Financial Advisor
$45k - $65kAccurate Capital And Wealth
Job Description
Job Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:$45,000 - $65,000 yearly
Responsibilities:- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Requires a Bachelor’s degree in finance, business administration, or related field
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and Series 66 or 65
Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Glen Allen, VA vacancy
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Henrico, VA4 days ago$100k - $125k
...Job Description Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating...SuggestedMass Mutual - Greater Richmond
Glen Allen, VA27 days ago$50k - $125k
...Financial AdvisorJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Ashland, VA2 days ago- ...Financial AdvisorThis position is responsible for providing existing and prospective clients with information regarding a wide range of... ...which keeps in line with regulatory requirements.The Financial Advisor is responsible for identifying needs, understanding client objectives...Suggested
Southern Bank of North Carolina and Virginia
Richmond, VA2 days ago - ...Financial AdvisorAs a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with...SuggestedTemporary workWork at office
Valeo Financial Advisors LLC
Richmond, VA1 day ago $61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...For contractorsWork at officeNorthwestern Mutual Life Insurance Company
Richmond, VA3 days ago- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
Eagle Strategies
Richmond, VA2 days ago $150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...Work at officeRemote workAQI Services LLC
Richmond, VA1 day ago- ...Job Description Job Description As a Financial Advisor at Virginia Asset Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be...ApprenticeshipWork at office
Virginia Asset Management
Richmond, VA4 days ago - ...At Carlson Financial, we believe our clients deserve a team of trusted professionals who help them live their best retirement with clarity and confidence. As a Communication Advisor , you’ll play a vital role in delivering that experience — ensuring clients feel heard...
Carlson Financial
Richmond, VA2 days ago $115k - $180k
...The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive Strategy. Make an Impact. RS&H is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team. In this highly visible role, you'll serve...Permanent employmentRemote workRS&H
Glen Allen, VA3 days ago$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance...
Charles Schwab
Glen Allen, VA5 days ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management... ...Service Advisor/Associate Advisor is to deliver comprehensive financial planning services and an exceptional client experience to...
Lead Advisor
Richmond, VA2 days ago $100k
...Wealth Management Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Interim roleWork at officeImmediate startWork from homeShift workDay shiftBank of America
Richmond, VA3 days ago- ...site at location listed in job posting.Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth...Temporary workWork at office
First Horizon
Henrico, VA4 days ago $62.4k - $85.8k
...our potential, we can help others reach theirs. Join us and play your part in something special! As an FP&A Analyst, you'll turn financial data into insights that guide real business decisions, working alongside a global community of optimists and problem-solvers. We're...Full timeLocal areaWork from homeShift work- ...ABOUT THIS JOB ***THIS POSITION REQUIRES AN ENLISTMENT IN THE U.S. ARMY OR ARMY RESERVE*** As a Financial Management Technician, you'll be managing resources and financial operations as part of the Army's Finance and Comptroller Corps. You'll use your expertise in...Full timePart timeImmediate startRelocation package
US Army Reserves
Henrico, VA7 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Richmond, VA3 days ago- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
- Bank of America is hiring for a Client Service Associate in our financial center. You will engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role emphasizes building relationships and delivering a trusted banking...
- ProspectBlue is partnering with a growing logistics company in Richmond, VA, to identify a Credit & Collections Analyst to join its finance team on a temporary basis. This is a full-time, 46 month contract opportunity for someone with a strong eye for detail, solid analytical...Full timeContract workTemporary work
ProspectBlue
Henrico, VA2 days ago $70k - $180k
...closing, serving as their single point of contact and trusted advisor. Working from applications delivered by our sales team, you will... ...trust with borrowers quickly. The ability to handle confidential financial information with discretion. Preferred: Experience with a...Local areaCapCenter
Glen Allen, VA3 days ago$260k - $365k
Richmond – Structured Finance and Securitization Associate 2 Minute Read August 11, 2026 The Richmond office of Hunton Andrews Kurth LLP seeks an attorney with 3-5 years of securitization and/or financing experience to join the Structured Finance and Securitization...Work at officeHunton Andrews Kurth LLP
Richmond, VA4 days ago$45k
...Office of Strategic Enrollment Management Department: Student Financial Services - Student Financial Management Center Department... ...support a seamless, holistic approach, in partnership with academic advisors, to guide and counsel students and parents on academic success...Full timeWork at officeRemote workFlexible hoursNight shiftWeekend workAfternoon shift2 days per week- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$110k - $130k
...We are seeking a Senior Financial Analyst to drive critical financial analysis, global forecasting, and strategic planning within our fast-paced Operations group. As a key partner to senior management, you will dive into the details to deliver accurate budgets, evaluate...Full timeTemporary workRemote workWork from homeWorldwideHome officeFlexible hoursShift workBOLD
Richmond, VA2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Richmond, VA5 days ago$62.4k - $85.8k
...realize our potential, we can help others reach theirs.Join us and play your part in something special!As an FP&A Analyst, you'll turn financial data into insights that guide real business decisions, working alongside a global community of optimists and problem-solvers. We'...Full timeWork experience placementInternshipLocal areaWork from homeShift workMarkel
Richmond, VA2 days ago- ...and Outlook Proficiency researching using the internet Proficiency in TOPSOne or similar program Previous experience with financial and accounting programs preferred Ability to work with sensitive or confidential information in responsible manner Prior...Work at officeLocal area
StyleCraft Homes
Henrico, VA9 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor associate Glen Allen, VA
- financial associate Glen Allen, VA
- financial planning administrator Glen Allen, VA
- jde finance consultant Glen Allen, VA
- financial consultant Glen Allen, VA
- financial counselor Glen Allen, VA
- associate corporate finance Glen Allen, VA
- finance associate Glen Allen, VA
- financial planning assistant Glen Allen, VA
- financial advisor Glen Allen, VA