30 private wealth jobs at 3 companies in Washington, DC
23h
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore
Baltimore, Maryland, United States
$90k-$270k/yr OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, sales, analytical, interpersonal, and relationship management skills.
1d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore
Baltimore, Maryland, United States
$90k-$270k/yr OnsiteFull Time
4+ YOEFour-plus years in private wealth management, financial services, or a related field; Series 7, 63, and 3 licenses; established network, client focus, business development, analytical, interpersonal, and relationship management skills.
GS.com
1d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore
Baltimore, Maryland, United States
$90k-$270k/yr OnsiteFull Time
4+ YOEFour-plus years in private wealth management, financial services, or related work; established network; client relationship and business development skills; Series 7, 63, and 3 licenses required within three months if unlicensed.
GS.com
1d
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Private Wealth Advisor Associate
Washington, District of Columbia, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree required; strong communication, analytical, problem-solving, interpersonal, collaboration, leadership, and time-management skills. SIE exam required before joining; Series 7, Series 66, and insurance licenses required after joining.
3mo
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOE5+ years in wealth management or related field; four-year college degree or professional certification; active Series 7 and Series 66 or Series 63 and Series 65; strong client service and interpersonal skills; proficient with MS Office.
MS Office, MS Excel
3mo
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and either Series 66 or Series 63 and 65; four-year degree or professional certification preferred; strong client service, leadership, and MS Excel skills.
Microsoft Office, Microsoft Excel, Microsoft Online
1mo
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Senior Wealth Management Banker
Minneapolis or Zurich or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or United Kingdom or United States or Ireland or Netherlands or China or Uruguay or Jersey or Monaco
$140k-$180k/yr FieldFull Time
University degree, proven track record supporting high‑net‑worth clients, familiarity with wealth management and lending products (securities‑based lending, mortgage, private banking), strong communication and presentation skills, willing to travel up to 75%.
1mo
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Client Account Manager
Singapore or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or Zurich or China or Uruguay or Jersey or Monaco or United States or United Kingdom or Ireland or Netherlands or Asia or Europe
OnsiteFull Time
3+ YOE3+ years as a private banker or relationship manager assistant, valid CACS Papers 1 and 2, strong understanding of wealth management processes and tools, experience with structured lending and UHNW relationships advantageous, business-level English and Mandarin.
BrassRing, Beamery, HackerRank, Modern Hire, Textkernel, Infinite Computer Solutions Inc., Aon, KornFerry, Artificial Intelligence (AI)
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