Personal Financial Advisor Jobs in Leesburg, VA

1-4 of 4 Jobs

Associate Wealth Advisor - Schwab Wealth Advisory Associate Wealth Advisor - Schwab Wealth Advisory

Charles Schwab
Tysons, VA (21 miles from Leesburg, VA)
16 hours ago

Tysons, VA (21 miles from Leesburg, VA)
16 hours 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

Wealth Advisor Success Associate

NFP Corp.
Potomac, MD (19 miles from Leesburg, VA)
30+ days ago

Potomac, MD (19 miles from Leesburg, VA)
30+ days ago

CFP® (Certified Financial Planner) or other wealth management designation highly preferred....

In Person

AVP, Wealth Advisor

NFP Corp.
Potomac, MD (19 miles from Leesburg, VA)
45+ days ago

Potomac, MD (19 miles from Leesburg, VA)
45+ days ago

Requirements: Minimum 5+ years of wealth management experience (other or additional experience will be considered)....

In Person

Wealth Advisor

Fulton Financial
Gaithersburg, MD (23 miles from Leesburg, VA)
90+ days ago

Gaithersburg, MD (23 miles from Leesburg, 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

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Demographic Data for Leesburg, VA

Moving to Leesburg, VA? Find some basic demographic data about Leesburg, VA below.

Median Age

Average Household Income

Home Value vs Household Income in Leesburg, VA

Local

National

Total Population

85,022

Number of Businesses

2,503

City Size

Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Financial Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Leesburg, VA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Leesburg, VA offer the following education background

Bachelor's Degree

52.6%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.1%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Leesburg, VA

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills