50 cfp jobs at 26 companies in Virginia
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Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote
Charlottesville, Virginia, United States
RemotePart Time
Bachelor's degree and active CFP required; experience teaching online and familiarity with Canvas LMS preferred; able to teach CFP courses and advise curriculum.
Canvas LMS, Zoom
2mo
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Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote
Charlottesville, Virginia, United States
RemotePart Time
Bachelor's degree in a related field and active CFP certification required; experience teaching online synchronous courses, curriculum design, and familiarity with Canvas preferred.
Canvas LMS, Zoom
2mo
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Financial Planning Leader
Dacula or Atlanta or Raleigh or Charlotte or Richmond or Greensboro or Orlando
OnsiteFull Time
5+ MgmtExpert in financial planning with CFP or equivalent; leads planning delivery, delivers client solutions, and collaborates with partners.
Microsoft Office, Planning software, Financial planning tools
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.
3mo
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Fire Sprinkler Estimator
Richmond, Virginia, United States
OnsiteFull Time
2+ YOEEstimate fire sprinkler projects; review specs; ensure NFPA/code compliance; 2+ years exp; CFPS/NICET optional; travel; read NFPA.
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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Financial Planner
Virginia Beach, Virginia, United States
OnsiteFull Time
3+ YOE3+ years in financial services or planning, bachelor’s required, CFP preferred, knowledge of SEC rules, strong communication, CRM and planning platform experience, willingness to travel.
eMoney, BlackDiamond, CRM
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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Paraplanner / Associate Financial Advisor
Glen Allen, Virginia, United States
OnsiteFull Time
Prepare financial plans, support client onboarding and service, perform analysis, and assist advisors; bachelor’s degree preferred; CFP interest encouraged; familiarity with planning and CRM systems.
eMoney, MoneyGuidePro, CRM
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
3w
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Wealth Advisor
Richmond, Virginia, United States
HybridFull Time
5+ YOEBachelor's degree and CFP/CPA/EA required, 5+ years experience in financial planning/tax/family office or advisory, strong client management, analytical, communication, and coordination skills.
Microsoft Office, Adobe Acrobat, Tamarac Advisor View, eMoney
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.
2mo
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Personal Financial Counselor, PFC-Richmond, VA - Army National Guard
Richmond, Virginia, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's degree; 3+ years financial counseling; US citizen; fluent English; bilingual in English/Spanish may be required; certifications AFC/CFP/ChFC; background check; OCI process.
2mo
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Retirement Plan Consultant - Fairfax, VA
Fairfax or Richmond
RemoteFull Time
High school diploma required (Bachelor's preferred). Series 7 and Series 66 and appropriate state insurance licenses required; CFP/ChFC desirable. Excellent presentation skills; bilingual Spanish a plus.
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
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.
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
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