Top 258 Financial consultant Jobs in Washington, Dc

VP, Financial Consultant - Washington, DC (City Center)
Charles Schwab —Washington, DC
- $75,000 - $100,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
3d
Financial Advisor | Career Changers Encouraged to Apply | (Training and Licensing Support Given)
Northwestern Mutual —Waldorf, MD
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Manager
YTS Wealth Management, LLC —Tysons, VA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Bilingual Financial Advisor |English |Korean|Chinese|Vietnamese (Career Changer Encouraged to Apply)
MassMutual —Fairfax, VA
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor | Career Changers Encouraged to Apply
Northwestern Mutual —Reston, VA
- $75,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Financial Consultant
Frontec Financial —Washington, DC
- Full-time
- Remote
- Oracle
- Bachelor of Science
- Mid-level
Financial Consultant - Washington, DC
Fidelity Investments —Washington, DC
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
Financial Consultant
Andrew Morgan —Washington, DC
- Mid-level
- Office
- Analysis skills
- Paid training
- Paid holidays
Quick Apply
Financial Solutions Advisor - Washington DC Market
Bank of America —Washington, DC
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Registered Wealth Management Client Associate
Bank of America —Washington, DC
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Investment Consultant - Rockville, MD
Fidelity Investments —Rockville, MD
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Loan repayment program
- Tuition reimbursement
Project Consultant, Financial Reporting
Deloitte —Washington, DC
- $73,100 - $133,900 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Oracle Financial (EBS) Functional Consultant
BroadPoint Federal, Inc —Bethesda, MD
- Full-time
- Remote
- Oracle
- Computer Science
- Bachelor's degree
Quick Apply
SR Financial Analyst/Consultant
Artemis Consulting —Washington, DC
- $95,000 - $130,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Research
Quick Apply
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Goldman Sachs —Washington, DC
- $60,000 - $160,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Financial Management Consultant (PP&E)
Guidehouse Inc. —Washington, DC
- $98,000 - $163,000 a year
- Full-time
- Remote
- CPA
- Research
- Mid-level
- Health savings account
- Paid holidays
Workday Financial Consultant
Ascendion —McLean, VA
- $100,000 - $120,000 a year
- Mid-level
- 4 years
- Leadership
- Disability insurance
- Health insurance
Trust Services Analyst
Air Line Pilots Association, Int'l. —McLean, VA
- $69,341 - $97,182 a year
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Commuter assistance
- Health savings account
Financial Services-Senior Consultant
Guidehouse —Washington, DC
- $107,000 - $178,000 a year
- Full-time
- Microsoft Excel
- CPA
- Research
- Health savings account
- Paid holidays
Merrill Advisor Development Program - Financial Advisor: Washington DC Market
Bank of America —Washington, DC
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy

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financial consultant jobs near washington, dc

VP, Financial Consultant - Washington, DC (City Center)

Charles Schwab -
Washington, DC

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Job Details

$75,000 - $100,000 a year
3 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

You will be required to register and to submit to the required SAFE Act background check and registration process

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial consultant jobs in washington, dc

VP, Financial Consultant - Washington, DC (City Center)

Financial Advisor | Career Changers Encouraged to Apply | (Training and Licensing Support Given)

Wealth Manager

Bilingual Financial Advisor |English |Korean|Chinese|Vietnamese (Career Changer Encouraged to Apply)

Financial Advisor | Career Changers Encouraged to Apply

Financial Consultant

Financial Consultant - Washington, DC

Financial Consultant

Financial Solutions Advisor - Washington DC Market

Registered Wealth Management Client Associate

Investment Consultant - Rockville, MD

Project Consultant, Financial Reporting

Oracle Financial (EBS) Functional Consultant

SR Financial Analyst/Consultant

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.

Financial Management Consultant (PP&E)

Workday Financial Consultant

Trust Services Analyst

Financial Services-Senior Consultant

Merrill Advisor Development Program - Financial Advisor: Washington DC Market

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