57 cfp jobs at 24 companies in Manassas, 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
1w
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Wealth Advisor
Columbia, Maryland, United States
$125k-$175k/yr OnsiteFull Time
4+ YOEBachelor's degree preferred, 4+ years industry experience, CFP/CFA/MBA preferred, RIA license, proficiency in Excel/PowerPoint/Outlook, strong communication and client relationship skills.
Microsoft Excel, PowerPoint, Microsoft Outlook
1mo
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Senior Financial Advisor – Experienced Professionals
Frederick, Maryland, United States
FieldFull Time
5+ YOE5+ years financial services experience, Series 7 and 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio and client-relationship skills.
1w
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Associate, Advisor
Reston, Virginia, United States
OnsiteFull Time
0+ YOESupport advisors with data gathering, financial plan development, proposals, portfolio monitoring; Series 65 expected or completable, pursuing CFP/CFA/JD acceptable, bachelor's degree preferred.
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.
2d
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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.
1w
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Personal Financial Counselor, Assignment Ready Counselor, ARC
Frederick, Maryland, United States
$58k-$94k/yr OnsitePart Time
3+ YOEBachelor's degree (or equivalent experience), 3+ years financial counseling experience, AFC/CFP/ChFC certification, U.S. citizenship, ability to obtain Tier 2 investigation, strong verbal 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
9h
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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.
1mo
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Washington National Tax - Financial Instruments - Manager LS
Washington, District of Columbia, United States
$157k-$262k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, finance, or related field; 3+ years of tax experience in a law firm or 5+ years in a comparable practice; active CPA, attorney, enrolled agent, CFA, or CFP credential.
Washington National Tax (WNT)
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.
1mo
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Senior Portfolio Strategist
Malvern or New York City or Virginia or Washington
HybridFull Time
10+ YOE10+ years in financial services, undergraduate degree or equivalent, deep portfolio construction and asset allocation knowledge, strong communication and relationship management, FINRA Series 7 & 63 required; CFA/CFP preferred.
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