Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor

CPS

CPS Inc. is looking for a Wealth Financial Advisor/Planner with a CFP designation based in Alexandria, VA. This role focuses on managing high net worth client relationships and providing comprehensive financial planning. The ideal candidate will have over six years of experience, excelling in client service and financial strategy discussions. The position offers a structured environment with strong support instead of cold prospecting. #J-18808-Ljbffr

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Alexandria, VA vacancy
  •  ...Wealth Financial Advisor / Planner (CFP Required) Alexandria, VA. An experienced CFP is sought to take ownership of a high net worth client book and deliver comprehensive planning. This role is ideal for an advisor who loves client relationships, excels in planning depth... 
    Suggested
    Work at office
    Immediate start

    CPS

    Alexandria, VA
    22 hours ago
  • $50k

     ...we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Arlington, VA
    2 days ago
  •  ...Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors...  ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We Offer We have a... 
    Suggested
    Hourly pay
    Minimum wage
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Arlington, VA
    1 day ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial...  ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Alexandria, VA
    2 days ago
  •  ...products and services for individuals and cooperatives* Experienced portfolio managers and cost-effective solutionsThe Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting new shareholders through virtual and in-person... 
    Suggested
    Work at office
    Remote work

    Homestead Funds

    Arlington, VA
    5 hours ago
  • $92k - $115k

     ...personal financial planning analysis. Proactively work with financial advisors on assigned investment accounts to ensure adherence to...  ...banking, investments, and/or retail lending (including Retail, Wealth, Advisory, and/or Retail Lending experience) or one year in a financial... 
    Work at office
    Shift work
    Day shift

    Truist Inc

    Arlington, VA
    5 hours ago
  •  ...First Command in Alexandria, Virginia, is seeking Financial Advisors to coach military families on achieving financial security. This role involves providing comprehensive financial guidance and engaging with the community to bring new clients. Candidates will benefit... 
    Flexible hours

    First Command

    Alexandria, VA
    5 hours ago
  •  ...A financial services company in Arlington, Virginia, is seeking Financial Advisors to coach military families and help them achieve financial security. Candidates should have military affiliation and a Bachelor's degree. This role offers a specialized training program... 
    Flexible hours

    First Command Financial Services

    Arlington, VA
    5 hours ago
  •  ...First Command Financial Services is seeking a Senior Financial Advisor to coach military families on financial security. This role requires expertise in investment and wealth management, along with strong client relationship skills. As an independent contractor, you will... 
    For contractors
    Flexible hours

    First Command Financial Services

    Arlington, VA
    5 hours ago
  • Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors...  ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We Offer We have a... 
    Hourly pay
    Minimum wage
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Arlington, VA
    22 hours ago
  •  ...Financial Advisor Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join... 
    Local area

    LPL Financial

    Arlington, VA
    4 days ago
  • $105k - $250k

     ...Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan... 
    Temporary work
    Local area
    Flexible hours

    Citizens Bank

    Bethesda, MD
    5 hours ago
  •  ...features. Direct message the job poster from Somers Partnership Executive Search | Family Office | Wealth Management Top-10 bank looking for an accomplished Wealth Advisor based in Washington. Are you a proven Wealth Advisor with a strong external network looking for... 
    Full time
    Work at office

    Somers Partnership

    Washington DC
    3 days ago
  •  ...Blueprint Financial Group in Reston, VA seeks a Private Wealth Service Advisor to support a top-tier Private Client Advisor, leading the localized service team and ensuring compliant, high-quality client service workflows. This role conducts detailed financial plan analyses... 

    Blueprint Financial Group LLC.

    Reston, VA
    5 hours ago
  •  ...TD Bank is seeking a Financial Advisor Associate in Great Falls, Virginia. This role focuses on attracting and retaining clients by providing personalized wealth management solutions tailored to their financial goals. The ideal candidate should have a bachelor's degree... 

    TD Bank

    Great Falls, VA
    5 hours ago
  • $120k - $200k

     ...ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork,...  ..., self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning... 
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    Curi Capital

    Washington DC
    2 days ago
  • $83k - $99.45k

    About the Role AES Clean Energy seeks a Senior Analyst for our FP&A and Transaction team. The role involves financial management of a ~1 GW portfolio of operating renewable energy assets and sits at the intersection of operational FP&A, capital markets, and investor relations...
    For contractors

    AES Corporation

    Arlington, VA
    4 days ago
  • $100k - $120k

    Senior Finance Associate Cherry Bekaert Recruiting & Staffing is partnered with a well-established renewable energy developer, owner, and operator managing a national portfolio of energy projects. This role offers hands-on exposure to financial modeling, transaction...

    Cherry Bekaert

    Arlington, VA
    1 day ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Washington DC
    4 days ago
  • Location: Arlington, VA (Hybrid; 4 days/week in-office) Team: Accounting & Finance Reports to: VP of Accounting & Finance Type: Full-time (exempt) Job details Dandelion Energy is seeking a highly analytical, systems-oriented FP&A Analyst to join our growing finance team...
    Full time
    Work at office
    Local area
    Work from home
    Shift work

    Dandelion Energy

    Arlington, VA
    4 days ago
  • FP&A Analyst Location: Hybrid - Arlington, VA Employment Type: Full-Time Overview Cherry Bekaert Recruiting & Staffing is partnered with a well-established organization in the Arlington, VA area seeking an FP&A Analyst to support budgeting, forecasting...
    Full time

    Cherry Bekaert

    Arlington, VA
    3 days ago
  • $85.52k - $97.28k

    [solidcore] is seeking a highly motivated Financial Planning & Analysis (FP&A) Analyst to join our team! This is a great opportunity to build your FP&A career with a leader in the boutique fitness sector and at a rapidly growing company with a collaborative & supportive...
    Apprenticeship
    Work at office
    Local area
    Flexible hours
    3 days per week

    Solidcore

    Arlington, VA
    22 hours ago
  • $75k - $90k

     ...Associate Wealth Manager Woman-Owned Independent RIA • Metro DC Area • Hybrid Advisory Track • 3-5+ Years Experience • Series 65 Required...  ...not a support role with an advisory title. This is a genuine advisor-track position at a woman-owned independent RIA where your work... 
    Work at office
    Remote work
    2 days per week
    3 days per week

    Stratos Wealth Partners

    Silver Spring, MD
    22 hours ago
  •  ...Our client, a boutique and rapidly growing wealth management firm, is seeking an Associate Wealth Advisor to join their team. This is a unique opportunity for an experienced advisor to step into an established client base while gaining exposure to a broad range of financial... 

    TalentWealth

    Vienna, VA
    2 days ago
  • $83k - $99.45k

    Are you ready to be part of a companythat'snot just talking about the future, but actively shaping it? Join The AES Corporation, the largest US-based global power company witha teamof 8,300employees across 12 countries. AES has been ranked #1 byBloombergNEF in renewable...
    For contractors

    AES Corporation

    Arlington, VA
    1 day ago
  • Senior FP&A Analyst Location: Hybrid - Arlington, VA Employment Type: Full-Time Overview Cherry Bekaert Recruiting & Staffing is partnered with a well-established organization in the Arlington, VA area seeking a Senior FP&A Analyst to support strategic...
    Full time

    Cherry Bekaert

    Arlington, VA
    3 days ago
  • $94.7k - $125k

    Company Description We were early to the fight against Ubiquitous Technical Surveillance and we’ve been pushing the edge ever since. Our mission is to help government and enterprise organizations understand and manage commercial data risks, shape their digital signatures...
    Full time
    Contract work
    For subcontractor
    Work at office
    Remote work
    Flexible hours

    Veilant

    Tysons, VA
    1 day ago
  • $124.8k - $164.2k

    Trusted Connectivity for AI-Powered Dominance. Everfox delivers trusted connectivity to protect the world’s most critical environments and safeguard the sensitive data powering decision advantage. Built for mission-critical operations, Everfox protects what matters...
    Permanent employment
    Full time
    Contract work
    For contractors
    Local area
    Flexible hours
    2 days per week
    3 days per week

    Everfox

    Herndon, VA
    1 day ago
  •  ...FOUNDED, MULTI GENERATIONAL Interested? Click HERE for more information. Our client is multi-generational certified B Corp wealth planning firm in Arlington, VA. They have been in business for over 25 years providing financial life planning and wealth... 
    Work at office

    New Planner Recruiting LLC

    Arlington, VA
    2 days ago
  • $80k - $95k

    The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to... 
    Work experience placement

    TIAA

    Washington DC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!