68 Results for

Wealth Advisor Jobs in District of Columbia

Jobs

Wealth Advisor Curi Capital

Washington

As 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.

30+ days ago

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

$80,000–$95,000 / year

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

30+ days ago

Independent Wealth Advisor Voya Financial Advisors

Washington, DC

A leading financial services firm is seeking a Financial Professional to join their team in Washington D.C. This role focuses on client acquisition, financial planning, and providing retirement and investment strategies. Ideal candidates will have securities registrations, experience in retail wealth management, and a desire to help clients meet their financial goals.

2 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC JPMorgan Chase Bank, N.A.

Washington, DC

Full time

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.

30+ days ago

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C. The Goldman Sachs Group Inc

$75,000–$160,000 / year

Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients Work closely with Private Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors Work with our middle and back office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions Lead or participate in divisional efforts to improve efficiencies within PWM business Participate in local training and recruiting Serve as a coach/mentor for less tenured teammates. Bachelor's Degree Required 2-4 years of preferred experience in client service and/or the financial industry Ability to work in a fast-paced environment and think clearly under pressure Strong interest in client service Self-motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity Interest in Financial Services Industry SIE, Series 7 and 63 required.

30+ days ago

Private Wealth Management Wealth Management Associate Morgan Stanley

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Private Wealth Management Registered Client Service Associate Morgan Stanley

$33,280–$85,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

30+ days ago

J.P. Morgan Wealth Management - Vice President, Wealth Planner JPMorgan Chase Bank, N.A.

Washington, DC

Full time

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.

30+ days ago

J.P. Morgan Wealth Management - Vice President, Lending Specialist JPMorgan Chase & Co

Washington, DC

In this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it's by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success. As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes.

15 days ago

Wealth Management Client Associate Bank of America Corp

$25–$44 / hour

Our 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.

30+ days ago

Registered Wealth Management Client Associate Bank of America Corp

Washington, DC

$26.50–$45 / hour

5 days ago

Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE) Wells Fargo & Co

Washington DC, DC

$185,000–$300,000 / year

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Executive Wealth Solutions within Banking, Lending & Trust (BL&T) provides integrated banking, lending, and fiduciary services to high-net-worth clients, senior executives, business owners, and professional services leaders.

30 days ago

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup Inc

$200,000–$300,000 / year

Qualifications: 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment FINRA Licensed Series 7, 63/ 66 Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables. • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.

30+ days ago

Divisional Wealth Management Consultant - Philadelphia & D.C. The Capital Group Companies, Inc.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.

30+ days ago

Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLP

Washington, DC

$124,000–$335,000 / year

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.

30+ days ago

Global Wealth Management UBS Group AG

Washington, WA

We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulatory requirements.

17 days ago

Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLP

Washington, DC

$124,000–$335,000 / year

Innovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.

30+ days ago

Asset & Wealth Management Tax Director PricewaterhouseCoopers LLP

$150,000–$438,000 / year

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations.

30+ days ago

Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLP

Washington, DC

$99,000–$266,000 / year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

30+ days ago

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

Washington, DC

$99,000–$266,000 / year

Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.

30+ days ago

Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLP

Washington, DC

$77,000–$214,000 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.

30+ days ago

Tax Manager - Private Wealth Baker Tilly Advisory Group, LP

Washington, District of Columbia

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

2 days ago

Merrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America Corp

$80,000–$90,000 / year

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

Financial Advisor Northwestern Mutual

Washington, Washington, DC

$61,000–$250,000 / year
Full time

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.

17 days ago

Financial Advisor United Bank, Inc. (Inactive)

Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers.

30+ days ago

Client Service Associate, GC Wealth General Catalyst

Washington

With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto. The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs.

4 days ago

Associate Marketing Lead - Wealth Management The PNC Financial Services Group Inc

$55,000–$134,550 / year

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

30+ days ago

Supervisory Attorney-Advisor (General) U.S. Department of Homeland Security

Washington, DC

$169,279–$197,200 / year

Providing advice and assistance to the Privacy Officer and other DHS leadership and staff on all aspects of information law, including matters involving the Privacy Act of 1975, the E-Government Act of 2002, the Freedom of Information Act, and other laws governing the agencys collection, maintenance, safeguarding, and disclosure of information, including contributing to the formulation of DHS-wide policies on information disclosure and privacy issues. If you meet the minimum qualifications, your experience, education and training will be rated using a job questionnaire that is based on the following competencies or knowledge, skills and abilities needed to perform this job: Applicants must possess exceptional writing skills and frequently will be called upon to provide well-reasoned and thorough legal analysis on short deadlines.

4 days ago

Strategic Account Manager, Wealth Solutions Macquarie Group Ltd

We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. You will ideally possess previous experience within the Wealth management industry, have an understanding of Independent Financial Advisers and large Dealer Groups and be able to demonstrate prior success in a sales-based role.

20 days ago

Attorney Advisor U.S. Department of Homeland Security

Washington, DC

$119,630–$155,521 / year

Typical work assignments include: Rendering substantive advice guidance and services for estate planning, including probating issues, tax implications related to death, by-pass trusts, credit shelter trusts, special needs trusts, Uniform Gift to Minors Act, Uniform Trust for Minors Act, guardianship, child welfare trusts, and advanced medical directives. "Newly appointed" refers to the first appointment (regardless of tenure) as an employee of the Federal Government, an appointment following a break in service of at least 90 days from a previous appointment as an employee of the Federal Government, or, in certain cases, an appointment following a break in service of less than 90 days from a previous appointment as an employee of the Federal Government.

24 days ago

Attorney-Advisor (General) U.S. Department of Homeland Security

Washington, DC

$143,913–$197,200 / year

If you meet the minimum qualifications, your experience, education and training will be rated using a job questionnaire that is based on the following competencies or knowledge, skills and abilities needed to perform this job: Ability to conduct and direct complex legal research, engage in sound legal analysis, and present the results in a clear, precise, and persuasive manner, both in writing and verbally. As an Attorney-Advisor (General), GS-0905-14/15, your typical work assignments may include: Performing legal analysis and research, conducting necessary conferences and consultations and providing litigation support, advice and counsel to the senior leadership of FPS, its parent organization and the Management Directorate, on the full spectrum of federal employment-related issues.

24 days ago

Executive Advisor U.S. Department of Homeland Security

Washington, DC

$169,279–$197,200 / year

Current competitive service Federal employees with career or career-conditional tenure, Agency/ lnteragency Career Transition Assistance Program eligibles (CTAP/ICTAP), Reinstatement, Land and Base Management, Schedule A (Persons with Disabilities), 30% or More Disabled Veterans, Military Spouses, OPM Interchange Agreements, and Veterans Employment Opportunities Act eligibles. Typical work assignments include: Serving as a senior advisor to the front office, senior executives, and agency leadership, clarifying goals and objectives for mission-critical projects and business methodologies, developing plans, coordinating resources, recommending execution strategies, and assessing agency programs to identify issues and present solutions.

6 days ago

Supervisory Policy Advisor U.S. Department of Homeland Security

Washington, DC

$169,279–$197,200 / year

Experience may be obtained in the federal government, a state or local government, or private sector, and must demonstrate the following: Providing high-level strategic and policy advice to senior executives on complex, cross-cutting agency programs and initiatives, including leading or significantly contributing to long-range strategy, program, and policy planning to improve operational effectiveness and mission outcomes; AND. Establishing and maintaining effective liaison and coordination with senior officials inside and outside the agency, representing organizational leadership in senior-level forums, and developing and presenting policy statements, position papers, briefings, or similar products that clearly communicate complex strategic and program issues to diverse audiences.

9 days ago

Asset & Wealth Management - Tax Senior Associate PricewaterhouseCoopers LLP

$77,000–$214,000 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

30+ days ago

Client Relationship Manager-Chevy Chase, MD RK Partners

Chevy Chase, DC

Experience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred. Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.

30+ days ago

VP/Talent Acquisition Partner AllianceBernstein Holding LP

$175,000–$210,000 / year

New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida. Through collaborative and strategic working relationships with senior business leaders, you will provide a consultative approach to workforce planning by effectively anticipating organizational talent needs/gaps and, subsequently working to develop and execute a strategy to source a network of advisor candidate pools to meet those needs.

30+ days ago

Relationship Manager, Portfolio Management Glenmede Corp

$130,000–$200,000 / year

Business Development: Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. • Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives.

30+ days ago

MWM Market Executive Bank of America Corp

$225,000–$300,000 / year

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective. The Merrill Wealth Management Market Executive job is responsible for leading the market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable responsible growth through operational excellence and risk management.

30+ days ago

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

Washington, DC

$140,000–$160,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients.

30+ days ago

Director, Technology and Product CapShift LLC

5-7 years of experience in product management, technical program management, and technology operations; preferred that some or all of the experience is in financial services Experience managing technical vendors and outsourced development teams Experience working in Agile product development environments Familiarity with Salesforce Strong project management and cross-functional leadership skills Excellent communication skills and ability to work with both technical and non-technical stakeholders Experience implementing product operations or product development frameworks Strong interest in AI and emerging technologies; experience implementing AI tools across an organizations preferred Comfortable operating in a growing, fast-moving organization Systems thinker who enjoys connecting people, technology, and strategy. The ideal candidate is a technically fluent operator and systems thinker who enjoys working across teams, managing external partners, and helping translate business needs into effective technology solutions.

30+ days ago

Vice President, Advisory Consulting Osaic

Washington, DC

Remote

$140,000–$175,000 / year

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. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm.

9 days ago

Client Associate Royal Bank of Canada

Washington, DC

$44,000–$66,000 / year

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

7 days ago

Citi Commercial Bank - Cash Management Sales Officer, Business & Professional Services - Vice President Citigroup Inc

Washington, DC

$107,120–$160,680 / year

Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Knowledge/Experience: A highly motivated and experienced Salesperson with a track record of prospecting new clients and driving new revenue within a large and growing portfolio of corporations.

30+ days ago

Interactive Partner Banking & Finance Tata Consultancy Services Ltd

Washington, DC

$149,600–$224,400 / year

The successful candidate will combine strong business acumen, industry knowledge, executive presence, and growth leadership capabilities with expertise across customer experience, digital marketing, digital products, commerce, data, analytics, AI, and modern marketing technology ecosystems. A TCS Interactive Partner works closely with TCS Client Partners and account leadership teams to drive growth, strengthen executive relationships, and expand the adoption of TCS Interactive services within strategic client accounts.

25 days ago

Workplace Solutions, Senior Business Development Executive Chase Bank

Washington, DC

About Us: JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

3 days ago

Relationship Manager Sr_RBC City National Bank

Remote

$92,114–$156,880 / year

Key measures of success include acquisition of new small business relationships deposit and fee income growth from both new and existing relationships new lending origination and loan retention that includes but is not limited to CRA-eligible fundings excellent risk management mitigation as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is an in-market role requiring regular in-market collaboration with RBC USWM Financial Advisors educating them on our small business capabilities to establish the most qualified client introductions providing financial advice to clients and prospects and consistently connecting client needs with CNBs service and offerings.

30+ days ago

Market Manager Bank of America

Washington

Supports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.

30+ days ago

Operations Manager Jambalaya Group

Washington, DC

$90,000–$110,000

Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is a growing, client-focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business. The Operations Manager will play a critical role in supporting team development, enhancing operational efficiency, and ensuring a consistent, high-quality client experience.

6 days ago

Investment Analyst-Chevy Chase, MD RK Partners

Chevy Chase, DC

This role is designed for someone who thrives in a client-focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment strategy within a fiduciary framework. Working closely with the Chief Investment Officer, the Investment Analyst will play a critical role in supporting investment decisions across client portfolios.

30+ days ago

Senior Counsel, Bank Regulatory Legal - Director Deutsche Bank

Washington DC, New York

Advise business and infrastructure functions on the permissibility of activities, transactions, investments, new business initiatives, divestitures, reorganizations, and products and services affecting the Americas platform under applicable laws and regulations, including New York Banking Law, the National Bank Act, the Federal Reserve Act, and the Bank Holding Company Act. The Bank’s U.S. activities are subject to extensive oversight by the Federal Reserve and the New York State Department of Financial Services, among other key regulators The Bank Regulatory Legal team provides strategic legal advice on U.S. bank regulatory matters affecting the Firm’s business activities in the United States and its U.S. intermediate holding company structure.

30+ days ago

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Wealth Advisor Jobs in District of Columbia

Wealth Advisor Curi Capital

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

Independent Wealth Advisor Voya Financial Advisors

J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC JPMorgan Chase Bank, N.A.

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C. The Goldman Sachs Group Inc

Private Wealth Management Wealth Management Associate Morgan Stanley

Private Wealth Management Registered Client Service Associate Morgan Stanley

J.P. Morgan Wealth Management - Vice President, Wealth Planner JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Vice President, Lending Specialist JPMorgan Chase & Co

Wealth Management Client Associate Bank of America Corp

Registered Wealth Management Client Associate Bank of America Corp

Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE) Wells Fargo & Co

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup Inc

Divisional Wealth Management Consultant - Philadelphia & D.C. The Capital Group Companies, Inc.

Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLP

Global Wealth Management UBS Group AG

Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Director PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLP

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLP

Tax Manager - Private Wealth Baker Tilly Advisory Group, LP

Merrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America Corp

Financial Advisor Northwestern Mutual

Financial Advisor United Bank, Inc. (Inactive)

Client Service Associate, GC Wealth General Catalyst

Associate Marketing Lead - Wealth Management The PNC Financial Services Group Inc

Supervisory Attorney-Advisor (General) U.S. Department of Homeland Security

Strategic Account Manager, Wealth Solutions Macquarie Group Ltd

Attorney Advisor U.S. Department of Homeland Security

Attorney-Advisor (General) U.S. Department of Homeland Security

Executive Advisor U.S. Department of Homeland Security

Supervisory Policy Advisor U.S. Department of Homeland Security

Asset & Wealth Management - Tax Senior Associate PricewaterhouseCoopers LLP

Client Relationship Manager-Chevy Chase, MD RK Partners

VP/Talent Acquisition Partner AllianceBernstein Holding LP

Relationship Manager, Portfolio Management Glenmede Corp

MWM Market Executive Bank of America Corp

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

Director, Technology and Product CapShift LLC

Vice President, Advisory Consulting Osaic

Client Associate Royal Bank of Canada

Citi Commercial Bank - Cash Management Sales Officer, Business & Professional Services - Vice President Citigroup Inc

Interactive Partner Banking & Finance Tata Consultancy Services Ltd

Workplace Solutions, Senior Business Development Executive Chase Bank

Relationship Manager Sr_RBC City National Bank

Market Manager Bank of America

Operations Manager Jambalaya Group

Investment Analyst-Chevy Chase, MD RK Partners

Senior Counsel, Bank Regulatory Legal - Director Deutsche Bank

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