Licensed Financial Advisor & Investment Planner
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust is seeking a Financial Advisor to assist clients with investment and financial planning within Burke & Herbert Wealth Management. This licensed role requires FINRA Series 7 and 66 (or 63 & 65) and VA life insurance licenses, with a focus on client-facing advisory services and adherence to regulations. The position involves cultivating client relationships, expanding the bank’s client base, and delivering tailored financial plans. #J-18808-Ljbffr Burke & Herbert Bank & Trust
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor & Investment Planner in Alexandria, VA vacancy
- ...reinvention.Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business... ...strategy and future-ready operating model.Create the business case, investment profile and roadmap to deliver on the strategy (including...SuggestedWork experience placementLive inWork at officeLocal area
Accenture
Arlington, VA1 day ago - ...Job Description Financial Advisor - A leader who has a passion to serve those in our nation'... ...plan including aspects of: Savings Investments Insurance What We Offer A... ...and support to guide you through the licensing process Opportunities for professional...SuggestedFull timeLocal area
First Command Financial Services, Inc.
Alexandria, VA20 hours ago $50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...Canada than any other investment firm, serving over... ...maintain registrations and licenses in good standing. A... ...CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Alexandria, VA4 days ago- ...to real opportunity LPL Financial partners with banks to offer a... ...VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial.... ...(63/65) required Insurance license required Three or more years...SuggestedLocal area
LPL Financial Holdings, Inc.
Arlington, VA1 day ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: ~ First Command offers a...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Arlington, VA3 days ago $50k - $60k
...Financial Advisor The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position which requires the ability to execute investment transactions...Full timeWork at officeLocal areaRemote workBurke & Herbert Bank
Alexandria, VA1 day ago$150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI... ...planning and access to institutional investment strategies. AQI: An Advisory Infrastructure... ...CFA) are preferred Series 65 or 66 licensing is required What We Offer...Work at officeRemote workAQI Services LLC
Arlington, VA20 hours ago- ...Our client, Triangle Financial, is hiring an Associate Financial Advisor. The Associate Advisor is a proactive,... ...effective execution of financial plans, investment management, and divorce... ...Requirements: Bachelor’s Degree Licenses – Security Industry Essentials (...Work experience placement
Jobrapido
Arlington, VA3 days ago - FedChoice is Hiring! Senior Financial Service Advisor - NoVA Financial Service Center! We are looking for a motivated, member-focused, target-... ...membership altogether better in the areas of savings, loans, investments, credit counseling, eServices and convenience services....Work experience placementCasual workLive outWork at officeFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I in Virginia to begin licensing paths (SIE, Series 7/66) and learn to manage client relationships with... ...client coverage, collaboration with banking and investment partners, and the ability to connect clients to...
- Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management... ...What We Offer We have a specialized licensing and comprehensive training program...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive dedicated... ...Bank of America's core banking, investment solutions and approach to...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Join Jose Herrera - State Farm Agent as a Financial Services Representative. This role positions you to effectively market financial products and educate customers about their options. You will work closely with the agent to establish marketing goals and achieve sales targets...Remote job
- Bank of America is launching a Financial Solutions Advisor Stage I role in the United States, guiding you from licensing to a client-centered advisory career. You’ll gain core banking and investment exposure, building relationships with diverse clients while advancing through...
- ...Alexandria, VA.ResponsibilitiesISAG has a need for an experienced legal expert to support DoD’s input into both the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom processes. The candidate will support DoD’s Global Investment and Economic Security...Work at officeImmediate startFlexible hours
MCR
Alexandria, VA2 days ago $102k - $178.4k
...intelligence analyst with risk manager and operational security advisor. Using these core skills, you’ll work through complex... ...and intelligence responsibilities for AWS global infrastructure investments, enterprise efforts, and specialty projects; develop and maintain...Temporary workFlexible hoursAmazon
Arlington, VA3 days ago$100k - $155k
...to probe, listen, clarify, and present information, to advance sales transactions. It is important that they are knowledgeable in financial services outside sales, business-to-business sales, and Business Banking.Analytical skills: They must possess the ability to assimilate...Full timeWork at officeLocal areaBurke & Herbert Bank
Alexandria, VA2 days ago- ...reinvention.Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business... ...strategy and future-ready operating model.Create the business case, investment profile and roadmap to deliver on the strategy (including...Live inWork at officeLocal area
Accenture
Arlington, VA1 day ago - ...Some planners produce an answer. Others keep working until they... ...affect the rest of a client's financial life. You enjoy complexity... ..., equity compensation, investment portfolios, and competing priorities... ...alongside experienced owner-advisors. About our firm We...Full timeRemote work1 day per week
TalentLink Solutions
Washington DC4 days ago $60k
...direct position with Cetera Financial Group. Accepted applicants will... ...affiliated with Cetera Investment Services LLC (marketed as Cetera... ...motivated and capable Financial Advisor with a book of business.... ...• Maintaining all necessary licenses and registrations as required...Full timeTemporary workCetera Financial Group
Washington DC3 days ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable learning how to create financial plans through training and cross-checking work to ensure complete accuracy of information...
Northwestern Mutual
Washington DC4 days ago $85k
...Position: Prospecting Planner Location: Mount Vernon, WA (On-site, with local travel... ...evening client events Looking for a financial planning role where you can focus on advising... ...Deliver holistic financial plans (investments, tax, insurance, estate) Guide...Full timeLocal areaRelocation packageAfternoon shiftThe Well
Washington DC3 days ago- ...more than just a job. As an entry level financial advisor on our team, you'll work one-on-one... ...Training magazine, we’re a company that invests in your success. Ready to make a difference... ...is a big plus! First step, get licensed. Bankers Life covers your Life & Health...Full time
Bankers Life
Washington DC3 days ago - ...into our selection process. As a Financial Advisor: · Impact - The opportunity to make... ...Income Protection – Education Funding – Investment and Advisory Services – Trust Services... ...allowances Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP...Full timeWork experience placement
Northwestern Mutual
Washington DC3 days ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...generosity at the center of saving and investing. Here, you’ll make an impact in the lives... ...as you obtain your state insurance licenses (life, health & variable contracts), Series...Full time
Thrivent
Washington DC2 days ago $95.55k - $195.25k
...compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates &... ...accreditations obtained, in process or willing and able to obtain:Licensed CPA in state of practice/primary office if eligible to sit for...Work at officeLocal areaVisa sponsorshipDeloitte
Rosslyn, VA4 days ago$95.6k - $188.4k
...path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a cross disciplinary team... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...Local areaDeloitte
Rosslyn, VA3 days ago- ...Consulting at DescriptionProSidian Seeks a Financial Modeling Advisor | Project Finance & Credit Evaluation... ...production, and strategic energy investments. The financing authority itself would... ...options and support from a financial planner. It operates as a pre-tax Safe Harbor...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
Prosidian Consultng
Washington DC3 days ago $80k
...Seattle Corporate Search is recruiting a Financial Advisor for a confidential, rapidly growing, fee-only Registered Investment Advisor (RIA) in Bellevue, WA. The firm provides... ...CFP designation or appropriate securities licensing. ~ Candidates without a CFP should have...Full timeSeattle Corporate Search
Washington DC1 day ago$120k - $135k
...Financial Advisor – Succession Track & Hybrid Flexibility | Olympia, WA Ready to move beyond back-office planning or product-driven quotas... ...We’re partnering with an established independent Registered Investment Adviser (RIA) in Olympia, WA to hire a Financial Advisor...Full timeWork at officeRemote workWork from homeRelocation packageFlexible hoursTalent Harbor
Washington DC20 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Advisor & Investment Planner. Be the first to apply!
Related searches
- financial counselor Alexandria, VA
- senior wealth advisor Alexandria, VA
- associate corporate finance Alexandria, VA
- financial advisor associate Alexandria, VA
- financial consultant Alexandria, VA
- estate planning consultant Alexandria, VA
- financial planning administrator Alexandria, VA
- finance associate Alexandria, VA
- financial advisor Alexandria, VA
- wealth advisor Alexandria, VA