Senior Private Banker & Wealth Strategy MD
JPMorgan Chase & Co.
A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...to leverage financial expertise in crafting tailored investment strategies. Located in Bethesda, Maryland, the role emphasizes client... ...relationships, executing sophisticated financial plans, and developing wealth solutions. Candidates should possess a Bachelor’s degree and 5+...Senior
$100k - $125k
...to leverage financial expertise and craft tailored investment strategies. The role involves leading client engagements and executing sophisticated... .... The ideal candidate should have a minimum of 5+ years in wealth management, proficiency in Microsoft Office and financial...SeniorWork at office$70k
Overview The Wealth Relationship Advisor SAFE Act role... ...partners such as Senior Wealth Advisor, Small Business... ...and financial planning strategies preferred. Self‑starter... ...Job Family Group: Private Client Coverage Job Family... ...time Primary Location: MD‑BETHESDA ROW EEO Statement...SeniorFull timeWork at office$70k
...information, please review .The Wealth Relationship Advisor... ..., but not limited to Senior Wealth Advisor, Small... ...and financial planning strategies preferred* Must be a... ...--**Job Family Group:**Private Client Coverage--------... ...--**Primary Location:**MD-BETHESDA ROW-----------...SeniorFull timeWork at office- A leading financial institution seeks a Wealth Relationship Advisor in Bethesda, MD. This full-time role focuses on building and deepening client relationships and providing investment advice. Candidates should have 5-8 years of relevant experience and strong analytical...SeniorFull time
- ...financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while... ...product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with...Senior
$100k - $125k
NFP Corp is seeking a seasoned wealth management professional in Potomac, Maryland. This role demands a minimum of 5 years of experience in wealth management, and proficient use of Microsoft Office and financial software. The firm provides a competitive salary range between...SeniorWork at office- PNC is seeking a Senior Wealth Strategist in Washington, D.C. This role involves developing and implementing complex financial plans for clients and growing existing relationships. The ideal candidate will have a JD and expertise in banking, tax, and financial planning....Senior
$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning... ...division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth... ...wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect...SeniorContract work- ...Wealth Financial Advisor / Planner (CFP Required) Alexandria, VA. An experienced CFP is sought to take... ...markets, planning concepts, and investment strategy Location & Structure Based in Alexandria, VA (serving VA/DC/MD metro). In-office 4 days/week for the first 6 months...Work at officeImmediate start
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients... ...: Atlanta, GA Baltimore, MD Birmingham, AL Charlotte, NC Chicago... ...investment, life coaching and planning strategies. Seeks to continually increase...Work at officeLocal areaNight shift
- Pennington Partners & Co. seeks a Private Wealth Manager in Washington, DC, dedicated to serving high-income families with personalized wealth strategies. You will lead a team to provide expert investment advice and manage customized portfolios tailored to clients' financial...Senior
- Citigroup Inc. in Bethesda, Maryland, seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through financial planning. You will ensure compliance with KYC/AML regulations and effectively manage client interactions to provide a...Senior
$102.5k - $187.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and delivery lead, you will partner with senior stakeholders across technology and... ...services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights...SeniorFull timeWork experience placementSummer holidayFlexible hours$70k
Citi is seeking a Wealth Relationship Advisor in Bethesda, Maryland, to develop new techniques and improve processes within their team. The advisor will build relationships with clients, provide investment advice, and ensure compliance with regulatory norms. Qualified...Senior- Charles Schwab is looking for a Financial Consultant in Washington, DC, dedicated to helping clients with wealth management and financial planning. Key responsibilities include guiding clients through investments while building trusting relationships and growing your own...Senior
- ...client service. You will meet with clients, build tailored plans, and collaborate with the advisory team to recommend investment strategies. The role requires at least 2 years in financial planning, Series 7 and 66 licenses, and a Bachelor’s degree or equivalent experience...Senior
$126k - $157k
...Rural Electric Cooperative Association (NRECA) is looking for a Senior Financial Advisor to enhance client relationships and attract... ...role involves conducting portfolio reviews, developing investment strategies, and providing superior client service. With a hybrid/remote...SeniorRemote work- Charles Schwab Corporation is looking for a Financial Consultant in Washington, DC, to provide wealth management and financial planning advice to clients. You will play a critical role in engaging with existing clients, building lasting relationships, and guiding them...Senior
$83.92k - $125.88k
A leading financial services company in Washington is looking for a Wealth Relationship Manager. This role involves building and managing relationships with affluent clients, actively addressing their complex financial needs through tailored solutions. Candidates should...Senior- ...Washington, DC seeks a Financial Planner to act as the primary contact for client communications and manage comprehensive client strategies. The ideal candidate should have over 4 years of industry experience and relevant certifications (CFP, CPA, CFA, or JD). This full...SeniorFull timeWork at office
$160k - $190k
...Trusts practice. The role requires at least five years of estate, wealth, and gift tax planning experience, along with trust and estate... ...estate planning documents and work with clients to implement strategies. A competitive salary between $160,000 - $190,000 per year is offered...Senior$132k - $155k
A leading hospitality organization is seeking a Senior Manager for Analytics & AI Strategy in North Bethesda, MD. This role involves driving analytics strategy, managing cross-functional initiatives, and influencing stakeholders. The ideal candidate has over 5 years of...SeniorFull time- HMSHost is seeking a Senior Director to shape and provide food and beverage merchandising strategies in Bethesda, MD. This role will involve driving growth, enhancing customer engagement, and leading innovative product launches, while ensuring effective collaboration across...Senior
- Morgan Stanley is hiring a Financial Planning Director based in Washington, DC, to partner with Financial Advisors and deliver tailored financial planning for high-net-worth clients. This role demands deep expertise in tax mitigation, estate planning, and risk management...Senior
- ...goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union... ...and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target...SeniorBank staffWork at officeLocal area
- Walker & Dunlop in Bethesda, Maryland is looking for a Senior Vice President of Investor Relations to lead and execute the investor relations strategy. The role involves serving as the primary point of contact for investors and media, and overseeing the company’s communication...Senior
$120k - $200k
..., self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning... ...and tax planning Insurance analysis and review Charitable Strategy Responsible for growing business through business development and...Temporary workWork experience placementLocal areaFlexible hours- CINQ CARE Inc. is seeking a Sr. Director of Risk Adjustment to lead the enterprise-wide risk adjustment strategy utilizing advanced analytics and machine learning. This pivotal role involves collaborating with clinical and operational teams while managing a diverse group...Senior
$38 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier... ...comprehensive financial strategies. You will own and actively... ...with internal partners across Wealth, Home Lending, and Business... ...CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE...SeniorTemporary workWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker & Wealth Strategy MD. Be the first to apply!
- private banker Washington DC
- personal banker Washington DC
- senior game producer Washington DC
- senior electronic design engineer Washington DC
- senior robotics software engineer Washington DC
- senior java software engineer Washington DC
- senior specialist Washington DC
- senior research manager Washington DC
- senior director corporate development Washington DC
- senior software test engineer Washington DC

