Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
44 cfp jobs at 20 companies in Fredericksburg, VA
2mo
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Wealth Advisor
Washington, District of Columbia, United States
$120k-$200k/yr OnsiteFull Time
5+ YOECFP designation; five years wealth management experience; bachelor’s degree.
MoneyGuide, eMoney
2mo
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Wealth Financial Consultant
Alexandria, Virginia, United States
HybridFull Time
8+ YOE8+ years industry experience; CFP designation; proficient in Microsoft Office; bachelor's degree in business, finance or accounting
Microsoft Office
2mo
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Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal)
Warrenton, Virginia, United States
OnsiteFull Time
5+ YOEBachelor’s degree; minimum 5 years in investment services; FINRA Series 7 & 66; Virginia life licenses; AWMA/CFP preferred.
Microsoft Office, Investment platforms
3mo
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Senior Financial Planning Associate
McLean, Virginia, United States
OnsiteFull Time
1+ YOE1+ years in wealth management or financial planning; CFP candidate or designation preferred; office-based in McLean, VA; relocation willing; strong communication.
2mo
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Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)
Alexandria or Bethesda or Washington
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years investment services experience; FINRA Series 7 and 66 (or 63/65); Virginia life licenses; AWMA or CFP preferred.
Microsoft Office, Online banking systems
1w
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Investment Consultant - Tysons Corner, VA
Tysons Corner, Virginia, United States
$68k-$98k/yr OnsiteFull Time
2+ YOEBachelor’s degree or equivalent experience, active Series 7 and Series 66 licenses, Life and Health Insurance license, and 2+ years in financial services; CFP preferred.
NMLS, SAFE Act
1mo
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Regional Investment Consultant – South Atlantic
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$144k-$261k/yr RemoteFull Time
10+ YOEBachelor's degree, 10+ years relevant experience, FINRA Series 7 and 66 required; strong sales, relationship management, and advisory skills; CFA/CFP/CIMA/MBA preferred.
2mo
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US Experienced Advisor Region 216
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services experience with clients, investment product knowledge, and a successful track record. State insurance licenses and CFP or CRPC designations preferred.
Social Media
5d
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Wealth Advisor - Hightower Signature Wealth
Philadelphia or Washington
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years of licensed financial services experience, Series 65 or 66, CFP, CPA, CFA, or JD, bachelor's degree, clean U4 record, and unrestricted U.S. work authorization.
1mo
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Senior Financial Advisor – Experienced Professionals
Camp Springs, Maryland, United States
OnsiteFull Time, Contract
5+ YOE5+ years financial services experience, Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio/wealth management and client relationship skills.
3mo
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Retirement Plan Consultant - DC Public Schools
Washington or Linthicum Heights
$60k-$70k/yr RemoteFull Time
High school diploma required; bachelor's degree preferred; Series 7/66 preferred; state licenses required; CFP/ChFC desirable; strong presentation skills; bilingual Spanish/English a plus.
Microsoft Office, CRM, financial planning tools
1mo
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Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
2d
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Director, Certification and CE Operations
Washington, District of Columbia, United States
$145k-$175k/yr HybridFull Time
10+ YOEBachelor's degree required; 10+ years of progressively responsible leadership experience in certification, credentialing, continuing education, association management, licensing, higher education, or related operations. Master's and CFP certification preferred.
NetForum, association management systems (AMS), CRM, learning management systems (LMS)
1mo
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Regional Investment Consultant – South Atlantic
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$144k-$261k/yr RemoteFull Time
10+ YOEBachelor's degree or equivalent, 10+ years relevant experience, FINRA Series 7 and 66 required, CFA/CFP/CIMA preferred; strong broker-dealer knowledge and client advisory/sales skills.
3mo
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Retirement Plan Consultant - DC Public Schools
Washington or Linthicum Heights
$60k-$70k/yr RemoteFull Time
High school diploma required; Bachelor's degree preferred; Series 7/66 preferred and state insurance licenses required; CFP/ChFC desirable; excellent presentation skills; bilingual Spanish/English a plus.
3mo
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Personal Financial Counselor, PFC-Fort Belvoir, VA
Fort Belvoir, Virginia, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years financial counseling; US citizen; English fluency; bilingual English/Spanish may be required; AFC/CFP/ChFC certifications; able to obtain DoD OCI disclosures.
3w
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VP, Wealth Planner - Glen Allen, VA
Glen Allen, Virginia, United States
$96k-$210k/yr OnsiteFull Time
5+ YOESeries 7 & 66 (or ability to acquire 66), CFP highly preferred, Bachelor’s degree highly preferred, 5+ years industry experience (3-5 years planning preferred), strong investment and relationship skills.
1mo
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Wealth Manager
Falls Church, Virginia, United States
$100k-$110k/yr HybridFull Time
5+ YOEBachelor's degree in finance-related field, 5+ years in wealth management or financial planning, CFP preferred/actively pursuing, proficiency with financial planning software and CRM, strong client relationship and business development skills.
eMoney, CRM
1mo
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Wealth Manager
Falls Church, Virginia, United States
$100k-$110k/yr HybridFull Time
5+ YOEBachelor's degree in a relevant business or finance field, 5+ years in wealth management or financial planning, client relationship experience, investment knowledge, financial planning software and CRM proficiency, and CFP designation or active pursuit.
CRM, eMoney
1mo
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Director, Financial Planning
Fairfax, Virginia, United States
$125k-$350k/yr OnsiteFull Time
Active Series 65 and health & life insurance license (or ability to obtain within 3 months), clean U-4, direct client-facing fee-based wealth management experience, results-driven, CFP desired.