Regional Operations Manager (Washington, D.C.) Oppenheimer & Co. Inc.Regional Operations Manager (Washington, D.C.)Washington, DC$90,000–$110,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Summer Associate Internship (Member Associate - Navy Federal Investment Services) Navy Federal Credit UnionSummer Associate Internship (Member Associate - Navy Federal Investment Services)Vienna, VAThe Navy Federal Investment Services (NFIS) support team provides diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, Investment Advisors (IAs), and Financial Advisors (FAs). Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial CenterBethesda, MDFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, VirginiaActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.4.
Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Reston, VAReston, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Planning & Investment Advisor Marsh & McLennan Companies IncFinancial Planning & Investment AdvisorColumbia, MD$89,500–$166,900 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Financial Advisor, Truist Investment Services, McLean, VA Truist BankFinancial Advisor, Truist Investment Services, McLean, VAMclean, VirginiaActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.4.
NewFinancial Advisor and Director of Investments Transcend Practice ManagementFinancial Advisor and Director of InvestmentsFairfax, VA$130,000–$150,000 / yearWe are currently seeking a Financial Advisor/Director of Investments to join our team, working closely with our founder and servicing an existing group of currently assigned households. Build client meeting volume over time, working toward several client meetings a day alongside the founder or a junior advisor.
Vice President - Investment Advisors Sands Investment GroupVice President - Investment AdvisorsBaltimore, MarylandWhy Join SIG?-National Platform with $10.1 billion in closed transactions-Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers-One-on-one mentorship with Managing Directors and senior producers-Access to $1.5 billion in inventory What You’ll Do-Drive lead generation and nurture relationships with investors and property owners-Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings-Collaborate with your team and marketing staff to bring deals to market-Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities-Own key accounts and client relationships within your product specializationWho Are You-5+ Years in commercial real estate, or investment sales-Proven closer or producer looking for a stronger platform-Licensed Real Estate Agent or actively pursuing licensing-Comfortable with CRM systems, data tools, and financial analysis-A culture fit: Collaborative, Coachable, Communicative, and ConsistentCompensation-100% commission-based role, no cap on earnings-Includes access to SIG’s national inventory, CRM, marketing systems, and trainingOffice LocationOffices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage businessThis is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial CenterBethesda, MDAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Financial Advisor - RIA Professions IncFinancial Advisor - RIAWashington, DCEvaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Confidential RIA | Washington, D.C. A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Washington office.
Principal Advisor Axiologic Solutions LLCPrincipal AdvisorWashington, DCThe Principal Advisor serves as a senior trusted advisor to the IC CIO and executive leadership, providing strategic guidance and operational support across enterprise IT initiatives, governance activities, resource planning, and mission delivery. This position is responsible for translating leadership priorities into executable plans, coordinating with stakeholders across the Intelligence Community and partner organizations, and supporting executive decision-making to achieve mission and enterprise objectives.
Senior Associate, Enterprise Advisors Enterprise Community Partners IncSenior Associate, Enterprise AdvisorsWashington, DC$64,000–$75,000 / yearAdvisors' seeks a senior associate with GIS and data analysis experience for our growing I&T Practice Area to support a portfolio of work that provides technical expertise to cities and counties focused on reforming their land use and zoning policies to produce affordable housing. Our Incubation and Trends (I&T) practice area explores and incubates new areas of work and scales place-based solutions including the intersections of data and technology, land use and zoning, and partnerships to cultivate solutions to new and persistent community challenges.
NewSenior 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.
Merrill 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 / yearOur 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. 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 Share: Save job Job saved.
Senior Retirement Advisor - The Baldwin Group Financial Services BRP Group, Inc.Senior 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.
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Baltimore & Associates MarketBaltimore, MarylandEffectively 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.
DCIO Advisor, Sr. Marketing Manager T. Rowe PriceDCIO Advisor, Sr. Marketing ManagerBaltimore, MD$110,000–$188,000 / yearExperience marketing to one or more intermediary or institutional audiences, such as: Financial advisors, Retirement advisors, Recordkeepers, Home office partners, Defined contribution or institutional investment clients, DCIO distribution channels Proven experience with the Adobe Suite, Adobe Workfront FINRA Requirements FINRA licenses are not required and will not be supported for this role. Core Competencies Strategic thinking Customer-centric mindset Cross-functional influence and leadership Data-driven decision making Campaign planning and execution Project leadership and business acumen Learning agility and intellectual curiosity Qualifications Required: Bachelor's degree or equivalent combination of education and experience.
Attorney-Advisor (International)(Public Notice Flyer) U.S. Department of CommerceAttorney-Advisor (International)(Public Notice Flyer)Washington, DC$102,415–$187,093 / yearThe Commercial Law Development Program (CLDP) of the Office of the General Counsel, U.S. Department of Commerce, is seeking an individual with exceptional analytical, organizational, and interpersonal communication skills to join our team of international technical assistance Attorney-Advisors to engage in legal reform work related to telecommunications and the information and communication technology (ICT) sector. Work in partnership with foreign government officials to develop and support technical assistance programs under the State Department''s DCCP, by organizing programming on matters relating to the deployment of new technologies, telecommunications regulations, data protection laws, and digital economy issues.