2,790 Results for

Financial Services Jobs in Washington, DC

Jobs

Baltimore, MD

$125,000–$175,000 / year

The firm’s attorneys bring a high level of experience across a diverse range of practice areas, including real estate, land use and zoning, commercial lending, litigation, financial services, business transactions, and tax and wealth planning. Information 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.

6 days ago

Alexandria, VA

$20–$22

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

10 days ago

Alexandria, VA

$23–$26

li> They should be exposed to understanding the banks' offerings so they could cross sell, working with members/building relationships, tracking KPIs, submitting loan applications and reading credit reports. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

3 days ago

Herndon, VA

$55,000–$85,000 / year
Full time

This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.

10 days ago

Washington, District of Columbia

$19–$19 / hour
Full time

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

20 days ago

Rockville, MD

$110,000–$132,000 / year

Savantage Solutions is seeking a Financial Manager to join our professional services team supporting the mission of a federal government agency dedicated to enabling the Department of Defense, the U.S. Government, and international partners to counter and deter weapons of mass destruction and improvised threat networks. Document development efforts and produce guides, job aids and other information to support the Agency’s automated spend plan management system and other financial tools (to include but not limited to DAI, Joint Integrated CBRN Analytic Platform (JICAP), and Dormant Account Review Quarterly (DAR-Q).

5 days ago

Washington, DC

$185,000–$200,000 / year

Information 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. A highly regarded, Am100 Law Firm is seeking a Manager of Financial Systems to lead a team responsible for delivering critical financial data, reporting, and system insights across the business.

6 days ago

Fairfax, VA

$150,000–$220,000 / year

As a Service Operations Manager, you will lead the day-to-day performance of a growing HVAC and Plumbing Service division, overseeing Field Teams, operational processes, customer relationships, and overall business performance across Commercial, Multifamily, and Residential service operations. Information 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.

6 days ago

Washington, DC

$46,608 / year
Full time

Handle branch operational tasks such as mail management, scanning documents, receiving deliveries, branch operational logs for GCS instant issues, incoming credit cards from GCS and branch opening/closing logs.• Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: - Maintain awareness of and report suspicious activity - Complete all relevant BSA reports promptly and accurately (e.g.

30+ days ago

McLean, VA

The disclosed range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance, sales or revenue-based metrics, and business or organizational needs. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

30+ days ago

Germantown, MD

Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.

3 days ago

Washington, DC

$135,000–$150,000 / year
Full time

The position partners with legal and administrative leadership to optimize workflows, enhance team performance, and deliver high-quality support across practice areas.

Our client is a globally recognized law firm operating at the forefront of complex legal matters, including transactions, litigation, and regulatory work.

4 days ago

Bethesda, MD

$18–$19.50 / hour

li>Assist to achieve budgeted financial performance through effective salesmanship, using good judgment to solve problems, and ensuring loss prevention protocols are executed at all times.

Must possess mobility to work in a retail setting, and the stamina to maintain attention to detail despite interruptions, strength to lift and carry boxes of books weighing up to 50 pounds.

8 days ago

Washington, DC

Full time

Ensures thatvehicles are clean and prepared for use at all times; Processes agency mail and special packagesincluding receipts, inter-agency routing of courier packages, processingoutbound mail by metering or applying postage and deliveries to the US PostOffice as required. The incumbent will provide a variety of support services including (but not limited to) property management, publishing service, supply management, mail processing and services facilities and equipment maintenance and transportation services.

27 days ago

Washington, DC

$19–$24 / hour

p>Download the Sparks Group mobile app from Apple App Store or Google Play..

Sparks Group is partnering with a highly respected Washington, DC credit union to hire a Bilingual (Spanish/English) Member Experience Associate, a dynamic, people-centered role perfect for early-career professionals who love helping others and want to grow in the banking industry.

5 days ago

Silver Spring, Maryland

$19.70–$23.17 / hour
Full time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

9 days ago

Washington, DC

$21–$26 / hour

p>Download the Sparks Group mobile app from Apple App Store or Google Play.. Job Summary/Company: Sparks Group has partnered with a financial services organization, together we are seeking a (Bilingual Spanish and English) Member Contact Associate to support inbound and outbound member communications, resolve account inquiries, and provide exceptional service across multiple digital and phone channels.

11 days ago

Washington, DC

$27–$30 / hour

p>Download the Sparks Group mobile app from Apple App Store or Google Play.. Job Summary/Company: Sparks Group has partnered with a mission-driven financial services organization seeking an (Bilingual English and Spanish Preferred) Operations Experience Associate to support daily operational workflows, member account management, and cross-departmental coordination.

5 days ago

Rockville, MD

$105,000–$125,000 / year

p>Download the Sparks Group mobile app from Apple App Store or Google Play.. The ideal candidate will have a bachelor’s degree in accounting with 7 years of accounting experience (to include working in public accounting and/or financial services highly preferred) and able to work in a fast past environment.

4 days ago

Mc Lean, VA

$75,000–$125,000 / 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.

Today

McLean, VA

p>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.

Account Administration:

Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.

30+ days ago

$77,000–$214,000 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

30+ days ago

$77,000–$214,000 / year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

30+ days ago

Falls Church, VA

Processes claim for multiple payer types (i.e. Commercial, Managed Care, Blue Cross, Medicare, Medicaid, etc.) and ensures that all assigned claims meet clearinghouse and/or payer processing criteria. The Patient Financial Services Representative 4 performs the duties of a Patient Financial Services Representative 3 and is responsible for the timely and accurate editing, submission, and/or follow-up of assigned claims.

29 days ago

Columbia, MD

$61,720.78–$80,334.92 / year

li>Drive ongoing enhancements to contact center operations that increase accessibility and self-service resolution, while maintaining an auditable knowledge base and actionable training resources that ensure accurate, consistent, and Title IV-compliant information for student-facing interactions - including federal aid programs, verification, R2T4, disbursement, and regulatory disclosure requirements.

The primary focus of this role is to serve as a key leader within the Student Success department, overseeing financial vendor management, data and insights, and operational innovation across the student financial journey.

24 days ago

Reston, VA

This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.

30+ days ago

Bethesda, MD

The Financial Services Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Under the general supervision of a Partner or Director of Sales, you will begin with an in-depth training program to gain technical knowledge of retirement plan solutions, financial services offerings, and effective advisor support practices, as well as learn the firm's value proposition to support our clients' needs and passions.

30+ days ago

Baltimore, MD

$155,000–$410,000 / year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations.

18 days ago

10875 Main St. #203 10875 Main St. #203 Fairfax, Virginia

Remote

div>

Maria Christopoulos Selected as Top CEO of the Year by IAOTP

Maria Christopoulos, CEO and sonographer, was recently selected as Top CEO of the Year for 2024 by the International Association of Top Professionals (IAOTP) for her outstanding leadership, dedication, and commitment to the industry.

If you're looking for a flexible opportunity where you can grow professionally while helping others, this role offers a strong entry point into financial services.

30+ days ago

Bethesda, Maryland

The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business.

PRIMARY RESPONSIBILITIES:
Support 4–5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships. The Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials.

30+ days ago

Bethesda, Maryland

li>

Finalizes 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. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment.

PRIMARY RESPONSIBILITIES:.

3 days ago

Bethesda, Maryland

You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes.

PRIMARY RESPONSIBILITIES:.

Click here for some insight into our culture!

30+ days ago

Working hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in developing relationships with qualified targets and decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.

Candidates will be expected to have a net-new client development track-record of achievement with an emphasis on large, strategically transformative strategy or technology-led programs in one or more of the following business areas: Marketing, MarTech, Customer Experience, Customer Data Management, and Content Supply Chain.

25 days ago

McLean, VA

$193,300–$322,100 / year

li>15+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

9 days ago

As 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.

30+ days ago

Washington DC

You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. 95% of our employees feel they can take time off when necessary.

30+ days ago

Arlington, VA

Remote

ROLE DESCRIPTION: As an Insurance AND Financial Service Team Member for Renee' Montague - State Farm Agent, you are vital to our daily business operations and customers’ success. Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

30+ days ago

Columbia, MARYLAND

p> We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

30+ days ago

Arlington, VA

In this individual contributor role, youll serve as the trusted voice for patients navigating complex billing and insurance questions, combining technical expertise with genuine empathy to deliver exceptional experiences.

In this strategic role, youll answer inbound patient inquiries and actively manage the teams work queues to ensure timely resolution of patient billing and insurance questions.

30+ days ago

Negotiable, DC

$134,118–$207,931 / year

The Director provides leadership and direction to subordinate managers, supervisors, specialists, staff managers, staff members, and contractors, representing a wide variety of disciplines and professions in a dynamic and complex environment where Aviation Safety mission and regulatory processes have national and international impact. Is the AVS technical subject matter authority for the development, publication and dissemination of financial services to support aviation safety and the demand for increased safety, capacity, efficiency, and predictability in the airspace, routes, and airports of the National Airspace System (NAS).

24 days ago

Washington D.C., DC

$85,000–$200,000 / year

Business and data analysis experience applicable to a client's strategic initiatives (e.g., growing revenue, decrease costs, mitigate risk) Experience in envisioning future state operating models and when comparing to the current state and designing the roadmap of initiatives to close the gap between the current and target future state. Our team works in an apprentice model; you will work with experienced senior leaders to develop your industry knowledge and consulting skills to contribute to and shape our project delivery, business development, and practice development efforts.

30+ days ago

Alexandria, VA

The ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.

16 days ago

Washington DC, DC

$82,160–$110,240 / hour

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. • Manage a group of international outside counsels for non-US/EU client regulatory questions; triage requests for analysis, serve as client-counsel interface, leverage Cooley attorney network and other resources to add counsels in new jurisdictions as required.

30+ days ago

Baltimore, MD

$99,000–$266,000 / year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

30+ days ago

Washington

p style="line-height:1.38;margin-left:12px;text-align:justify">This role will be reporting into the Head of Sales (US), and will be centered around identifying, qualifying, negotiating, and closing new business to exceed sales targets within large, complex and often sophisticated risk and compliance departments in the Financial Services sector (Tier-1 Banks).

QUALIFICATIONS:

Bachelor’s degree and 5+ years in B2B SaaS sales experience with a proven track record of exceeding sales quotas and selling into Tier 1 Financial Institutions.

17 days ago

$99,000–$266,000 / year

p>A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

30+ days ago

Washington, DC

$124,000–$335,000 / year

30+ days ago

Arlington, VA

p>Who you are:

Comfortable selling to, influencing and building trust-based, value-added relationships with senior executives Coachable and embracing of best practices and feedback as a means of continuous improvement A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges Proven track record in achieving / exceeding revenue targets Ability to travel to client sites as necessary Associates are expected to travel to client sites and meetings as required by business needs or specific engagement requirements, ensuring we deliver exceptional service where it matters most.

What you will need:

Experience within a well-regarded management consultancy in a project delivery and sales capacity Experience working with and selling into Financial institutions, such as large banks, insurance, and asset/wealth management Clients Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems.

30+ days ago

Bethesda, MD

p>• Finalizes 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.

30+ days ago

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Financial Services Jobs in Washington, DC

Financial Services / Creditors’ Rights Attorney Jobot

Financial Services Associate Kforce Inc.

Financial Services Specialist Kforce Inc.

Client Services Associate Birks Financial Corp.

Museum Visitor Services - $19/hr - DC Beacon Hill Staffing Group, LLC

Financial Manager Savantage Solutions

Financial Systems Manager (Legal Industry) Jobot

Service Operations Manager - MEP/HVAC Jobot

Member Service Associate United Nations Federal Credit Union

Government Financial and Contract Analyst Capgemini Government Solutions LLC

Mortgage Advisor Weichert, Realtors

Supervisor, Paralegal Services - Washington, DC Page Group

Customer Service Retail Associate System One

Support Services Assistant in Washington DC CSZNet, Inc.

Member Experience Associate Sparks Group

Retail Customer Service Associate FedEx

Member Contact Associate (Bilingual Spanish and English) Sparks Group

Operations Experience Associate (Bilingual English and Spanish Preferred) Sparks Group

Senior Accountant Sparks Group

Wealth Advisor - PNC Wealth Management PNC Financial Services Group

Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares Corp

State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

Patient Financial Services Representative 4 - Customer Service (Bilingual) Inova Health System

Manager, Service and Operations- Financial Services Covista Inc

ASSOCIATE, CFO SERVICES Cresset Capital Management LLC

Sales Enablement Specialist - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLC

Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLP

Financial Services Associate – Flexible Remote Role Pregnantsee

Sales Enablement Specialist - The Baldwin Group Financial Services Baldwin Group Colleague

Senior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group Colleague

Senior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group Colleague

Vice President, Sales Executive - Adobe Alliance -Financial Services (FSI) & Telco/Media/Technology Deloitte Touche Tohmatsu Ltd

Financial Services Senior Manager - Strategy, Growth & Transformation Deloitte Touche Tohmatsu Ltd

Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLC

Senior Associate - Financial Advisory Services Embark People

Insurance and Financial Services Position - State Farm Agent Team Member Renee' Montague - State Farm Agent

Financial Services Representative Alexander Brown - State Farm Agency

Patient Financial Services Specialist, Healthcare Financial Operations Amazon.com Inc

Aviation Technical Systems Manager (Director, Financial Services) U.S. Department of Transportation

Director, Financial Services Advisory (D&E) Ankura Consulting Group LLC

Senior Vice President (SVP), CFO Services CyberData Technologies

Regulatory Analyst - Financial Services Cooley LLP

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

Enterprise Account Executive (Financial Services) Kharon

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Managing Partner, IT Strategy Consulting - Financial Services & Insurance Industry Gartner Inc

Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLC

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