Financial Services Advisor - Planning & Investments

$40k - $60k

Coveredbytianya

Coveredbytianya in Alexandria, VA is seeking a Financial Services Representative – State Farm Agent Team Member. In this role, you will market financial products and assist customers with financial planning, investment options, and portfolio management. Ideal candidates have 3+ years of experience in financial services and strong analytical and communication skills. The position offers a competitive salary between $40,000 to $60,000 annually, along with benefits such as 401(k), performance bonuses, and opportunities for advancement. #J-18808-Ljbffr Coveredbytianya

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Services Advisor - Planning & Investments in Alexandria, VA vacancy

US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward... ...clients and 20,000 financial advisors across the U.S. and Canada,... .... and Canada than any other investment firm, serving over eight million... ...adjust the branch business plan to increase branch...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Arlington, VA
1 day ago
Financial Advisor
$122.5k - $135.75k
...helping clients achieve their financial goals and building a great... ...the long term. Insurance and investments are at the heart of our business... ...marketing and business plans to grow the client base with... ...education through an array of service offerings, including life insurance...
Suggested
Immediate start
New York Life
Arlington, VA
2 days ago
Financial Advisor
$90k - $108k
...Employees and Contractors Apply HereOsaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s):... ...Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across...
Suggested
Full time
For contractors
Work at office
Osaic
Falls Church, VA
4 days ago
Wealth Advisor
$128.1k - $213.5k
...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and... ...solutions through the financial planning process. Prioritize short term... ...the full array of financial services distributed by the Company to...
Suggested
Temporary work
Work experience placement
M&T Bank
Falls Church, VA
2 days ago
Financial Advisor
$45k
...Financial Advisor NASA Federal Credit Union is looking for a Financial... ...provides professional advisory services to Retail and Business... ...delivers comprehensive financial plans that may include portfolio... ...participation levels of the current investment program and ensures on-going...
Suggested
Full time
Temporary work
Work at office
Immediate start
Remote work
Flexible hours
NASA Federal Credit Union
Falls Church, VA
2 days ago
Senior Financial Advisor - Experienced Professionals
...military families toward financial security since 1958.... ...seasoned financial advisors who are ready to elevate... ...progress, and adjust plans based on life events,... ...plans that integrate investment management, retirement... ...relationships through a service model that emphasizes...
For contractors
Local area
Flexible hours
Shift work
First Command Financial Services
Arlington, VA
22 hours ago
FP&A Analyst
...Finance, this role will help shape how we plan, measure performance, and make decisions... ...to strengthen forecasting, improve financial visibility, and support strategic decision... ...term planning, resource allocation, and investment decisions Support the annual budgeting...
Full time
Work at office
Local area
Work from home
Shift work
Dandelion Energy Inc.
Arlington, VA
1 day ago
Analyst III: Health Finance Advisor
$95k - $100k
...Analyst III: Health Finance Advisor Nakupuna Companies seeks... ...s health systems transition planning on behalf of the Bureau of Global... ...approaches to ensure the financial sustainability of... ...financing schemes Structure investments to ensure solvency, sustainability...
Contract work
Work at office
Remote work
Nakupuna Companies
Arlington, VA
2 days ago
Analyst III: Public Financial Management Advisor
$95k - $100k
...seeks an Analyst III: Public Financial Management Advisor. The Office of Program... ...health systems transition planning on behalf of the Bureau of... ...financing and delivering health services Support the development... ...for health sector investments at national and subnational...
Contract work
Work at office
Remote work
Nakupuna Companies
Arlington, VA
3 days ago
National Security Compliance Analyst
...Overview Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions... ...Division provides expert support services to a range of customers spanning across... ...input into both the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom...
Work at office
Immediate start
Arena Technologies LLC
Alexandria, VA
3 days ago
Economic Security Policy Analyst
...were established for the purpose of public service and not for profit, we measure our... ...for Industrial Base Policy (IBP), Global Investment and Economic Security Directorate (GIES)... ..., and operational requirements. Support planning, execution, and participation in wargames...
Work at office
ANSER
Alexandria, VA
22 hours ago
Wealth Advisor for Private Clients & Planning
A leading financial services firm in Arlington is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build relationships and offer personalized investment solutions while fostering a culture of diversity. The ideal...
JPMorgan Chase
Arlington, VA
22 hours ago
Financial Planning Assistant
$42.5k - $63.75k
...perfect our craft of personalized financial planning with our team-based Roundtable and... ...provide unique financial plans and investment management services to over 80,000 households from our... ...financial documentation and assist advisors with client service responsibilities...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement Group
Falls Church, VA
3 days ago
Wealth Advisor, Private Client - Digital & Growth
J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will be responsible for building a book of business while fostering a culture of...
Aumni
Alexandria, VA
1 day ago
Wealth Advisor - Reston, VA
$105k - $250k
...referrals. Tailor wealth management planning to meet client needs. Utilize... ...in delivering a variety of services, including financial planning, investment management, insurance, and estate... ...minimum of 2 years in a Financial Advisor role or equivalent experience in...
Local area
Citizens
Arlington, VA
2 days ago
Financial Advisor/ Insurance Professional (Experienced)
...We’re looking for experienced financial professionals to join our... ...a passion for insurance and investments, then there’s no better place... ...expanding your products and services, or giving your clients greater... ...assist those in your community plan for their financial futures....
Work at office
New York Life
Alexandria, VA
1 day ago
Strategic Finance and Business Operations Associate
...entire organization. The team is responsible for annual planning, resource allocation, performing financial analysis, and acting as a business partner with... ..., software procurement. Who You Are 1–5 years in investment banking, private equity, or strategic finance at a...
Full time
Work at office
Flexible hours
Twenty Inc.
Arlington, VA
1 day ago
Wealth Financial Advisor Relationship Manager
...dynamic and client-focused Wealth Financial Advisor Relationship Manager to serve... ..., present and update financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate... ...to advanced client service tasks with precision and follow...
Temporary work
Work at office
Local area
Flexible hours
CAPTRUST
Alexandria, VA
4 days ago
FP&A Analyst
$95k - $110k
...for home and community-based services (HCBS). This FP&A Analyst... ...will serve as a dedicated financial business partner to the Research... ...insights that drive smarter investment decisions. This role... ...analyst will support headcount planning and project-level financial...
Full time
Local area
Night shift
HHA eXchange
Washington DC
22 hours ago
Senior FP&A Analyst, AI Investment Analytics
...spanning Sales, Marketing, Client Services, IT, Finance, HR, and Legal,... ...FP&A professionals to lead financial governance and value... ...focused on ensuring that AI investments translate into measurable financial... ...Value Realization & Planning Integration Establish...
Worldwide
Cvent
McLean, VA
22 hours ago
Oracle EPM FCC/FP&A Senior Consultant
$103k - $156k
...successful completion of project work plans. You'll identify areas of... ...A applications to streamline financial processes and enhance... ...years working in professional services or related industry. ~ Proficiency... ...a company 401(k) savings and investment plan with an employer match...
Full time
Temporary work
Work at office
Local area
Remote work
Flexible hours
Protiviti
McLean, VA
2 days ago
Financial Analyst
$37 - $65 per hour
...Financial Analyst Arlington, Virginia, United States $ 37.00 - 65.00 (US Dollar)... ...Key Responsibilities 1. Financial Planning and Analysis (FP&A) Develop and maintain... ...strategic decision-making, including evaluating investment opportunities, mergers and acquisitions,...
Contract work
For contractors
For subcontractor
Monday to Friday
Shift work
Civitronix
Arlington, VA
4 days ago
Financial Analyst III
$98k - $127k
...Overview Job Title: Financial Analyst III Location: Arlington, Virginia Rivet... ...analysis, budget execution tracking, program planning support, and acquisition lifecycle... ...quantitative financial analysis supporting investment programs, including evaluation of financial...
Work at office
Long distance
Na Oiwi Kane
Arlington, VA
3 days ago
Financial Analyst III
...Financial Analyst III The Financial Analyst III supports the DARPA... ...program budgets, including planning, execution, tracking, and... ...initiatives, seedlings, SBIR/STTR investments, and external performers, to... ...Intelligence & Professional Services, Logistics, and Tactical...
Temporary work
For contractors
Work at office
Flexible hours
Intecon
Arlington, VA
7 days ago
Financial Analyst
...Mid-Level Program/Financial Analyst Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to complex national security... ...manpower costing, financial modeling, and capital and investment analysis and resource planning. Support customers in...
Work experience placement
Systems Planning and Analysis, Inc
Arlington, VA
1 day ago
Financial Program Analyst
...the Office of Public Housing Investments (OPHI). PIH's mission is to... ...housing authorities. As a Financial Program Analyst , you will:... ...areas of financial planning, resolving problems, and developing... ...employment will benefit the Federal Service; the certification will...
Full time
Temporary work
Part time
Work experience placement
Second job
Work at office
Relocation
Trial period
Relocation package
Flexible hours
Commander, Navy Installations Command
Alexandria, VA
4 days ago
Financial Advisor - DC
$70k - $80k
...We Are At Corebridge Financial, we believe action is everything... ...Corebridge Financial Services has been helping Americans plan for and enjoy a secure... ...searching for a Financial Advisor to provide a personalized... ...contributions by certain investment advisers, and other federal...
Hourly pay
Local area
Immediate start
Remote work
Relocation
Corebridge Financial
Washington DC
2 days ago
Senior Consultant | Financial Professional
...Senior Consultant | Financial Professional Full-time ProSidian is a... ...six solution areas, ProSidian services focus on the broad spectrum of... ...and Operations, Strategic Planning and Analysis, Auditing Services... ...Consulting. At ProSidian, we invest in our employees to help them...
Full time
Contract work
Temporary work
For contractors
Work at office
Remote work
Flexible hours
ProSidian Consulting
Hyattsville, MD
1 day ago
Financial Advisor
...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create... ...demonstrate a passion for client service. People who understand that... ..., treasury management, and investment products. Optimize/... ...management of overall financial planning. Manage small investment...
Work at office
Pinnacle Bank
McLean, VA
4 days ago
Financial Advisors
$150k - $175k
...Financial Advisors Multiple Locations Overview Salary Range $150,000.00 - $175,000.00... ...primary relationship owner. You'll lead planning-first conversations with high-net-... ...team, in-house specialists, centralized investment management, and structured transition...
Full time
Temporary work
Work experience placement
Shift work
Savant Wealth Management
Washington DC
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Advisor - Planning & Investments. Be the first to apply!