Washington, District of Columbia, United States · On-site
$84k–$126k/yr
Senior$3.6B raised
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
Washington, District of Columbia, United States · On-site
$149k–$284k/yr
Senior+
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial services, Not for profit banking, Government banking, Credit analysis, Relationship management
Washington, District of Columbia, United States · Remote OK
$83k–$138k/yr
Senior$429M raised
Sprinklr is the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), empowering brands to deliver extraordinary experiences at scale — across every customer touchpoint. By combining hu…
Washington, District of Columbia, United States · On-site
$74k–$124k/yr
Senior$750K raised
Job Family: Finance & Accounting Consulting Travel Required: None Clearance Required: Ability to Obtain Public Trust What You Will Do: Guidehouse is currently supporting the Department of Justice's Office on Violence Aga…
Skills: Budget formulation, Budget execution, Financial reporting, Data analysis, Reconciliation
Sales Lead Enterprise Portfolio Services- Leasing Advisory
Quinte West, Ontario, Canada · On-site
Senior+
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Sales leadership, Business development, Commercial real estate, Leasing advisory, Portfolio management
Sales Lead Integrated Portfolio Services- Leasing Advisory
Phoenix, Arizona, United States · On-site
Senior+
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Washington, District of Columbia, United States · Remote OK
$260k–$300k/yr
Senior$34M raised
Come work at a place where innovation and teamwork come together to support the most exciting missions in the world! Overview Qualys, a leader in cloud cybersecurity solutions, is seeking a motivated individual to join o…
Skills: Account management, Sales strategy, Cybersecurity, Cloud solutions, Business development
Washington, District of Columbia, United States · On-site
$120k–$140k/yr
Senior$1.8B raised
About the Role: Grade Level (for internal use): 10 The Role: Principal Consultant – Critical Minerals This role will contribute to the growth of our global critical minerals consulting team and to the execution of our br…
Part Time Universal Banker (20 Hours) - Bilingual Spanish preferred - Chevy Chase Branch
Washington, District of Columbia, United States · On-site
$22/hr–$29/hr
Entry level$3.6B raised
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role …
IT Audit, Cybersecurity & Risk Senior Consultant (SOC focus)
Washington, District of Columbia, United States · Hybrid
$86k–$163k/yr
Mid level$2.5B raised
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: IT Audit, Cybersecurity, Risk Assessment, SOC Reporting, Internal Controls
Campus – Treasury & Capital Markets Program Intern (Markets Track)
Washington, District of Columbia, United States · Hybrid
Entry level$708M raised
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housin…
Skills: Financial analysis, Capital markets, Risk management, Data analysis, Market research
Campus – Treasury & Capital Markets Program Intern (Quantitative Research Track)
Washington, District of Columbia, United States · Hybrid
Entry level$708M raised
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housin…
Skills: Mathematics, Statistics, Programming, Data science, Machine learning
Washington, District of Columbia, United States · On-site
$165k–$250k/yr
Senior$6.3B raised
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’…
Skills: Investment Company Act of 1940, Registered funds, BDCs, Securities law, Fund formation
Grand Ground Enterprise, LLC
Senior Budget Analyst
Washington, District of Columbia, United States · On-site
$120k–$160k/yr
Senior+
Senior Budget Analyst Job description: Overview We are seeking a highly skilled and motivated Senior Budget Analyst to join our dynamic finance team. In this pivotal role, you will support Headquarters Air Force, Chief o…
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Washington, District of Columbia, United States · On-site
$85k–$100k/yr
Mid level$1.0B raised
Organization Background Based in Washington, DC, Easterly Government Properties, Inc. is a publicly traded Real Estate Investment Trust (REIT) focused primarily on the acquisition, development and management of Class A c…
Washington, District of Columbia, United States · Hybrid
$30/hr–$32/hr
Entry level
About the Milken Institute The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi,…
Skills: Fundraising, Relationship Management, Proposal Development, Project Management, Prospect Research
A-123 / RMIC Audit Manager (PP&E and Audit Support)
Washington, District of Columbia, United States · On-site
$120k–$160k/yr
Senior
A-123 / RMIC Audit Manager (PP&E and Audit Support) Location: On-Location – National Capital Region Level: Manager Clearance: Active Top Secret/SCI (TS/SCI) required *Candidates must have the above clearance level …
Washington, District of Columbia, United States · On-site
$90k–$130k/yr
Senior
Senior A-123 / RMIC Audit (PP&E and Audit Support) Location: On-Location – National Capital Region Level: Senior Clearance: Active Top Secret/SCI (TS/SCI) required *Candidates must have the above clearance level an…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$84k–$126k/yr
Full-time
bachelor degree
Medical coverage, Dental coverage, Vision coverage, 401(k), Life insurance, Accident insurance
Posted 17d ago
~40 hrs/week
Responsibilities
The role involves identifying and deepening relationships with affluent and high-net-worth clients to provide holistic financial solutions and investment advice. Responsibilities include proactive client acquisition, managing portfolio growth, and ensuring strict adherence to regulatory compliance and KYC/AML standards.
Requirements
Candidates must have 5-8 years of experience and possess strong analytical and financial planning skills. Required certifications include current US FINRA registration (Series 6, 63, 65 or Series 7, 66) and Insurance Group 1 licensure.
Full job description
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
Responsibilities:
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered.
Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
5-8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial 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 direction.
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education:
Bachelor's/University degree or equivalent experience
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
BankingCommercial BankingInvestment BankingWealth ManagementCredit CardsCapital MarketsEquity and Fixed Income ResearchConsumer LendingCash Managementand Transaction Services
How much do Finance & Accounting jobs in Washington, DC pay?
Based on 1587 listings with disclosed salaries, most finance & accounting jobs in Washington, DC pay between $67k–$200k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Washington, DC right now?
There are currently 2,031 open finance & accounting positions in Washington, DC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Washington, DC?
Companies currently hiring include PwC, Fannie Mae, Bank of America, PNC, ProSidian Consulting, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Washington, DC?
Yes — 1015 of the 2031 open finance & accounting positions offer remote or hybrid work (273 remote, 742 hybrid).
How do I apply for Finance & Accounting jobs in Washington, DC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.