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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. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

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You'll serve as the trusted voice behind Potomac's tax-loss harvesting, direct indexing, and hedge fund strategies—presenting to advisors, consultants, family offices, and institutional allocators, and helping turn sophisticated research into relationships. Experience with tax-loss harvesting, direct indexing, factor investing, momentum, trend following, tactical asset allocation, or alternative investments.

YEAR

Potomac

Director of Investor Relations

The primary duties and responsibilities include but are not limited to: Serve as the primary finance advisor to business line leadership, influencing decisions related to growth, investment prioritization, resource allocation, operating leverage, profitability, and financial planning. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.

Brown Advisory Inc

Finance Business Partner

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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. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.

Risk Officer

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Reporting to the Complex Operations Manager, this role serves as a key partner to leadership, advisors, and candidates by coordinating onboarding activities, supporting office operations, managing administrative processes, and helping ensure an exceptional branch experience. ''421571'',''true'',''421571'',''false'',''Submission for the position: Office Manager (On-Site) - (Job Number: 260000HT)'',''false'',''421571'',''false'',''true'',''Office Manager (On-Site)'',''260000HT'',''UNITED STATES-MD-COLUMBIA'',''UNITED STATES-MD-COLUMBIA'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*!

Equitable Financial Life Insurance Company

Office Manager (On-Site)

Our clients include U.S. citizens and residents living or investing abroad, foreign individuals moving to or investing in the United States, entrepreneurs and business owners with interests in foreign corporations and partnerships, international executives, globally mobile families, investors in foreign funds, and individuals considering immigration, residency or expatriation decisions. The Senior Manager will lead technically complex U.S. individual income tax engagements that frequently combine international tax compliance and consulting, private-client planning, closely held business interests, foreign investments, trusts and estates, multistate considerations and cross-border transactions.

CohnReznick LLP

Tax Senior Manager [Inpatriate/Expatriate]

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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Registered Client Service Associate

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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Registered Client Service Asscicate

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 Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses.

Finance Associate

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. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs.

Branch Manager, Non-Producing

Experience with bank or credit union wealth management programs, broker-dealers, registered investment advisers, insurance distribution organizations, asset managers, third-party program managers, technology providers, or associations serving these markets. BISA is the leading financial services industry association serving firms and leaders involved in delivering investment, insurance, advisory, retirement, technology, and related wealth management solutions through banks and credit unions.

SmithBucklin

Executive Director - Bank Insurance & Securities Association

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Financial Services Professional - VA Richmond, Falls Church (5261)

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Financial Services Professional - MD, Columbia (5261)

FULL_TIME

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

Acorn Financial Services

It's an opportunity to serve as a trusted advisor to high-net-worth individuals, multi-generational families, trusts, and estates while leading complex tax engagements, mentoring staff, and helping clients navigate sophisticated wealth preservation and transfer planning strategies. As a Tax Supervisor within the Family Wealth Services Group, you'll work directly with high-net-worth individuals, families, fiduciaries, and estate representatives while helping clients address sophisticated tax planning and compliance needs.

Wealth Advisor Jobs in Washington, DC

Registered Client Relationship Analyst Morgan Stanley

Director of Investor Relations Potomac

Finance Business Partner Brown Advisory Inc

Risk Officer Morgan Stanley

Office Manager (On-Site) Equitable Financial Life Insurance Company

Tax Senior Manager [Inpatriate/Expatriate] CohnReznick LLP

Registered Client Service Associate Morgan Stanley

Registered Client Service Asscicate Morgan Stanley

Finance Associate Morgan Stanley

Branch Manager, Non-Producing Morgan Stanley

Executive Director - Bank Insurance & Securities Association SmithBucklin

Financial Services Professional - VA Richmond, Falls Church (5261) Equitable Financial Life Insurance Company

Financial Services Professional - MD, Columbia (5261) Equitable Financial Life Insurance Company

Junior Estate Planning Attorney - Legacy Integration Acorn Financial Services Inc

Junior Estate Planning Attorney - Legacy Integration Acorn Financial Services

Tax Supervisor Wertz & Associates

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