Trusted Advisor Jobs in Washington DC
Looking for Trusted Advisor jobs in Washington DC? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Washington DC area.
J.P. Morgan Wealth Management - Private Client Advisor - Washington Township, MI and Surrounding areas
Company: JPMorgan Chase
Location: Washington, MI
Posted Jan 22, 2025
J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a commitment to goals-based planning. Required qualifications include a valid Series 7 and Series 66 (63/65) license, and a valid Life, Health and Long Term Care Insurance license. Preferred qualifications include CFP® certification and a Bachelor's degree. The company offers a competitive total rewards package, including commission-based pay, discretionary incentive compensation, and a range of benefits.
Sr Director, GTM Strategy & Planning - MLF
Company: Thomson Reuters
Location: Washington, DC
Posted Jan 22, 2025
The Sr Director, GTM Strategy & Planning - MLF role at Thomson Reuters involves supporting subsegment leadership and operations, driving the creation and measurement of OKRs, facilitating leadership meetings, and leading internal communications and C-Level reporting. The role requires strategic thinking, analytical skills, and strong financial acumen. The ideal candidate should have GTM experience, customer centricity, and leadership skills. Thomson Reuters offers a comprehensive benefits package including wellbeing, culture, learning & development, social impact, and purpose-driven work.
Territory Sales Representative
Company: MAXtech Agency
Location: Washington DC
Posted Jan 22, 2025
Maxxon Corporation, a leading underlayment company since 1972, is seeking a Commercial Sales Representative for the Baltimore-Washington-Northern Virginia Territory. The role involves generating revenue, managing relationships with applicators, contractors, and distributors, and promoting Maxxon products. The ideal candidate should have 5+ years in building product sales management, excellent customer service skills, and the ability to work independently and within a team. Maxxon offers competitive compensation, benefits, and a supportive work environment.
Account Executive-ONESOURCE Tax Information Reporting
Company: Thomson Reuters
Location: Washington, DC
Posted Jan 22, 2025
Thomson Reuters is seeking a dynamic and results-driven Account Executive for a remote US-based role. The ideal candidate will sell ONESOURCE Tax Information Reporting solutions to financial institutions, cryptocurrency companies, and digital asset organizations. Key responsibilities include developing strategic sales plans, identifying new business opportunities, conducting product demonstrations, understanding client needs, collaborating with internal teams, staying updated on industry trends, and accurately forecasting sales. The candidate should have basic knowledge of tax reporting requirements, excellent communication skills, and a proven track record in sales. Thomson Reuters offers a comprehensive benefits package, including wellbeing, culture, learning & development, social impact, and purpose-driven work.
Travel Physical Therapist - $1,951 per week
Company: GLC On-The-Go
Location: Olympia, Washington
Posted Jan 22, 2025
Associate Sales Specialist - MLF Growth Team
Company: Thomson Reuters
Location: Washington, DC
Posted Jan 22, 2025
Thomson Reuters is seeking an Associate Sales Executive to promote and sell Practical Law and CoCounsel solutions to new law firm customers within an assigned territory. The role involves making outbound calls, prospecting potential clients, setting appointments, and understanding client needs to present solutions. The successful candidate will meet/exceed sales and telephone activity targets, collaborate with the team to develop sales strategies, and maintain accurate records in Salesforce. Thomson Reuters offers a comprehensive benefits package, including wellbeing, culture, learning & development, social impact, and purpose-driven work. The company values diversity, inclusion, and work-life balance.
Program Manager II, Compliance, Regulatory Audits
Company: Google
Location: Washington, DC
Posted Jan 22, 2025
Google is seeking a Program Manager with a Bachelor's degree and 2 years of experience in program or project management, compliance, information security, IT audit, or risk management. The role involves leading complex, multi-disciplinary projects, managing project schedules, identifying risks, and communicating with cross-functional partners. The manager will work on information security compliance programs and audits, and collaborate with various teams including Legal, Compliance, Investigation, Communications, and Engineering. The US base salary range is $117,000-$172,000 + bonus + equity + benefits. Responsibilities include designing program communication plans, determining program lifecycle metrics, maintaining project trackers, executing change management, and building trusted relationships with stakeholders.
Behavioral Health Customer Success Manager
Company: Office Practicum
Location: Fort Washington, PA / Remote
Posted Jan 22, 2025
The Customer Success Manager (CSM) - BH is responsible for ensuring customer success and loyalty throughout their journey with Nextstep. This role involves developing and managing project plans, leading client onboarding and training sessions, providing high-level product support, and collaborating with cross-functional teams. The ideal candidate should have a customer-focused approach, project management skills, and extensive knowledge of NSS. A Bachelor's degree and 5 years of client-focused experience are required. The role involves travel to client sites up to 25% and offers a salary of $65,000 - $75,000 per year.
Executive Assistant
Company: FiscalNote
Location: Washington, DC
Posted Jan 22, 2025
FiscalNote is seeking an Executive Assistant to support the CEO and CFO, ensuring they are well-equipped to manage their demanding schedules. The role involves coordinating meetings and travel, assisting in presentations, and conducting time analysis. The ideal candidate should have 2+ years of experience supporting executive-level personnel, strong communication skills, and the ability to work in a fast-paced environment. FiscalNote values diversity and offers competitive benefits, including flexible work arrangements and equity packages.
Beauty Sales Consultant
Company: CVS Health
Location: Washington, DC
Posted Jan 22, 2025
CVS Health is seeking a sales-oriented Beauty Sales Consultant to join their beauty retail division. The role involves providing top-notch client service, being a brand expert, and driving sales through personalized advice and product knowledge. The ideal candidate should be passionate about beauty, have strong interpersonal skills, and be comfortable with multi-tasking. Benefits include exposure to the latest beauty products, gratis samples, and a competitive pay range. The role requires physical abilities to support customer service and beauty consulting, including standing, moving, stooping, kneeling, and manual dexterity.
Senior Lead Business Strategy Consultant - Diverse Segments Representation and Inclusion
Company: Wells Fargo
Location: Washington, DC
Posted Jan 22, 2025
Mortgage Credit Risk and Capital Analytics Advisor (Flexible Hybrid)
Company: Fannie Mae
Location: Washington DC
Posted Jan 22, 2025
Fannie Mae is a company that empowers millions of homeowners and renters by providing opportunities in the housing industry. The Mortgage Credit Risk and Capital Analytics Advisor role is a flexible hybrid position that involves advising on the application of mathematical models, advanced tools, and financial industry knowledge to business or financial data. The role requires 6 years of experience in risk assessment, management, and statistical methods. The ideal candidate should have a degree in Economics, Finance, or Statistics, and experience with mortgage credit analytics, economic capital, and GSE regulatory capital framework. Fannie Mae is committed to fostering a diverse and inclusive workplace and offers comprehensive benefits.