- MillerMusmar CPAs (Reston, VA)
- Job Description for Financial Planner / Advisor Position: Financial Planner / Advisor Location: Reston, Virginia Firm: SC Advisors: a fee-based ... Job Summary: We are seeking a dedicated and organized Planner / Advisor to join our fast growing Wealth...firm's principal and his clients. Responsibilities: + Assist principal financial advisor in planning and advisory functions… more
- Truist (Richmond, VA)
- …planning tasks, bringing industry insight and thought leadership to the team. The Occupancy Planner Lead acts as a trusted advisor to internal stakeholders and ... (United States of America) **Please review the following job description:** The Occupancy Planner Lead plays a crucial role in delivering best practices in Occupancy… more
- BOOZ, ALLEN & HAMILTON, INC. (Norfolk, VA)
- Strategic Planner The Opportunity: As a defense mission professional, you ask questions others don't. You understand the nuances of complex situations. You use your ... and support strategic planning assessments. You'll be a trusted advisor to our clients, and we'll look to you...your total well-being. Our offerings include health, life, disability, financial , and retirement benefits, as well as paid leave,… more
- Edward Jones (Roanoke, VA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or… more
- Bank of America (Norfolk, VA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Atria Wealth Solutions (Richmond, VA)
- …CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus +… more
- Bank of America (Charlottesville, VA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Southern Virginia Market Charlottesville, Virginia;Charlottesville, Virginia **To proceed with your application, you must be at… more
- Truist (Richmond, VA)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience… more
- Truist (Fredericksburg, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA),… more
- Deloitte (Mclean, VA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more