163
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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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: $93.2K - $118K 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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Thrivent —Washington, DC
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…
Up to $150,000 a year
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B.F. Saul Company —Bethesda, MD
Oversee and monitor transactions pertaining to outgoing and incoming cash movements. Bachelor’s degree in business or related field or commensurate work-related…
Estimated: $111K - $141K a year
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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Wells Fargo —Sterling, VA
State Insurance license(s) are required for this role and must be completed within a specified period. Obtaining and/or maintaining appropriate Financial…
Estimated: $76.3K - $96.6K a year
3d
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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Tristate Financial Advisors —Vienna, VA
Associate’s degree in business or industry-related field. Meet with clients to assess their financial needs. Maintain strong relationship with clients, helping…
From $100,000 a year
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Safari Solutions —Rockville, MD
Advise, direct, and guide clients regarding action steps necessary to fulfill their financial goals. Solid organization skills to coordinate multiple weekly…
$100,000 - $125,000 a year
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5d
First Command Financial Services, Inc. —Fairfax, VA
Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…
$56,144.82 - $67,615.27 a year
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Finra —Washington, DC
Keep abreast of and analyze SEC, industry, state, and other self-regulatory organization initiatives concerning BD/IA regulation and develop and maintain strong…
$149,600 a year
Confidential —Reston, VA
Candidates who hold an active Series 7 license are eligible for a higher compensation structure. Retirement Planning certifications are a plus.
$63,000 - $70,000 a year
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5d
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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2d
US District of Columbia Courts —Washington, DC
Preferred education and experience: Bachelor's degree in business, accounting, or a related field that includes a minimum of 24 college credit hours in…
$82,764 - $107,590 a year
1d
US District of Columbia Courts —Washington, DC
Preferred education and experience: Bachelor’s degree in business, accounting, or a related field that includes a minimum of 24 college credit hours in…
$82,764 - $107,590 a year
1d
Confidential —Reston, VA
Build relationships with clients and internal stakeholders. Knowledge of financial services industry practices and market trends.
$55,000 - $65,000 a year
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2d
Fidelity Investments —Bethesda, MD
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $54.2K - $68.7K a year
Confidential —Reston, VA
Preferred- bachelor's degree in finance, Economics, Business Administration or any related field. Must have series 7 or 66 certification or the capability to…
$65,000 a year
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2d
TAA Solutions LLC —Alexandria, VA
Looking for someone who is strong with PeopleSoft ERP. Client is moving to Oracle Cloud but needs someone who can help with on-going PeopleSoft operations.*.
$57.64 - $90.00 an hour
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