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We 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, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

HOUR

NFP Corp

2027 Wealth Management Intern Fulton, MD

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2027 Wealth Management Intern Potomac, MD

2027 Wealth Management Intern Reston, VA

Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships. Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.

Potomac

Sales Associate

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Write self-service docs, and build AI agents and automations that resolve common requests (password resets, access requests, app installs) without a human in the loop. Onboarding, role changes, and offboarding (planned and same-day) across Google Workspace, SSO-connected apps, VPN, password manager, Slack, and GitHub.

Range

Senior IT Engineer

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Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory. A driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales.

YEAR

External Wholesaler - Mid-Atlantic

IRecruitee

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 .

Edelman Financial Engines

Regional Client Services Manager

We are seeking a Full Stack Developer with 3–4 years of fintech experience who enjoys building data-driven products that combine financial analytics with intuitive software design. You will work on the Guardrails platform, which allows advisors to design portfolios using risk analytics such as beta, correlation, diversification, and drawdown analysis .

Full-Stack Developer (100% On-Site | Contract-to-Hire)

Reporting directly to the CEO, the CRO will align sales leadership, business development, distribution strategy, and revenue operations to drive growth across our Broker-Dealer, RIA, TAMP, and strategic partner channels. The CRO will oversee Internal Sales, External Sales, and Revenue Operations while partnering closely with Marketing, Key Accounts, Portfolio Management, Operations, and Compliance.

Chief Revenue Officer

Build and personally carry relationships with the reporters covering fintech, wealth management, AI, and personal finance, and turn them into sustained coverage that does not depend on funding announcements. Reporting directly to our CEO, youll build our earned media program from the ground up - the narrative, the reporter relationships, and the cadence of coverage that makes Range a named leader in AI-powered wealth management.

Range Finance, Inc.

Head of Public Relations

Build and personally carry relationships with the reporters covering fintech, wealth management, AI, and personal finance, and turn them into sustained coverage that does not depend on funding announcements. Stand up our crisis and issues management capability: severity tiers, named owners, pre-cleared holding statements, escalation paths, and tabletop exercises with leadership.

FULL_TIME

Essential responsibilities of the Vice President of Finance include but are not limited to the following: Strategic Financial Leadership and FP&A Translate complex financial data into actionable executive and Board-level insights that guide long-term sustainability, capitalization strategy, resource allocation, and organizational risk management. Technology, Systems, and Workflow Modernization Evaluate, modernize, and streamline the finance technology stack, including Sage Intacct workflows, budgeting and forecasting tools, dashboards, reporting automation, document retention, and cross-functional reporting processes.

Lawyers' Committee for Civil Rights Under Law

Vice President of Finance

partner JazzHR

This role is at the center of the Institutional model providing front-line sales support, day-to-day account management and oversight, delivering excellent client service, supporting account administration, and developing sales and marketing materials with Not-For-Profit SME and IRMS for OneTD partners of external centers of influence. Seeks to increase wallet share by partnering with and supporting Institutional Relationship Managers (IRMs), Institutional Investment Advisors (IIAs), Specialty Practice SME, and Corporate Trust Advisors as to ascertain investment management and Corporate Trust needs of TD Wealth clients and prospects.

The Toronto-Dominion Bank

Institutional Associate Wealth - New York, New York

Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Kentucky, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Account Executive (Remote)As the leading innovator in Vehicle-to-Government (V2Gov) technology, Vitu is transforming the way vehicles, businesses, government, and drivers interact with one another.

Vitu

Account Executive (Remote)

As our Junior Estate Planning Attorney, your mission is to integrate essential legal architecture into our clients' overarching wealth plans, ensuring their assets are protected, efficiently transferred, and legally sound across generations. You sweat the meticulous details in complex legal documentation because you inherently understand that minor drafting errors can trigger major tax liabilities or disastrous legacy implications for the families we serve.

Acorn Financial Services Inc

Junior Estate Planning Attorney - Legacy Integration

Reporting to the Chief Legal Officer, you will be the day-to-day legal partner our business teams come to first—turning around agreements quickly, spotting the issues that actually matter, and giving clear answers rather than long memos. You will own contract review and negotiation end to end, work shoulder to shoulder with our compliance team on the regulatory questions that come with operating in an investment adviser/broker-dealer environment, and support the corporate and transactional work that comes with hyper-growth.

Associate General Counsel

The minimum medical requirements include the following requirements: Have good distant vision in each eye and be able to read, without strain, printed materials the size of typewritten characters (glasses and contact lenses permitted); Have the ability to hear the conversational voice (hearing aid permitted); and. Assignments typically involve overseeing carriers operating domestically which include regional jet fleets, or other fleets that are novel and complex as defined under 14 CFR Part 61 and involve critical and important areas of operations with the highest risk to the National Aerospace System.

U.S. Department of Transportation

Aviation Safety Inspector (Air Carrier Flight Oversight (APM))

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Stifel Financial Corp

Compliance Manager Asset Management

With community roots in the Washington DC metropolitan area and spanning over 130 years, we help businesses and non-profits as well as families and individuals with complex needs protect their most important assets at levels customized for their risk tolerances and goals. The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held.

Investment Advisor Jobs in Washington, DC

2027 Wealth Management Intern Fulton, MD NFP Corp

2027 Wealth Management Intern Potomac, MD NFP Corp

2027 Wealth Management Intern Reston, VA NFP Corp

Sales Associate Potomac

Senior IT Engineer Range

External Wholesaler - Mid-Atlantic Potomac

Regional Client Services Manager Edelman Financial Engines

Full-Stack Developer (100% On-Site | Contract-to-Hire) Potomac

Chief Revenue Officer Potomac

Head of Public Relations Range Finance, Inc.

Head of Public Relations Range

Vice President of Finance Lawyers' Committee for Civil Rights Under Law

Institutional Associate Wealth - New York, New York The Toronto-Dominion Bank

Account Executive (Remote) Vitu

Junior Estate Planning Attorney - Legacy Integration Acorn Financial Services Inc

Associate General Counsel Range

Aviation Safety Inspector (Air Carrier Flight Oversight (APM)) U.S. Department of Transportation

Compliance Manager Asset Management Stifel Financial Corp

Personal Lines Account Manager Saul Centers Inc

Insurance Producer Saul Centers

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