60 Results for

Certified Financial Planner Jobs in Washington, DC

Jobs

New!

Ellicott City, MD4 days ago

Remote

$40–$55 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role requires an individual who is an Enrolled Agent (EA) and possesses an in-depth understanding of financial planning, wealth planning, tax planning, Roth conversions, charitable donations, rental properties, business planning, and real estate tax.

Bethesda, MD14 days ago

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Baltimore, Maryland8 days ago

$61,000–$250,000 Per Year

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.

Alexandria, Virginia30+ days ago

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. In this role, the Wealth Financial Consultant will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.

Baltimore, MD30+ days ago

Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships.

Annapolis, MD30+ days ago

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.

Andrews Air Force Base, MD30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Fort Meade, MD30+ days ago

$140,000–$170,000 Per Year

Clear Ridge Defense is the premier service solutions provider supporting the Service and Joint cyberspace operations and intelligence community in three core areas of expertise: Cyber Systems & Software Engineering. Clear Ridge Defense is seeking TS/SCI w/polygraph cleared professionals to serve as Offensive Cyber Operations Planners in Fort Meade, MD.

Hanover, Maryland22 days ago

$59,100–$88,700 Per Year

Success in this role is defined by flawless delivery under pressure, trusted partnership with stakeholders, and disciplined stewardship of budget, risk, and attendee experience across domestic and international programs. Act as a project manager by creating detailed workplans, tracking milestones, and coordinating cross-functional partners (Comms, Procurement, HR, Finance, Marketing, Leadership).

Washington, DC25 days ago

Full-time

FINRA 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.

Washington, DC30+ days ago

$89,065–$162,801 Per Year

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.

Clinton, Maryland24 days ago

$89,065–$162,801 Per Year

Washington, DC30+ days ago

$89,065–$162,801 Per Year

Fairfax, VA17 days ago

$95,315–$136,165
Full-time
Employee

HII - Mission Technologies is currently seeking a Senior IT Asset Manager to work out of Fairfax, VA in support of the DoD/DoW Advana War Data Platform designed to aggregate operational, intelligence, logistics, and sensor data from multiple domains, enable Joint All-Domain Command and Control (JADC2) by providing a common data fabric, and support AI/ML applications for predictive analytics, targeting, and mission planning. • Applies disciplined asset governance practices to advance operational continuity, configuration accuracy, and mission assurance across complex system landscapes supporting joint service users and Combatant Command stakeholders.

Baltimore, Maryland30+ days ago

The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.

Washington, DC30+ days ago

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.

Quantico, VA11 days ago

2024 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. That’s why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the leaders here aboard MCB Quantico and TBS areas as we seek to fill this vital role in our organization.

Odenton, MD30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

North Bethesda, MD18 days ago

Contractor

We are on a mission to automate 85% of finance and accounting by 2030, transforming the back office into a proactive, decision-ready function that empowers leaders to scale with confidence. We are seeking experienced CFOs who want to move beyond traditional roles and become strategic leaders in a next-generation finance model.

North Bethesda, MD18 days ago

Contractor

North Bethesda, MD18 days ago

Remote

Contractor

Baltimore, MD30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Mclean, Virginia8 days ago

$70,000–$100,000 Per Year

Track project-level performance against budget and help facilitate communication between the CFO organization, division management, and corporate leadership on financial performance. From deep space to defense and civilian missions, Entarian delivers secure, mission-aligned digital solutions that drive national resilience and operational effectiveness.

Washington, District of Columbia30+ days ago

$150,000–$170,000 Per Year

Responsibilities: Reporting directly to the Chief Financial Officer (CFO), the Deputy Chief Financial Officer supports the team in stewarding the fiscal resources in support of Friendship’s strategic plan and leading the work of the Finance team across the areas of budget, accounting, procurement, grants and compliance. The Deputy Chief Financial Officer must be an experienced and accomplished finance professional with knowledge of accounting, a key advisor to the CFO and other Friendship executive team members, and a collaborator with other departments and stakeholders (internal and external) that support the district’s improvement.

Chantilly, Virginia23 days ago

Our portfolio includes the Assistant Secretary of Air Force for Space Acquisition & Integration (SAF/SQ), Joint Warfare Analysis Center (JWAC), Space Security and Defense Program (SSDP), National Space Defense Center (NSDC), Space Warfighting Analysis Center (SWAC), Strategic Capabilities Office (SCO), US Space Command (USSPACECOM) and US Space Force (USSF). The Strategic Technology Analysis Group (STAG), part of SPA’s Space and Intelligence Division, offers sophisticated capabilities (people, process & tools) to resolve unique problems in space, cyber, and special operations in support to military services, Secretary of Defense offices (OSD) and theater warfighters.

McLean, Virginia30+ days ago

Reston, VA16 days ago

This role partners closely with the CFO and executive leadership to deliver actionable insights that drive profitability and strategic growth. The Head of Financial Planning & Analysis (FP&A) is a hands-on finance leader responsible for building and executing the company’s financial planning, forecasting, and performance management processes across the organization.

McLean, Virginia7 days ago

The Senior Director will combine deep technical expertise with strong business acumen -- translating complex data into actionable insights that measurably improve occupancy growth, labor optimization, revenue management, and NOI - with clear accountability for model performance and business outcomes. Reporting to the VP of Financial Planning & Analysis, this position is responsible for building and leading the data science and AI function that powers advanced analytics, predictive modeling, generative AI applications, and enterprise business intelligence across the Sunrise enterprise.

Baltimore, MD30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Washington, DC30+ days ago

Remote

$120,000–$135,000 Per Year

The Director, Financial Planning & Analysis (FP&A) plays an integral role in a world leading not-for-profit organization, This opportunity affords qualified candidates with the opportunity to work with a finance senior management team, the Chief Financial Officer and Controller, who are strong believers that the finance function plays an important role in guiding the formulation of organizational strategy and in how financial resource planning and deployment decisions are made. Develop and communicate the process and timeline for annual budgets, quarterly financial forecasts, and long-term financial plans designed to achieve the strategic objectives identified by the leadership team; maintain processes for ongoing adjustments to the working budget and labor allocation.

Arlington, Virginia28 days ago

$95,000–$100,000 Per Year

The Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location. Responsibilities: The Advisor will develop and apply frameworks to evaluate, strengthen, and monitor transparent, efficient use of public funds, and advises senior leadership and technical working groups on PFM strategies for global health.

McLean, VA30+ days ago

This role leads core FP&A functions including budgeting, forecasting and advanced financial modeling, while working closely with cross-functional leaders to ensure alignment between financial plans and organizational priorities. The Financial Planning & Analysis (FP&A) Manager serves as a key strategic partner in driving Sunrise’s financial performance, operational efficiency and long-term growth.

Annapolis, Maryland8 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Baltimore, MD30+ days ago

Remote

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Baltimore, Maryland14 days ago

$200,000–$250,000

This role partners closely with ownership, executive leadership, and operations to drive financial discipline, maximize asset value, and support growth strategies across commercial and/or residential real estate portfolios. The Chief Financial Officer (CFO) is responsible for leading all financial functions for the real estate organization, providing strategic oversight of accounting, finance, capital markets, and operational performance.

Fairfax, Virginia30+ days ago

$175,000–$220,000 Per Year

This position will partner with the Program Finance and Accounting teams to manage all internal, external, and ad hoc reporting, company-wide financial analysis, budgeting and forecasting activities, and manage and improve overall financial operations. Salary at MAG Aerospace is determined by various factors including but not limited to location, the particular combination of education, knowledge, skills, competencies, and experience as well as contract-specific affordability and organizational requirements.

Reston, VA15 days ago

Full-time

The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries. This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience.

Maryland29 days ago

Headquartered in Akron, Ohio, FirstEnergy includes one of the nation's largest investor-owned electric systems, more than 24,000 miles of transmission lines that connect the Midwest and Mid-Atlantic regions, and a regulated generating fleet with a total capacity of more than 3,500 megawatts. This role owns full P&L performance, including revenue, O&M and capital planning, strategic leadership on financing, taxes, and cash/credit management through coordination across multiple departments to ensure plans are executable and meet strategic goals, while driving accountability for results.

Washington, DC, DC30+ days ago

$170,000–$185,000

The Chief Financial Officer (CFO) serves as a key member of the executive leadership team and a strategic partner to the Principal/Head of Schools and Board of Directors. This is a high-impact leadership role responsible for shaping financial strategy, ensuring long-term sustainability, and strengthening organizational infrastructure.

Vienna, VA10 days ago

Full-time

In this role you will be responsible for the budgeting, forecasting, and strategic planning activities of our organization, as well as providing financial insights and guidance to senior management, board of directors, private equity sponsor, investors, and rating agencies. Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction.

Fort Belvoir, VA8 days ago

This role blends technical expertise, instructional delivery, and curriculum development to enable the Total Army workforce in applying modeling and simulation to real-world operational, analytical, and acquisition challenges. We are seeking a candidate to serve as a highly motivated Modeling & Simulation (M&S) Instructor within the U.S. Army Modeling Simulation School (AMSS) to support advanced training, education, and capability development for the U.S. Army and Department of War.

Washington, DC30+ days ago

$130,000–$160,000 Per Year

Advanced proficiency with Windows and productivity tools (MS Office, Excel, Adobe Acrobat) and the ability to ramp quickly on new platforms such as CCH Axcess Tax, BNA Tax Planner, and research resources (e.g., RIA Checkpoint, BNA portfolios or equivalent). We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter expert and leader of the tax client service function.

Tysons, VA30+ days ago

Our Tysons Corner, VA office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

Washington, DC30+ days ago

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.

Manassas, VA30+ days ago

Mitchellville, MD30+ days ago

Baltimore, MD30+ days ago

Remote

This career opportunity includes full training and state licensing support in one of the following states: New York, Connecticut, Florida, Maryland, North Carolina, South Carolina, New Jersey, Pennsylvania, Texas, Virginia, or Indiana. If you are selected, we will train you and guide you through your state licensing process to help you launch a successful career as a Life Insurance Agent, with the additional pathway to become a Financial Planner.

Oxon Hill, MD30+ days ago

Full-time

Arlington, VA30+ days ago

Full-time

Bethesda, MD30+ days ago

Full-time

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Certified Financial Planner job opportunities. Plus, receive relevant job recommendations in your inbox.

Certified Financial Planner Jobs in Washington, DC

Jobs

REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA required)Jobot

Entry Level Financial ProfessionalNew York Life - Washington DC - Virginia- Maryland

Financial AdvisorNorthwestern Mutual

Wealth Financial ConsultantCAPTRUST

Financial Advisor / CFP - Baltimore, MarylandKestra Financial Independent Advisor

Financial AdvisorShore United Bank

Personal Financial Counselor - Joint Base Andrews, MDMagellan Health Services, Inc.

Offensive Cyber Operations PlannerClear Ridge Defense

Meeting Planner IIAllegis Group

Lead Meeting PlannerFINRA

RN Case Manager (Discharge Planner)MedStar Health

RN Inpatient Case Manager - Discharge PlannerMedStar Health

RN Inpatient Case Mgr - Discharge PlannerMedStar Health

IT Asset Manager (Logistics Planner 4)HII Mission Technologies Division

Financial AdvisorThe Misch Group

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

Financial AdvisorFirst Command Financial Services, Inc.

Senior Financial Advisor – Experienced ProfessionalsFirst Command Financial Services, Inc.

Strategic CFO (Contract, GovCon, Hybrid) – Finance as a Service (FaaS)Rose Financial Solutions LLC

Strategic CFO (Contract, NonProfit, Hybrid) – Finance as a Service (FaaS)Rose Financial Solutions LLC

Strategic CFO (Contract, Remote) – Finance as a Service (FaaS)Rose Financial Solutions LLC

Financial Advisor Series 7, 65 or 66San Blas Securities

Financial Planning & Analysis (FP&A) AnalystEntarian

Deputy Chief Financial OfficerFriendship Public Charter School

Project Financial Mgmt. & Technical AdvisorSystems Planning and Analysis

SVP, Financial PlanningSomatus, Inc.

Head of Financial Planning and Analysis (FP & A) (Hybrid, Reston VA)Guidance Residential

Senior Director Data Science Financial Planning and AnalysisSunrise Senior Living

AVP, Treasury - Financial Planning and AnalysisSynchrony

Director, Financial Planning & AnalysisShare Our Strength

Analyst III: Public Financial Management AdvisorNa Ali'i Consulting & Sales, LLC.

Financial Planning & Analysis ManagerSunrise Senior Living

College Financial Representative, Internship ProgramNorthwestern Mutual

Entry-Level Financial Planning (Remote)Davis Family Financial LLC

CFOLedgent Finance & Accounting

Director, Financial Planning and AnalysisMAG Aerospace

Client Service Administrator / AssociateLift Business Resources

Director, Financial Planning & Analysisimported

Chief Financial OfficerJLM HR Consulting

Director, Financial Planning and AnalysisMyEyeDr.

Modeling & Simulation (M&S) InstructorTrideum Corporation

Lead Tax Advisor - Washington DCProfessions Inc

Associate Advisor, Wealth ManagementChoreo

J.P. Morgan Wealth Management - Private Client Advisor - Washington, DCJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Maryland (Multiple Locations)JPMorgan Chase

Remote Insurance Agents For Your Local Team -We train youWork Staff

J.P. Morgan Wealth Management - Private Client Advisor - Oxon Hill, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MDJPMorgan Chase Bank, N.A.

Resume Resources

Similar Job Searches