Top 20 Associate financial advisor Jobs in Washington, Dc

Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Goldman Sachs —Washington, DC
- $75,000 - $160,000 a year
- Full-time
- Office
- Business development experience
- Analysis skills
- Disability insurance
- Health insurance
Wealth Associate
LPL Financial —Rockville, MD
- $80,443 - $134,003 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- 5 years
- Health insurance
- Paid time off
Quick Apply
14d
Associate Advisor
Raymond James Financial, Inc. —Arlington, VA
- $90,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
14d
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)
Atlantic Union Bank —McLean, VA
- $69,588.50 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Profit sharing
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))
Atlantic Union Bank —McLean, VA
- $72,052 - $120,179 a year
- CPA
- Mid-level
- Office
- Profit sharing
Associate Wealth Advisor
Stratos Wealth Partners —Silver Spring, MD
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Private Wealth Management Wealth Management Associate
Morgan Stanley —Washington, DC
- Up to $115,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
Private Wealth Associate
AllianceBernstein —Washington, DC
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Strategic Advisory Associate
Brown Advisory —Washington, DC
- $80,000 - $95,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Wellness program
- Paid parental leave
Associate Financial Planner (Silver Spring, MD)
Edelman Financial Engines, LLC —Silver Spring, MD
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Associate Financial Planner
Edelman Financial Engines, LLC —Fairfax, VA
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Managing Consultant/Associate Director – Fraud Advisory – Financial Crimes Risk and Compliance (FCRC)
Guidehouse Inc. —Washington, DC
- $122,000 - $204,000 a year
- Full-time
- Remote
- 7 years
- Analysis skills
- Bachelor's degree
- Health savings account
- Paid holidays
Relationship Development Associate
Financial Growth Partners —Reston, VA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- US work authorization
- Financial services
- Marketing
- Health insurance
- Dental insurance
Quick Apply
1d
Registered Client Service Associate- Bethesda, MD
Raymond James Financial, Inc. —Bethesda, MD
- $55,000 - $75,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
13d
Associate Partner
New York Life - Tyson's Corner —Tysons, VA
- $132,500 - $157,500 a year
- Office
- Recruiting
- Leadership
- Disability insurance
- Health insurance
Quick Apply
8d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Equitable Advisors —Columbia, MD
- $36,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate - Northeast Advisor Group
Thrivent —Washington, DC
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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associate financial advisor jobs near washington, dc

Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC

Goldman Sachs -
Washington, DC

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Job Details

Full-time
$75,000 - $160,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Adoption assistance
Parental leave
Employee assistance program
Life insurance
Childcare

Qualifications

Customer relationship building
Series 7
Experience practicing in the securities industry
Series 3
Series 63

Full Job Description

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Private Wealth Advisor, you will:

Leverage your unique background and experiences to build a business within Goldman Sachs
Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
Provide exceptional client service while maintaining the highest ethical standard in execution
Curate a network of intermediaries to help best serve clients across complimentary services
Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Required qualifications, skills and experience:

Record of academic and professional achievement
Four plus years of private wealth management, financial services, or related professional experience
- Prior sales, fundraising, business development or investing experience preferred
Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
Demonstrated strong connectivity within an established network
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Exceptional client focus, business development, and relationship management skills
Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
Creative approach to problem solving and developing innovative solutions for clients
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range

The expected base salary for this Washington DC, United States-based position is $75000 - $160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview CORPORATE TITLE Associate OFFICE LOCATION(S) Washington DIVISION Asset & Wealth Management

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Refine Your Search

associate financial advisor jobs in washington, dc

Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC

Wealth Associate

Associate Advisor

Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Associate Wealth Advisor

Private Wealth Management Wealth Management Associate

Private Wealth Associate

Strategic Advisory Associate

Associate Financial Planner (Silver Spring, MD)

Associate Financial Planner

Managing Consultant/Associate Director – Fraud Advisory – Financial Crimes Risk and Compliance (FCRC)

Relationship Development Associate

Registered Client Service Associate- Bethesda, MD

Associate Partner

Wealth Management Associate - Retirement Benefits Group

Wealth Management Associate

Associate - Northeast Advisor Group

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