2mo
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Wealth Advisor
Washington, District of Columbia, United States
$120k-$200k/yr OnsiteFull Time
5+ YOECFP designation; five years wealth management experience; bachelor’s degree.
MoneyGuide, eMoney
2mo
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Wealth Financial Consultant
Alexandria, Virginia, United States
HybridFull Time
8+ YOE8+ years industry experience; CFP designation; proficient in Microsoft Office; bachelor's degree in business, finance or accounting
Microsoft Office
2mo
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Senior Financial Planning Associate
McLean, Virginia, United States
OnsiteFull Time
1+ YOE1+ years in wealth management or financial planning; CFP candidate or designation preferred; office-based in McLean, VA; relocation willing; strong communication.
2mo
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Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)
Alexandria or Bethesda or Washington
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years investment services experience; FINRA Series 7 and 66 (or 63/65); Virginia life licenses; AWMA or CFP preferred.
Microsoft Office, Online banking systems
4d
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Financial Planner
Colorado Springs or Owings Mills
$86k-$146k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years relevant experience, active CFP required, FINRA Series 7 and 65 required (66 acceptable), strong communication and presentation skills.
3w
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Planning Consultant - Reston, VA
Reston, Virginia, United States
$66k-$125k/yr OnsiteFull Time
2+ YOEFINRA Series 7 and 66 (or ability to acquire), 2+ years financial services experience, CFP encouraged, strong financial planning knowledge, client communication and outbound calling skills.
Glance, Salesforce
2mo
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Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)
Alexandria or Bethesda or Washington
OnsiteFull Time
5+ YOEFive+ years in investment services; FINRA Series 7 and 66 (or 63/65 in lieu); Virginia life insurance and annuities licenses; Bachelor's degree in business; AWMA or CFP preferred.
Microsoft Office
3w
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Senior Financial Advisor – Experienced Professionals
Frederick, Maryland, United States
FieldFull Time
5+ YOE5+ years financial services experience, Series 7 and 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio and client-relationship skills.
2w
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Regional Investment Consultant – South Atlantic
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$144k-$261k/yr RemoteFull Time
10+ YOEBachelor's degree, 10+ years relevant experience, FINRA Series 7 and 66 required; strong sales, relationship management, and advisory skills; CFA/CFP/CIMA/MBA preferred.
2mo
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Market Leader, Wealth & Investment Management (Bethesda, MD, US, 20814)
Bethesda, Maryland, United States
$166k-$290k/yr OnsiteFull Time
10+ YOELead wealth management relationships; develop business; manage fiduciary accounts; travel as needed.
CTFA, CFP
1mo
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Sr. Investment Associate
Atlanta or Washington
$70k-$120k/yr OnsiteFull Time
1+ YOEBachelor's preferred; 1+ years investment/wealth management experience; strong analytical, organizational, and compliance skills; proficiency in Microsoft Office and internal investment systems; interest in CFA/CFP progression.
Microsoft Office, EDS, PIMS, IMS, PAS, GDWM
3w
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Retirement Plan Consultant - Allegany County, MD
Frostburg or Linthicum Heights
$60k-$70k/yr RemoteFull Time
High school diploma required (BA preferred); Series 7/66 and state insurance licenses preferred; CFP/ChFC desirable; strong presentation skills; may travel up to 25%.
1w
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Financial Wealth Advisor - VA South/Eastern Shore, MD
Linthicum Heights, Maryland, United States
$80k-$200k/yr HybridFull Time
7+ YOESeries 7 and Series 65 or 66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent, familiarity with financial planning and compliance.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS Wealthscape Trading Platform
2mo
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Personal Financial Counselor - Fort Detrick, MD
Frederick or United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years financial counseling; U.S. citizen; English fluent; bilingual in English/Spanish if required by contract; AFC/CFP/ChFC certifications; ability to pass OCI process.
3w
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Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
1w
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Sr. Account Manager
Washington, District of Columbia, United States
$110k-$130k/yr HybridFull Time
8+ YOE8+ years financial services experience preferred; ability to build senior relationships, manage firm partnerships, use data for strategy, budget oversight, and deliver programs to grow CFP® professionals.
2w
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VP, Financial Consultant - Towson, MD
Towson, Maryland, United States
$75k-$95k/yr OnsiteFull Time
Active FINRA Series 7 required; obtain Series 66 (or 63/65) and Life & Health Insurance during tenure; CFP preferred; strong business development, relationship building, and financial planning skills.
4w
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Senior Portfolio Strategist
Malvern or New York City or Virginia or Washington
HybridFull Time
10+ YOE10+ years in financial services, undergraduate degree or equivalent, deep portfolio construction and asset allocation knowledge, strong communication and relationship management, FINRA Series 7 & 63 required; CFA/CFP preferred.
1mo
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Senior Financial Advisor
Arlington or Lincoln
$126k-$157k/yr HybridFull Time
6+ YOEBachelor's in business, 6+ years mutual fund/investment experience, 4+ years senior client-facing experience, Series 6/63/65 required, CFP preferred, strong presentation and client relationship skills.
CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
1mo
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Director, Financial Planning
Fairfax, Virginia, United States
$125k-$350k/yr OnsiteFull Time
Active Series 65 and health & life insurance license (or ability to obtain within 3 months), clean U-4, direct client-facing fee-based wealth management experience, results-driven, CFP desired.
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