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).
NewWashington 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.
NewINTERDISCIPLINARY COMMUNITY PLANNER/BIO SCIENTIST/GEN ENG/ENV ENG/PHY SCIENTIST (ENVIRONMENTAL) United States Air ForceINTERDISCIPLINARY COMMUNITY PLANNER/BIO SCIENTIST/GEN ENG/ENV ENG/PHY SCIENTIST (ENVIRONMENTAL)Washington, DC$76,463–$118,204 / yearBASIC REQUIREMENT OR INDIVIDUAL OCCUPATIONAL REQUIREMENT: 0020: Degree in community planning; or related field such as urban affairs, architecture, landscape architecture, engineering, sociology, geography, economics, political science, or public administration that included at least 12 semester hours in the planning process, socioeconomic and physical elements of planning, urban and regional economic analysis, and development finance. Examples of specialized experience includes the ability to interpret environmental regulatory requirements at the federal, state, and local levels; develop regional processes based on federal, state, and local requirements, participate in difficult compliance negotiations with regulatory agency officials, and works closely with, installation environmental staff to manage compliance issues such as adjudication of notices of violations (NOV) and/or other enforcement actions.
NewHealth System Specialist (Strategic Planner) (Detail not to exceed 120 Days) U.S. Department of Veterans AffairsHealth System Specialist (Strategic Planner) (Detail not to exceed 120 Days)Washington, DC$125,776–$197,200 / yearMajor duties include but are not limited to the following: Provides specialized staff support in the monitoring and analysis of changes in mission, goals, new legislation, and technological advances to assess the impact of these changes on work methods/procedures and to develop new systems which address these changes providing full staff assistance on strategic matters affecting the Network healthcare delivery system. Such a training program must have been conducted in an operating health care system and included: Assignments providing a knowledge of basic health system administration philosophies, practices, and procedures, and basic government administrative policies and requirements; Practical assignments providing an opportunity to apply health system administration skills and principles (as the individual progresses, work assignments must be characteristic of the grade level to which he or she is assigned); and.
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.
NewSTRATEGIC PLANNER United States Air ForceSTRATEGIC PLANNERWashington, DC$104,349–$161,313 / yearPosition is designated special-sensitive and requires the employee obtain and maintain a TOP SECRET (TS) security clearance with eligibility for access to Sensitive Compartmented Information (SCI), other intelligence-related Special Sensitive information, or involvement in Top Secret Special Access Programs (SAP) to fully perform the duties and responsibilities of the position. ACTIVE DUTY SERVICE MEMBERS: The VOW Act requires federal agencies to treat an eligible active duty service member as a veteran, disabled veteran, and preference eligible (as applicable) when applying for civil service positions before the effective release or discharge date.
NewCyber Policy and Strategy Planner U.S. Department of Homeland SecurityCyber Policy and Strategy PlannerWashington, DC$70,623–$133,142 / yearCustomer Service - Works with clients and customers (that is, any individuals who use or receive the services or products that your work unit produces, including the general public, individuals who work in the agency, other agencies, or organizations outside the Government) to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services. You qualify at the GS-12 grade level, if you have: EXPERIENCE: At least one (1) year of specialized experience at the GS-11 grade level (or equivalent) performing all the following duties: Reviewing and analyzing Executive Orders, Presidential memorandums, legislation, and other national policies related to national security, cybersecurity, and critical infrastructure protection; Communicating to senior government officials on complex issues in a clear, concise manner; AND.
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.
Senior 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 OperationsWashingtonAdministrative Support Services, Capital Planning, Change Management, Complexity Management, Coordinating Programs, Cross-Functional Initiatives, Effective Written Communication, Electronic Access Control Systems, Facility Operations, Fast-Paced Environments, Higher Education Administration, Key Performance Indicators (KPI), Key Stakeholder Relationships, Leading Project Teams, Managing Ambiguity, Operations Support, Physical Security Systems, Program Coordination, Project Portfolio Management (PPM), Public Safety Technology, Reporting Systems, Risk Management, Security System Integration, Sound Judgment, Strategic InitiativeGrade. Operating 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.
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.
Chief Financial Officer Chief Administrative Officer U.S. Department of CommerceChief Financial Officer Chief Administrative OfficerWashington, DC$151,661–$228,000 / yearnNote: Applicants who are current or former members of the SES, have SES reinstatement eligibility, or have been certified through successful participation in an OPM-approved SES Candidate Development Program (SESCDP) should submit supporting documentation (e.g., SF-50 or OPM Qualifications Review Board (QRB) certification) reflecting their eligibility for noncompetitive appointment to the SES.n n. PTQ 2: Direct knowledge of and experience with budgeting concepts; financial and cost accounting and reporting concepts and principles; performance measurement concepts and internal control processes; and substantial familiarity with the design or operation of large financial budget and management information systems, including familiarity with automated management environments.
Financial Advisor - DC Corebridge Financial IncFinancial Advisor - DCDC$70,000–$80,000 / 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.
Strategic Financial Advisor Booz Allen Hamilton IncStrategic Financial AdvisorDC$69,400–$158,000 / yearOnsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role. Ability to provide analytical insights for portfolio performance, including portfolio forecasting, scenario modeling, and return on investment analysis, to support strategic planning and capital allocation decisions.
NewFinancial Advisor - Gamma Epsilon (Puget Sound) Gamma Phi BetaFinancial Advisor - Gamma Epsilon (Puget Sound)WashingtonPromote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all international Gamma Phi Beta guidelines and expectations. Review the chapter budget monthly in OmegaFi, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP.
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.
NewTax 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.
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.
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.
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.
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.
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.
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.
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.
Supervisory Facility Operations Specialist U.S. Department of the InteriorSupervisory Facility Operations SpecialistWashington, DC$89,508–$116,362 / yearThis experience includes activities such as: 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.
NewSupervisory Management and Program Analyst U.S. Department of CommerceSupervisory Management and Program AnalystWashington, DC$169,279–$197,200 / yearActive Duty Service Members: You must submit a statement of discharge/certification of release or an official written document from the armed forces that certifies you are expected to be discharged or released from active duty service in the armed forces under honorable conditions no later than 120 days from the date the announcement closes. 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.
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.