Client Advisor jobs in Washington, DC

JPMorgan Chase & Co —Washington, DC3.9

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

UHY LLP —McLean, VA3.5

Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance.

Pop-Up Talent —Washington, DC5

Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial. Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager…

UHY LLP —McLean, VA3.5

Must be a CPA for Audit, Tax Accounting; Respective similar certification for IT audit, consulting. May need other industry or specialization certification for…

UHY LLP —McLean, VA3.5

*Prepare and/or review* federal, state and local tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual…

Peraton —Reston, VA3.1

Bachelor's degree from an accredited college or university with major coursework in business, computer science, electrical engineering, systems engineering,…

Equitable Advisors —Falls Church, VA3.4

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships. MBA, JD, CFP®, CPA or ChFC, a plus.

TalentRemedy —Washington, DC

Maintain financial records, including purchases, sales, receipts, and payments. Ensure accuracy of financial transactions and compliance with accounting…

Marsh —Washington, DC3.7

P&C license a must, or ability to obtain. In this Associate Client Advisor role, you will develop an understanding of the clients' business strategic priorities…

NTT DATA —Washington, DC3.5

Aligns with the client's strategic organizational business plans, cultivates relationships with business stakeholders, trusted advisor who assists in the…

General Dynamics Information Technology —Washington, DC3.7

Developing and enacting engagement strategies to advance ISN/CTR programming as well as U.S. involvement in the ISTC and STCU to counter proliferator state and…

Integral Consulting Inc. —United States3

M.S. or Ph.D. in civil or environmental engineering, hydrogeology, geology, or related field. Candidates should hold an advanced degree in engineering,…

Peraton —Springfield, VA3.1

We are seeking a Senior-level Functional Specialist Advisor (FSA) to provide expertise, guidance, consultation, facilitation, and thought leadership to the…

Holland & Knight LLP —Washington, DC3.9

Communicate effectively and professionally with clients, advisors, and co-workers via email, by telephone and in person; answer telephone providing responses to…

Core Talent —Washington, DC

Evaluate clients' risk tolerance and develop strategies to mitigate potential financial risks. Bachelor's degree in Finance, Business, or a related field.

Cisco Systems Inc —Washington, DC4.1

Performs problem analysis and acts as technical specialist for the complex deployments and provides highest-level crisis management.

Banana Republic —Tysons, VA3.7

Flexible and adaptable to work shifts that meet the needs of the business; flexible and/or consistent scheduling may be available and as required by state and…

Actionuity —Washington, DC

Proven experience in investment management or related field. Implement cash management strategies to maximize returns while minimizing risks.

EQUINOX —Washington, DC3.5

Variable bonus and commission plans allow for a potential total compensation of $80,000-$100,000 for reaching sales targets. Prospect new business and clients.