Investment Advisor
4 days ago
- Determine cash flow, income-to-debt ratio, and other financial situations related to wealth management
- Support clients' progress toward their financial goals through strategic product recommendations and investment planning
- Serve as a trusted advisor for new clients acquired through proactive measures
This position also requires creating customized financial plans for each client based on life stage, professional circumstances, and financial needs.
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Washington, Washington, D.C., United States Treasury, Departmental Offices Full timeCompany Overview: The U.S. Department of the Treasury's Office of Investment Security is a dynamic team that plays a critical role in protecting national security by reviewing and overseeing foreign investments in the United States.Salary: As a Senior Policy Advisor, you can expect to earn an estimated salary of $124,000 - $170,000 per year, depending on...
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Senior Policy Advisor
4 weeks ago
Washington, Washington, D.C., United States Treasury, Departmental Offices Full timeWe are seeking a Senior Policy Advisor to join our team at the Office of Investment Security within the U.S. Department of the Treasury.About the RoleAs a Senior Policy Advisor, you will work on complex policy issues related to investment security, including coordinating the interagency process and analyzing transactions.You will provide authoritative...
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Policy Advisor for International Affairs
4 weeks ago
Washington, Washington, D.C., United States Treasury, Departmental Offices Full timeJoin the Treasury Department as a Senior Policy Advisor and shape the future of international affairs.About the Role:The Office of Investment Security within the Office of International Affairs seeks a highly skilled and experienced individual to serve as a Senior Policy Advisor. As a key member of our team, you will work on complex policy issues related to...
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Renewable Energy Investment Specialist
4 days ago
Washington, Washington, D.C., United States RER Solutions, Inc. Full timeCompany OverviewRER Solutions, Inc. is a leading provider of clean energy solutions that cares about its employees as individuals, offering outstanding leadership and exceptional benefits.This company prioritizes employee well-being and provides a competitive compensation package, including salary and benefits.Job DescriptionThe Energy Investment Advisor...
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Investment Operations Specialist
4 weeks ago
Washington, Washington, D.C., United States Fiducient Advisors Full timeFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. Our team operates with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Investment Operations Specialist is...
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Sustainable Development Finance Advisor
3 days ago
Washington, Washington, D.C., United States RER Solutions, Inc. Full timeAbout UsRER Solutions, Inc. is a forward-thinking company that aims to accelerate the deployment, market adoption, and equitable transition to a decarbonized energy systemThis company prioritizes employee well-being and offers a competitive compensation package, including salary and benefits.Job SummaryThe Energy Investment Advisor will support the Office of...
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Strategic Advisor
2 weeks ago
Washington, Washington, D.C., United States GRAPH Strategy Full timeAs a strategic advisor at GRAPH Strategy, you'll have the opportunity to work closely with our clients to deliver exceptional results and drive business growth.The estimated salary for this role is $130,000 - $160,000 per annum, depending on experience.Job SummaryWe're seeking experienced professionals with a proven track record of delivering high-quality...
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Technical Advisor
5 days ago
Washington, Washington, D.C., United States RER Solutions, Inc. Full timeWe are seeking a Technical Advisor to support The Office of Clean Energy Demonstrations (OCED) in delivering clean energy demonstration projects at scale in partnership with the private sector. As a Clean Energy Specialist, you'll provide federal program support to the Market Energy Analysis team and work to tailor OCED programs to resolve critical barriers...
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Clean Energy Investment Advisor
1 week ago
Washington, Washington, D.C., United States RER Solutions, Inc. Full timeKey ResponsibilitiesThe successful candidate will support the development of analytical tools to support portfolio-level decision-making in applicant review and project selection/continuation. They will also provide quantitative analysis and modeling skills, especially in energy sector financials and techno-economic analyses.You will have depth of knowledge...
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Clean Energy Investment Advisor
4 days ago
Washington, Washington, D.C., United States RER Solutions, Inc. Full timeAbout the RoleThis position involves using cost analysis expertise and industry focus to fulfill customer specifications and provide thought leadership related to clean energy technologies.The ideal candidate will have a minimum of 12 years of industry experience and be highly experienced in clean energy technologies.
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Clean Energy Investment Specialist
3 days ago
Washington, Washington, D.C., United States RER Solutions, Inc. Full timeAbout RER Solutions, Inc.At RER Solutions, Inc., we care about our employees as individuals and provide a work environment that fosters growth and development.We are currently seeking a skilled Clean Energy Finance Advisor to join our team.This role requires expertise in clean energy finance, including cost analysis and industry trends.The successful...
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Senior Legal Advisor for Agricultural Finance
4 weeks ago
Washington, Washington, D.C., United States FARMER MAC Full timeOverviewFarmers Mac is a leading agricultural and rural infrastructure credit provider. We are a public company committed to serving rural America by increasing financing accessibility for American agriculture and communities.Salary: The estimated salary range for this role is $175,000 - $210,000 per year, based on industry standards and location in the DC...
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Financial Growth Expert
5 days ago
Washington, Washington, D.C., United States Farther Full timeTransforming Client ExperienceAs a Senior Financial Advisor at Farther, you will be responsible for turning prospects into clients and clients into raving fans. You'll source and manage prospects using proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients. Our goal is to create a comprehensive,...
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Financial Services Legal Advisor
4 days ago
Washington, Washington, D.C., United States 5 Legal Full timeTop-tier law firm 5 Legal seeks a dedicated Private Investment Funds Associate Attorney to bolster its prestigious Investment Management division.The successful candidate will have in-depth knowledge of private equity and venture capital fund formations, as well as established relationships with limited partners. Proficiency in structuring general partner...
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Wealth Management Specialist
5 days ago
Washington, Washington, D.C., United States New York Life - Tyson's Corner Full timeAbout the RoleThis Investment Advisor position is designed to help clients define and achieve their financial objectives through strategic product recommendations and investment planning.You will be responsible for determining cash flow, income-to-debt ratio, and other financial situations related to wealth management, as well as supporting clients' progress...
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Senior Compliance Specialist
4 weeks ago
Washington, Washington, D.C., United States Larson Maddox Full timeAbout Larson MaddoxWe are currently partnered with a growing Register Investment Advisor/Broker Dealer looking to add to their compliance team.
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Senior Policy Strategist
4 weeks ago
Washington, Washington, D.C., United States Treasury, Departmental Offices Full time**Job Overview:**We are seeking a highly skilled Senior Policy Advisor to join our team at the U.S. Department of the Treasury's Office of Investment Security.As a Senior Policy Advisor, you will work closely with senior officials to develop and implement policies related to investment security, national security, and international...
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Senior Policy Consultant
2 weeks ago
Washington, Washington, D.C., United States Treasury, Departmental Offices Full timeJob Description:The Senior Policy Advisor will serve as an expert on a full range of complex policy issues related to investment security, including coordination of the interagency process and analysis of transactions. The successful candidate will work with senior Treasury officials to brief and advise on high-profile or potentially controversial cases and...
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Columbia Accounting Professional
5 days ago
Washington, Washington, D.C., United States Criterion Executive Search Full timeResponsibilitiesReconcile AS400 & other software systems, NEAM Investment reports, bank statements, and payroll/benefit reports to various general ledger accounts; investigate and correct discrepancies as needed.Prepare numerous month-end journal entries and reports from the various AS400 systems, NEAM Investment advisors, Fixed Asset software, and Paycom...
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Financial Services Professional
3 days ago
Washington, Washington, D.C., United States New York Life - Tyson's Corner Full timeAbout the RoleAs 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...