Personal Financial Advisor Jobs in Oakton, VA
Wealth Management Advisor- Fairfax, VA
- TIAA
- Washington, DC (15 miles from Oakton, VA)
- 1 day ago
- Washington, DC (15 miles from Oakton, VA)
- 1 day 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- Bessemer Trust
- Washington, DC (15 miles from Oakton, VA)
- 13 days ago
- Washington, DC (15 miles from Oakton, VA)
- 13 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person Internship- Burke & Herbert Bank & Trust
- Alexandria, VA (15 miles from Oakton, VA)
- 45+ days ago
- Alexandria, VA (15 miles from Oakton, VA)
- 45+ 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 (10 miles from Oakton, VA)
- 45+ days ago
- Potomac, MD (10 miles from Oakton, VA)
- 45+ 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 (15 miles from Oakton, VA)
- 45+ days ago
- Washington, DC (15 miles from Oakton, VA)
- 45+ days ago
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 (10 miles from Oakton, VA)
- 60+ days ago
- Potomac, MD (10 miles from Oakton, VA)
- 60+ days ago
Requirements: Minimum 5+ years of wealth management experience (other or additional experience will be considered)....
In Person- Truist
- McLean, VA (9 miles from Oakton, VA)
- 60+ days ago
- McLean, VA (9 miles from Oakton, VA)
- 60+ 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 - PNC Investments
- PNC Financial Services Group, Inc.
- Washington, DC (15 miles from Oakton, VA)
- 60+ days ago
- Washington, DC (15 miles from Oakton, 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 (15 miles from Oakton, VA)
- 90+ days ago
- Alexandria, VA (15 miles from Oakton, 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 (18 miles from Oakton, VA)
- 90+ days ago
- Gaithersburg, MD (18 miles from Oakton, VA)
- 90+ days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
In Person- United Bank, Inc.
- Washington, DC (15 miles from Oakton, VA)
- 90+ days ago
- Washington, DC (15 miles from Oakton, 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 Oakton, VA
Moving to Oakton, VA? Find some basic demographic data about Oakton, VA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oakton, VA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oakton, 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
- OFAC
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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