16 senior wealth advisor jobs found in Bethesda

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You’ll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Senior Counsel – Independent Agency, Sales & Service GEICO is looking for an experienced legal professional to lead the legal guidance for GEICO’s growing independent agent and captive agent business selling personal and commercial insurance. Experience with agency distribution, sales, and service programs for both personal and commercial insurance products is required. In addition to providing great...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. The Government Employees Insurance Company (GEICO) is a private American auto insurance company with headquarters in Bethesda, Maryland. GEICO is a wholly owned subsidiary of Berkshire Hathaway and is the third largest auto insurer in the United States. In 2024, GEICO earned premiums worth over $43 billion U.S. dollars. At GEICO, we offer a rewarding career where your ambitions are met with endless...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO seeks an intellectual property (IP) lawyer to join its in-house Legal department. Your focus will be on supporting the development of GEICO’s patent portfolio; you will also support the valuable GEICO brand, support our engineers with respect to open source, advise the company on IP strategy, and be responsible for diverse IP issues as needs arise. It is an exciting time to be at GEICO. GEICO has been...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. The Team     We are seeking a  Senior Staff Technical Program Manager  to join the Strategy, Analytics, and Operations team that supports GEICO’s foundational platforms. In this role,   you will manage, orchestrate, and drive execution of the foundational platform roadmap. Ensuring work stays aligned with business goals, architectural standards, risk and compliance requirements, emerging...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. The Government Employees Insurance Company (GEICO) is a private American auto insurance company with headquarters in Bethesda, Maryland. GEICO is a wholly owned subsidiary of Berkshire Hathaway and is the third largest auto insurer in the United States. In 2024, GEICO earned premiums worth over $43 billion U.S. dollars. At GEICO, we offer a rewarding career where your ambitions are met with endless...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is seeking a motivated and energetic Counsel, Privacy and Information Law to join our Legal Department. A high degree of urgency, exemplary communication skills and commitment to excellence in the practice of law are essential to success.  This position will focus primarily on privacy and data-protection law and will also work on cybersecurity and other technology, data and information use issues. The...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. The Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business. PRIMARY...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is seeking an experienced Distinguished Engineer with a passion for building high-performance, low maintenance, zero-downtime platforms, and applications.  You will help drive our insurance business transformation as we transition from a traditional IT model to a tech organization with engineering excellence as its mission, while co-creating the culture of psychological safety and continuous improvement.​...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking for an experienced legal professional with a background in insurance products to serve as an embedded Product Senior Legal Advisor . In this role you will support all business lines as they develop new products or ways of doing business and refine their work. The ideal candidate will build a strong relationship with the business units to understand their goals and plans. They will quickly...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is looking for an experienced legal professional with a background in insurance products to serve as an embedded Product Senior Legal Advisor . In this role you will support all business lines as they develop new products or ways of doing business and refine their work. The ideal candidate will build a strong relationship with the business units to understand their goals and plans. They will quickly...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Our success is no secret - it's the result of investing in dedicated and hardworking associates who provide exceptional service and solutions for our clients. GEICO is seeking a highly strategic, innovative, experienced, and collaborative Chief Compliance Officer to lead the enterprise-wide compliance program and foster a culture of ethics. The ideal candidate will be a visionary with deep knowledge of the...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Role Purpose The Senior Manager, Claims Analytics & Decision Support serves as a strategic finance partner to Claims leadership, translating financial and operational data into clear, actionable insights that support loss cost management, operational efficiency, and profitable growth. This role sits at the intersection of Finance and Claims, with a primary focus on claims performance drivers, tradeoff...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Lead the future of finance technology at GEICO GEICO is   transforming   a traditional IT organization into a modern, engineering‑driven technology company—and   we’re   looking for a   Workday Financials Senior Solution Architect   to help lead that journey.   In this role,   you’ll   be the   functional architect   for Workday Financials—owning end‑to‑end...