NewVP; Financial Consultant - Virgina Beach, VA Charles Schwab CareersVP; 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.
NewVP, Financial Consultant - Richmond, VA Charles Schwab CareersVP, 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.
Merchandise Planner Manager Family DollarMerchandise Planner ManagerChesapeake, VA$105,000–$118,500 / yearThe Merchandise Planning Manager leads a team of Merchandise Planners, providing coaching, development, and oversight while ensuring consistent execution of merchandise planning processes and alignment with company objectives. In partnership with Merchandising leadership, they develop financial strategies, manage inventory investments, identify business opportunities, and ensure execution of planning activities that support company goals.
NewFinancial Planning Analyst Family DollarFinancial Planning AnalystChesapeake, VA$86,500–$97,250 / yearSupport Merchandise Planning leadership in the annual budgeting process, including developing key assumptions and working with business partners to develop driver-based targets to achieve desired financial results. The ideal candidate evaluates financial results and generates approaches to analyze and present complex business process in order to driver actionable results that improve profit, ROI, and shareholder value.
NewInvestment Consultant- Virginia Beach, VA Charles Schwab CareersInvestment 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.
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.
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.
NewFinancial Planner Range Finance, Inc.Financial PlannerMcLean, VAActive 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.
NewSenior Financial Planner Range Finance, Inc.Senior Financial PlannerMcLean, VAActive 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.
Financial Planner Career Changer Opportunity Tysons District - Northwestern MutualFinancial Planner Career Changer OpportunityAshburn, VAFull timePassionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Senior Financial Planner LPL Financial ServicesSenior Financial PlannerArlington, VA$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Student Financial Planner-1 Marymount UniversityStudent Financial Planner-1VAThe Student Financial Planner will work proactively and reactively with prospective and existing students to recommend and develop financial plans mapping tuition costs throughout the student life-cycle. Whether working directly with students or supporting them behind the scenes, every role contributes to a shared mission: helping students grow, succeed, and lead with purpose and confidence.
Financial Planner (McLean, VA) Mercer AdvisorsFinancial Planner (McLean, VA)McLean, Virginia$68,000–$80,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Merchandise Financial Planner Dollar Tree IncMerchandise Financial PlannerChesapeake, VAAccountable for financial analysis in weekly and monthly performance reviews (OTB), analyzing and reporting on current trends in financial performance and managing category inventory levels against targets. Central to the role is developing and maintaining the merchandise financial plans to the sub-department and class level, including all financial analysis and OTB management.
Merchandise Financial Planner Dollar Tree ManagementMerchandise Financial PlannerChesapeake, VirginiaAccountable for financial analysis in weekly and monthly performance reviews (OTB), analyzing and reporting on current trends in financial performance and managing category inventory levels against targets. Central to the role is developing and maintaining the merchandise financial plans to the sub-department and class level, including all financial analysis and OTB management.
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.
NewSenior Tax Planner Range Finance, Inc.Senior Tax PlannerMcLean, VAReal Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments. Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).
NewTax Planner Range Finance, Inc.Tax PlannerMcLean, VAKnowledge 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.
Principal Strategic Planner / Senior Principal Strategic Planner- Level 3 or 4 Northrop Grumman CorpPrincipal Strategic Planner / Senior Principal Strategic Planner- Level 3 or 4Falls Church, VA$89,400–$155,400 / yearBasic Qualifications for Senior Principal Strategic Planner: Senior Principal Strategy Analyst: Bachelor''s degree with 8 years of experience in business, finance, engineering/science, or a related discipline; OR a Master''s degree with 6 years of experience; OR a PhD with 4 years of experience. Respond to or support executive sponsored special projects with dynamic requirements; succinctly and accurately present findings to leadership that includes development of executive-level presentations (e.g., geographic strategies, site selection, industry trends, go-to-market strategies, and mergers & acquisitions).
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.