Financial Advisor Northwestern MutualFinancial AdvisorWashington, Washington, DC$61,000–$250,000 / yearFull timeNorthwestern 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.
Vice President, Financial Planning Director (Southeast Region) Morgan StanleyVice President, Financial Planning Director (Southeast Region)Washington, DC$140,000–$160,000 / yearOur 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.
Financial Solutions Advisor - Washington DC Market Bank of America CorpFinancial Solutions Advisor - Washington DC MarketWashington, DC$70,000–$80,000 / yearWe 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. Back to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate-Washington, DC Market Bank of AmericaFinancial Solutions Advisor Registration Candidate-Washington, DC MarketWashingtonKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeWashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Washington National Tax - Financial Instruments - Manager LS Deloitte Touche Tohmatsu LtdWashington National Tax - Financial Instruments - Manager LSWashington, DC$156,975–$261,625 / yearAs a Manager in our Washington National Tax practice, you will work with a team of specialists to analyze federal income tax issues faced by a wide variety of clients (such as multinational corporations, major financial institutions, investment funds and asset managers among others) in a variety of settings (such as debt workouts, mergers and acquisitions, and investment management). For example, on the same day, you may: Consider whether an instrument issued by a multinational corporation is debt or equity, and if such instrument is debt, how to tax account for interest accruals and whether any interest expense limitation provisions apply; Evaluate whether a derivative entered into by a hedge fund is properly classified as a notional principal contract and whether the straddle rules may impact the treatment of such activity; and.
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)DCKnowledge 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.
Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)DCAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Civil Engineer (Planner) U.S. Department of Homeland SecurityCivil Engineer (Planner)Washington, DC$108,019–$140,426 / yearSpecified academic courses -- Successful completion of at least 60 semester hours of courses in the physical, mathematical, and engineering sciences and that included the courses specified in the basic requirements under paragraph A. The courses must be fully acceptable toward meeting the requirements of an engineering program as described in paragraph A. Related curriculum -- Successful completion of a curriculum leading to a bachelors degree in an appropriate scientific field, e.g., engineering technology, physics, chemistry, architecture, computer science, mathematics, hydrology, or geology, may be accepted in lieu of a bachelors degree in engineering, provided the applicant has had at least 1 year of professional engineering experience acquired under professional engineering supervision and guidance. Specialized experience may include the following: Leading interdisciplinary teams and stakeholders in the planning and design of complex, multi-phase shore construction projects; Providing professional communications, including detailed technical reports, presentations, and documentation for internal and external stakeholders.
RN Inpatient Case Manager - Discharge Planner MedStar Health Research InstituteRN Inpatient Case Manager - Discharge PlannerDC$89,065–$162,801 / yearDeveloping a Plan of Care Demonstrates the ability to develop a plan of care that addresses needs across the continuum; have an intervention for problems identified; develop long- and short-term goals with specific time frames for resolution; identify specific services to be provided in the care plan; include the family/care-giver in the plan of care; and show life planning contingencies such as power of attorney and/or advance directives. Monitors the care and services delivered to selected patient populations during the acute hospital stay promotes effective case management and utilization of resources and works to achieve optimal clinical and resource outcomes for the acute and post-hospital phases of care.
Lead Meeting Planner FINRALead Meeting PlannerWashington, DCFull timeFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
RN Inpatient Case Manager - Discharge Planner MedStar HealthRN Inpatient Case Manager - Discharge PlannerDC$89,065–$162,801 / yearDeveloping a Plan of Care Demonstrates the ability to develop a plan of care that addresses needs across the continuum; have an intervention for problems identified; develop long- and short-term goals with specific time frames for resolution; identify specific services to be provided in the care plan; include the family/care-giver in the plan of care; and show life planning contingencies such as power of attorney and/or advance directives. Monitors the care and services delivered to selected patient populations during the acute hospital stay promotes effective case management and utilization of resources and works to achieve optimal clinical and resource outcomes for the acute and post-hospital phases of care.
NewSenior Program Planner - Enterprise Security Capital Planning and Systems Integration - Enterprise Physical Operations Washington University in St LouisSenior Program Planner - Enterprise Security Capital Planning and Systems Integration - Enterprise Physical OperationsWashingtonOperating in a complex, multi-campus, multi-mission environment, the position facilitates coordination across WashU Medicine’s Protective Services, the WashU Police Department, Emergency Management, Facilities, Information Technology, University Services, Residential Life, and external partners. Serves as a central integrator across WashU Medicine and the Danforth Campus, working closely with facilities leadership teams, schools, departments, academic chairs, executive administration, and cross-functional partners.
Senior Meeting Planner - Onsite EDJ Associates,Senior Meeting Planner - OnsiteWashington DC, Washington DCFounded in 1999, EDJ has established a solid track record of success in the planning, design, and implementation of a wide range of projects in the areas of event planning, peer review support, and information management. · Manage vendor requirements including audio visual and catering; develops and manages overall conference budget relative to event costs to ensure meetings are completed within budget parameters.
Supervisory Financial Specialist U.S. Department of CommerceSupervisory Financial SpecialistWashington, DC$147,945–$197,200 / yearThis position is located in the National Oceanic and Atmospheric Administration (NOAA), National Environmental Satellite, Data, and Information Service (NESDIS), Office of the Chief Financial Officer (OCFO), Data Analysis and Systems Integration Branch (DASIB) with 1 vacancy in Silver Spring, MD; Suitland, MD; College Park, MD; Lanham, MD; Greenbelt, MD; Riverdale Park, MD; Asheville, NC; Boulder, CO; Fort Collins, CO; Madison, WI; or Stennis, MS. Individuals w/Disabilities, Pathways Interns & Recent Grads who are eligible for conversion, etc.); OR current or former employees who are serving, or previously served on temp or term appmt in land mgmt agency; OR veterans w/preference or those separated from armed forces OR NOAA Corps under honorable conditions after 3+ yrs of continuous service.
Financial Wealth Advisor - Greater Washington, DC Corebridge Financial IncFinancial Wealth Advisor - Greater Washington, DCDC$200,000–$300,000 / yearWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Merrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Washington DC MarketDC$80,000–$90,000 / yearEffectively 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.
Financial Advisor United Bank, Inc. (Inactive)Financial AdvisorDCIdentify 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.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxDC$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
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.
Tax Manager - Washington National Tax (GES - Compensation and Benefits) Deloitte Touche Tohmatsu LtdTax Manager - Washington National Tax (GES - Compensation and Benefits)Washington, DC$156,975–$261,625 / yearOur team offers highly integrated, high-value advice to Tax and Human Resources professionals and client leadership teams that are focused on developing and managing compensation and benefits plans that are meaningful and cost effective, designed to meet corporate objectives, and deliver employee satisfaction. In today's world, compensation, and benefits (including executive compensation, retirement plans, and health and welfare plans), employment taxes, and global mobility tax services, play a strategic role in helping a business attract and retain top-performing employees.
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.
Sr. Systems and Cloud Engineer CFP BOARDSr. Systems and Cloud EngineerDC$115,000–$130,000 / yearCFP certification is held by over 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. The Senior Systems and Cloud Engineer is responsible for the design, implementation, maintenance, and optimization of the organization's IT infrastructure, including servers, storage, networking, virtualization platforms, and cloud services.
NewSenior Marketing Specialist CFP BoardSenior Marketing SpecialistWashington, DC$80,000–$95,000 / yearManages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise. Manages and executes annual marketing plans for products and programs including Financial Planning Review, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinars.
Managing Director, Professional Practice CFP BOARDManaging Director, Professional PracticeDC$240,000–$260,000 / yearEnsures stakeholders receive accurate, prompt, and professional service across all professional practice departments, with a strong focus on delivering high-touch, customer-focused support. CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit.
Complex Gifts Director Natural Resources Defense CouncilComplex Gifts DirectorDC$132,000–$165,000 / yearNRDC combines the power of more than 3 million members and online activists with the expertise of some 800 policy advocates, lawyers, scientists, and communication experts to confront the climate crisis, protect nature, ensure the rights of all people to clean air, clean water, and healthy communities. Conduct donor meetings independently and jointly with major gift and planned giving officers to advance planned and blended gift conversations, Partner with donors and their professional advisors (attorneys, CPAs, financial advisors) to structure gifts effectively.
Administrator, Finance CFP BOARDAdministrator, FinanceDC$55,000–$65,000 / yearCFP certification is held by nearly 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit.
Sr. Analyst, Continuing Education, Quality & Compliance CFP BOARDSr. Analyst, Continuing Education, Quality & ComplianceDC$80,500–$95,000 / yearCFP certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. Additionally, this role identifies systemic risks, informs CE policy evolution, and enhances the experience and effectiveness of CE Sponsors through clear guidance, proactive communication, and continuous improvement.
Senior Marketing Specialist CFP BOARDSenior Marketing SpecialistDC$80,000–$95,000 / yearManages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise. Essential Functions: Manages and executes annual marketing plans for products and programs including Financial Planning Review, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinars.
Business Systems Analyst CFP BOARDBusiness Systems AnalystDC$135,000–$155,000 / yearThis role is responsible for eliciting and documenting business requirements, identifying system and process improvement opportunities, supporting system configurations, developing test plans and conducting testing activities with department staff, coordinating and conducting staff training on business systems, resolving business application support tickets and helping ensure business systems align with organizational goals. Under limited supervision, the Business Systems Analyst serves as a strategic partner between business and technology teams, supporting the optimization, enhancement, and ongoing management of enterprise business systems and operational processes.
Development Operations Manager CFP BOARDDevelopment Operations ManagerDC$66,000–$80,000 / yearHigh level of professionalism and ability to work well with all levels of internal management, staff and volunteers Strong donor focus, attention to detail and high-quality work Passion for the mission of the Center for Financial Planning and the ability to communicate its urgency and impact Excellent time and project management skills; self-starter able to work independently, accurately and on schedule and serve as an effective member of a team Tactful exercise of judgment and discretion with sensitive and highly confidential information Excellent interpersonal skills; high degree of emotional intelligence; demonstrated ability to relate well with individuals, both internally and externally Entrepreneurially inclined; resourceful, proactive, and results-driven About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit. Background/Skills/Abilities Preferred: Bachelor's degree from an accredited institution, preferably in a related field A minimum of 4-5 years of experience in nonprofit development, fundraising operations and/or donor relations Proficiency with donor management systems (Salesforce experience strongly preferred) Exceptional writing and editing skills, with experience in proposal and impact report development.
Director of Stakeholder Communications CFP BOARDDirector of Stakeholder CommunicationsWashington, DC$140,000–$160,000 / yearThe Director of Stakeholder Communications in the Department of Marketing & Communications is responsible for leading the development and delivery of communications to CFP Board's core audiences, including CFP professionals, candidates for certification, education providers, corporate partners and donors. CFP certification is held by over 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.
Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC Northern Trust CorpSenior Market Leader, External Wholesaler, Mid-Atlantic/Washington DCDC$130,530–$221,920 / yearBA/BS degree required • NASD Series 7, 63 and 65 required • MBA, CIMA, CFP or CFA certification preferred • 5+ years of external intermediary sales and territory management experience with an established distributor of ETF, mutual fund, SMA, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives (50 South Capital) in the marketplace.
Client Relationship Manager-Chevy Chase, MD RK PartnersClient Relationship Manager-Chevy Chase, MDChevy Chase, DCExperience 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.
Vice President - Assessments & Exercises JPMorgan Chase & CoVice President - Assessments & ExercisesWashington, DCHold relevant industry certifications - such as Associate/Certified Business Continuity Planner (ABCP/CBCP), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), showcasing advanced expertise in business continuity, cybersecurity and offensive testing methodologies or resiliency. Design and execute testing and simulations - such as penetration tests, technical controls assessments, cyber exercises, or resiliency simulations, and contribute to the development and refinement of assessment methodologies, tools, and frameworks to ensure alignment with the firm's strategy and compliance with regulatory requirements.
NewDirector Acquisition and Grants Office U.S. Department of CommerceDirector Acquisition and Grants OfficeWashington, DC$151,661–$228,000 / yearnThe incumbent will ensure the Acquisition and Grants Office specifically acquires research and development services; high technology scientific equipment including aircraft, ships, and satellites; automatic data processing equipment and software; mapping and charting processes; management studies; general supplies; and other services for all NOAA offices through formal contacting and simplified acquisition procedures; monitoring contracting operations throughout NOAA to assure compliance with the requirements established by the Department for contracts with small, small-disadvantaged, and women-owned businesses; develops and implements policies and procedures supporting NOAA grants management.n. D. Waiver: When filling a specific vacant position, the senior procurement executive of the selecting agency, at his or her discretion, may waive any or all of the requirements of Paragraphs A and B above if the senior procurement executive certifies that the applicant possesses significant potential for advancement to levels of greater responsibility and authority, based on demonstrated analytical and decision making capabilities, job performance, and qualifying experience.
Criminal Investigator U.S. Department of CommerceCriminal InvestigatorWashington, DC$66,055–$134,404 / yearVeterans'' Preference Eligibles: If you are claiming veterans'' preference you must provide a legible copy of your DD-214, Certificate of Release or Discharge from Active Duty, member 4 copy or any official documentation or statement from the Armed Forces that confirms your dates of service and that your separation, discharge, or release from active duty was under honorable conditions (i.e., Honorable or General Discharge). nIf you are claiming 10-point veterans'' preference, in addition to the documents specified above, you must also submit documentation that supports your claim, e.g., an official statement from the Department of Veterans Affairs (dated 1991 or later) or from a branch of the Armed Forces certifying the existence of a service-connected disability, or the award of the Purple Heart, completed SF-15, etc.
FUTURE OPERATIONS SPECIALIST United States Air ForceFUTURE OPERATIONS SPECIALISTWashington, DC$109,246–$142,022 / yearUS Northern Command (USNORTHCOM) Mission Statement: Conduct operations to deter, prevent, and defeat threats and aggression aimed at the United States, its territories, and interests within the assigned area of responsibility; and as directed by the President or Secretary of Defense, provide defense support of civil authorities including consequence management operations. Battle Roster functions may include but are not limited to the Joint Operations Center (JOC), Future Operations Center (FOC), Future Plans Center (FPC), Joint Logistics Operations Center (JLOC), N&NC Deployment and Distribution Operations Center (NDDOC), Joint Intelligence Operations Center-North (JIOC-N), Joint Cyber Center (JCC), and other tasks as assigned.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyDC$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Supervisory Facility Operations Specialist U.S. Department of the InteriorSupervisory Facility Operations SpecialistWashington, DC$89,508–$116,362 / yearExamples of qualifying specialized experience include: assisting with managing office or apartment building complexes, hospitals, or recreation facilities; assisting with planning maintenance activities and preventive maintenance programs for a facility; estimating materials and labor costs for a variety of maintenance projects or contracts; working as a planner, contractor, or inspector of journeyman in the construction industry; experience in building trade practices; and experience working with the Facility Management Software System (FMSS), or comparable maintenance management, cost estimating and/or project management systems. If you are a veteran within 120 days of discharge, you must submit signed documentation from the Armed Forces certifying: 1) your expected release/retirement from active duty, 2) under honorable conditions, 3) your pay grade/rank/rate at time of discharge, 4) dates of active duty service, 5) any campaign or expeditionary medals received, & 6) dated within 120 days of your separation.