Financial Advisor

3 weeks ago


Washington, Washington, D.C., United States Citizens Financial Group, Inc. Full time

Job Summary

Citizens Financial Group, Inc. is seeking a skilled Financial Advisor to join our team in Washington, DC. As a key member of our Private Client Financial Advisory team, you will be responsible for providing personalized wealth management services to high net worth individuals and families.

Key Responsibilities

  • Develop and implement comprehensive financial plans tailored to clients' unique needs and goals.
  • Conduct thorough financial analyses to identify areas of improvement and opportunities for growth.
  • Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.
  • Build and maintain strong relationships with clients, partners, and centers of influence to drive business growth and client satisfaction.

Requirements

  • Series 7, 63, and 65 (or 66) licenses.
  • A valid, active Insurance Life/Health/Variable license.
  • A minimum of 2 years of experience in a Financial Advisor role or equivalent experience in financial services.
  • Demonstrated track record in new business development and client book management.
  • Proven experience in a team-oriented consumer bank setting.

What We Offer

  • Competitive pay and commission-based compensation.
  • Comprehensive medical, dental, and vision coverage.
  • Retirement benefits and education reimbursement.
  • Flexible work arrangements and wellness programs.


  • Washington, Washington, D.C., United States Edelman Financial Engines Full time

    We are seeking a skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Responsibilities:Provide outstanding financial advice and guidance to clientsEvaluate client situations and...


  • Washington, Washington, D.C., United States Bank of America Full time

    Job Title: Merrill Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and guidance. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high net worth clients, identifying their financial needs, and...


  • Washington, Washington, D.C., United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and investment solutions. As a Merrill Financial Solutions Advisor, you will work with high-net-worth clients to identify their financial needs and develop tailored investment strategies to meet their objectives.Key...


  • Washington, Washington, D.C., United States Bank of America Full time

    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 day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Washington, Washington, D.C., United States Bank of America Full time

    About the Role:We are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Bank of America. As a key member of our organization, you will be responsible for working with high-net worth clients to identify their needs, develop relationships, and provide tailored investment recommendations.Key Responsibilities:Leverage technology to...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job Title: Merchant Services AdvisorAt PNC Financial Services Group, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.Job Summary:We're seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our business development team, you'll be responsible for...


  • Washington, Washington, D.C., United States The PNC Financial Services Group, Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Advisor to join our team at The PNC Financial Services Group, Inc. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients.Key ResponsibilitiesManage client accounts to achieve investment objectivesProvide...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.The Financial Advisor role is a key part of our team, responsible for consulting on investment and insurance strategies, as well as developing financial plans for clients.Key responsibilities...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC Financial Services Group, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to consult with clients on investment and insurance strategies, as well as develop personalized financial plans tailored to their needs.Key Responsibilities:Consult with...


  • Washington, Washington, D.C., United States The Fannie Mae Full time

    Job DescriptionAt Fannie Mae, we are seeking a highly skilled Multifamily Financial Engineering Model Advisor to join our team. As a valued contributor, you will advise the team responsible for applying mathematical models, advanced tools, and financial industry knowledge to business or financial data, including model results.Your efforts will enable the...


  • Washington, Washington, D.C., United States The Fannie Mae Full time

    Job DescriptionWe are seeking a highly skilled Multifamily Financial Engineering Model Advisor to join our team at Fannie Mae. As a valued contributor, you will advise the team responsible for applying mathematical models, advanced tools, and financial industry knowledge to business or financial data, including model results.Your efforts will enable the team...


  • Washington, Washington, D.C., United States Jones Lange Lasalle, Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Jones Lange Lasalle, Inc. The ideal candidate will have expertise in project finance transactions, deal structuring, and negotiations for clean energy and infrastructure projects.Key ResponsibilitiesLead interdisciplinary teams advising government and commercial clients...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a highly skilled Merchant Services Advisor to join our team at PNC Financial Services Group. As a key member of our sales team, you will be responsible for developing and maintaining relationships with clients, identifying their needs, and recommending appropriate services.The ideal candidate will have experience in merchant...


  • Washington, Washington, D.C., United States MV Financial Group, MV Capital Management Inc. Full time

    Job OverviewMV Financial Group, MV Capital Management Inc. is seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our operations team, you will play a critical role in providing exceptional client service and supporting the firm's growth.Your primary responsibilities will include:Providing timely and accurate support...


  • Washington, Washington, D.C., United States Goldman Sachs Full time

    Job DescriptionAt Goldman Sachs, we are committed to empowering our clients and customers to achieve their financial goals. As a CWM - Personal Financial Management Wealth Advisor, Vice President, you will play a critical role in helping our clients navigate their financial journeys.Key ResponsibilitiesDevelop and maintain relationships with assigned client...

  • Client Advisor

    4 weeks ago


    Washington, Washington, D.C., United States LHH Recruitment Solutions Full time

    Client AdvisorWe are seeking a skilled Client Advisor to join our team at LHH Recruitment Solutions. As a Client Advisor, you will be responsible for fostering strong relationships with our clients, providing top-notch business advisory services, and ensuring their happiness.Key Responsibilities:Own day-to-day client relationships as the primary point of...


  • Washington, Washington, D.C., United States Talently Recruiting Full time

    Job Title: Client Services Associate (CSA)Location: Greater DC / VA areaSalary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. We are seeking a motivated, self-starting, passionate team player to...


  • Washington, Washington, D.C., United States New York Life Full time

    Unlock Your Potential in Financial ServicesAre you looking for a challenging and rewarding career in the financial services industry? We're seeking a motivated and skilled individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to work with clients to help them achieve their financial goals and objectives.Key...


  • Washington, Washington, D.C., United States New York Life - Tyson's Corner Full time

    Job DescriptionWe are seeking a highly motivated and experienced Financial Services Professional to join our team at New York Life - Tyson's Corner. As a Financial Advisor, you will be responsible for helping clients achieve their financial goals through strategic product, plan, and investment recommendations.Key Responsibilities:Determine cash flow,...


  • Washington, Washington, D.C., United States Certified Financial Planner Board of Standards, Inc. Full time

    Job Title: Candidate AdvocateThe Certified Financial Planner Board of Standards, Inc. is seeking a highly motivated and customer-focused Candidate Advocate to support the growth of our certification program. As a key member of our team, you will play a critical role in ensuring candidates for CFP certification advance successfully through the certification...