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Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

YEAR

M&T Bank

Wealth Advisor, Annapolis, DC or No.VA area.

IRecruitee

Education and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Scope of Responsibilities: As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.

M&T Bank Corp

Senior Wealth Advisor

As an Account Manager at Range, you'll play a crucial role in driving our sales efforts by engaging potential clients, qualifying leads, and ensuring a seamless transition to our advisory team. You will be responsible for managing inbound inquiries, re-engaging warm leads, and maintaining a strong sales pipeline to help grow our client base.

Range Finance, Inc.

Account Manager

In this role, you will play a critical part in building out a best-in-class investment management offering by supporting portfolio construction, manager and vehicle research, and market analysis, while guiding members toward their investment goals. You'll work directly with senior investment leadership to translate macro views and strategic asset allocation decisions into thoughtful research, execution, and ongoing analysis.

Investment Analyst

Account Executives build trust with potential members by showcasing the platforms value and educating them on the benefits of Range. Were excited to hire this role at Ranges Headquarters in McLean, VA, or one of our hub locations in New York City, or Seattle.

Account Executive

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high-net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

Beacon Pointe Advisors LLC

Associate Wealth Advisor

HiringThing

Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. How to Apply: Interested candidates should submit their resume detailing their qualifications and relevant experience to davidc@caliverbeach.com.

Caliver Beach Mortgage

Loan Officer

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Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Loan Officer Requirements: · An active NMLS/MLO license (required).·

Arlington Regional Loan Officer

Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.

Washington DC Regional Loan Officer

Complex Infrastructure Project Delivery: Manage cross-functional technical teams executing critical infrastructure deployments and migrations, including Joint Regional Security Stack (JRSS) transitions, voice/phone switch migrations, Government-Owned Quarters (GOQ) network installations, network node expansions, and enterprise routing reconfigurations. In this high-visibility leadership role, you will serve as the principal Air Force project management authority embedded directly at the Pentagon to drive project delivery across the 844th Communications Group (844 CG), Headquarters Air Force (HAF), Air Force District of Washington (AFDW), and the Joint Service Provider (JSP).

SAIC is a premier Fortune 500® technology integrator driving our nation's digital transformation. Our robust portfolio of offerings across the defense, space, civilian, and intelligence markets includes secure high-end solutions in engineering, IT modernization, and mission solutions. Using our expertise and understanding of existing and emerging technologies, we integrate the best components from our own portfolio and our partner ecosystem to deliver innovative, effective, and efficient solutions that are critical to achieving our customers' missions.

We are a team of 26,000 strong driven by mission, united purpose, and inspired by opportunity. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $7.1 billion. For more information, visit saic.com.

Leidos Holdings Inc

Senior Project Manager

Develop, maintain and solicit residential first mortgage and HELOC loan business through effective relationships with real estate agents, community organizations (such as local Chamber of Commerce and Board of Realtors) and other referral sources (such as financial planners, attorneys, builders) to promote awareness of HFCU’s products and services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.

Hanscom Federal Credit Union

Mortgage Loan Officer

Establish, develop, and maintain client referral relationships with Realtors, builders, Developers, CPA’s, and financial planners and make sales calls on potential or existing customers in order to develop new business and/or retain existing business. Ability to work independently, exercise good judgment, demonstrate initiative, meet deadlines, and maintain poise under challenging circumstances.

Atlantic Coast Mortgage

Team Loan Officer

FULL_TIME

Department: DevelopmentPosition Title: Manager of Major Gifts and Planned GivingReports to: Director of DevelopmentClassification: Full-time, ExemptSalary Range: $84,000 - $99,000 Location: In-Person, 3515 Wisconsin Ave NW, Washington, DC 20016 Position Description:As an integral member of The Washington Ballet's Development team, the Manager of Major Gifts and Planned Giving drives the organization's front-line major gift fundraising and leads the growth of its planned giving program, at a moment when both are central to The Washington Ballet's 50th Anniversary and an upcoming comprehensive campaign. Today, The Washington Ballet's mission is threefold: To bring the joy and artistry of dance to the nation's capital and the world's stage through the professional presentation of the best in classic and contemporary ballet; To provide the highest caliber of dance training through a preeminent school of ballet; and To serve and involve the entire community through extensive dance education and community engagement programs.

The Washington Ballet

Manager of Major Gifts and Planned Giving

Talent Acquisition

The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Aprio Technologies, Inc.

Estate Planning Attorney

A terminal degree with 18 graduate credit hours in the discipline OR a master's degree with 18 graduate credit hours in the discipline AND at least five years of financial services industry experience AND At least 2 of the following: Certifications or licensures directly related to the discipline area (such as CFP). Excellent oral, written and interpersonal communication skills, self-starter with high energy and diligent work ethic, ability to meet tight deadlines, extremely high reasoning ability, ability to work in a fast-paced environment .

Kaplan, Inc.

Adjunct Faculty, Graduate Degree Programs

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines LLC

Client Service Associate

A track record building consumer or prosumer products in fintech, wealthtech, or another regulated industry -- wealth management or financial planning experience is a strong plus. Work hand-in-hand with our financial planners and advisors to make sure product decisions reflect real advisory workflows, member needs, and regulatory realities.

Range

Head of Product

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

Citigroup Inc

Senior Wealth Advisor | DMV Market

As a Regional Client Service Manager, you’ll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Financial Planner Jobs in Washington, DC

Wealth Advisor, Annapolis, DC or No.VA area. M&T Bank

Senior Wealth Advisor M&T Bank Corp

Account Manager Range Finance, Inc.

Investment Analyst Range Finance, Inc.

Account Executive Range Finance, Inc.

Associate Wealth Advisor Beacon Pointe Advisors LLC

Loan Officer Caliver Beach Mortgage

Arlington Regional Loan Officer Caliver Beach Mortgage

Washington DC Regional Loan Officer Caliver Beach Mortgage

Senior Project Manager Leidos Holdings Inc

Mortgage Loan Officer Hanscom Federal Credit Union

Team Loan Officer Atlantic Coast Mortgage

Manager of Major Gifts and Planned Giving The Washington Ballet

Estate Planning Attorney Aprio Technologies, Inc.

Adjunct Faculty, Graduate Degree Programs Kaplan, Inc.

Client Service Associate Edelman Financial Engines LLC

Head of Product Range

Senior Wealth Advisor | DMV Market Citigroup Inc

Regional Client Services Manager Edelman Financial Engines

Head of Product Range Finance, Inc.

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