Personal Financial Advisor Jobs in District of Columbia

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1-8 of 8 Jobs
Citigroup - Washington, DC
**Description of Citi Personal Wealth Management** Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized...
2 days ago
Citigroup - Washington, DC
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
1 day ago
Truist - Washington, DC
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning 5....
16 days ago
Waldron Private Wealth - Washington, DC
We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management....
30+ days ago
M&T Bank - Washington, DC
planning process....
30+ days ago
Waldron Private Wealth - Washington, DC
We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management....
45+ days ago
Truist - Washington, DC
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...
90+ days ago
Truist - Washington, DC
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
90+ days ago

Demographic Data for District of Columbia

Moving to District of Columbia? Find some basic demographic data about District of Columbia below.


601,370
23,005

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in District of Columbia

This is the average annual salary for Personal Financial Advisor jobs in District of Columbia as reported by the BLS.

$106,168

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in District of Columbia offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.6%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in District of Columbia
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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