Sr. Account Manager CFP BOARDSr. Account ManagerWashington, DC$110,000–$130,000 / yearUnder limited supervision, the Senior Account Manager for Corporate Growth is responsible for CFP Board's relations with firms, focused on both the growth of CFP professionals in assigned firms and development outreach to other financial industry firms to support CFP Board's strategic initiatives and organizational goals. CFP 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.
NewBusiness Systems Analyst CFP BOARDBusiness Systems AnalystWashington, DC$98,000–$115,000 / 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.
Senior 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. 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.
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.
Technical Applications Analyst CFP BOARDTechnical Applications AnalystWashington, DC$69–$75 / hourCFP 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. Supports unit testing, system testing, integration testing, and User Acceptance Testing (UAT) activities for NetForum and related business applications, across multiple projects.
Development Manager CFP BOARDDevelopment ManagerWashington, DC$75,000–$90,000 / yearCFP 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. The Development Manager will oversee donor database management, gift processing and reporting; produce compelling donor-facing materials; and drive and support donor cultivation and stewardship, including prospect research and events.
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.
Regional Vice President, Channel (Washington D.C. / McLean, VA) Mercer AdvisorsRegional Vice President, Channel (Washington D.C. / McLean, VA)Washington DC, Virginia$119,000–$140,000 / yearSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxWashington, DC$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.
Manager, Washington National Tax - Compensation and Benefits Deloitte Touche Tohmatsu LtdManager, Washington National Tax - Compensation and BenefitsWashington, 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.
Senior, Washington National Tax - Compensation and Benefits Deloitte Touche Tohmatsu LtdSenior, Washington National Tax - Compensation and BenefitsWashington, DC$111,600–$186,000 / 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.
Advisor - Washington DC Brighton JonesAdvisor - Washington DCWashington, D.C.$95,000–$150,000 / yearFull timeLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.
Associate Advisor - DC Brighton JonesAssociate Advisor - DCWashington, D.C.$81,000–$100,000 / yearFull timeAs one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
Analyst (DC - August 2027 Start) Brighton JonesAnalyst (DC - August 2027 Start)Washington, D.C.Full timeAs one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com ’s 2025 list, as well as national honors for community impact. Working alongside experienced advisors, Analysts gain exposure to financial planning, client service, and business operations while participating in structured training, coaching, and hands-on development opportunities.
J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Washington, DCWashington, DCUsing 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.
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.
Relationship Manager-Chevy Chase, MD RK PartnersRelationship 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.
Institutional Investment Analyst I Truist Financial CorporationInstitutional Investment Analyst IWashington, DC$80,000–$92,500 / yearPlease review the following job description: The Investment Analyst (IA) partners with Senior Institutional Investment Managers (SIIM) and the Investment Advisory Group (IAG) to support the delivery of sophisticated investment advisory and portfolio management services to institutional clients across the Truist footprint. Provide specialized analytical and portfolio support for Dealer Trust Services relationships, including investment reporting, cash flow analysis, portfolio implementation, performance monitoring, and client communications related to dealer reserve and trust investment programs.
NewInstitutional Investment Analyst I Truist Financial CorpInstitutional Investment Analyst IWashington, DC$80,000–$92,500 / yearPlease review the following job description: The Investment Analyst (IA) partners with Senior Institutional Investment Managers (SIIM) and the Investment Advisory Group (IAG) to support the delivery of sophisticated investment advisory and portfolio management services to institutional clients across the Truist footprint. Provide specialized analytical and portfolio support for Dealer Trust Services relationships, including investment reporting, cash flow analysis, portfolio implementation, performance monitoring, and client communications related to dealer reserve and trust investment programs.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningDCRemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.