Financial Advisor
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Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
TradeJobsWorkforce- ...processes, policies, and people delivering value. Learn More About ProSidian Consulting at DescriptionProSidian Seeks a Financial Modeling Advisor | Project Finance & Credit Evaluation Support [DOE0064064] for Program Support on a Exempt 1099 Contract: No Overtime Pay...SuggestedFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...SuggestedWork at office
Pinnacle Bank
McLean, VA2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Arlington, VA4 days ago- ...Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...SuggestedHourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Arlington, VA2 days ago $45k
...Job Overview NASA Federal Credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. This is a hybrid position; candidates must reside in Maryland, Washington DC, or Virginia. Key Responsibilities Remains...SuggestedTemporary workWork at officeImmediate startRemote workFlexible hoursNasafcu
Falls Church, VA1 day ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Arlington, VA3 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Washington DC2 days ago- ...a rapidly growing, nationally recognized Registered Investment Advisor (RIA) that has already surpassed $100M in revenue and has an ambitious... ..., Chicago, Boston, Los Angeles & Morristown, NJ . 4+ years of financial planning, wealth management or related experience preferred...Currently hiringMonday to Friday
Adecco USA
Washington DC1 day ago $45k - $100k
...Financial Advisor Position at Edward JonesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Falls Church, VA1 day ago- ...Description Join New York Life - Greater DC as a Financial Advisor and be part of a team that's deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests....Work at office
New York Life Iowa office
Washington DC4 days ago - ...Advisor At our purpose-driven, client-focused firm, we're committed to helping individuals live richer lives. As one of the... ...Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted...Full timeSummer workWork at officeImmediate startFlexible hours
CivicMinds, Inc
Washington DC1 day ago $28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startShift workDay shift- ...The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...individuals to join our team. The position: The Service Advisor is a licensed financial professional responsible for supporting...Full timeTemporary workPart timeFlexible hours
Merit Financial Advisors
Washington DC18 days ago - ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development...Full timeContract workFor contractorsFlexible hours
Mass Mutual NW
Washington DCmore than 2 months ago - ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...Temporary workImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
Washington DCa month ago - Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$118k - $122.5k
Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This position...Full time- ...clients and ensure timely, high-quality communication. Review client portfolios and provide recommendations across investments and financial planning. Analyze advanced planning topics including tax-loss harvesting, stock options/restricted stock, wealth transfer and risk...Full timeWork at office
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Northwestern Mutual invites you to start a new financial advisory practice as a financial representative, then grow into a financial advisor role. You will build client relationships, deliver holistic plans, and pursue licenses (SIE, Series 6/7/63, life/health). Training...
- Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals. The role involves triaging leads, referrals to partners, and meetings to review goals and recommend products...Work at office
$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- Join New York Life - Greater DC as a Financial Advisor and be part of a team that’s deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests. Here, you'll have...
- ...independent firm that helps clients implement and sustain strategic financial plans developed through its learning center, the Institute for... ...dreams. Role Description This full-time Financial Advisor role is a hybrid position based in Washington, DC, with the flexibility...Full timePart timeWork from home
$140k
...Job Description Job Description Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client...RK Partners
Washington DC9 days ago- ...Financial Advisor Opportunity At NASA Federal Credit Union LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment...Local area
LPL Financial
Arlington, VA5 days ago $126k - $157k
...Senior Financial Advisor Responsible for retaining current Homestead Funds shareholders and attracting new shareholders through virtual and in‑person presentations. Conduct over‑the‑phone and in‑person personalized portfolio reviews and recommend customized asset allocation...Work at officeRemote workHomestead Advisers Corp
Arlington, VA3 days ago- ...from other firms. We Offer A committed, client‑focused approach Financial products and services for individuals and cooperatives... ...portfolio managers and cost‑effective solutions The Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting...Work at officeRemote work
Duck River Electric Membership Corporation
Arlington, VA3 days ago $80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shiftNational Black MBA Association
Washington DC4 days ago$80k - $90k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Washington DC1 day ago
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