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The 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. Support the development and execution of strategic relationships with key wealth management firms, partnering directly with Alternative Investment Strategic Account Managers and collaborating closely with Alternatives leadership, National Account Managers, investment teams, and other partners across T.

T. Rowe Price

Alternative Investment Client Engagement Manager

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Beacon Pointe Advisors

Office Management Associate

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This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

YEAR

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

You'll work alongside firm leadership, attorneys, wealth advisors, family offices, and other specialists to deliver customized tax planning strategies for complex estates, trusts, and multigenerational wealth structures. This is an outstanding opportunity for an experienced Trust & Estate professional who enjoys serving as a trusted advisor to high-net-worth individuals, families, trustees, executors, and their professional advisors while helping shape the continued growth of a well-established practice.

Spartan Placements

Tax Director

The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

HiringThing

The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.

HOUR

Northwest Federal Credit Union

Branch Member Service Representative

By way of outbound phone calls, the CRO fosters a relationship with members and follows up as needed to ensure their Credit Union related needs are satisfied and to cross-offer them products and services they may benefit from. This sales role includes a base salary plus monthly incentive plan tied to new loan production goals, ancillary sales and closed referrals on other credit union products and services.

Consumer Relationship Officer

Assist the AVP Facilities, Real Estate & Operations Facilities in developing short and long-term goals and plans and in the completion of budget approved projects for all Credit Union departments and branches. Basic computer use to maintain logs, inventories; respond to service requests and emails; access the computerized maintenance management system; access automated control system.

Facilities Manager

Sales calls to potential new dealership sign-ups and maintenance calls to existing dealerships are big part of growth in each specific market territory (Specific market performance is based on the market the Area Sales Manager is responsible for). Additionally, build and maintain long-standing relationships with corporate leaders, business owners, and key decision makers throughout the organization will ensure adoption of our lending solutions while working with a team of underwriters.

Area Sales Manager

The Consumer Servicing Specialist is responsible for the management of titles to include lien recordation and release for all auto loans to include both the direct and indirect loan portfolios. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.

Consumer Servicing Specialist

The role originates and manages commercial lending relationships, primarily focused on Commercial & Industrial (C&I) and Owner-Occupied Commercial Real Estate (OOCRE), and is responsible for new business development, relationship management, loan origination, pre-screening, deal structuring, and ongoing portfolio management. Working closely with Business Services, retail channels, Credit Administration, and other internal partners, the CRM drives commercial loan and deposit growth while delivering comprehensive financial solutions to business members.

Commercial Relationship Manager

Responsibilities include overseeing the branch staff and assisting with training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. The Assistant Branch Manager (ABM) is responsible for managing the facilitation of member service transactions and support services to positively impact member experience, sales and service expectations.

Assistant Branch Manager

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. This role requires expert-level technical knowledge, excellent client communication skills, and the ability to independently resolve complex issues while ensuring accuracy and timeliness across all custodial work.

Aon Plc

AVP, Client Service

NFP Corp

The 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.

Alternative Investments Internal Consultant - RRB

The CPO will partner closely with other Compliance leaders, Enterprise Risk Management, Information Security, Technology, Data Governance, Legal, Internal Audit, and various other business leaders to establish governance frameworks, promote responsible data practices, and strengthen privacy and AI-related risk oversight across the enterprise. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Holdings Inc

Senior Vice President, Chief Privacy Officer

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

AVP, Trading

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. • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens • Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed.

Morgan Stanley

Financial Planning Analyst

Mentors and develops team of branch representatives with varying skill sets and experience (tellers, sales and service representatives, customer service representatives, assistant managers) to achieve sales, service, and operational excellence. Serves as a leader, coach, and role model for team members in developing new customer relationships, solidifying existing customer relationships and delivering high-quality customer experiences.

Burke & Herbert Bank

Community Bank Manager

Serves as a leader, coach, and role model for team members in developing new customer relationships, solidifying existing customer relationships and delivering high-quality customer experiences. Leads branch team in executing effective operational and quality control to provide high-quality, efficient customer service, ensure compliance, and risk mitigation, by following established policies and procedures and making sound business decisions.

Wealth Advisor Jobs in Washington, DC

Alternative Investment Client Engagement Manager T. Rowe Price

Office Management Associate Beacon Pointe Advisors

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Tax Director Spartan Placements

Office Management Associate Beacon Pointe Advisors LLC

Branch Member Service Representative Northwest Federal Credit Union

Consumer Relationship Officer Northwest Federal Credit Union

Facilities Manager Northwest Federal Credit Union

Area Sales Manager Northwest Federal Credit Union

Consumer Servicing Specialist Northwest Federal Credit Union

Commercial Relationship Manager Northwest Federal Credit Union

Assistant Branch Manager Northwest Federal Credit Union

AVP, Client Service Aon Plc

AVP, Client Service NFP Corp

Alternative Investments Internal Consultant - RRB T. Rowe Price

Senior Vice President, Chief Privacy Officer LPL Financial Holdings Inc

AVP, Trading LPL Financial

Financial Planning Analyst Morgan Stanley

Community Bank Manager Burke & Herbert Bank

Assistant Community Bank Manager Burke & Herbert Bank

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