Licensed Financial Advisor & Investment Planner
Burke & Herbert Bank
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
- ...Financial Advisor Opportunity At NASA Federal Credit Union LPL Financial partners with banks... ..., VA would allow you to join the Investment Program at NASA Federal Credit Union as... ...and 66 (63/65) required Insurance license required Three or more years of investment...SuggestedLocal area
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: First Command offers a comprehensive...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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 hours$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...SuggestedFull timeWork at officeLocal areaRemote work- ...guiding military families toward financial security since 1958. We're... ...for seasoned financial advisors who are ready to elevate their... ...financial plans that integrate investment management, retirement... ...is strongly preferred. Licensing & Certifications Required...SuggestedFor contractorsLocal areaFlexible hoursShift work
- ...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
- ...Financial Advisor Opportunity At NASA Federal Credit UnionLPL Financial partners with banks to... ...Church, VA would allow you to join the Investment Program at NASA Federal Credit Union... ...Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of...Local area
- 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
$55k - $80k
First Command Financial Services is seeking a Financial Advisor based in Arlington, VA 22202 for an in-person role supporting... ...plan, including: Savings Investments Insurance Minimum Requirements... ...support to guide you through the licensing process Opportunities for professional...Permanent employmentFull timeContract workFor contractorsLocal areaRelocationOverseasFlexible hours- First Command Financial Services in Arlington, VA is seeking a Financial Advisor to serve military families with holistic financial planning in an in-person role... ...military organizations, coach families on savings, investments and insurance, and drive growth through a...Local area
- 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
- ...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
$102k - $178.4k
...with risk manager and operational security advisor. Using these core skills, you’ll work... ...responsibilities for AWS global infrastructure investments, enterprise efforts, and specialty... ...or program management, risk management, financial risk analysisAmazon is an equal...Temporary workWork experience placementFlexible hours- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will help clients build stronger relationships by offering advised solutions and referrals...
$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 area- ## Senior Financial Analyst, FP&AApply: Remote: Arlington, VA: Full time: Posted Yesterday: REQ-4612Cambium Learning Group is an award... ...multi-year business outlooks used to evaluate growth initiatives, investments, and strategic priorities.Financial Analysis and Management...Full timeContract workFor contractorsRemote work
$80k - $135k
...dedicated and knowledgeable Associate Financial Advisor to join our team at SCS in Bellevue, Washington... ..., tax status, financial goals, investment objectives, risk tolerance, and other... ...regulations. Maintain necessary licenses, including Series 65 and Washington State...Full timeContract workWork at officeWork visaRelocation package- ...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
$60k - $80k
...Financial Advisor / Wealth Advisor – Independent Wealth Management & Financial Planning Firm... ...program. If you’ve spent 3+ years as a licensed advisor and you’re ready to build a meaningful... ...seminars each year Grow the investment management side of the practice while...Full timeWork at office- ...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
- ...About the Opportunity Our client, a leading national Registered Investment Advisor (RIA), is seeking an experienced Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area . This...Full time
- ...than just a job. Backed by CNO Financial Group and recognized by... ...magazine, we’re a company that invests in your success. About... ...As an entry level financial advisor on our team, you'll work one-... ...big plus! First step, get licensed. Bankers Life covers your Life...Full time
$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 hours$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 work- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...
- We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking... ...a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance...Work at office
- ...seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to serve as the... ..., and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is... ...industry experience Certified Financial Planner (CFP®) designation Strong proficiency...Temporary workWork at officeLocal areaFlexible hours
- ...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
$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 area$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 sponsorship
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