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.
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.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth 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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateWashington, DC$25–$44 / hourOur 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. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Regional Vice President, Channel (Washington D.C. / McLean, VA) Mercer AdvisorsRegional Vice President, Channel (Washington D.C. / McLean, VA)Washington DC, Virginia$119,000–$140,000 / yearSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Market Manager Bank of AmericaMarket ManagerWashingtonSupports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.
Business Development Associate Morgan StanleyBusiness Development AssociateMclean, VA$75,000–$125,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our 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.
Private Wealth Management Wealth Management Associate Morgan StanleyPrivate Wealth Management Wealth Management AssociateWashington, DCProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our 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.
Wealth Management Associate Morgan StanleyWealth Management AssociateWashington, DCProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our 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.
NewMid Atlantic Regional Director, Wealth and Asset Management Northern Virginia The Charles Schwab CorpMid Atlantic Regional Director, Wealth and Asset Management Northern VirginiaTysons Corner, VAThe following are helpful, but not required: Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels.
Head of Investment Data & AI ChoreoHead of Investment Data & AIColumbia, MDThis role sits deliberately at the intersection of investment process and technology — it does not own enterprise IT, security, or firm-wide vendor contracts (those remain with Firm Operations and Technology), and it does not own investment judgment calls (those remain with the Manager Research Leads, Portfolio Strategy Lead, and CIO per a decision-rights matrix). This role is accountable for agentic workflows (initially focusing on research summarization, meeting documentation, the shared research knowledge base, due diligence data-gathering, advisor content drafting, portfolio monitoring and more) both in terms of development and guardrails, and compound in value as the platform scales.
Senior Enterprise Communications Strategist Edward D Jones & Co LPSenior Enterprise Communications StrategistWashington, DCAs a Senior Communications Strategist within the External Communications & Public Relations (ECPR) team, part of the firm's External Affairs division, you will play a critical role in advancing Edward Jones' reputation, supporting enterprise priorities, and bringing the modern Edward Jones story to life. You will serve as a strategic communications partner to business leaders and subject matter experts, helping translate complex business priorities into compelling narratives that resonate with clients, financial advisors, media and other key stakeholders.
Client Relationship Manager-Chevy Chase, MD RK PartnersClient Relationship Manager-Chevy Chase, MDChevy Chase, DCExperience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred. Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
NRO General Manager - Travel Required Raising Cane'sNRO General Manager - Travel RequiredWashington, DC$72,000–$88,000 / yearFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The Total Target Cash amount shown above is inclusive of the estimated incentive amounts earned under our Restaurant Monthly Incentive Program, should your home Restaurant meet our profitability expectations, and you meet all eligibility criteria.