132 Results for

Investment Advisor Jobs in Washington, DC

Jobs

Bethesda, MD12 days ago

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Baltimore, MD27 days ago

Remote

Full-time

The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States. This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.

Baltimore, MD12 days ago

$182,000–$330,000 Per Year

The role has location flexibility Drive sales of Alternative Investment strategies with targeted clients Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels Present TRP’s Alternative capabilities to Financial Advisors, RIAs and/or Investors Educate TRPs generalist sales team(s) on available alternative strategies Manage an alternative sales pipeline Develop relationships with prospect firms Responsibilities Accountable for driving sales in alternatives with target advisors in region. Minimum of 5+ years of Alts experience College degree required Exceptional communication skills including written, verbal, and delivering presentations Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms Strong organizational, time management, and relationship management skills Significant travel required Preferred: 10+ years of Alts experience Series 7 & 63 preferred, must obtain within 3 months of hire Advanced degree or designation (e.g.

Washington, Washington, DC30+ days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Baltimore, MD30+ days ago

Remote

$182,000–$330,000 Per Year

CFA, CAIA, CIMA) Series 7 & 63 required Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms Preferred: Exceptional communication skills including written, verbal, and delivering presentations Strong organizational, time management, and relationship management skills Significant travel required FINRA Requirements FINRA licenses are required and will be supported for this role. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Broker/Dealers, RIA, Banks, TAMP’s, and Intermediary Platform providers throughout the United States.

Washington D.C., District of Columbia30+ days ago

This is an opportunity to join a high-performing Investment Management team that advises some of the most sophisticated players in the industry—ranging from registered investment advisers to leading asset managers and private funds. Success Matcher Recruitment is partnering with a globally recognized, top-ranked law firm known for its collaborative culture, elite client base, and commitment to developing exceptional legal talent.

New!

Washington, DCToday

Maintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Assisting in the maintenance of the Plans' private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.).

Oxon Hill, MD30+ days ago

Full-time

Using 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.

Arlington, VA30+ days ago

Full-time

Bethesda, MD30+ days ago

Full-time

Baltimore, MD30+ days ago

Full-time

Edgewater, MD30+ days ago

Full-time

Columbia, MD30+ days ago

Full-time

College Park, MD27 days ago

Full-time

Washington, DC30+ days ago

Full-time

Catonsville, MD30+ days ago

Full-time

Washington, DC30+ days ago

Manassas, VA30+ days ago

Mitchellville, MD30+ days ago

Baltimore, MD12 days ago

$145,000–$247,000 Per Year

145,000.00 - $247,000.00 for the location of: Maryland, Colorado, Washington and remote workers $159,000.00 - $272,000.00 for the location of: Washington, D.C. $181,000.00 - $309,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Work in cross-functional squads across Investments, Investments Technology, and TRP Labs to architect, build, and operationalize autonomous AI agents that interact with proprietary financial data, enterprise systems, and investment professionals.

New!

Washington, Washington, DC1 day ago

Depending on team deal flow and the intern's interests, there is potential to contribute to active transactions in aquaculture or food circularity, support our regenerative infrastructure work, and/or play a role in shaping our emerging asset manager partnership strategy. Qualifications: Currently enrolled in an MBA program, with demonstrated interest in impact investing, sustainable food systems, or sustainable/conservation financeOnly enrolled students are eligible for this internship as you must be able to receive academic credit from your current academic institution.

Baltimore, MD30+ days ago

This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The incumbent will collaborate with the CIO, economists, and investment strategists to develop and message our multi-asset class views, strategic and tactical positioning, and will be responsible for communicating key investment insights and allocation decisions to internal and external stakeholders.

Baltimore, MD8 days ago

$55,000–$93,500 Per Year

Rowe Price’s culture, systems, and processes Valuable experience within a premier investment organization Long-term assignments (9–12 months typical) Consideration for potential Senior Administrative Assistant conversion opportunities in our Investments Division as they become available *Apply today if you’re seeking a stable contract role with meaningful exposure and potential opportunities in an investment environment! Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits.

Baltimore, MD30+ days ago

$55,000–$93,500 Per Year

Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.

Quantico, VA9 days ago

2024 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. That’s why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the leaders here aboard MCB Quantico and TBS areas as we seek to fill this vital role in our organization.

Baltimore, Maryland30+ days ago

The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.

Baltimore, MD12 days ago

$175,000–$275,000 Per Year

175,000.00-$275,000.00 for the location of: Maryland, Colorado, Washington and remote workers $175,000.00-$275,000.00 for the location of: Washington, D.C. $175,000.00-$275,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits.

Baltimore, MD30+ days ago

Full-time

Partner closely with portfolio managers to develop and translate investment insights into clear, compelling communications, and liaise with various stakeholders such as Marketing, Distribution, Product, Legal and Compliance teams on content creation and delivery, e.g., quarterly commentaries, presentation materials, performance narratives, whitepapers and other thought leadership. The role requires a mix of technical investment knowledge about private markets and asset allocation model portfolios, strong communication skills, and the ability to present complex concepts in a digestible way for different audiences.

Baltimore, MD12 days ago

$90,000–$105,000 Per Year

Work with internal systems designed for portfolio management and trade modeling Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions Monitor portfolio analytics and generate and run accurate orders through the trade cycle Determine accurate interest rate and currency hedging information, and other related daily portfolio functions. Rowe Price or related experience Prior experience with Equity OR Fixed Income Portfolios Savvy use of technology in combination with a data driven mindset Strong analytical skills and the ability to solve problems Ability to quickly process information, draw relevant conclusions, and clearly summarize results.

Baltimore, MD12 days ago

$175,000–$275,000 Per Year

Baltimore, MD12 days ago

Remote

$144,000–$261,000 Per Year

Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience FINRA Series 7 and 66 Preferred: Relationships with Wires, Independents, and Regional Broker Dealers Working knowledge of Broker/Dealer product platforms Based in the geographical territory with an established network. $144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers $144,000.00 - $261,000.00 for the location of: Washington, D.C. $144,000.00 - $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role.

Baltimore, MD12 days ago

Remote

$144,000–$261,000 Per Year

New!

Baltimore, MD2 days ago

Remote

$144,000–$261,000 Per Year

Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience FINRA series 7 and 66 licenses Preferred: Strong relationships with Wires, Independents, and Regional Broker Dealers Working knowledge of Broker/Dealer product platforms CFA, CFP, CIMA, or MBA FINRA Requirements FINRA licenses are required and will be supported for this role. $144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers $144,000.00 - $261,000.00 for the location of: Washington, D.C. $144,000.00 - $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role.

Annapolis, MD30+ days ago

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.

Tysons, VA30+ days ago

Our Tysons Corner, VA office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

Baltimore, MD12 days ago

$121,000–$206,000 Per Year

121,000.00 - $206,000.00 for the location of: Maryland, Colorado, Washington and remote workers $133,000.00 - $227,000.00 for the location of: Washington, D.C. $151,000.00 - $258,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.

Baltimore, MD8 days ago

$69,500–$118,000 Per Year

Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Excellent written and verbal communication skills, including the ability to translate complex topics for diverse audiences Preferred: Demonstrated ability to design and implement process improvements; advanced Excel skills; familiarity or interest in utilizing Python and SQL Applies consultative approach when interacting with stakeholders and peers; position requires interaction with associates at all levels Intellectually curious and ability to apply critical thinking skills Ability to think strategically and creatively Ability to coach and influence peers without direct Supervisory oversight Completion of or progress towards a CFA or MBA WHAT TO EXPECT AFTER APPLYING 1. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently.

Arlington, VA30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Washington, DC30+ days ago

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

Arlington, VA30+ days ago

Remote

Full-time

Collaborate across teams to ensure that all community investment and grantmaking work is integrated and running in synergy with other organizational initiatives and goals; examples include: coordinating with the Community Engagement team to equip member-facing staff to address questions about Yoga Alliance's Community Investment & Grantmaking, and to gather insights from member interactions that could inform program improvements facing staff to address questions about Yoga Alliance. Successful long-term outcomes of this work will include: funding mission-aligned organizations that support yoga teachers and training; systems-level integration of yoga into new environments and contexts; programmatic and financial sustainability for yoga within other sectors; and cultivation of policies that expand access to yoga in more places, spaces, and communities.

New!

Washington, DCToday

$143,913–$187,093 Per Day
Full-time

Develop, produce, and prepare policy statements, briefing materials, Congressional testimonies, Congressional reports, official correspondence, and other official documents for the Secretary, and other senior officials at Treasury in their role as supporting the Chairperson of the Council and at member agencies of the Council. Support interagency committees and working groups to help generate research findings that are used to resolve critical issues that arise in the course of formulating Council, Treasury, or member agency policy positions and to inform decisions made by members of the Council.

New!

Washington, DCToday

$169,279–$197,200 Per Day
Full-time

As a Senior Policy Advisor, you will: Develop, produce, and prepare policy statements, briefing materials, Congressional testimonies, Congressional reports, official correspondence, and other official documents for the Secretary, and other senior officials at Treasury in their role as supporting the Chairperson of the Council and at member agencies of the Council. Advise the Deputy Assistant Secretary of the Office of The Financial Stability Oversight Council of emerging issues and problems involving financial institutions, financial markets or macro trends that could impact financial stability or other matters before the Council.

Washington D.C., DC30+ days ago

Full-time

CB is recruiting an Environmental and Social (E&S) Sector Technical Advisor who will be staffed to support on investment and monitoring activities for projects in the Key Sectors of Oil & Gas, Critical Minerals, and Heavy Infrastructure (e.g., refineries, tankers, and related facilities), as well as provide support to colleagues working on projects in the Key Sectors. With 180+ professionals in 20+ offices across Sub-Saharan Africa, the Middle East & North Africa, Asia-Pacific, Eastern Europe, and Latin America & the Caribbean, we combine local presence with global expertise to structure bankable transactions and scalable programs.

Washington, DC21 days ago

$180,000–$280,000

Help drive the growth of the TDD Practice in alignment with broader business objectives, with responsibility for identifying opportunities, driving growth and growing revenue; Act as a technical and thought leader both internally and externally in the market; Collaborate with internal leadership to implement strategic planning, sales, and marketing initiatives. Risk Assessment: Identify and evaluate technical and operational risks of infrastructure assets, including but not limited to, contractual and risk allocation, construction approach and schedule, Operation and Maintenance (O&M) and OPEX, lifecycle plans and CAPEX, and propose mitigation strategies.

Washington, DC30+ days ago

This role is ideal for professionals who blend consulting skills, strategic thinking, thought leadership, business development, and executive engagement skills to shape high-impact technology investments and deliver measurable outcomes for government agencies. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management.

Washington, DC30+ days ago

$100,000–$250,000 Per Year

Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Washington, DC30+ days ago

$150,000–$300,000 Per Year

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 business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Chantilly, Virginia21 days ago

Our portfolio includes the Assistant Secretary of Air Force for Space Acquisition & Integration (SAF/SQ), Joint Warfare Analysis Center (JWAC), Space Security and Defense Program (SSDP), National Space Defense Center (NSDC), Space Warfighting Analysis Center (SWAC), Strategic Capabilities Office (SCO), US Space Command (USSPACECOM) and US Space Force (USSF). The Strategic Technology Analysis Group (STAG), part of SPA’s Space and Intelligence Division, offers sophisticated capabilities (people, process & tools) to resolve unique problems in space, cyber, and special operations in support to military services, Secretary of Defense offices (OSD) and theater warfighters.

Washington, DC30+ days ago

This role is ideal for professionals who blend consulting skills, strategic thinking and thought leadership, business development, executive engagement and deep SAP technology and SAP solution skills to shape high-impact technology investments and deliver measurable outcomes for government agencies. + Considerable experience with software/IT organizations as an IT Architecture or Enterprise Architecture Advisor and/or specific expertise with software solutions through Solution Management, Sales, Presales, Adoption/Consumption, Consulting or Business Development, demonstrating successful outcomes over multiple years.

Baltimore, MD30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Investment Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Investment Advisor Jobs in Washington, DC

Jobs

Entry Level Financial ProfessionalNew York Life - Washington DC - Virginia- Maryland

Senior Alternative Investment Specialist-BD (New England)T. Rowe Price

Senior Alternative Investment Specialist – RIA Channels (Denver and San Francisco)T. Rowe Price

Financial AdvisorNorthwestern Mutual

Senior Alternative Investments Strategic Account ManagerT. Rowe Price

Investment Management AttorneySuccess Matcher Recruitment

Investment AnalystThe HR Team

J.P. Morgan Wealth Management - Private Client Advisor - Oxon Hill, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Lutherville Timonium, Pikesville, and Reisterstown, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - College Park, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Washington, DCJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MDJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Washington, DCJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Maryland (Multiple Locations)JPMorgan Chase

Lead AI Full Stack Software Engineer – Investments TechnologyT. Rowe Price

IN-26039 Nature Finance and Investment (NFI) Associate InternWorld Wildlife Fund

Investment Analyst IIRaymond James Financial, Inc.

Senior Administrative Assistants (Contract) – InvestmentsT. Rowe Price

Sr. Administrative Assistant (Investments)T. Rowe Price

Financial AdvisorFirst Command Financial Services, Inc.

Financial AdvisorThe Misch Group

Investment Analyst, Financial Services – Experienced Insurance and Capital Markets AnalystT. Rowe Price

Investment Director, Multi-AssetT. Rowe Price

Senior Portfolio Investment Analyst – Fixed IncomeT. Rowe Price

Investment Analyst – SMID Cap Generalist – T. Rowe Price AssociatesT. Rowe Price

Regional Investment Consultant – Metro D.C.T. Rowe Price

Regional Investment Consultant - St. LouisT. Rowe Price

Regional Investment Consultant - Pacific Northwest (Portland) - US IntermediariesT. Rowe Price

Financial AdvisorShore United Bank

Associate Advisor, Wealth ManagementChoreo

Sr. AI Full Stack Software Engineer- Investments TechnologyT. Rowe Price

Analyst, Investment LiaisonT. Rowe Price

Senior Financial Advisor – Experienced ProfessionalsFirst Command Financial Services, Inc.

Real Estate Agent / Associate (Investment Sales)Greysteel Company Llc

Director, Community Investment & GrantmakingYoga Alliance

Policy AdvisorTreasury, Departmental Offices

Senior Policy AdvisorTreasury, Departmental Offices

Environmental and Social (E&S) Sector Technical AdvisorCrossBoundary

AVP/VP, Technical Due Diligence Advisor - Infrastructure TransactionsSteer

Value Advisor - Department of Defense Expert - D.C. locationSAP

Commercial Real Estate AdvisorSands Investment Group

Senior Commercial Real Estate AdvisorSands Investment Group

Project Financial Mgmt. & Technical AdvisorSystems Planning and Analysis

Architecture Advisor - U.S. Federal Government Department of Defense- D.C. locationSAP

Financial Advisor Series 7, 65 or 66San Blas Securities

Resume Resources

Similar Job Searches