NewAssociate Financial Representative LPL Financial Holdings IncAssociate Financial RepresentativeRockville, MDThe 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. 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.
NewAdvisor Assistant Corebridge Financial IncAdvisor AssistantMDRemoteThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. We 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.
NewClient Advisor with Athletic Background Tysons District - Northwestern MutualClient Advisor with Athletic BackgroundAshburn, VAFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Passionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano.
NewAdvisor Licensing Program LPL Financial Holdings IncAdvisor Licensing ProgramRockville, MD$22.28–$37.14 / hourThe 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. 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.
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.
NewChief Financial Officer (CFO) Culmen International, LLCChief Financial Officer (CFO)Alexandria, VA$275,000–$325,000 / yearSuccess will be measured by timely and accurate closes and PSRs; reliable Costpoint-based budget-to-actual reporting with insightful analysis to inform decision making; disciplined indirect rate management and DCAA compliance; improved cash and liquidity forecasting; strong lender relationships; effective acquisition integration; and a scalable finance organization capable of supporting the Company's continued growth and complexity. The successful candidate must be comfortable moving seamlessly between executive-level discussions and detailed reviews of financial statements, project financials, indirect rates, cash forecasts, reconciliations, and Deltek Costpoint reporting.
Business Change Advisor/Business Change Advisor Sr. Elevance HealthBusiness Change Advisor/Business Change Advisor Sr.Ashburn, VA$64,676–$136,482 / yearMay be responsible for assisting the senior leadership team within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results. will be responsible for assisting the management within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results.
Lead Wealth Advisor Acorn Financial Services IncLead Wealth AdvisorReston, VAFull timeYour mission is to proactively manage the client experience, deliver integrated financial plans, and actively guide clients through the nuances of their financial lives, ensuring total alignment with our internal tax and legal strategists. Assist in developing and executing investment strategies designed specifically to protect against taxes and inflation, providing ongoing, proactive analysis of assigned client portfolios.
Tax Advisor Satori DigitalTax AdvisorColumbia, MarylandIn this role, you’ll collaborate closely with the clients tax and financial planning teams, helping clients navigate complex tax matters with accuracy, confidence, and clarity. Alpha Hire is working with a client to hire a highly skilled Tax Advisor who will support clients with high-quality tax preparation and planning services.
Senior Wealth Advisor | DMV Market Citigroup IncSenior Wealth Advisor | DMV MarketBethesda, MDAs a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)Springfield, VAUsing 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 - Edgewater and Gambrills, Maryland JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, Marylandgambrills, MDUsing 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 - Oxon Hill, Maryland JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Oxon Hill, MarylandOxon Hill, MDUsing 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 - Catonsville and Marriottsville, Maryland JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MarylandCatonsville, MDUsing 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 - College Park, Maryland JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - College Park, MarylandCollege Park, MDUsing 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 - Columbia and Glen Burnie, Maryland JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MarylandColumbia, MDUsing 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 - Bethesda and Potomac, Maryland JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MarylandBethesda, MDUsing 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 & 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.
Wealth Advisor Cerity Partners LLCWealth AdvisorVA$120,000–$175,000 / yearThe Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
NewAdvisor Assistant Corebridge FinancialAdvisor AssistantMarylandRemoteThe role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. We 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.