Personal Financial Advisor Jobs in Manassas, VA
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Tysons Corner, VA (19 miles from Manassas, VA)
- 13 days ago
- Tysons Corner, VA (19 miles from Manassas, VA)
- 13 days ago
plans and portfolios for clients....
In PersonWealth Advisor - PNC Wealth Management
- PNC
- McLean, VA (20 miles from Manassas, VA)
- 60+ days ago
- McLean, VA (20 miles from Manassas, VA)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- United Bank, Inc.
- Vienna, VA (16 miles from Manassas, VA)
- 60+ days ago
- Vienna, VA (16 miles from Manassas, VA)
- 60+ days ago
Coordinate closely with all United Wealth Management service lines - Investments, Advanced Planning, Operations, Leadership - that are incorporated into the client relationship....
In Person- Accenture
- Arlington, VA (22 miles from Manassas, VA)
- 60+ days ago
- Arlington, VA (22 miles from Manassas, VA)
- 60+ days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonWealth Management Advisor- Fairfax, VA
- TIAA
- Fairfax, VA (8 miles from Manassas, VA)
- 60+ days ago
- Fairfax, VA (8 miles from Manassas, VA)
- 60+ 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 Person- Burke & Herbert Bank & Trust
- Alexandria, VA (23 miles from Manassas, VA)
- 90+ days ago
- Alexandria, VA (23 miles from Manassas, VA)
- 90+ 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 (22 miles from Manassas, VA)
- 90+ days ago
- Potomac, MD (22 miles from Manassas, VA)
- 90+ days ago
CFP® (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- Potomac, MD (22 miles from Manassas, VA)
- 90+ days ago
- Potomac, MD (22 miles from Manassas, VA)
- 90+ days ago
Requirements: Minimum 5+ years of wealth management experience (other or additional experience will be considered)....
In Person- Truist
- McLean, VA (20 miles from Manassas, VA)
- 90+ days ago
- McLean, VA (20 miles from Manassas, VA)
- 90+ 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 PersonDemographic Data for Manassas, VA
Moving to Manassas, VA? Find some basic demographic data about Manassas, VA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Manassas, VA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Manassas, VA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Business Development
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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