Personal Financial Advisor Jobs in Fairfax, VA
Associate Wealth Advisor - Schwab Wealth Advisory Associate Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab
- Tysons, VA (13 miles from Fairfax, VA)
- 1 day ago
- Tysons, VA (13 miles from Fairfax, VA)
- 1 day ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In Person- Bessemer Trust
- Washington, DC (22 miles from Fairfax, VA)
- 1 day ago
- Washington, DC (22 miles from Fairfax, VA)
- 1 day ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - DC region
- Empower
- Washington, DC (22 miles from Fairfax, VA)
- 2 days ago
- Washington, DC (22 miles from Fairfax, VA)
- 2 days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridWealth Management Advisor-Bethesda, MD
- TIAA
- Bethesda, MD (19 miles from Fairfax, VA)
- 16 days ago
- Bethesda, MD (19 miles from Fairfax, VA)
- 16 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In PersonAsset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
- Goldman Sachs
- Washington, DC (22 miles from Fairfax, VA)
- 17 days ago
- Washington, DC (22 miles from Fairfax, VA)
- 17 days ago
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net...
In Person- Burke & Herbert Bank & Trust
- Alexandria, VA (21 miles from Fairfax, VA)
- 30+ days ago
- Alexandria, VA (21 miles from Fairfax, VA)
- 30+ days ago
The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs....
In PersonWealth Advisor Success Associate
- NFP Corp.
- Potomac, MD (14 miles from Fairfax, VA)
- 30+ days ago
- Potomac, MD (14 miles from Fairfax, VA)
- 30+ days ago
CFP® (Certified Financial Planner) or other wealth management designation highly preferred....
In PersonFinancial Wealth Advisor - Greater Washington, DC/Northern VA
- Corebridge Financial Inc.
- Washington, DC (22 miles from Fairfax, VA)
- 30+ days ago
- Washington, DC (22 miles from Fairfax, VA)
- 30+ days ago
Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
In Person- NFP Corp.
- Potomac, MD (14 miles from Fairfax, VA)
- 45+ days ago
- Potomac, MD (14 miles from Fairfax, VA)
- 45+ days ago
Requirements: Minimum 5+ years of wealth management experience (other or additional experience will be considered)....
In Person- Truist
- McLean, VA (15 miles from Fairfax, VA)
- 45+ days ago
- McLean, VA (15 miles from Fairfax, VA)
- 45+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
In PersonWealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Tysons Corner, VA (13 miles from Fairfax, VA)
- 60+ days ago
- Tysons Corner, VA (13 miles from Fairfax, VA)
- 60+ days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Washington, DC (22 miles from Fairfax, VA)
- 60+ days ago
- Washington, DC (22 miles from Fairfax, VA)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonFinancial Wealth Advisor - Alexandria, VA
- Corebridge Financial Inc.
- Alexandria, VA (21 miles from Fairfax, VA)
- 90+ days ago
- Alexandria, VA (21 miles from Fairfax, VA)
- 90+ days ago
Job Description Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts....
Remote- Fulton Financial
- Gaithersburg, MD (22 miles from Fairfax, VA)
- 90+ days ago
- Gaithersburg, MD (22 miles from Fairfax, VA)
- 90+ days ago
(Required) 7 or more years banking or financial services with bank credit and mortgage credit products and processes. (Preferred) Certifications Series 6, 66, or 7 life insurance licenses....
In Person- United Bank, Inc.
- Washington, DC (22 miles from Fairfax, VA)
- 90+ days ago
- Washington, DC (22 miles from Fairfax, VA)
- 90+ days ago
management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated...
In PersonDemographic Data for Fairfax, VA
Moving to Fairfax, VA? Find some basic demographic data about Fairfax, VA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fairfax, VA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fairfax, VA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills