VP, Financial Consultant - Richmond, VA Charles SchwabVP, Financial Consultant - Richmond, VAGlen Allen, VAAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts.
VP; Financial Consultant - Virgina Beach, VA Charles SchwabVP; Financial Consultant - Virgina Beach, VAVirginia Beach, VAAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
Investment Consultant- Virginia Beach, VA Charles SchwabInvestment Consultant- Virginia Beach, VAVirginia Beach, VAYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Financial Planner RangeFinancial PlannerMcLean, VirginiaActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
Senior Financial Planner RangeSenior Financial PlannerMcLean, VirginiaActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote University of VirginiaLecturer, Certified Financial Planning (CFP) (Faculty Wage) - RemoteCharlottesville, VARemotePhysical requirements of faculty will vary, but may include some or all of the following: traveling to and from work location, other UVA or UVA Health facilities, or to other locations in the U.S. or abroad for meetings or research; using computers, specialized equipment, and other technologies; remaining stationary, moving, bending, lifting, and reaching; performing procedures using fine motor skills; communicating effectively, in writing, in person, in the classroom, online, and in clinical settings; and interacting with others such as colleagues, other academic and medical peers, students, patients, and the public. The most immediate lecturer opening is for NCPR 503 Income Tax Planning: Focuses on principles and current law and practice of income taxation and its impact on financial planning for individuals, couples, and families in their roles as investors, employees, and business owners.
Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote Commonwealth of VirginiaLecturer, Certified Financial Planning (CFP) (Faculty Wage) - RemoteCharlottesville, VARemotePhysical requirements of faculty will vary, but may include some or all of the following: traveling to and from work location, other UVA or UVA Health facilities, or to other locations in the U.S. or abroad for meetings or research; using computers, specialized equipment, and other technologies; remaining stationary, moving, bending, lifting, and reaching; performing procedures using fine motor skills; communicating effectively, in writing, in person, in the classroom, online, and in clinical settings; and interacting with others such as colleagues, other academic and medical peers, students, patients, and the public. The most immediate lecturer opening is for NCPR 503 Income Tax Planning: Focuses on principles and current law and practice of income taxation and its impact on financial planning for individuals, couples, and families in their roles as investors, employees, and business owners.
Tax Planner RangeTax PlannerMcLean, VirginiaKnowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.
Financial Advisor Northwestern MutualFinancial AdvisorReston, Virginia$61,000–$250,000 / yearFull timeNorthwestern 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.
Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, VirginiaIn this role, the Wealth Financial Advisor Relationship Manager will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. 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.
Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Reston, VAReston, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Norfolk, VA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Norfolk, VANorfolk, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Service, Richmond, VA Truist Financial CorporationFinancial Advisor, Truist Investment Service, Richmond, VARichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Mclean, VA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Mclean, VAMclean, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Virginia Beach, VA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Virginia Beach, VAVirginia Beach, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Services Professional - VA, Roanoke, Lynchburg (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - VA, Roanoke, Lynchburg (5261)Lynchburg, VA$250–$1,000420666'',''true'',''420666'',''false'',''Submission for the position: Financial Services Professional - VA, Roanoke, Lynchburg (5261) - (Job Number: 260000FN)'',''false'',''420666'',''false'',''true'',''Financial Services Professional - VA, Roanoke, Lynchburg (5261)'',''260000FN'',''UNITED STATES-VA-Roanoke'',''UNITED STATES-VA-Roanoke'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420666'',''420666'',''true'',''420666'',''false'',''Submission for the position: Financial Services Professional - VA, Roanoke, Lynchburg (5261) - (Job Number: 260000FN)'',''false'',''420666'',''false'',''true''.
Financial Services Professional - VA Richmond, Falls Church (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - VA Richmond, Falls Church (5261)Richmond, VA$250–$1,000420627'',''true'',''420627'',''false'',''Submission for the position: Financial Services Professional - VA Richmond, Falls Church (5261) - (Job Number: 260000FP)'',''false'',''420627'',''false'',''true'',''Financial Services Professional - VA Richmond, Falls Church (5261)'',''260000FP'',''UNITED STATES-VA-Richmond'',''UNITED STATES-VA-Richmond'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420627'',''420627'',''true'',''420627'',''false'',''Submission for the position: Financial Services Professional - VA Richmond, Falls Church (5261) - (Job Number: 260000FP)'',''false'',''420627'',''false'',''true''.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorChesterfield, VAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor, Truist Investment Services, Reston, VA Truist BankFinancial Advisor, Truist Investment Services, Reston, VAReston, VirginiaActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.4.
Financial Advisor, Truist Investment Services, Norfolk, VA Truist BankFinancial Advisor, Truist Investment Services, Norfolk, VANorfolk, VirginiaActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.