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
95 wealth jobs at 41 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
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
3mo
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOE5+ years in wealth management or related field; four-year college degree or professional certification; active Series 7 and Series 66 or Series 63 and Series 65; strong client service and interpersonal skills; proficient with MS Office.
MS Office, MS Excel
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
1mo
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Wealth Relationship Manager
Washington, District of Columbia, United States
$96k-$143k/yr OnsiteFull Time
Bachelor's in business/finance or equivalent experience; Series 7 and 63/65/66 required; life and health insurance licenses required; experience in wealth/financial sales, strong communication and compliance knowledge; Mandarin a plus.
1mo
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Wealth Relationship Manager
Washington, District of Columbia, United States
OnsiteFull Time
Bachelor's degree or equivalent, required securities licenses (Series 7 and 63/65/66), life and health insurance licenses, meaningful wealth management and sales experience, strong relationship and business development skills; Mandarin a plus.
6d
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Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Washington, District of Columbia, United States
$75k-$160k/yr OnsiteFull Time
4+ YOERequires four or more years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, sales, networking, analytical, and relationship management skills.
3d
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Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Washington, District of Columbia, United States
$75k-$160k/yr OnsiteFull Time
4+ YOERequires 4+ years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; established professional network; client focus, business development, analytical, and relationship management skills.
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.
6d
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Wealth Advisor - PNC Wealth Management
Washington or Washington or Washington or Washington or McLean
$64k-$128k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience, or comparable education and experience. Requires FINRA Series 7 and 66 or 63/65, plus Life and Health Insurance licenses.
Health Savings Account, Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)
1mo
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
1w
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VP, Wealth Planner - Glen Allen, VA
Glen Allen, Virginia, United States
$96k-$210k/yr OnsiteFull Time
5+ YOE5+ years in financial services or related fields, 3–5 years in financial planning, active Series 7 and 66 with state registrations, and expertise in investments, markets, and comprehensive wealth planning.
FINRA
3d
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Wealth Advisor
Hackensack or Waltham or Charlotte or New York or Providence or Hamden or Princeton or Melville or Durham or Fairfax
$80k-$95k/yr OnsiteFull Time
3+ YOERequires 3+ years of financial services experience, a university degree preferred, and Series 7, 63, and 65 or 66 registrations completed within 120 days; 5+ years preferred.
AI
3mo
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Private Wealth Management Wealth Management Associate
Washington, District of Columbia, United States
$50k-$115k/yr OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and either Series 66 or Series 63 and 65; four-year degree or professional certification preferred; strong client service, leadership, and MS Excel skills.
Microsoft Office, Microsoft Excel, Microsoft Online
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
3mo
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Market Leader, Wealth & Investment Management (Bethesda, MD, US, 20814)
Bethesda, Maryland, United States
$166k-$290k/yr OnsiteFull Time
10+ YOELead wealth management relationships; develop business; manage fiduciary accounts; travel as needed.
CTFA, CFP
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.
2mo
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Wealth Management Client Associate
Reston, Virginia, United States
OnsiteFull Time
Client service support for Financial Advisors; enthusiastic self-starter; ability to learn new platforms; high school diploma/GED minimum; desired FINRA credentials (SIE, Series 7/66/63/65); proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Wealth Management Client Associate
Washington, District of Columbia, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; client service experience preferred. Requires adaptability, attention to detail, communication skills, discretion, and proficiency with Microsoft Office applications and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce