Associate Wealth Manager Focus Financial PartnersAssociate Wealth ManagerBethesda, MarylandXML is looking to add an Associate Wealth Manager to work closely with senior advisors and the broader client service team to provide high-quality service to clients and support the day-to-day management of an established book of business. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Director, Technology and Product CapShift LLCDirector, Technology and ProductWashington, DC5-7 years of experience in product management, technical program management, and technology operations; preferred that some or all of the experience is in financial services Experience managing technical vendors and outsourced development teams Experience working in Agile product development environments Familiarity with Salesforce Strong project management and cross-functional leadership skills Excellent communication skills and ability to work with both technical and non-technical stakeholders Experience implementing product operations or product development frameworks Strong interest in AI and emerging technologies; experience implementing AI tools across an organizations preferred Comfortable operating in a growing, fast-moving organization Systems thinker who enjoys connecting people, technology, and strategy. The ideal candidate is a technically fluent operator and systems thinker who enjoys working across teams, managing external partners, and helping translate business needs into effective technology solutions.
Sales Support Associate Cetera InvestorsSales Support AssociateSilver Spring, MarylandAbout Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .
Sales Development Associate-Bethesda, MD Raymond James Financial IncSales Development Associate-Bethesda, MDBethesda, MD$35,568–$120,000 / yearS65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals.
Branch Manager, Non-Producing Morgan StanleyBranch Manager, Non-ProducingAlexandria, VirginiaOur 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. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs.
Senior Vice President, Chief Privacy Officer LPL Financial ServicesSenior Vice President, Chief Privacy OfficerArlington, VA$240,000–$290,000 / yearThe CPO will partner closely with other Compliance leaders, Enterprise Risk Management, Information Security, Technology, Data Governance, Legal, Internal Audit, and various other business leaders to establish governance frameworks, promote responsible data practices, and strengthen privacy and AI-related risk oversight across the enterprise. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
NewFull Stack Developer Expert In Recruitment SolutionsFull Stack DeveloperBethesda, MDDeveloping and maintaining APIs, building the backend services that pull in market data, fund data, and portfolio models and making them accessible to the platform. · Building frontend dashboards, creating the visual interfaces advisors use to construct portfolios and view risk analytics like beta, correlation, and drawdown.
Entry-Level Investment Sales Associate Arrow Investment Advisors, LLCEntry-Level Investment Sales AssociateLaurel, MDAs candidates demonstrate readiness, they can take on greater responsibilities, pursue appropriate financial-industry licensing, participate more directly in advisor relationships, and progress toward a Regional Sales Consultant position. As a smaller, entrepreneurial firm, our employees have the opportunity to work directly with experienced professionals, learn different areas of the business, and take on greater responsibility as they develop.
Program Coordinator, Exam Registration CFP BOARDProgram Coordinator, Exam RegistrationWashington, DC$54,000–$63,000 / yearUnder general supervision, the Program Coordinator, Exam Registration supports Certification & CE Operations by coordinating examination registration activities, administering examination policies and procedures, maintaining accurate candidate records, and providing high-quality support to CFP exam candidates and other stakeholders. Participate in cross-training and provide operational support across Certification Operations functions, including Experience, Examination Registration, Education Verification, Certification Maintenance, and other operational areas as business needs require, particularly during peak volume periods and changing business needs.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyWashington, DC$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Private Wealth Summer Intern AllianceBernstein LPPrivate Wealth Summer InternWashington DC, District of ColumbiaWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform.
Director, Certification and CE Operations CFP BOARDDirector, Certification and CE OperationsWashington, DC$145,000–$175,000 / yearProvides strategic and operational leadership for CFP Board's certification lifecycle, overseeing Certification Maintenance, Examination Registration, Education Verification, Experience Operations, Continuing Education programs, and CE Sponsor operations to ensure consistent, efficient, and scalable operational execution, service delivery, and a seamless stakeholder experience. Experience: Minimum of 10 years of progressively responsible leadership experience in certification, credentialing, continuing education, association management, professional licensing, higher education, or related operational environments, including experience leading managers and cross-functional teams.
Assistant, Public Relations and Social Media CFP BOARDAssistant, Public Relations and Social MediaWashington, DCCFP certification is held by more than 110,000 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. CFP Board had an exciting part-time opportunity (10-15 hours per week) to assist the public relations and social media team in promoting awareness and building recognition of CFP Board and CFP certification among financial planners, the public, the media, and key stakeholders.
Director, Standards and Competency CFP BOARDDirector, Standards and CompetencyWashington, DC$145,000–$175,000 / yearCFP certification is held by more than 105,000 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. CFP Board seeks a seasoned credentialing leader with deep expertise in psychometrics, exam development, and exam administration operations to direct the high-stakes CFP Examination program.
NewSr. Systems and Cloud Engineer CFP BOARDSr. Systems and Cloud EngineerWashington, DC$115,000–$130,000 / yearCFP 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. The Senior Systems and Cloud Engineer is responsible for the design, implementation, maintenance, and optimization of the organization's IT infrastructure, including servers, storage, networking, virtualization platforms, and cloud services.
Client Service Associate Morgan StanleyClient Service AssociateWashington, DC$64,900–$78,500 / 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. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Vice President, AI Risk And Governance LPL Financial ServicesVice President, AI Risk And GovernanceArlington, VA$137,093–$228,454 / yearThe role will lead the day-to-day execution and continued maturation of the firm's enterprise AI governance program, accountable for assessing and overseeing AI risk across LPL's business functions, maintaining a defensible governance framework, and partnering across functions to enable responsible AI adoption at pace. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Integrated Program Planner Lockheed Martin CorpIntegrated Program PlannerMDRemote$67,000–$88,000 / yearOn top of working in a highly supportive, friendly, respectful environment, this is what you can expect when you join our team: Flexible, compressed work schedules, depending on business requirements, where you have the option of Fridays off, as well as the possibility to work remote part-time. We operate major facilities in Ottawa, Montreal, Halifax, Calgary and Victoria and work on a wide range of programs from advanced naval technology products, aircraft sustainment, and unmanned systems software.
Senior Trainer/Field Service & Operational Planner CACI International Inc.Senior Trainer/Field Service & Operational PlannerSterling, VA$86,600–$181,800 / yearPay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. The ideal candidate brings deep military operational experience, strong instructional background, extensive aviation or UAS qualifications, and proven ability to support mission execution in demanding environments.
NewWealth Management Client Associate Bank of AmericaWealth Management Client AssociateWashingtonOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.