2w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Private Client Banker - Village Center @ Dulles - Herndon, VA
Herndon, Virginia, United States
OnsiteFull Time
1+ YOE1+ year branch or financial services sales experience; high school/GED; SIE, Series 6/63 and life licenses or ability to obtain; NMLS registration; strong communication and client relationship skills.
Chase Mobile App, Chase.com, ATMs
1w
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Financial Advisor - Middletown, MD - Market 34, Region 197
Braddock Heights, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance licenses, complete FINRA registrations within three months, bachelor’s degree preferred, sales or financial services experience valued.
1mo
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Financial Advisor - New Market, MD - Market 34, Region 197
New Market, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; SIE, Series 7 and Series 66 required (may be obtained during paid study); state insurance license required; financial services or sales experience and strong relationship-building skills.
1mo
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Premier Banker- Leesburg
Leesburg, Virginia, United States
$28-$42/hr OnsiteFull Time
2+ YOEHS diploma required, 2+ years financial/banking experience, consultative sales experience, must maintain active NMLS registration, SIE strongly preferred, knowledge of banking and credit products, ability to meet compliance and regulatory requirements.
5d
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Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, strong client focus, high school diploma, FINRA credentials preferred (SIE/Series 7/66/63/65), proficiency with Microsoft Office and Salesforce, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Financial Advisor - Warrenton, VA - Market 34, Region 109
Warrenton, Virginia, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's preferred or relevant financial services/sales experience, or professional/military progression. SIE, Series 7 and Series 66 (or obtain during paid study period) and state insurance license required; strong relationship-building and sales skills.
1mo
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Managing Director & Head of Security and Defense, Public Sector Banking
New York City or Reston
$250k-$500k/yr OnsiteFull Time
10+ YOESenior banking leader with 10+ years corporate finance and credit experience, client relationship and people management experience, knowledge of defense/security sectors, FINRA licenses (SIE, S79, S63, S24) and active security clearance or ability to obtain.
3w
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Premier Advisor - Warrenton, VA
Warrenton, Virginia, United States
$92k-$120k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years financial services experience (or 1 year in relationship manager role), active SIE/Series 7/66 (or 63/65), applicable insurance licenses, SAFE/NMLS compliance; strong sales, communication, and planning skills.
Microsoft Office
1mo
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Financial Advisor - Leesburg, VA - Market 34, Region 109
Leesburg, Virginia, United States
$45k-$100k/yr OnsiteFull Time
Candidates must obtain SIE, Series 7 and Series 66 registrations (may be obtained during paid study period); state insurance licenses required. Bachelor's degree preferred or equivalent experience; financial services or sales experience and strong relationship-building skills favored.
2mo
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Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)
Centreville or Fairfax County
$84k-$126k/yr OnsiteFull Time
5+ YOE5+ years experience; client acquisition and relationship management for high-net-worth clients; FINRA registrations required (SIE, Series 6/63/65 or Series 7/66); Insurance Group 1 and NMLS MLO registration within 150 days; proficiency with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Office, Money Guide Pro, NaviPlan Select