19 wealth jobs at 8 companies in Winchester, VA
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
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
6d
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Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent; 2 years of experience; client service, communication, organization, judgment, and technology skills. Microsoft Office and Salesforce proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; strong client service, communication, judgment, computer, and organizational skills. FINRA SIE, Series 7, or Series 66 preferred.
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
2w
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Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, strong client focus, high school diploma, FINRA credentials preferred (SIE/Series 7/66/63/65), proficiency with Microsoft Office and Salesforce, strong communication and attention to detail.
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
Provide client service support to Financial Advisors, strong client focus, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma, pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2d
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Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED required; client service, communication, judgment, and technology skills needed. Investment credentials, industry knowledge, bachelor's degree, and Salesforce experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
2w
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Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
2+ YOEHigh school diploma/GED, minimum 2 years experience, strong client service and communication, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Premier Client Banker - PNC Wealth Management
Frederick, Maryland, United States
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelors and 3+ years industry experience; proven sales and relationship management skills; FINRA Series 7/66 (or 63&65) and life & health insurance preferred; strong communication and decision-making skills.
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
2mo
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Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal)
Warrenton, Virginia, United States
OnsiteFull Time
5+ YOEBachelor’s degree preferred; 5+ years investment services; FINRA Series 7 & 66 (or 63/65); Virginia life/annuity licenses; AWMA or CFP preferred.
Microsoft Office, Online systems
2mo
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Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)
Warrenton or Fairfax or McLean or Woodbridge or Vienna or Springfield
OnsiteFull Time
5+ YOEBachelor's degree preferred, minimum 5 years investment services experience, FINRA Series 7 and Series 66 (or 63/65), Virginia life & annuities license, AWMA or CFP preferred, Microsoft Office proficiency, strong sales and interpersonal skills.
Microsoft Office
2mo
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Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)
Fairfax or McLean or Woodbridge or Vienna or Springfield or Warrenton
FieldFull Time
5+ YOEBachelor's degree preferred, minimum 5 years in investment services, Series 7 and Series 66 (or 63 and 65) and Virginia life & annuities licenses required; AWMA/CFP preferred; Microsoft Office proficiency and strong sales/analytical skills.
Microsoft Office
1mo
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ASSOCIATE DIRECTOR, GROWTH & PIPELINE MANAGEMENT
Chicago or Reston
$120k-$140k/yr OnsiteFull Time
5+ YOEBachelor's degree required; 5+ years experience in wealth management, business development, or pipeline management; strong consultative skills, CRM/Salesforce experience, and analytical ability.
Salesforce
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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Lead Advisor
Reston or North Bethesda
OnsiteFull Time
5+ YOE5+ years in client-facing advisory or wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff; strong financial planning and investment management skills; public speaking ability; willingness to travel to Richmond area.
CRM