37 Results for

Certified Financial Planner Jobs in Virginia

Jobs

Mc Lean, Virginia11 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Alexandria, Virginia30+ days ago

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. In this role, the Wealth Financial Consultant will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.

Richmond, VA19 days ago

Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics. As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies.

Chesapeake, VA20 days ago

Full-time

Knowledge around specific financial programs and benefits, including but not limited to bankruptcy, budgeting, debt management, credit, basic investments, financial planning, financial report review (credit report), foreclosure prevention, home buying, small business, personal income taxes and military financial literacy (SBP, SGLI, VGLI, SCRA, BRS, TSP). Financial counseling will be provided to assist with establishing a basic level of financial literacy and good financial behavior and habits, as well as more sophisticated financial planning to assist with advanced financial needs such as investing, estate planning, tax planning, education planning, and other financial matters.

New!

Springfield, VA2 days ago

Full-time

The Space Planner provides space planning and facilities support services for the Federal Protective Service (FPS) by developing space plans, conducting space utilization assessments, and supporting relocation and reconfiguration initiatives across multiple office locations. Additional responsibilities include coordinating with GSA, contractors, and internal stakeholders; supporting furniture design and installation activities; preparing reports and planning documentation; and identifying opportunities for space optimization, consolidation, and cost savings.

Fairfax, VA20 days ago

$95,315–$136,165
Full-time
Employee

HII - Mission Technologies is currently seeking a Senior IT Asset Manager to work out of Fairfax, VA in support of the DoD/DoW Advana War Data Platform designed to aggregate operational, intelligence, logistics, and sensor data from multiple domains, enable Joint All-Domain Command and Control (JADC2) by providing a common data fabric, and support AI/ML applications for predictive analytics, targeting, and mission planning. • Applies disciplined asset governance practices to advance operational continuity, configuration accuracy, and mission assurance across complex system landscapes supporting joint service users and Combatant Command stakeholders.

Quantico, VA14 days ago

2024 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. That’s why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the leaders here aboard MCB Quantico and TBS areas as we seek to fill this vital role in our organization.

Norfolk, VA11 days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

Suffolk, VA30+ days ago

$45,000–$100,000 Per Year

For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

Chantilly, Virginia26 days ago

Our portfolio includes the Assistant Secretary of Air Force for Space Acquisition & Integration (SAF/SQ), Joint Warfare Analysis Center (JWAC), Space Security and Defense Program (SSDP), National Space Defense Center (NSDC), Space Warfighting Analysis Center (SWAC), Strategic Capabilities Office (SCO), US Space Command (USSPACECOM) and US Space Force (USSF). The Strategic Technology Analysis Group (STAG), part of SPA’s Space and Intelligence Division, offers sophisticated capabilities (people, process & tools) to resolve unique problems in space, cyber, and special operations in support to military services, Secretary of Defense offices (OSD) and theater warfighters.

Richmond, VA30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Mclean, Virginia11 days ago

$70,000–$100,000 Per Year

Track project-level performance against budget and help facilitate communication between the CFO organization, division management, and corporate leadership on financial performance. From deep space to defense and civilian missions, Entarian delivers secure, mission-aligned digital solutions that drive national resilience and operational effectiveness.

McLean, Virginia30+ days ago

Reston, VA19 days ago

This role partners closely with the CFO and executive leadership to deliver actionable insights that drive profitability and strategic growth. The Head of Financial Planning & Analysis (FP&A) is a hands-on finance leader responsible for building and executing the company’s financial planning, forecasting, and performance management processes across the organization.

Richmond, VA19 days ago

$50,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Arlington, Virginia30+ days ago

$95,000–$100,000 Per Year

The Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location. Responsibilities: The Advisor will develop and apply frameworks to evaluate, strengthen, and monitor transparent, efficient use of public funds, and advises senior leadership and technical working groups on PFM strategies for global health.

McLean, Virginia10 days ago

The Senior Director will combine deep technical expertise with strong business acumen -- translating complex data into actionable insights that measurably improve occupancy growth, labor optimization, revenue management, and NOI - with clear accountability for model performance and business outcomes. Reporting to the VP of Financial Planning & Analysis, this position is responsible for building and leading the data science and AI function that powers advanced analytics, predictive modeling, generative AI applications, and enterprise business intelligence across the Sunrise enterprise.

McLean, VA30+ days ago

This role leads core FP&A functions including budgeting, forecasting and advanced financial modeling, while working closely with cross-functional leaders to ensure alignment between financial plans and organizational priorities. The Financial Planning & Analysis (FP&A) Manager serves as a key strategic partner in driving Sunrise’s financial performance, operational efficiency and long-term growth.

Reston, Virginia11 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Fairfax, Virginia30+ days ago

$175,000–$220,000 Per Year

This position will partner with the Program Finance and Accounting teams to manage all internal, external, and ad hoc reporting, company-wide financial analysis, budgeting and forecasting activities, and manage and improve overall financial operations. Salary at MAG Aerospace is determined by various factors including but not limited to location, the particular combination of education, knowledge, skills, competencies, and experience as well as contract-specific affordability and organizational requirements.

Reston, VA18 days ago

Full-time

The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries. This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience.

New!

Richmond, VA5 days ago

$75,000

The Associate Advisor will focus on the following areas: Data Management and Client Coordination: Gather, organize, and maintain client data while proactively identifying missing information, planning opportunities, and follow up items. Relationship Management Development:Begin developing ongoing client relationship management skills through direct interaction with clients, responsiveness to client requests, and proactive communication alongside Advisors.

Vienna, VA13 days ago

Full-time

In this role you will be responsible for the budgeting, forecasting, and strategic planning activities of our organization, as well as providing financial insights and guidance to senior management, board of directors, private equity sponsor, investors, and rating agencies. Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction.

Fort Belvoir, VA11 days ago

This role blends technical expertise, instructional delivery, and curriculum development to enable the Total Army workforce in applying modeling and simulation to real-world operational, analytical, and acquisition challenges. We are seeking a candidate to serve as a highly motivated Modeling & Simulation (M&S) Instructor within the U.S. Army Modeling Simulation School (AMSS) to support advanced training, education, and capability development for the U.S. Army and Department of War.

Tysons, VA30+ days ago

Our Tysons Corner, VA office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

New!

Richmond, VA3 days ago

$136,000–$165,000 Per Year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Manassas, VA30+ days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Virginia Beach, VA30+ days ago

Williamsburg, VA30+ days ago

Fredericksburg, VA30+ days ago

Arlington, VA30+ days ago

Full-time

Virginia Beach, VA30+ days ago

Full-time

Fredericksburg, VA30 days ago

Full-time

Richmond, VA30+ days ago

Full-time

New!

Fairfax, Virginia5 days ago

Budget Operations and PlanningLeads the implementation of divisional budget planning, fiscal operations, and forecasting processes in collaboration with EA's senior leadership, the Provost Office, and other university leaders; Designs and manages planning processes with clear deliverables, training, and communications to ensure consistency and transparency across EA units; Ensures the accuracy, quality, and timeliness of budget information and strategic advice related to multi-year plans, annual budgets, and forecasts; Creates and updates unit-specific and EA division-wide financial dashboards for ease of reporting and understanding financial, budget, and personnel metrics; Partners with unit leaders to align financial resources with unit-level goals and Presidential priorities; and. Identifies internal and external factors and trends that may impact outcomes; Evaluates risks and proposes actionable solutions; Prepares and presents regular and ad hoc budget and financial analyses for the President and Chief of Staff to inform strategic decision-making; and.

Arlington, Virginia27 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. Serve as a primary point of contact for inbound client phone inquiries, independently resolving client service requests when appropriate or escalating requests to the appropriate Financial Advisor or team member, as needed.

Richmond, Virginia30+ days ago

The Project Manager provides overall leadership for heavy civil infrastructure and transportation construction projects consisting of highway, road, bridge, civil and site work and serves as the primary point of contact with the customer. Project Managers typically report to the Project Executive or Division Manager, and on larger projects with multiple Project Managers may report to a Senior Project Manager.

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Certified Financial Planner Jobs in Virginia

Jobs

Financial AdvisorNorthwestern Mutual

Wealth Financial ConsultantCAPTRUST

Financial Advisor - Richmond, VAValeo Financial Advisors LLC

Financial ConsultantWorkplace Options

Space PlannerLaunchPointPEO

IT Asset Manager (Logistics Planner 4)HII Mission Technologies Division

Financial AdvisorFirst Command Financial Services, Inc.

Senior Financial Advisor – Experienced ProfessionalsFirst Command Financial Services, Inc.

Financial Advisor - Career Change OpportunityEdward Jones

Project Financial Mgmt. & Technical AdvisorSystems Planning and Analysis

Financial Advisor Series 7San Blas Securities

Financial Planning & Analysis (FP&A) AnalystEntarian

SVP, Financial PlanningSomatus, Inc.

Head of Financial Planning and Analysis (FP & A) (Hybrid, Reston VA)Guidance Residential

Entry-Level Financial PlanningDavis Family Financial LLC

Analyst III: Public Financial Management AdvisorNa Ali'i Consulting & Sales, LLC.

Senior Director Data Science Financial Planning and AnalysisSunrise Senior Living

Financial Planning & Analysis ManagerSunrise Senior Living

College Financial Representative, Internship ProgramNorthwestern Mutual

Director, Financial Planning and AnalysisMAG Aerospace

Client Service Administrator / AssociateLift Business Resources

Associate AdvisorWealthCrossing

Director, Financial Planning and AnalysisMyEyeDr.

Modeling & Simulation (M&S) InstructorTrideum Corporation

Associate Advisor, Wealth ManagementChoreo

Tax Experienced Manager, Private Client Servicesbdo consulting

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach, Norfolk, and Chesapeake, VAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Newport News and Williamsburg, VAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg and Stafford, VAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg, VAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Richmond, Mechanicsville, and Chester, VAJPMorgan Chase Bank, N.A.

Director, Budget Operations and PlanningGeorge Mason University

Client AssociateRockefeller Capital Management

Project ManagerPosillico Civil, Inc.

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