Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor (Finance)

$150k - $200k
Full-time

E-Business International

:

Qualification:

  • Candidates must have a four-year degree and the CFP designation
  • 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Unquestioned commitment to integrity in personal and professional activities
  • Highly motivated with ability to function well in a fast-paced environment
  • Self-starter by nature
  • Excellent organizational, leadership, communication and presentation skills
  • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Parental leave
  • Vision insurance

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Application Question(s):

  • Are you a US Citizen?
  • Are you a Green Card Holder?
  • What is your email address/email ID?
  • What is your Current Location? Mention the location with zip code
  • What would be your notice period if offered?
  • What is your expected salary for full time per annum?
  • What is the reason for a job change from your current employment?
  • How many years of experience do you have in CPF designation?

Experience:

  • Financial services: 7 years (Preferred)

Ability to Relocate:

  • Seattle, WA: Relocate before starting work (Required)

Work Location: In person

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor (Finance) in Washington DC vacancy
  •  ..., 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 Basis Remote... 
    Suggested
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Remote work
    Flexible hours

    Prosidian Consultng

    Washington DC
    14 hours ago
  •  ...We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/...  ...available Seniority level ~ Entry level Employment type ~ Part-time Job function ~ Finance and Sales #J-18808-Ljbffr
    Suggested
    Full time
    Part time
    Work from home

    Thriveguard financial

    Washington DC
    1 day ago
  •  ...are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a... 
    Suggested
    Full time
    Internship
    Seasonal work
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Puget Sound

    Washington DC
    10 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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Washington DC
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Washington DC
    4 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial...  ...provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Alexandria, VA
    5 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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Laurel, MD
    2 days ago
  • $88k - $150k

     ...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,...  ...long-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth

    Washington DC
    10 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 time
    Contract work
    For contractors
    Flexible hours

    Mass Mutual NW

    Washington DC
    a month ago
  • $45k

     ...Job Description Job Description NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours

    NASA Federal Credit Union

    Washington DC
    18 days ago
  •  ...Financial Advisor Opportunities Are you an experienced Financial Advisor looking for your next chapter? At Harrison Gray Search, we specialize in connecting high-caliber wealth management talent with premier firms across the country. Currently, we are representing... 
    Immediate start
    Remote work
    Relocation package

    Harrison Gray Search and Consulting LLC

    Washington DC
    5 days ago
  •  ...Financial Aid Advisor (Open) Responsible for providing guidance, explaining policies, and helping to secure the necessary funding for students...  ...Minimum Qualifications: ~ A bachelor's degree in finance, Business Administration, or a related field Preferred... 
    Weekend work
    Afternoon shift

    Bowie State University

    Bowie, MD
    2 days ago
  •  ...Patient Financial Advisor As a Patient Financial Advisor you will: • Confirm coverage requirements for scheduled patients • Confirm eligibility for insured patients • Obtain needed authorization for service where applicable for insured patients • Monitor patient... 

    Executive Personnel Inc

    Silver Spring, MD
    2 days ago
  •  ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built...  ...with a evolving financial plan. Help manage day‑to‑day finances, build lifetime assets, and protect against the unexpected.... 
    Hourly pay
    For contractors
    Work at office
    Local area
    Home office

    First Command Financial Services

    District Heights, MD
    5 days ago
  •  ...Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors coach...  ...goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.... 
    Hourly pay
    Minimum wage
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Arlington, VA
    4 days ago
  • $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

    Unavailable

    Bethesda, MD
    14 hours 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 pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Arlington, VA
    1 day ago
  • $28.85 - $33.65 per hour

    Job Description:At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Day shift

    Bank of America

    Hyattsville, MD
    1 day ago
  • $61k - $250k

    Northwestern Mutual is seeking financial advisors in Bethesda, Maryland. This role offers a unique opportunity to help clients achieve their financial goals through personalized planning and services. The position allows flexibility as you build your practice while benefiting... 

    UNAVAILABLE

    Bethesda, MD
    3 days ago
  • New York Life is expanding in the Greater DC area and seeks strong financial advisors to grow a DMV footprint. You will build your book of business with the support of a trusted brand, robust resources, and commission-based income. You can work from a NYL office or independently... 
    Work at office

    New York Life - Greater Washington DC - Maryland

    Bethesda, MD
    14 hours ago
  •  ...the lobby and assist with self-service banking. You will accurately handle cash transactions, engage clients to understand their financial goals, and connect them to appropriate solutions while following all laws and bank policies. The ideal candidate is a motivated self... 
    Weekend work

    Jobtailor

    Bowie, MD
    14 hours ago
  • New York Life is seeking professionals to build a lasting financial practice backed by a Fortune 100 company. You will develop relationships with clients, guide them through financial milestones, and grow your own client base via networking, referrals, and community involvement... 
    Local area

    New York Life

    Bethesda, MD
    3 days ago
  • $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'...  ...level: Entry level Employment type: Full-time Job function: Finance and Sales #J-18808-Ljbffr New York Life Insurance Company
    Full time

    New York Life Insurance Company

    Washington DC
    1 day ago
  • $120.56k

    New York Life is growing in the Greater DC area. We are looking for strong financial advisors and agents to continue to expand our DMV footprint. Take your practice further with the resources and backing of an industry leader with a history of achievement and success.... 
    Full time
    Work at office
    Local area
    Flexible hours

    New York Life - Greater Washington DC - Maryland

    Bethesda, MD
    14 hours ago
  •  ...making an impact. Full training and mentorship program in sales, finance, leadership and entrepreneurship Are you ready to take the...  ...term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your... 
    Work experience placement

    Northwestern Mutual

    Bethesda, MD
    2 days ago
  • A leading financial services firm is seeking driven individuals to explore entrepreneurial opportunities. This role involves coaching in sales and finance, fostering community relationships, and developing tailored financial strategies for clients. Candidates should possess... 

    Northwestern Mutual

    Bethesda, MD
    2 days ago
  • Northwestern Mutual in the United States seeks motivated individuals to start a financial planning practice as a financial advisor. The role focuses on client-building, education funding, retirement solutions, and holistic planning using our proprietary tools. As an independent... 
    For contractors

    Northwestern Mutual

    Bethesda, MD
    14 hours ago
  • $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 office
    Home office
    Flexible hours

    Edward Jones

    Washington DC
    14 hours ago
  • $70k - $80k

    Job Description: 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 clients, teammates, communities and shareholders every... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Bethesda, MD
    1 day ago
  • $43.89k

     ...475 Wisconsin Ave. Bethesda, Maryland. 20814. Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based On Assignment Position Overview: This position is primarily responsible for... 
    Work at office
    Flexible hours

    fnbcorp

    Bethesda, MD
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor (Finance). Be the first to apply!