Senior Financial Planner RangeSenior Financial PlannerMcLean, VirginiaActive 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.
Financial Planner RangeFinancial PlannerMcLean, VirginiaActive 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.
Tax Planner RangeTax PlannerMcLean, VirginiaKnowledge 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.
Financial Advisor SECUFinancial AdvisorLinthicum, MDThe 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.
Financial Planning Service Desk, Analyst/Associate, Global Investment Office Morgan StanleyFinancial Planning Service Desk, Analyst/Associate, Global Investment OfficeBaltimore, MD$70,000–$85,000 / 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. This person will report to the team manager and leverage Morgan Stanley's state-of-the-art financial tools with experienced Financial Advisors, helping them develop their business and increase client engagement.
Financial Advisor Ameriprise FinancialFinancial AdvisorVienna, VAProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, VirginiaIn 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.
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.
Financial Advisor, Truist Investment Services, Mclean, VA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Mclean, VAMclean, VAGeneral 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.
Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Reston, VAReston, VAGeneral 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.
Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, VirginiaActively 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. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
Financial Advisor, Truist Investment Services, McLean, VA Truist BankFinancial Advisor, Truist Investment Services, McLean, VAMclean, VirginiaActively 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. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.4.
Senior Financial Advisor NRECASenior Financial AdvisorArlington, Virginia$126,000–$157,000 / yearCommunicates by phone with shareholders and potential shareholders, utilizing a Client Relationship Management (CRM) system to track contact and follow-up points, measure retention success, and ensure high level of client service and high retention rates. Complies with the policies and procedures of Homestead Advisers Corporation and Homestead Funds, Inc., which include but are not limited to the rules and regulations under the Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940 and USA Patriot Act of 2001.
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.
Director, Financial Planning Financial EnginesDirector, Financial PlanningFairfax, VA$125,000–$350,000 / yearRecognized 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.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningFairfax, VirginiaRecognized 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.
NewFinancial Advisor II FSA Wealth Partners, Inc.Financial Advisor IIRockville, MDThe Financial Advisor II exercises his or her credentials in financial planning to serve the needs of clients and is expected to demonstrate greater latitude in advice giving and independent decision making, frequently meeting independently with clients whose financial planning needs fall within the scope of the advisor’s professional experience and education. Financial advisors meet regularly with the Advice Team for continuous learning, information sharing on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm’s cultural vision.
NewWealth Financial Advisor CAPTRUSTWealth Financial AdvisorAlexandria, VirginiaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.
Financial Advisor / CFP - Baltimore, Maryland Kestra Financial Independent AdvisorFinancial Advisor / CFP - Baltimore, MarylandBaltimore, MD$100,000–$130,000 / yearMelnick 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.
Financial Solutions Advisor - Washington DC Market Bank of AmericaFinancial Solutions Advisor - Washington DC MarketBethesda, WashingtonUS - DC - Washington - 1090 Vermont Ave Nw - Vermont Avenue BC (DC9911), US - DC - Washington - 1100 1st St Ne - Noma (DC9922), US - DC - Washington - 201 Pennsylvania Ave Se - Capital Hill Office (DC1814), US - DC - Washington - 3401 Connecticut Ave Nw - Cleveland Park Office (DC1812), US - MD - Bethesda - 10400 Old Georgetown Rd - Democracy Boulevard (MD9917), US - MD - Rockville - 11800 Rockville Pike - Montrose (MD9943). Key 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.