Top 249 Financial planner Jobs in Washington Dc

Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —Washington, DC
- $100,000 - $110,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
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
Financial Professional
MassMutual Greater Washington —McLean, VA
- $50,000 - $250,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Trust Services Analyst
Air Line Pilots Association, Int'l. —McLean, VA
- $69,341 - $97,182 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Commuter assistance
- Health savings account
Financial Advisor: Serving Military Families
First Command Financial Services, Inc. —Alexandria, VA
- $70,000 - $120,000 a year
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Quick Apply
Advisor - Washington DC
Brighton Jones —Washington, DC
- Full-time
- CPA
- Data analysis skills
- Office
- Profit sharing
- Paid parental leave
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
Associate Advisor
Raymond James Financial, Inc. —Arlington, VA
- $90,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Registered Wealth Management Client Associate
Bank of America —Washington, DC
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
4d
Financial Advisor - Silver Spring, MD
TD Bank —Silver Spring, MD
- $61,880 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Planning Strategist
Savant Wealth Management —Vienna, VA
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Financial Consultant
Frontec Financial —Washington, DC
- Full-time
- Remote
- Oracle
- Bachelor of Science
- Mid-level
Licensed Investment Representative
trainwell —Silver Hill, MD
- $100,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid time off
Quick Apply
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
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
Director, Financial Planning
Edelman Financial Engines, LLC —Fairfax, VA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Private Client Advisor II
Bank of America —McLean, VA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Financial Advisor
First Command Financial Services, Inc. —Arlington, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Private Client Relationship Advisor
Brown Advisory —Washington, DC
- $120,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave
Financial Consultant
Andrew Morgan —Washington, DC
- Mid-level
- Office
- Analysis skills
- Paid training
- Paid holidays
Quick Apply

I want to receive the latest job alert for financial planner in washington dc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near washington dc

Wealth Advisor - Hightower Signature Wealth

HighTower Advisors -
Washington, DC

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Bachelor's degree
Industry knowledge of financial regulations
Experience practicing in the securities industry

Full Job Description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

The Role
Hightower Signature Wealth is expanding its presence in the Philadelphia area, and is looking for an experienced, client-centric, Wealth Advisor, to support and enhance client relationships introduced through our business development efforts.

This is a non-entry level role designed for a seasoned financial professional who thrives in complex planning environments, understands tax-aware investment strategies, and takes full ownership of client relationships to ensure a positive client experience and retention.

You're a trusted advisor, relationship steward, and team player who is willing to do whatever it takes to ensure clients feel supported, understood, and confident in their long-term partnership with Hightower Signature Wealth.

This role is designed for an advisor who views client relationships as a long-term franchise asset, and takes personal accountability for retention, satisfaction, and outcomes. You will report to the Director.

What You'll Do

Assume full relationship ownership for clients onboarded through our custodial referral programs
Serve as the primary relationship lead for assigned client relationships
Develop and implement customized financial plans incorporating tax planning, investment strategy, estate considerations, retirement planning, and risk management
Partner with internal investment, planning, tax resources to provide coordinated solutions
Lead regular in-person and virtual client reviews, with a focus on long-term planning outcomes rather than short-term performance
Serve as a trusted partner to clients navigating complex financial decisions
Collaborate with referral partners, including CPA's, estate attorneys, to support holistic planning outcomes
Maintain high client retention by proactively managing expectations, delivering consistent follow-through, and managing client outcomes
Uphold all regulatory, compliance, and fiduciary responsibilities

What You'll Bring
You are an experienced relationship manager with the judgment, confidence, and professionalism required to independently manage client relationships and deliver consistent client experiences.

You will have experience and attributes in the following areas:

A deep commitment to client service, relationship ownership, and long-term retention.
Strong interpersonal skills with the ability to build immediate credibility and trust with high-net-worth clients
High emotional intelligence and the ability to uncover client motivations, priorities, and concerns
Intellectual curiosity and comfort navigating complex financial, tax, and planning scenarios
A team-first mindset with a strong work ethic and willingness to step in wherever needed to support clients and colleagues

Required Experience

5 or more years of continued licensed experience as a financial services professional
Active security licenses (Series 65 or 66 required)
One or more of the following credentials required:
CFP®, CPA, CFA, and Juris Doctor (JD)
Clean U4 compliance record
Bachelor's degree required, graduate-degree preferred
Experience working with high-net-worth or ultra-high-net-worth clients strongly preferred
You will be required to be accepted into the SAN (Schwab Advisor Network) and WAS (Wealth Advisor Solutions) through successful background check
The role is suited for advisors who already have spent several years managing complex client relationships independently and are now looking for a long-term, relationship-focused role within a growing team

What We Offer

Base salary range: $100,000 to $110,000 annually, based on experience, credentials, and demonstrated ability to manage complex client relationships
Variable compensation: Performance-based incentive compensation with an expected range of $30,000 to $50,000+, tied primarily to client retention, relationship ownership, and overall contribution to the firm rather than asset gathering alone
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

financial planner jobs in washington dc

Wealth Advisor - Hightower Signature Wealth

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

Financial Professional

Trust Services Analyst

Financial Advisor: Serving Military Families

Advisor - Washington DC

Private Wealth Management Wealth Management Associate

Associate Advisor

Registered Wealth Management Client Associate

Financial Advisor - Silver Spring, MD

Planning Strategist

Financial Consultant

Licensed Investment Representative

Relationship Development Associate

Financial Solutions Advisor - Washington DC Market

Director, Financial Planning

Private Client Advisor II

Financial Advisor

Private Client Relationship Advisor

Financial Consultant

I want to receive the latest job alert for financial planner in washington dc

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected