JobotCOO, Wealth Management JobotCOO, Wealth ManagementWashington, DC$200,000–$250,000 / yearInformation 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. Collaborate and lead the advisors - accountable that advisors are following compliance policy and acting as a fiduciary as well as navigating the challenging conversations with advisors.
JobotEstate Planning Attorney JobotEstate Planning AttorneyReston, VA$125,000–$200,000 / yearInformation 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. 2. Draft, review, and revise various estate planning documents, including wills, trusts, powers of attorney, and health care directives.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorWashington, Washington, DC$61,000–$250,000 / yearNorthwestern 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.
CAPTRUSTWealth 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.
AmeripriseFinancial Advisor AmeripriseFinancial AdvisorVienna, VirginiaProven 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).
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorRockville, MDFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Maryland Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Maryland MarketNorth Bethesda, MD$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.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Washington DC Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Washington DC MarketWashington, DC$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.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorNew Market, MD$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Bank of AmericaMerrill Advisor Development Program - Financial Advisor: North Virginia Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: North Virginia MarketReston, VirginiaEffectively 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.
M&T Bank CorpAffluent Market Financial Advisor (draw salary plus commission) M&T Bank CorpAffluent Market Financial Advisor (draw salary plus commission)Mount Airy, MD$1–$3 / hourDeliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. • Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
M&T Bank CorpAffluent Market Financial Advisor- (draw salary plus commission) M&T Bank CorpAffluent Market Financial Advisor- (draw salary plus commission)Reston, VA$1–$3 / hourDeliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. • •Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
LPL Financial Holdings IncFinancial Advisor - Signal Financial Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Signal Financial Federal Credit UnionKensington, MDThis position will offer: • The ability to service a book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
First Command Financial Services, Inc.Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsArlington, VADeliver Advanced Personalized Planning 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. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Edward D Jones & Co LPAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorFairfax, VAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Raymond James Financial IncAMP Financial Advisor Trainee - Vienna, VA Raymond James Financial IncAMP Financial Advisor Trainee - Vienna, VAVienna, VABachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Bank of America CorpFinancial Solutions Advisor- Broadlands South Financial Center Bank of America CorpFinancial Solutions Advisor- Broadlands South Financial CenterAshburn, VAWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Strong computer skills with an ability to multitask in a demanding environment • Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses • Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.
Corebridge Financial IncFinancial Advisor - DC Corebridge Financial IncFinancial Advisor - DCWashington, DC$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.
PNC BankFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLeesburg, VirginiaIn 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. 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.
Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania AvenueWashingtonJob Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsArlington, VADevelop 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.
LPL Financial Holdings IncFinancial Advisor - NASA Federal Credit Union LPL Financial Holdings IncFinancial Advisor - NASA Federal Credit UnionArlington, VA$60,000–$80,000 / yearThis employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to NASA Federal Credit Union for financial solutions.
LPL FinancialFinancial Advisor - Apple Federal Credit Union LPL FinancialFinancial Advisor - Apple Federal Credit UnionFairfax, Virginia$60,000–$90,000 / yearThis employment opportunity at Apple Federal Credit Union in Fairfax, VA would allow you to join the Investment Program at Apple Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Apple Federal Credit Union for financial solutions.
LPL FinancialFinancial Advisor - Northwest Federal Credit Union LPL FinancialFinancial Advisor - Northwest Federal Credit UnionHerndon, VirginiaThis employment opportunity at Northwest Federal Credit Union in Herndon, VA would allow you to join the Investment Program at Northwest Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Northwest Federal Credit Union for financial solutions.
OsaicFinancial Advisor OsaicFinancial AdvisorFalls Church, VA$90,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
Osaic IncFinancial Advisor Osaic IncFinancial AdvisorFairfax, VA$90,000–$108,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
FNB CorpNewFinancial Advisor FNB CorpFinancial AdvisorBethesda, MDPrimary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Wells Fargo & CoNewAssociate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorWashington, DCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
United Bank, Inc. (Inactive)Financial Advisor United Bank, Inc. (Inactive)Financial AdvisorWashington, DCIdentify 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.
First National Bank Of PennsylvaniaFinancial Advisor First National Bank Of PennsylvaniaFinancial AdvisorBethesda, MarylandManages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
The PNC Financial Services Group IncFinancial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementLeesburg, VAIn 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. 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.
Bank of America CorpNewFinancial Solutions Advisor -Western MD Market Bank of America CorpFinancial Solutions Advisor -Western MD MarketGaithersburg, MD$70,000–$80,000 / yearKey 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Haymarket Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Haymarket Financial CenterHaymarket, VAMerrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Corebridge Financial IncFinancial Wealth Advisor - Greater Washington, DC Corebridge Financial IncFinancial Wealth Advisor - Greater Washington, DCWashington, DC$200,000–$300,000 / 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.
Booz Allen Hamilton IncStrategic Financial Advisor Booz Allen Hamilton IncStrategic Financial AdvisorWashington, DC$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.
Navy Federal Credit UnionFinancial Advisor - Rockville or Gambrills, MD Navy Federal Credit UnionFinancial Advisor - Rockville or Gambrills, MDRockville, MD$55,000–$75,000 / yearFORTUNE100 Best Companies to Work For® 2025 Yellow and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 Americas Best Employers for New Grads Forbes 2025 Americas Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Ability to influence, negotiate and persuade to reach agreeable exchange and positive outcomes.
Bank of America CorpFinancial Solutions Advisor - Washington DC Market Bank of America CorpFinancial Solutions Advisor - Washington DC MarketWashington, DC$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Silver Spring, Maryland; Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Rockville, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We 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.
Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
The Toronto-Dominion BankFinancial Advisor Associate - Great Falls, VA The Toronto-Dominion BankFinancial Advisor Associate - Great Falls, VAGreat Falls, VA$66,560–$99,320 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
TD BankNewFinancial Advisor Associate - Great Falls, VA TD BankFinancial Advisor Associate - Great Falls, VAGreat Falls, VirginiaMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Bank of AmericaFinancial 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.
Bank of AmericaFinancial 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).
Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MarylandFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MDFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Bank of AmericaFinancial Solutions Advisor Registration Candidate - Washington Ave Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Washington Ave Financial CenterWashingtonKey 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.
Bank of AmericaNewFinancial Solutions Advisor Registration Candidate – Broadlands South Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate – Broadlands South Financial CenterAshburn, VirginiaWorks 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. Key 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.
Bank of AmericaFinancial Solutions Advisor Registration Candidate -K Street Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate -K Street Financial CenterWashingtonKey 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.
The Toronto-Dominion BankFinancial Advisor - Great Falls, VA The Toronto-Dominion BankFinancial Advisor - Great Falls, VAGreat Falls, VA$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.