74 wealth jobs at 31 companies in Virginia
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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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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
3d
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Wealth Advisor III
Richmond, Virginia, United States
$200k-$225k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years of wealth management sales and client management, complex credit expertise, advanced financial product knowledge, required securities and insurance licenses, and computer proficiency.
Microsoft Office
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.
5d
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Wealth Advisor - PNC Wealth Management
Norfolk, Virginia, United States
$64k-$106k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience typically required. FINRA Series 7 and 66, or Series 7 with Series 63 and 65, plus Life and Health Insurance licenses required.
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
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
2d
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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
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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
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
3w
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Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
0+ YOEProviding client service support to financial advisors; strong communication, detail orientation, and computer skills; High School diploma required; FINRA credentials (SIE/Series) preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Wealth Advisor - VA South/Eastern Shore, MD
Linthicum Heights or Virginia
$80k-$200k/yr HybridFull Time
7+ YOESeries 7 and Series 65/66, state variable life & health license, 7+ years industry experience, CFP preferred, bachelor’s degree or equivalent, familiarity with Salesforce and financial planning tools.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS’s Wealthscape Trading Platform
3mo
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Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)
Centreville or Fairfax County
$84k-$126k/yr OnsiteFull Time
5+ YOE5+ years experience; client acquisition and relationship management for high-net-worth clients; FINRA registrations required (SIE, Series 6/63/65 or Series 7/66); Insurance Group 1 and NMLS MLO registration within 150 days; proficiency with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Office, Money Guide Pro, NaviPlan Select
3mo
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Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)
Centreville, Virginia, United States
$84k-$126k/yr OnsiteFull Time
5+ YOE5+ years experience; FINRA registrations (SIE and Series 6/63/65 or Series 7/66) and Insurance Group 1 and NMLS mortgage registration required within 150 days; bachelor\u0002s degree or equivalent; strong analytical, communication, and financial planning skills; Microsoft Office and financial planning software experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
3d
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Wealth Management Administrative Assistant
Alexandria, Virginia, United States
$22-$30/hr OnsiteFull Time
High school diploma or equivalent required; college degree and financial services familiarity preferred. Requires MS Office, spreadsheet, communication, analytical, organizational, and computer skills.
Microsoft Office
4w
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Senior Tax Associate - Wealth Management
Richmond, Virginia, United States
$80k-$100k/yr HybridFull Time
3+ YOEBachelor's degree, CPA or EA (or obtain within 6 months), 3+ years public accounting experience, tax preparation for individuals/trusts/entities, tax research, and flexibility for extended hours during peak season.
CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, Envestnet MoneyGuideElite, Holistiplan
1d
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Retirement & Wealth - Training Lead (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$25-$31/hr RemoteFull Time
3+ YOEBachelor’s degree preferred; 3–5 years in training, instructional design, or L&D preferred certification. Requires facilitation, instructional design, communication, and Microsoft Office skills.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Articulate Rise, Articulate Storyline, Camtasia, Canva, Salesforce, Service Cloud, InContact, ADDIE, Bloom's
1mo
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Family Wealth Services Tax Supervisor
Alexandria, Virginia, United States
$121k/yr HybridFull Time
5+ YOEBachelor's in accounting, 5+ years tax experience (fiduciary, gift, estate preferred), strong US tax knowledge, supervisory experience, ability to manage multiple engagements and communicate effectively.
1d
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Regional Controls Manager, Wealth Management
United States or North Carolina or Virginia or Maryland or Washington or Illinois or South Carolina or Pennsylvania
$80k-$90k/yr RemoteFull Time
5+ YOEBachelor’s degree or equivalent experience, active FINRA Series 7 and 24, 5+ years in financial services, product knowledge, and compliance examination experience.
Microsoft Office Suite, Pinpoint, Proofpoint, SRS Suitability Review System, RegEd AuditTrax, FINRA Gateway, LinkedIn, Facebook, Instagram
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