14 jobs found in Washington, DC

What You'll Do: This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.   Here are a few examples of the types of things you'll do: Develop and execute sales plans, activity reports and rotation schedules.  Works closely with Internal Wholesaler within assigned territory for collective success. Presentations to large groups(banker/advisor training programs) and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups.  *Heavy incentive component in addition to salary listed.   We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a...

Financial Planner Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus. Position Summary: We are looking for a Financial Planning professional who will deliver comprehensive, tailored...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As a Senior Client Advisor – Small Business and Tax you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and returns for businesses and clients. The Senior Client Advisor – Small Business and Tax will also provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. You will serve as business advisor to our clients aiming at...

This position will have a flexible hybrid work schedule. In office presence at our HQ in Rockville is required 3-4 times few times a week. We are looking for more than just an employee, we are looking for a true team member dedicated to enhancing the member experience! Come join the credit union movement and Discover Banking With Heart at NIHFCU! At NIHFCU, one of our core values is investing in our employees, which is why we offer perks like these: • Benefit Package for all Full time employees includes health, dental, vision, Life • insurance benefits • 401(K) and profit sharing • Tuition Reimbursement • Career Advancement and development • Credit Union Membership with discounted services and products Learn how our NIHFCU team thrives—not only in making a difference for the members they serve, but for themselves! Want to know more about NIHFCU’s “Banking with Heart” career opportunities? #NIHFCUCareers #BestCreditUnions: Discover the...

Short Description: Bowman has an opportunity for a Senior Financial Analyst to join our team in Reston, VA.    At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That’s why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest of everyone involved. We recognize the importance of creating a work environment that is both rewarding to our employees and supportive of our unwavering commitment to provide unparalleled service to our clients. Overview: Lead financial analysis, forecasting, and reporting efforts to guide corporate strategy and operational decisions. Provide advanced financial insights, partner with business leaders, and mentor junior analysts to drive profitability and sustainable growth within the firm....

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of this role is to provide financial planning services and when appropriate recommend investment or insurance products to prospective and existing clients. The Wealth Advisor handles financial planning situations that may include portfolio reviews, analysis and assessments, pre/post-retirement planning, and asset allocation strategies.   The Wealth Advisor will build...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...

Overview: When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities: The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role contributes to sales goal attainment for department and organization goals, primarily by identifying members’ product and service needs. Learned...