17 Wealth Management jobs in Washington.

Hiring now: Vice President Us Governm @ Blackrock, Private Wealth Associate @ Bernstein , Various Potential Future @ Banner Ban, Tax Lead Advisor @ Brighton J, Sr Counselasset Managemen @ Ameriprise, Market Leader Advisor Dev @ Merrill We, Retirement Consultant @ Lincoln Fi, Regional Ambassador Blue @ Blue Owl, Multifamily Conventional @ Fannie Mae, Sr Trust Officer Client S @ Chevy Chas.Explore more at jobswithgpt.com.

🔥 Skills

financial services (5) client service (4) communication skills (4) asset management (4) wealth management (3) client relationships (3) compliance (3) relationship management (3) financial advice (3) investment advisers act (2)

đź“Ť Locations

Washington (11) Bethesda (3) Annapolis (1) Hunt Valley (1) Rockville (1)
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Blackrock

Vice President, U.S. Government Affairs & Public Policy – Regulatory Affairs Washington
Skills & Focus: legislative proposals, regulatory proposals, public policy, advocacy, policy makers, stakeholders, comment letters, investment advisers act, securities act, financial services
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are sa…
Experience: 5-7+ years of experience at a financial services company or at a law firm preferred.
Salary: USD$137,500.00 - USD$194,000.00 (New York), USD$127,500.00 - USD$184,000.00 (Washington, DC)
Benefits: Eligible for an annual discretionary bonus, healthcare, leave benefits, retirement benefits, tuition reimbursement, and…

Bernstein Private Wealth Management

Private Wealth Associate Washington
Skills & Focus: client service, relationship building, portfolio analysis, wealth management, financial management, investment solutions, analytical skills, communication skills, team player, training program
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Banner Bank

Various Potential Future Opportunities Washington
Skills & Focus: banking, financial services, community involvement, capital source, employee volunteerism, trustworthy company, assets management, economic responsibility, personal banking, business services
About the Company: Banner Bank is recognized by Forbes as one of the Best 100 Banks in America for eight consecutive years, known for its financial strength and stability, and wa…
Type: Various
Benefits: Employee volunteerism, community organization donations

Blackrock

VP/Director, Market Leader Metro - DC Washington
Skills & Focus: sales, client relationship, financial advisors, investments, consultative, market navigation, portfolio construction, collaboration, strong communication, territory management
About the Company: BlackRock is a global investment manager and fiduciary committed to helping everyone experience financial well-being.
Experience: Minimum 5+ years as an experienced wholesaler
Salary: USD$130,000.00 - USD$155,000.00
Type: Full-time
Benefits: Eligible for an annual discretionary bonus, benefits including healthcare, leave benefits, and retirement benefits.

Brighton Jones

Tax Lead Advisor Washington
Skills & Focus: Tax Lead Advisor, wealth management, client relationships, tax planning, estate planning, compliance, fiduciary, consultative approach, financial advising, high quality advice
About the Company: our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global comm…
Type: Full-time
Benefits: investment in your growth, MESI Training, teammate-led Giving, Richer Life Partners, path to ownership

Ameriprise Financial

Senior Counsel-Asset Management Washington
Skills & Focus: legal advice, asset management, investment advisers act, contract negotiation, risk assessment, compliance, client disclosure, mutual funds, section 529 college savings, agreement drafting
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3+ years of relevant experience
Salary: $151,500 - $261,300 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…
Senior Counsel-Asset Management Washington
Skills & Focus: legal, regulatory compliance, mutual funds, ETFs, fund administration, investing, investment company, Columbia Threadneedle Investments, Board of Trustees, disclosure
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-8 years’ relevant experience
Salary: $151,500 - $261,300 / year
Type: Full-time
Benefits: A competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vac…

Merrill Wealth Management

Market Leader - Advisor Development Program Washington
Skills & Focus: regulatory supervision, oversight, training, sales management, coaching, client acquisition, performance management, relationship building, risk management, strategic growth
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 3+ years industry experience with a leading firm, 5+ years of demonstrated experience with sales and building, leading, managing, and coaching a team
Salary: $130,000.00 - $170,000.00
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to make a genuine impact.

Lincoln Financial

Retirement Consultant Washington
Skills & Focus: retirement planning, education, client service, plan participation, deferral rates, asset gathering, relationship management, retention efforts, cross partner, financial coaching
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 1 - 3+ Years’ experience in Retirement Plans
Salary: $80,000 - $100,000
Type: Remote
Benefits: Clearly defined career tracks, leadership development, virtual training opportunities, PTO/parental leave, competitive …

Blue Owl

Regional Ambassador, Blue Owl Private Wealth Washington
Skills & Focus: financial services, alternative investment, relationship management, sales experience, private debt, real estate, private equity, investment strategy, presentation skills, interpersonal skills
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®, providing businesses with private capital solutions to drive long-term growth…
Experience: At least 10 years of client facing experience
Salary: $150,000 - $225,000
Type: Full-time
Benefits: Discretionary bonus based on individual and team performance; Equal Opportunity Employer

Fannie Mae

Multifamily Conventional Underwriter - Advisor Washington
Skills & Focus: forensic underwriting, risk analysis, cost analysis, process improvement, customer service, securities issuance, financial loans, loan acquisition, fraud prevention, borrower exposure risk

Ameriprise Financial

Financial Advisor Associate Annapolis
Skills & Focus: financial planning, client acquisition, marketing plan, data analysis, communication skills, goal-oriented, collaborative, client service, product expertise, practice management
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: None specified
Salary: $45,500 - $60,000
Type: Full-time

Chevy Chase Trust

Senior Trust Officer - Client Services Bethesda
Skills & Focus: client relationship, administrative tasks, client service, Investment Management, Personal Trust Clients, thematic investment research, asset management, financial advice, planning, unconventional thinking
About the Company: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, famili…
Financial Planning Professional Bethesda
Skills & Focus: financial planning, investment research, asset management, client relationships, financial advice, portfolio management, estate planning, business development, relationship management, client success
About the Company: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, famili…
Type: Full-time
Associate Compliance Officer Bethesda
Skills & Focus: compliance, Investment Advisers Act, fiduciary laws, critical thinking, communication skills, compliance functions, legal requirements, asset management, thematic investment research, self-initiative
About the Company: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, famili…

Ameriprise Financial

Regional Registered Principal Hunt Valley
Skills & Focus: supervision, financial services, investment advisor, regulatory policies, conflict management, communication skills, problem-solving, supervisory reviews, risk management, team practices
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5 - 7 years relevant experience required.
Salary: $77,100 - $133,100 / year
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Merrill Wealth Management

Advisor Development Program - Financial Solutions Advisor Trainee Rockville
Skills & Focus: Securities Industry licenses, client relationships, financial advice, investment products, wealth management, sales role, team environment, financial services, communication, results-driven
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Minimum of one year of financial services industry or sales experience
Salary: $28.80 - $32.00 hourly
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support.