206 Results for

Certified Financial Planner Jobs in Washington, DC

Jobs

RN Case Manager (Discharge Planner) - Relocation Offered! MedStar Health

Washington, DC

$89,065–$162,801 / 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.

3 days ago

Financial Planner Range

McLean, Virginia

$100,000–$200,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

2 days ago

Senior Financial Planner Range

McLean, Virginia

$130,000–$230,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

2 days ago

Financial Planner Range Finance, Inc.

McLean, VA

15 days ago

Senior Financial Planner Range Finance, Inc.

McLean, VA

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

15 days ago

Wealth Strategist I - Financial Planner - PNC Wealth Management The PNC Financial Services Group Inc

Washington, DC

$63,750–$106,250 / year

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

12 days ago

Associate Financial Planner (Silver Spring, MD) Financial Engines

Silver Spring, MD

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Associate Financial Planner (Silver Spring, MD) Edelman Financial Engines

Silver Spring, Maryland

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Associate Financial Planner Silver Spring, MD Edelman Financial Engines LLC

Silver Spring, MD

30+ days ago

Financial Advisor SECU

Linthicum, MD

Quick Apply

The Financial Advisor assists members identify financial goals and objectives by collecting and analyzing the member’s financial information, advise the member about the risks, advantages and disadvantages of various investment opportunities in light of the member’s individual financial circumstances, and recommend to the client only those investment solutions that are suitable for that member’s particular financial status, objectives, risk tolerance, tax exposure, and other investment needs. The Financial Advisor adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

30+ days ago

Tax Planner Range

McLean, Virginia

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

4 days ago

Senior Tax Planner Range Finance, Inc.

McLean, VA

Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments. Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).

15 days ago

Tax Planner Range Finance, Inc.

McLean, VA

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners to devise and implement tax strategies that align with clients' goals and regulatory requirements, and manage ongoing tax compliance work for members.

15 days ago

Wealth Financial Advisor Relationship Manager CAPTRUST

Alexandria, Virginia

In this role, the Wealth Financial Advisor Relationship Manager will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. 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.

30+ days ago

Financial Advisor Northwestern Mutual

Baltimore, Maryland

$61,000–$250,000 / year
Full time

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.

30+ days ago

Financial Advisor, Truist Investment Services, Reston, VA Truist Financial Corporation

Reston, VA

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

30+ days ago

Financial Advisor, Truist Investment Services, Mclean, VA Truist Financial Corporation

Mclean, VA

30+ days ago

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

Falls Church, VA

$250–$1,000

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30+ days ago

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

Columbia, MD

$250–$1,000

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30+ days ago

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

Washington, DC

$140,000–$160,000 / year

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 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.

30+ days ago

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Certified Financial Planner Jobs in Washington, DC

RN Case Manager (Discharge Planner) - Relocation Offered! MedStar Health

Financial Planner Range

Senior Financial Planner Range

Financial Planner Range Finance, Inc.

Senior Financial Planner Range Finance, Inc.

Wealth Strategist I - Financial Planner - PNC Wealth Management The PNC Financial Services Group Inc

Associate Financial Planner (Silver Spring, MD) Financial Engines

Associate Financial Planner (Silver Spring, MD) Edelman Financial Engines

Associate Financial Planner Silver Spring, MD Edelman Financial Engines LLC

Financial Advisor SECU

Tax Planner Range

Senior Tax Planner Range Finance, Inc.

Tax Planner Range Finance, Inc.

Wealth Financial Advisor Relationship Manager CAPTRUST

Financial Advisor Northwestern Mutual

Financial Advisor, Truist Investment Services, Reston, VA Truist Financial Corporation

Financial Advisor, Truist Investment Services, Mclean, VA Truist Financial Corporation

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

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

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

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