Investment Counselor Jobs in Washington, DC | Glassdoor
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Investment Counselor Jobs in Washington, DC

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  • 2.9
    Scottrade – Arlington, VA
    NEW
    distinct capacities: Investment Consultant in a branch that is currently offering guidance Investment Consultant in a transitioning… by the end of 2017 Investment Consultant Trainee that is working toward licensure As an Investment Consultant, you will…
  • ARISE Transformations – Washington, DC
    EASY APPLY
    Today 6hr
    Our client, a global Fortune 500 leader, who provides services and solutions to Department of Defense, Federal Government and…
  • 3.7
    Edward Jones – Washington, DC
    27 days ago 27d
    , wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 4.8
    Greysteel Company – Bethesda, MD
    1 days ago 19hr
    multifamily and retail developers, owners, and investors in investment sale, debt placement, and structured finance transactions.… manage marketing, negotiation, and closing of real estate investment sale on behalf of single-tenant net lease retail property…
  • 3.2
    M&T Bank – Washington, DC
    Est. Salary $35k-$49k
    5 days ago 5d
    Private Client Investment Advisor Wilmington Trust Washington, DC Provides comprehensive investment management services… Wilmington Trust's investment methodology in all assigned portfolios. Implements strategic and tactical investment recommendations…
  • HR Recruiting Services – Washington, DC
    EASY APPLY
    NEW
    Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Advises clients…
  • 3.7
    Edward Jones – Washington, DC
    Est. Salary $42k-$65k
    NEW
    , wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 3.5
    UBS – Washington, DC
    Est. Salary $36k-$53k
    NEW
    Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide…
  • 3.7
    Morgan Stanley – Washington, DC
    6 days ago 6d
    have the opportunity to provide clients with exceptional investment advice to help them reach their financial goals, while at… Production, Client Acquisition & Coaching: Here FAAs learn investment management skills; participate in weekly coaching meetings…
  • 3.7
    Edward Jones – Washington, DC
    NEW
    , wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 3.6
    The Brookings Institution – Washington, DC
    6 days ago 6d
    The Investment Associate monitors and researches existing and prospective external money managers who are hired to invest portions… and evaluate new investment opportunities and their usefulness to the portfolio. Compare and contrast investment opportunities.…
  • 2.7
    Creative Associates International – Washington, DC
    13 days ago 13d
    Requisition Number 17-0165 Post Date 4/21/2017 Title Client Diversification Associate City Washington…
  • 3.6
    Charles Schwab – Tyson's Corner, Fairfax, VA
    7 days ago 7d
    retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs… markets to analyze and interpret client’s investment objectives and provide investment advice suited to meet their needs. Increase…
  • 3.4
    HSBC Holdings – Washington, DC
    NEW
    The role is a specialist/consultant role and is part of the Wealth sales force. The Wealth Planner (WP) role is…
  • 3.5
    Bank of America – Washington, DC
    1 days ago 1d
    clients with a personal wealth profile of at least $250,000 of investable assets. The Financial Advisor Development role is a 12… recognition of Merrill Lynch and Bank of America World class investment, sales, and business management training throughout their…
  • 3.2
    M&T Bank – Washington, DC
    Est. Salary $35k-$49k
    6 days ago 6d
    Private Client Investment Advisor Wilmington Trust Washington, DC Provides comprehensive investment management services to Wealth… Wilmington Trust's investment methodology in all assigned portfolios. Implements strategic and tactical investment recommendations…
  • 3.4
    HSBC Holdings – Washington, DC
    NEW
    The role is a specialist/consultant role that is part of the Wealth sales force, and is expected to be a technical expert in…
  • 3.1
    Kforce – Arlington, VA
    Today 11hr
    RESPONSIBILITIES: Kforce is seeking an Obligation Clearing House Financial Consultant for our client located in…
  • 3.0
    United Bank – Washington, DC
    NEW
    geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional… Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best…
  • 3.7
    Arabella Advisors – Washington, DC
    Est. Salary $45k-$67k
    12 days ago 12d
    Job Description Client Technology Associate, Managed Organizations (Washington, DC) Arabella Advisors is seeking an…
  • 2.9
    Immersion Consulting – Washington, DC
    NEW
    Immersion Consulting LLC is seeking a mid-to-senior level Financial Consultant: Performs tasks and activities assigned…
  • 3.4
    The MIL Corporation – Washington, DC
    7 days ago 7d
    Summary The MIL Corporation seeks a Sr. Financial Consultant to support a Federal Government client at our Washington, DC…
  • 3.6
    Charles Schwab – Bethesda, MD
    13 days ago 13d
    retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs… markets to analyze and interpret client’s investment objectives and provide investment advice suited to meet their needs. Increase…
  • 3.4
    United Bank, Inc. – Washington, DC
    9 days ago 9d
    geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional… Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best…
  • 3.2
    Edelman Financial Services – Bethesda, MD
    Est. Salary $46k-$66k
    NEW
    regulatory standards. Responsibilities: Executing investment buy and/or sell orders Analyzing reports to determine appropriate…
  • Arrow Investment Advisors – Washington, DC
    9 days ago 9d
    experience. The role is tasked with discussing and positioning investment strategies offer by Arrow; including mutual funds and exchange… Managed Accounts, Variable Annuities Understanding of how investment product manufacturers (e.g. Mutual Funds, Exchange Traded…
  • 3.8
    Raymond James – Washington, DC
    Est. Salary $42k-$67k
    14 days ago 14d
    • General office practices, procedures, and methods. • Investment concepts, practices and procedures used in the securities…
  • 3.4
    CUSO Financial Services – Washington, DC
    9 days ago 9d
    Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant… seeking a Licensed Financial Advisor to provide retirement and investment services for members of Lafayette Federal Credit Union in…
  • 3.3
    Western Union – Washington, DC
    10 days ago 10d
    Does playing a critical role in protecting customers sound exciting to you? How about working for a global fintech…
  • 3.7
    Morgan Stanley – Washington, DC
    Est. Salary $36k-$53k
    22 days ago 22d
    POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to…
  • 3.5
    Kaplan, Inc. – Washington, DC
    Est. Salary $45k-$70k
    19 days ago 19d
    Job Title Content Specialist, Wealth Management Job Description Content Specialists review, edit, and create…
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