to both existing and prospective SEGs (Select Employer Groups). The Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals with the use of a comprehensive financial review process.
Signal Financial Federal Credit Union
Ashburn, VA
The MRA will refer to business line partners (as needed), and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate offsite presentations to both existing and prospective SEGs (Select Employer Groups). The Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals with the use of a comprehensive financial review process.
Navy Federal Credit Union
Vienna, VA
We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. This role focuses on building and maintaining relationships with federal agencies, congressional committees, and political party representatives to advance Navy Federal’s public policy objectives.
Seneca Holdings
$100000 - $115000
Washington, DC
Support the NEA spokesperson and deputy spokesperson on relevant issues and engage with domestic and international media to advance NEA priorities, respond to press inquiries, conduct rapid response in times of crises, and counter disinformation narratives. Work closely with NEA desk offices, other NEA senior officials and with the Bureau of Public Affairs to provide press guidance and public affairs support on the full range of NEA issues.
WiSC Enterprises, LLC
Chantilly, Virginia
Overview: WiSC Enterprises is seeking a highly accomplished Senior Systems Engineering & Program Management Advisor to support enterprise-level engineering, change management, lifecycle acquisition, and strategic governance initiatives. The ideal candidate brings deep technical expertise, outstanding leadership, and a track record of innovation in systems integration and cross-functional program coordination.
Population Services International
Washington, DC
Contribute to the development and implementation of utility capacity building and institutional strengthening activities and strategy, by supporting reviews and/or redrafts of utility strategic plans for increased coverage and operational efficiency in water and sanitation service provision, and strengthening utility linkages to local businesses. PSI seeks a Advisor I, Technical Project that will support the design and implementation of technical activities of a project aiming to strengthen water and sanitation utilities in Western Kenya, including engaging with internal and external stakeholders to ensure project deliverables are achieved.
Peraton
$135000 - $216000
McLean, Virginia
Support the customer with tracking expenditures, initiating budget builds, tracking funding requests, running reports, assisting with preparation of briefings to Front Office, as well as attending and participating in these briefings with customer management. As the world’s leading mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies.
PowerLines
Washington, DC
Recognized on the 2025 “TIME100 Next” list, PowerLines is rapidly becoming a go-to source and leader in informing the national discussion of this issue and has already shaped the conversation in the New York Times, Washington Post, Wall Street Journal, Politico, Bloomberg, CBS News, NPR, Marketplace, Financial Times, TIME, Vox, The Daily Mail, and MIT Technology Review. PowerLines is quickly establishing credibility as a nonpartisan expert on utility regulatory and energy affordability issues while reaching a bipartisan set of policymakers, including initial partnerships with the National Governors Association and Western Governors Association.
JPMorgan Chase
Fairfax, VA
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Fairfax, VA
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Fairfax, VA
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.