Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAp>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Senior Counsel--Investment Advisor The PNC Financial Services Group IncSenior Counsel--Investment AdvisorDC$100,000–$291,850 / yearp>The successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
Investment Advisor III - PNC Private Bank PNCInvestment Advisor III - PNC Private BankWashington, DC$134,400–$249,600 / year
Financial Advisor, Truist Investment Services, McLean, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, McLean, VAMcLean, VAGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Senior Global Investments Strategic Advisor Amentum Services IncSenior Global Investments Strategic AdvisorArlington, VA$125,000–$135,000 / yearSignificant experience in at least two of the following areas: • National Security • Economics • Investigative Research • Sanctions • Export Controls • Intelligence Analysis • At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition to include either foreign investment, telecommunications licensing, or mergers and acquisitions. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom.
Senior Alternative Investments Strategic Account Manager T. Rowe PriceSenior Alternative Investments Strategic Account ManagerBaltimore, MDRemoteFull timeThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Broker/Dealers, RIA, Banks, TAMP’s, and Intermediary Platform providers throughout the United States. T. Rowe Price is seeking a Senior Alternative Investments Strategic Account Manager to lead the development and execution of sales and relationship management strategies for Alternatives distribution across U.S. intermediary channels.
Senior Alternative Investment Specialist-BD (New England) T. Rowe PriceSenior Alternative Investment Specialist-BD (New England)Baltimore, MDRemoteFull timeThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States. This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.
Impact Investment Operations Associate CapShift LLCImpact Investment Operations AssociateDCResponsibilities • Monitor impact investment portfolio allocations and cash flows • Submit trades to rebalance portfolios and provide liquidity • Process wires, ACH payments, and account transfers • Manage private assets throughout the impact investment lifecycle, including processing subscriptions, capital calls, distributions, valuation changes, and redemptions • Help build scalable and efficient operational solutions • Gain exposure to the unique operational complexity and nuances of a variety of private investments and a philanthropic product recoverable grants • Data Analysis and Reporting • Maintain portfolio positions within Financial Reporting software and Salesforce • Perform account reconciliations • Prepare monthly and quarterly client reporting • Client Service • Work with clients through the onboarding and account opening process • Work closely to provide exceptional service across internal teams as well as with external clients, investment managers, and service providers • Bring creative solutions to the team to help solve unique operational challenges • Provide exceptional service to our colleagues and clients. Qualifications 2 years of relevant work experience, preferably in investment operations, financial services, or trading and portfolio management support across multiple asset classes, including publics and privates A passion to work for a mission-driven and growth-oriented company Acute attention to detail Exceptional Excel and analytical skills Excellent communication, critical thinking, and problem-solving skills Desire to work in a fast-paced, flexible startup environment in which employees are expected to take on multiple responsibilities within tight time frames Excellent organizational and time management skills Positive attitude, proactive, thoughtful, self-motivated, and able to effectively communicate across multiple business units and stakeholders Interest in and knowledge of financial markets and securities Experience working with financial technology software, Morningstar, MSCI, or Portfolio Management Software preferred.
Vice President, Investments & Portfolio Management RclcoVice President, Investments & Portfolio ManagementWashingtonRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and . Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation; Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy; Experience managing junior team members on projects; Experience and ability to manage multiple projects at any given time under various time frames and constraints; and.
Regional Investment Consultant -RIA and RRB- Pennsylvania T. Rowe PriceRegional Investment Consultant -RIA and RRB- PennsylvaniaBaltimore, MarylandAlign T. Rowe Price resources, including senior management, investment professionals, product capacity, marketing materials, due diligence, meeting support, administrative support, client reporting, and marketing allowances—to deliver world-class service and build customer loyalty. This includes promoting the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ETFs, SMAs, mutual funds, and private markets) through RIAs and regional banks (Bank Trust).
RIA Regional Consultant - Mid-Atlantic, VPII - State Street Investment Management State Street CorpRIA Regional Consultant - Mid-Atlantic, VPII - State Street Investment ManagementWashington$110,000–$188,750 / yearIn this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the RIA Channel and provide valuable client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios and other SSGA solutions. You will be responsible for leading and coordinating travel throughout the region with various sub-advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management.
Alternative Investment Internal Consultant T. Rowe Price Group IncAlternative Investment Internal ConsultantBaltimore, MD$85,500–$146,000 / yearThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Associate, Workforce & Education Investments Social Finance, IncAssociate, Workforce & Education InvestmentsWashington, DCAssociates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.
Wealth Advisor Curi CapitalWealth AdvisorWashingtonAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesMDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Senior Assistant General Counsel, Impact Investments Social Finance, IncSenior Assistant General Counsel, Impact InvestmentsDC$165,000–$195,000 / yearli>Relevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance. Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include: Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.
Financial Advisor Northwestern MutualFinancial AdvisorWashington, Washington, DC$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area Bank of America CorpFinancial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD AreaAnnapolis, MD$28.85–$33.65 / hourp>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor - Washington DC Market Bank of America CorpFinancial Solutions Advisor - Washington DC MarketRockville, MD$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Silver Spring, Maryland; Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Rockville, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Washington, DC pay and benefits information Washington, DC pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Financial Solutions Advisor - Eastern Shore/ Salisbury area Market Bank of America CorpFinancial Solutions Advisor - Eastern Shore/ Salisbury area MarketAnnapolis, MD$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Chesapeake Market area -Bilingual Korean speaker required Bank of America CorpFinancial Solutions Advisor - Chesapeake Market area -Bilingual Korean speaker requiredEllicott City, MD$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate-Crofton Station Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate-Crofton Station Financial CenterCrofton, MD$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Associate, Advisor NFP CorpAssociate, AdvisorFulton, MD$60,000–$68,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
NewSenior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
NewSenior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, Marylandli>Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment.PRIMARY RESPONSIBILITIES:.
Foreign Investment Risk Analyst U.S. Department of Homeland SecurityForeign Investment Risk AnalystDCRemote$90,925–$139,684 / yearCurrent or former competitive service federal employees with career or career-conditional tenure • Surplus or Displaced (CTAP or ICTAP) • Land Management • Individuals with Disabilities • Military Spouses • Veterans Employment Opportunity Act (VEOA) • Veterans Recruitment Appointment (VRA) • 30% or More Disabled Veterans • Peace Corps & AmeriCorps VISTA • Interchange Agreements with Other Merit Systems • Foreign Service Employees • Certain Former Overseas Employees. The Foreign Investment Risk Analyst position within the National Risk Management Center requires an individual with a subject matter expertise in the vulnerabilities, consequences, and mitigations related to national security that would result from transactions involving foreign investment in the United States and rooted in CISA and DHS equities, or those transactions involving telecommunications licenses meeting certain thresholds of foreign ownership or control.
Investment Analyst The HR TeamInvestment AnalystWashington, DCFull timeli>Maintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Assisting in the maintenance of the Plans' private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.).
Advisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania AvenueWashington, DC$28.85–$33.65 / hourMerrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). In that role, you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MDBethesda, MDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Luther Timonium, Pikesville, and Reistertown, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Luther Timonium, Pikesville, and Reistertown, MDMDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Mitchellville and Oxon Hill, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Mitchellville and Oxon Hill, MDMDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MDGlen Burnie, MDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MDMDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MDMDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - College Park, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - College Park, MDCollege Park, MDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Washington, DCDCThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Lutherville Timonium, Pikesville, and Reisterstown, MD JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Lutherville Timonium, Pikesville, and Reisterstown, MDBaltimore, MDFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MD JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MDEdgewater, MDFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)Arlington, VAFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - College Park, MD JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - College Park, MDCollege Park, MDFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MD JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MDColumbia, MDFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MD JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MDCatonsville, MDFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Washington, DCWashington, DCFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MD JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MDBethesda, MDFull timeUsing 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.
Investment Analyst I Raymond James Financial IncInvestment Analyst IHunt Valley, MD$70,000–$72,000 / yearThis role is a part of the Investment Strategy Group and is chiefly responsible for supporting the PCG CIO and Investment Strategy Committee members in the development of quantitative and qualitative research to build the "CIO View" for the Financial Advisors/Client Advisors. In addition to assisting the committee, the Investment Analyst will coordinate with marketing and compliance to ensure the timeliness and accuracy of Investment Strategy materials as well as the delivery of materials to advisors and clients with a focus on process and improvement.
Practice Lead, Finance and Investment (Build and Scale a New Practice) Palladium Global Holdings IncPractice Lead, Finance and Investment (Build and Scale a New Practice)DCOur more than 2,100 staff worldwide work as trusted advisors across diverse contexts, combining deep technical expertise, implementation techniques, and innovative technology to deliver locally informed, client-focused solutions that help organisations achieve measurable, sustainable impact. About Palladium: Operating in over 50 countries, Palladium is a global consulting and implementation company working in partnership with governments, businesses, investors, and communities to design and deliver solutions that create lasting positive impact.
Associate Regional Investment Consultant- OH, Eastern MI, and Eastern KY T. Rowe PriceAssociate Regional Investment Consultant- OH, Eastern MI, and Eastern KYBaltimore, MDRemote$144,000–$261,000 / year144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers $144,000.00 - $261,000.00 for the location of: Washington, D.C. $144,000.00 - $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits.
Investment Director, Multi-Asset T. Rowe PriceInvestment Director, Multi-AssetBaltimore, MDFull timePartner closely with portfolio managers to develop and translate investment insights into clear, compelling communications, and liaise with various stakeholders such as Marketing, Distribution, Product, Legal and Compliance teams on content creation and delivery, e.g., quarterly commentaries, presentation materials, performance narratives, whitepapers and other thought leadership. The role requires a mix of technical investment knowledge about private markets and asset allocation model portfolios, strong communication skills, and the ability to present complex concepts in a digestible way for different audiences.
Lead AI Full Stack Software Engineer – Investments Technology T. Rowe PriceLead AI Full Stack Software Engineer – Investments TechnologyBaltimore, MarylandWork in cross-functional squads across Investments, Investments Technology, and TRP Labs to architect, build, and operationalize autonomous AI agents that interact with proprietary financial data, enterprise systems, and investment professionals. BS or MS in Computer Science or a related technical field (or equivalent experience), with 8+ years of progressive professional development experience in object-oriented languages (such as Java, Python, or JavaScript), including demonstrated leadership of engineering teams.