126 wealth management jobs at 44 companies in Washington, DC
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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
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3d
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Wealth Management Specialist
Towson, Maryland, United States
$30-$45/hr OnsiteFull Time
1+ YOERequires high school diploma/GED, 1+ year of experience, strong communication and organizational skills, wealth management product knowledge, risk management ability, and Series 7/66 or Series 7/63/65 licenses.
Salesforce, Wealth Management Workstation, Form ADV-2B
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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%.
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
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
4d
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Wealth Management Specialist
Towson, Maryland, United States
$30-$45/hr OnsiteFull Time
High school diploma or GED required. Requires Series 7 and 66 or Series 7, 63, and 65, state registrations, SAFE Act registration, approved designation, communication, organization, product knowledge, and risk management skills.
Salesforce, Wealth Management Workstation, Form ADV-2B
5d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
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
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
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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
6d
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Wealth Advisor - PNC Wealth Management
Washington or Washington or Washington or Washington or McLean
$64k-$128k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience, or comparable education and experience. Requires FINRA Series 7 and 66 or 63/65, plus Life and Health Insurance licenses.
Health Savings Account, Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)
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Wealth Client Management Consultant
Alexandria, Virginia, United States
OnsiteFull Time
5+ YOE5+ years client service experience in brokerage/investment/financial services, bachelor\u0002s degree or equivalent, advanced Microsoft Office skills, strong communication, analytical and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor, spreadsheets
1mo
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Wealth Manager
Falls Church, Virginia, United States
$100k-$110k/yr HybridFull Time
5+ YOEBachelor's degree in finance-related field, 5+ years in wealth management or financial planning, CFP preferred/actively pursuing, proficiency with financial planning software and CRM, strong client relationship and business development skills.
eMoney, CRM
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Wealth Manager
Falls Church, Virginia, United States
$100k-$110k/yr HybridFull Time
5+ YOEBachelor's degree in a relevant business or finance field, 5+ years in wealth management or financial planning, client relationship experience, investment knowledge, financial planning software and CRM proficiency, and CFP designation or active pursuit.
CRM, eMoney
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Wealth Relationship Manager
Washington, District of Columbia, United States
OnsiteFull Time
Bachelor's degree or equivalent, required securities licenses (Series 7 and 63/65/66), life and health insurance licenses, meaningful wealth management and sales experience, strong relationship and business development skills; Mandarin a plus.
1mo
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Wealth Relationship Manager
Washington, District of Columbia, United States
$96k-$143k/yr OnsiteFull Time
Bachelor's in business/finance or equivalent experience; Series 7 and 63/65/66 required; life and health insurance licenses required; experience in wealth/financial sales, strong communication and compliance knowledge; Mandarin a plus.
2mo
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Wealth Advisor
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
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
3mo
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Wealth Building Coach
Baltimore, Maryland, United States
$60k-$63k/yr HybridFull Time
3+ YOEProvide one-on-one financial coaching to low-income families; manage client data; enroll clients; coordinate programs; use BRHP systems.
Yardi, SharePoint, Microsoft Excel
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