Financial Services Professional
4 days ago
As a Wealth Management Specialist, you will play a key role in helping clients achieve their long-term financial goals. This position requires strong communication skills, a passion for developing relationships, and a sharp mind with the ability to develop dynamic strategies. A strong knowledge of investments, estate planning, business strategies, and stocks/mutual funds is highly desirable.
Responsibilities:
- Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
- Understand the economic markets and use resources to leverage your expertise
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Financial Services Professional
6 days ago
Washington, Washington, D.C., United States Consilio - ELS Direct Hire Division Full timeJob Title: Financial Services ProfessionalWe are seeking an experienced Financial Services Professional to join our team at Consilio - ELS Direct Hire Division. As a key member of our accounting department, you will be responsible for performing daily general accounting functions for our office and providing back-up support to the Financial Services...
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Financial Professional
6 days ago
Washington, Washington, D.C., United States Legal Services Corporation Full timeAbout the RoleThis is a challenging opportunity for an experienced Financial Analyst to join our team at Legal Services Corporation. As a key member of our Office of Financial and Administrative Services, you will be responsible for supporting financial planning, analysis, and reporting functions.The successful candidate will have strong analytical skills,...
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Financial Services Professional
4 weeks ago
Washington, Washington, D.C., United States Creative Financial Staffing Full timeSeize a Challenge in Investment AccountingWe are seeking a detail-driven Fund Accountant to join our dynamic team. This exciting role will involve working with close-ended and open-ended funds, handling day-to-day accounting functions, and preparing quarterly investor reports, annual audits, and budget reporting.The ideal candidate will have a solid...
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Product Development Lead
7 days ago
Washington, Washington, D.C., United States Financial Services company Full timeAbout the RoleAs a Product Development Lead - Financial Services, you will be responsible for leading our Product Delivery Team to develop new solutions and enhance existing customer-facing applications.You will work closely with functional/technical stakeholders and development team members to analyze customer-facing applications and processes, identify...
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Financial Services Coordinator
6 days ago
Washington, Washington, D.C., United States Tristate Financial Network Full timeAbout the RoleWe're seeking a highly motivated Sales Representative to join our team at Tristate Financial Network. As a representative, you'll work closely with clients to understand their financial goals and provide solutions that meet their needs. The ideal candidate will have strong communication and problem-solving skills, a passion for sales, and a...
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Financial Services Professional
6 days ago
Washington, Washington, D.C., United States Consilio - ELS Direct Hire Division Full timeJob SummaryWe are seeking a highly skilled Financial Services Accountant to join our team at a top-ranked global law firm. The ideal candidate will have a Bachelor's degree in accounting, thorough knowledge of accounting principles and procedures, 2-4 years of general accounting experience, preferably in a legal or professional services environment....
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Financial Services Representative
6 days ago
Washington, Washington, D.C., United States The ABN Financial Group Full timeAbout ABN Financial GroupWe are a national organization dedicated to providing comprehensive financial solutions to individuals and families. Our mission is to empower people to achieve financial security and peace of mind through expert guidance and support.Join Our TeamWe are seeking experienced insurance agents to join our team. As a member of our team,...
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Financial Services Accountant Professional
6 days ago
Washington, Washington, D.C., United States Consilio - ELS Direct Hire Division Full timeJob OverviewConsilio - ELS Direct Hire Division is seeking a highly skilled Financial Services Accountant to join our team. This role will be responsible for completing daily general accounting functions for the office as well as serving as back-up support for the Financial Services Manager.Salary and BenefitsWe offer competitive salaries and benefits, with...
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Financial Services Professional
7 days ago
Washington, Washington, D.C., United States Beacon Hill Full timeJob Summary:We are seeking an experienced Financial Services Professional to join our team. This role involves processing electronic payments, making bank deposits, and handling cash applications.About the Role:This is a full-time position that requires a high level of accuracy and attention to detail. The ideal candidate will have experience with general...
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Nurse Case Manager
4 weeks ago
Washington, Washington, D.C., United States Specialty Professional Services Full timeJob DescriptionWe are seeking an experienced Nurse Case Manager to join our team at Specialty Professional Services. As a key member of our team, you will play a vital role in providing high-quality care and support to patients.About the RoleThe ideal candidate will possess a current DC license or Compact license, with at least 1 year of recent experience as...
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Financial Services Agent
7 days ago
Washington, Washington, D.C., United States The ABN Financial Group Full timeWe are currently looking for experienced and self-motivated agents to join our team as Financial Services Agents. As a key member of our team, you will have the opportunity to choose from a wide range of financial products and deliver exceptional service to our clients.Key Benefits:No cold calling requiredResidual income potentialOngoing training and support...
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Financial Consultant
2 weeks ago
Washington, Washington, D.C., United States Meron Financial Agency Full timeJob OverviewWe are a leading financial agency dedicated to empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment make us the ideal platform for driven professionals to thrive.
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Financial Services Professional
4 weeks ago
Washington, Washington, D.C., United States WELLS FARGO BANK Full timeWe're seeking a motivated and customer-focused Financial Services Professional to join our Consumer, Small & Business Banking division as a Teller in our National Branch Network.About the RoleAs a Financial Services Professional, you will be part of the fabric of the local community, helping provide the financial service backbone for its residents,...
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Financial Professional
6 days ago
Washington, Washington, D.C., United States TeleSolv Consulting Full timeJoin TeleSolv Consulting TeamWe are looking for a talented Financial Professional to support our company's growth in Washington, DC. This is a full-time position with a salary range of $74,287 - $84,205 per year.About the JobThis role involves drafting internal financial reports and supporting schedules, maintaining vendor files, and performing monthly...
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Financial Management Professional
5 days ago
Washington, Washington, D.C., United States Tria Federal (Tria) Full timeAbout the Job:Tria Federal (Tria) is seeking a highly skilled Financial Management Professional to join our team. In this role, you will be responsible for developing and implementing financial strategies, managing budgets, and analyzing financial data to inform business decisions.Responsibilities:Financial Planning: Create and maintain accurate financial...
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Washington, Washington, D.C., United States Creative Financial Staffing Full timeAre you a seasoned financial professional looking to take on a leadership role in the healthcare industry?We are seeking an experienced Financial Controller to join our client, a leading healthcare organization in Washington, PA. This is an excellent opportunity for someone who wants to oversee the financial operations of a dynamic and growing company.About...
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Chief Financial Planning Analyst
4 weeks ago
Washington, Washington, D.C., United States Creative Financial Staffing Full timeWe are seeking a highly skilled FP&A Consultant to join our team at Creative Financial Staffing. This is a hybrid opportunity in Rockville, MD that offers the perfect blend of financial analysis and business strategy.About the Role:Analyze financial data to provide actionable insights and recommendations to stakeholders.Develop complex financial models to...
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Financial Protection Specialist
6 days ago
Washington, Washington, D.C., United States Tristate Financial Network Full timeCompensation and BenefitsThis is a commission-only position with opportunities for bonuses and all-expense-paid trips.You will also enjoy leadership and personal development opportunities, enabling you to grow professionally and personally.The estimated annual salary range for this position is $50,000-$70,000, depending on performance and location.What We...
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Healthcare Professional
4 weeks ago
Washington, Washington, D.C., United States Specialty Professional Services Full time**Job Title:** Healthcare Professional - Travel RN We are seeking a skilled Travel Registered Nurse (RN) to join our team at Specialty Professional Services in Washington, DC. This is an exciting opportunity to work in a dynamic environment and make a meaningful difference in the lives of our patients. **Salary Range:** Our competitive salary range for...
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Financial Services Consultant
6 days ago
Washington, Washington, D.C., United States Dyal Agency Full timeJoin Our Team as a Financial Services ConsultantWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Consultant. In this role, you will have the opportunity to provide personalized financial guidance and support to clients, drive business growth, and contribute to our positive company culture.About the...