165
financial consultant jobs in Washington, DC
Strategic Financial Associates, LLC —Bethesda, MD
Your ability to help develop creative solutions for new and existing clients, and prepare a comprehensive analysis will be crucial to your success.
From $95,000 a year
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Raymond James —Reston, VA
Conduct comprehensive financial assessments for clients, including analysis of their current financial situation, goals, and risk tolerance.
$85,000 - $93,500 a year
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Strategic Financial Associates, LLC —Bethesda, MD
Identify and own the client onboarding process. Client interaction, including virtual meetings, in-person meetings, and telephone contact. Series 7, 65 and 66.
From $85,000 a year
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First Command Financial Services, Inc. —Arlington, VA
Ability to set your own schedule. Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for…
Estimated: $70.2K - $88.9K a year
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First Command Financial Services, Inc. —Camp Springs, MD
Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…
Estimated: $82K - $104K a year
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Steward Partners Global Advisory LLC —Washington, DC
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
From $50,000 a year
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12d
Quantis Wealth Management —McLean, VA
This unique position offers a pathway for a skilled tax accountant to grow into the field of wealth management and financial advising, providing comprehensive…
$75,000 - $120,000 a year
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Strategic Financial Associates LLC —Bethesda, MD
2 years minimum of client service experience in the financial services industry. You will work in our Investment Operations department with experienced…
$55,000 - $85,000 a year
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Equitable Advisors —Falls Church, VA
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.
$46,893 - $136,254 a year
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MKS2 Technologies —Fort Myer, VA
Applicants are REQUIRED to possess and maintain a nationally recognized and accredited Financial Counselor certification per DoDI 1342.22.
$31.12 an hour
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Citizens —Washington, DC
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
$105,000 - $250,000 a year
SideRamp —Washington, DC
Bachelor’s degree in Finance, Accounting, or related field. Conduct financial analysis and reporting. Proven experience in financial analysis and operations.
Estimated: $72.2K - $91.4K a year
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22h
Financial Services Advisory, Inc. —Rockville, MD
Provide back-up phone coverage for office (respond to inquiries, transfer calls, etc.). Customer service oriented with a pleasant demeanor and telephone manner.
$72,000 - $88,000 a year
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Thrivent —Rockville, MD
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
SULLIVAN & COMPANY, CPAS —Bethesda, MD
CPA license or CPA candidate is a plus. We encourage and provide compensation and bonuses for obtaining accounting designations such as CPA, EA, CFP, securities…
$60,000 - $120,000 a year
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5h
Kearney & Company —Alexandria, VA
Support the review of draft and new Notifications of Findings and Recommendations (NFR), to include receiving NFRs, review and assess for accuracy, look for…
Estimated: $78.8K - $99.7K a year
5d
Charles Schwab —Gaithersburg, MD
A valid and active FINRA Series 7 license required. If you currently have your securities license, enjoy working in a team setting, and share our passion for…
$65,000 - $95,000 a year
Andrew Morgan Consulting —Arlington, VA
Bachelor's Degree in a related field such as Business, Management, Finance, Accounting, or other related field. 2+ years of experience in the following areas:
Estimated: $77.6K - $98.3K a year
Quick Apply
12d
Northwestern Mutual —Tysons Corner, VA
Are you ready to take the reins and lead your own path to success as a business owner? If you're tired of feeling undervalued, micromanaged or restrained by the…
$70,000 - $200,000 a year
Quick Apply
6d
Andrew Morgan Consulting —Alexandria, VA
Effectively communicate with technical and non-technical individuals, development teams, and client end-users. Ability to write code in python, .
Estimated: $91.8K - $116K a year
Quick Apply
14d
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