Senior CFP Advisor | Hybrid Wealth & Retirement Planning
Covenant Wealth Advisors
Covenant Wealth Advisors is seeking an experienced Financial Advisor (CFP®) to serve as a primary advisor in our Richmond, VA office, handling a growing roster of client families with $1M–$10M+ in investable assets. This role emphasizes relationship-building, retirement income planning, and tax planning, with no cold calling and a referral-driven funnel. Hybrid schedule offers in-office and remote flexibility. #J-18808-Ljbffr Covenant Wealth Advisors
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior CFP Advisor | Hybrid Wealth & Retirement Planning in Richmond, VA vacancy
$90k - $150k
LPL Financial LLC in Richmond, Virginia is seeking a Senior Financial Representative for the Wealth Advisors Group. The role involves providing investment... ...Responsibilities include client service, financial planning, leveraging investment solutions, and meeting sales...Senior$110k - $154k
Founded in 2010, Covenant Wealth Advisors is a fast growing, independent... ...individuals age 50+ plan for and enjoy retirement by integrating investment... ...experienced Financial Advisor (CFP®) to serve as a primary... ...keep growing in your craft. Hybrid Flexibility: 4 days in-...RetirementWork at officeRemote workShift work$110k - $167.5k
...re a fit, and then be their advisor for the next twenty years.If you're a CFP® who is genuinely good at planning and tired of being measured... ...older plan for and enjoy retirement, by integrating retirement... ...training.Charitable gift matching.Hybrid schedule: four days in the...RetirementWork at officeRemote workFinancial Planner Recruiting, LLC
Richmond, VA5 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...goals through financial planning. On your path to becoming... ...· Trust Services · Retirement Solutions · Business Needs... ...and Northwestern Mutual Wealth Management Company® (... ...the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...RetirementFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Richmond, VA17 hours ago$200k - $225k
...as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible... ...sound personal financial planning and financial advisory... ...and/or in tandem with a senior credit advisor.* Advanced... ...Finance or Economics* CFP preferred or CTFA, CFA,...SuggestedFull timePart timeWork at officeLocal areaShift workDay shift- ...seeks a Financial Consultant to guide clients in investments, retirement planning, and education goals, building trusted relationships through... ...specialists, and pursue ongoing professional development in wealth management within a four-level career track. #J-18808-...Retirement
$60k - $75k
...individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is... ...responsible for assisting our Investment Advisors in providing excellent service to our...RetirementWork experience placementInternshipWork at officeLocal areaFlexible hours$100k - $150k
Richmond and Charlottesville, Virginia Full-Time | Hybrid Salary Range: $100,000-$150,000 + Bonus Potential Reports to: Director of Financial Planning & Tax Heritage Wealth Advisors is seeking an experienced Wealth Advisor to work with ultra-high-net-worth families and...Full timeWork at officeFlexible hours$109.9k - $125.4k
...Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One’s Audit function is a dedicated group of professionals focused... ...audit projects and providing input to the annual audit plan. Responsibilities Plan, perform, and lead large/...SeniorFull timePart timeLocal area3 days per weekCapital One
Richmond, VA1 day ago- Truist is seeking a Wealth Advisor to serve high-net-worth clients, expanding relationships through needs-based, comprehensive wealth solutions... ...to attract new clients and deliver integrated financial planning and advisory services. You will work with credit, investments...Senior
- The Trust Advisor is responsible for developing, deepening and maintaining relationships with... ...Perform and coordinate client estate planning. Perform detailed estate and trust administration... ...'s degree in finance or related field. CFP, CTFA, CPA, MBA or law degree preferred....Work experience placement
- ...Financial Consultant, you'll combine planning expertise with a thoughtful... ...including investing, retirement readiness, and education goals... ...comprehensive training through Wealth Management University, a four... ...your tenure on the job. CFP Certification is a plus. ( If...RetirementPart timeImmediate start
Charles Schwab
Glen Allen, VA3 days ago - ...Financial Advisor As a Financial Advisor you play a key role in... ...assisting with tax and estate planning strategies. You will... ...disability insurance records, retirement plan information, and wills,... ...Currently hold or actively pursuing CFP designation. Knowledge of...RetirementTemporary workWork at office
Valeo Financial Advisors LLC
Richmond, VA17 hours ago $109.9k - $125.4k
...Overview Principal Auditor (Experienced Senior Auditor), Consumer Lending (Hybrid) Capital One’s Audit function is a dedicated group of professionals... ...components of larger audits. Develop engagement planning documentation for assigned areas to communicate...SeniorFull timePart timeLocal area3 days per weekCapital One
Richmond, VAa month ago$50k
...business model. One financial advisor and one branch office administrator... ...adjust the branch business plan to increase branch... ...advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts... ...professional designations such as CFP® or CERTIFIED FINANCIAL...RetirementWork at officeWork from homeHome officeFlexible hoursEdward Jones
Richmond, VA3 days ago$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Richmond, VA4 days ago$172.3k - $376.51k
...ManagementCareer Level: M5Position DescriptionThis senior leadership role helps shape the future of... ...and executing a risk-based audit plan, monitoring emerging risks, overseeing... ...insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness...SeniorRetirementFull timeWork experience placementLocal area$45k - $65k
...experienced financial advisor who thrives on providing... ...advisor relationships, a wealth of industry knowledge,... ...customized financial plans suitable for each client... ...desired CPA license, or CFP (Certified Financial... ...protect but grow their retirements. Honesty, integrity,...RetirementAccurate Capital And Wealth
Glen Allen, VA4 days ago- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...personalized financial plans aligned with client goals and... ...services, investment advisory or wealth management ~ CFP® (Certified Financial... ...Edward Jones offers a 401k retirement plan, and tax-advantaged accounts...RetirementFull timeTemporary workFlexible hours
Edward Jones
Midlothian, VA1 day ago $120k
...Financial Advisor - up to $120,000+ First-Year Income Potential Full-Time | Commission... ..., we provide comprehensive financial planning solutions that help individuals,... ...help them develop financial protection, retirement, and wealth-building strategies aligned with their...RetirementFull timeLocal areaCornerstone Advisor Group
Richmond, VA6 days ago$116.2k - $229.1k
Position Summary Cornerstone Technical Senior ConsultantOur Human Capital practice is at the forefront of transforming the nature... ...migration, conversion and technical integration implementation plans, while managing milestones, scope, budget and risks across the project...SeniorLocal area$120k - $150k
The Senior Project Manager is responsible for the end-to-end execution... ...risk management. This is a hybrid role.As a Senior Project... ...executing comprehensive project plans that define scope, objectives... ...generous paid time off, retirement program with a company match,...SeniorRetirementFull timeFor contractorsWork at officeFlexible hours- Job SummaryThe Senior Program Manager will play a key part on program teams to support the planning and delivery of complex projects and programs... ...to work remotely, hybrid or in an office that is local... ...leave, paid holidays, 401(k) retirement savings plan with employer...SeniorRetirementFull timeTemporary workWork experience placementWork at officeLocal areaRemote work
$130k
...headquartered in Richmond to identify a Senior Accountant for its Technical Accounting... ..., and the flexibility to work remotely, hybrid, or from the office. Compensation: Up to... ...plus annual bonus and industry-leading retirement contributions. Why Join This Team? Remote...SeniorRetirementWork at officeRemote workFlexible hours- ...McLennan is seeking a Sr. Health & Benefits Consultant in Richmond, VA. This hybrid role involves managing consulting engagements with over 2,000 employers regarding their health benefit plans while negotiating with benefits carriers. The ideal candidate has a BA/BS degree...Senior
- Casper is seeking an experienced Indirect Senior Tax Accountant to join our finance team... ...state and local filings, and support tax planning and close processes. The role requires 3-... ...work across IT and non-tax teams. This is a hybrid position with a 4-day in-office schedule...SeniorWork at officeLocal area
- Dominion Energy is seeking a Labor Relations Specialist or Senior Labor Relations Specialist to support and administer labor relations... ...Specialist (2-3+ years) or Senior Labor Relations Specialist (5+ years). Hybrid work schedule with in-office and telework days. #J-18808-Ljbffr...SeniorWork at officeRemote work
- ...ideal candidate will have over 10 years of experience in managing IT projects, with a strong background in project planning and risk management. This hybrid position requires excellent communication skills and the ability to work collaboratively with teams and clients,...Senior
$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will:Support... ...responsibilities will include:Planning, managing, and... ...groupServing as a trusted advisor to clients,... ...Comfortable and thriving in a hybrid work environment.Ability... ...Paid Time Off; retirement plans; Paid Care Leave...SeniorRetirementFull timeWork experience placementWork at officeLocal areaRemote work$151.1k - $234k
...as Richmond or Lynchburg, VA hybrid in-office applicants or remote... ...The role balances strategic planning with hands on oversight of storage... ...orchestration. Partner with senior IT leadership to align... ...Enrollment in Employer-Directed Retirement Account Feature (100% employer...SeniorRetirementFull timeFor contractorsWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior CFP Advisor | Hybrid Wealth & Retirement Planning. Be the first to apply!
Related searches
- senior advisor Richmond, VA
- hvac comfort advisor Richmond, VA
- trust advisor Richmond, VA
- care advisor Richmond, VA
- at home advisor Richmond, VA
- comfort advisor Richmond, VA
- work from home advisor Richmond, VA
- service advisor assistant service manager Richmond, VA
- operations advisor Richmond, VA
- innovation advisor Richmond, VA