107 relationship advisor jobs at 39 companies in Washington, DC
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Member Relationship Advisor - Montgomery County
Kensington, Maryland, United States
$25-$30/hrOnsiteFull Time
Signal Financial Federal Credit Union: Providing member-focused banking, lending, and financial services.
2+ YOEHigh school/GED required (college preferred), 2+ years related experience, ability to be a state Notary Public, proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and Fiserv preferred, travel to multiple branches, strong interpersonal and presentation skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Fiserv
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role overseeing service delivery, managing workflows, supporting advisors, resolving client issues, and tracking service metrics; requires strong communication, organizational, and leadership skills and CRM/workflow proficiency.
Lenox AdvisorsNYSE: AON: Provides wealth management and financial planning for high-net-worth individuals.
3+ YOEMinimum 3 years as a financial advisor with a bachelor's degree; required licenses: Maryland Life, Health & Accident, Series 7, and Series 65 or 66; strong client relationship, investment, insurance, and retirement knowledge.
Carson Group: Provides wealth management and business support for financial advisors.
1+ YOEProvide client and advisor support, process account administration, maintain client records, support financial planning, and assist with process improvements; bachelor\u0002s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Ulta BeautyNASDAQ: ULTA: Largest US beauty retailer selling cosmetics and salon services.
Relevant work experience is preferred. Requires guest service and selling skills, basic technology proficiency, customer relationship building, troubleshooting, teamwork, and flexible availability.
Point of Sale system, Apple devices, Ulta Beauty app
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building experience, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Edward Jones: Provides personalized financial advice and wealth management services.
Ambition, self-motivation, relationship-building, critical thinking, and interest in financial services. One of a bachelor's degree, relevant experience, registration, certification, or professional or military progression required.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOEEntry-level financial advisor role requiring SIE, Series 7, Series 66 or equivalent, strong communication and relationship-building skills, willingness to travel, and ability to meet sales and referral goals.
4+ YOEBachelor's degree preferred, 4+ years industry experience, CFP/CFA/MBA preferred, RIA license, proficiency in Excel/PowerPoint/Outlook, strong communication and client relationship skills.
Celebree School: Provides early childhood education and child care services.
4+ YOEBA in Marketing or Business Administration or 4+ years customer service/sales; strong customer service, relationship-building, analytical, organizational, written and verbal communication, and problem-solving skills; proficiency with Microsoft Office, Outlook, Excel, and PowerPoint.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
Saks Global: Operates luxury department stores and high-end fashion websites.
High school diploma or equivalent; experience in commission sales, styling, and using digital selling tools; motivated to meet sales goals and maintain client relationships.
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-service experience; strong communication, product-learning, teamwork, and relationship-building skills; beauty passion; ability to lift up to 50 pounds.
Far East Motors Auto Repair: Independent auto repair shop providing vehicle maintenance and diagnostics.
Experience in an independent auto repair shop preferred; strong customer service, professional appearance, positive attitude, willingness to learn, honest, motivated, and able to build technician and customer relationships.
Groom Law Group: A law firm specializing in benefits, retirement, and healthcare law.
3+ YOE3+ years federal legislative or public policy experience, bachelor’s required (J.D. considered), strong writing/communication, Microsoft Office proficiency, ability to manage policy portfolio and stakeholder relationships.
Dexis Consulting Group: Provides management and technical solutions for global development missions.
5+ YOEMinimum 5 years supporting the U.S. Department of State (DOS)/INL, demonstrated engagement with senior INL personnel, existing INL relationships, capture/proposal advisory experience preferred, discretion and professionalism in client interactions.