Financial Advisor Jobs: Explore Top Positions & Apply Today

High salary

Athlete-Driven Financial Advisor Flexible/Remote

Tysons District - Northwestern Mutual Ashburn, VA

Tysons District - Northwestern Mutual is seeking passionate individuals for the role of Financial Advisor in Ashburn, Virginia. This position involves engaging clients to provide personalized financial guidance, developing tailored strategies, and fostering strong client relationships.Ideal candidates enjoy teamwork, are resilient, and possess strong communication skills. Benefits include flexible scheduling, robust training programs, and a lucrative performance-based compensation structure.Come and be part of a community-focused team dedicated to securing financial futures!#J-18808-Ljbffr

High salary

Strategic Financial Solutions Advisor

Bank of America Ashburn, GA

Bank of America is seeking an advisor to provide personalized financial solutions to clients. Responsibilities include assessing client needs, building financial plans, and recommending investment products to help achieve their goals.Ideal candidates must hold Series 7 and 66 licenses, with at least one year in the finance or investments industries. Strong analytical skills and effective communication are crucial in this role.#J-18808-Ljbffr

Dynamic Environment

Financial Solutions Advisor- Broadlands South Financial Center

Bank of America Ashburn, GA

Job Overview Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.Responsibilities Triage client leads and make referrals to business partners based on client needs and asset thresholds.Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.Build a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.Recommend banking and investment strategies that align with client financial goals and needs.Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.Mitigate and control risk as part of daily activities.Identify and engage potential new clients through referrals or financial center clientele.Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.Apply and expand knowledge by completing required licenses and trainings.Maintain SAFE Act registration for residential mortgage loan origination responsibilities; register with federal registry system, remain in good standing, and submit to required background check. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.Required Qualifications Currently holds Series 7 and 66 (or 63/65 in lieu of 66) licenses. If the 66 license is not held but a 63 or 65 is, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.Sets and accomplishes goals, achieving whatever one sets their mind to.Builds and nurtures strong relationships.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.Likes to learn, adapts to new information, and seeks the right solutions for clients.Efficiently manages time and capacity.Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.Desired Qualifications Strong computer skills with the ability to multitask in a demanding environment.Minimum of three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.Skills Account ManagementAdvisory Client ExperienceBrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsMinimum Education Requirement High School Diploma / GED / Secondary School or equivalent.Shift 1st shift (United States of America).Hours Per Week 40.#J-18808-Ljbffr

Senior Wealth Advisor: Holistic Planning & Growth

MAI Capital Management, LLC Ashburn, VA

MAI Capital Management, LLC. is looking for a Wealth Advisor in Ashburn, VA. The role involves managing client relationships, delivering comprehensive financial plans, and leading investment strategies. Candidates should hold a Bachelor's degree and have at least 3 years of relevant experience in wealth management. The position offers a salary range of $90,000 to $150,000 annually, reflecting experience and credentials. If you're passionate about client service and teamwork, this might be the perfect fit.#J-18808-Ljbffr

Remote AGC, Labor & Employment Strategic Advisor

SSP America Ashburn, VA

SSP America is seeking an experienced Associate General Counsel, Labor & Employment to provide legal advice on employment matters. In this role, you'll shape policy, navigate labor issues, and support a positive work culture across the U.S. and internationally. Applicants should have a J.D., Virginia Bar membership, and a minimum of 5 years of labor and employment experience. The position offers competitive compensation and is fully remote.#J-18808-Ljbffr

Senior Associate, HR Business Advisor - Advisory

KPMG Careers Ashburn, VA

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking a Senior Associate, HR Business Advisor to join our Talent & Culture organization.Responsibilities:Serve as a key partner to HRBA Leads, PRG, Finance and Accounting, Resource Management and Practice Operations; provide dedicated support for major partner processes and projects, including performance development, compensation, and promotions; provide insights, propose solutions and influence expectations to ensure successful outcomes for our aligned functionsAccountable for defined project roles within a larger scope project, process, or program, ultimately reporting directly to their project management leader (PML) in most situationsComplete moderate to complex analyses, and based on results of analyses, proactively offer solutions, process efficiencies, and/or improvements to the project lead/PMLConsider various possibilities, alternatives, and approaches using independent judgement and presenting detailed information to the supervising project lead for review and considerationOversee the work of and provide guidance to junior staff and certain areas of process or process timeline to keep them movingAct with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environmentQualifications:Minimum three years of recent experience in HR or comparable backgroundBachelor's degree from an accredited college/university in human resource management, organizational development, business administration or related field is requiredIntermediate understanding of HR principles; foundational knowledge of HR-related laws and regulations preferredAbility to build and maintain relationships with the firm's partners and employees; be able to develop clear and concise written communications and prepare performance documentation; possess problem solving skills, strong verbal, and written communication skills, as well as foundational presentation and facilitation skillsStrong Excel (Intermediate/Advanced) skills required; proficient in Microsoft Office applications, including Outlook, Microsoft Word and PowerPoint; Knowledge of PeopleSoftProven ability to organize and manage personal workload over the long term to meet deliverable expectations effectivelyApplicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)California Salary Range: $136000 - $259000All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. KPMG is an equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring.No phone calls or agencies please.#J-18808-Ljbffr

Dynamic Environment

Athlete-Driven Financial Advisor Flexible/Remote

Tysons District - Northwestern Mutual Ashburn, VA

Tysons District - Northwestern Mutual is seeking passionate individuals for the role of Financial Advisor in Ashburn, Virginia. This position involves engaging clients to provide personalized financial guidance, developing tailored strategies, and fostering strong client relationships.Ideal candidates enjoy teamwork, are resilient, and possess strong communication skills. Benefits include flexible scheduling, robust training programs, and a lucrative performance-based compensation structure.Come and be part of a community-focused team dedicated to securing financial futures!#J-18808-Ljbffr

Wealth Advisor

MAI Capital Management Ashburn, VA

The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world‑class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.We have flexibility on the level of position we hire. Based on years experience, credentials and skill set; the target range for base salary could be $90,000-$125,000 or $120,000 to $150,000.MAJOR DUTIES AND RESPONSIBILITIESClient Relationship ManagementServe as the trusted advisor and main point of contact for a defined set of clients and families.Develop a deep understanding of clients’ goals, values, and financial priorities.Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.Financial Planning and Investment ManagementCreate, monitor, and update comprehensive financial plans using firm‑approved tools and methodologies.Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.Deliver ongoing education to clients on market dynamics and financial strategies.Growth and RetentionDrive organic growth through client referrals, relationship deepening, and consolidation of external assets.Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.Actively participate in cross‑regional collaboration to enhance client outcomes and referral flow.EXPERIENCE/CREDENTIALSBachelor’s degree required; advanced degree or CFP®, CFA®, or CPA designation strongly preferred.Minimum 3 years of client‑facing wealth management or financial advisory experience.Strong financial planning acumen and investment literacy.Exceptional communication, presentation, and relationship management skills.Proven track record of delivering superior client service and measurable growth.Team‑oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.COMPETENCIESWorking knowledge of planning strategies and solutions.Ability to work in a team environment, but also comfortable leading the effort when called upon.Knowledge of investments and macro‑economics as they relate to clients’ investment goals and objectives.Actively engages as a team member and leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.#J-18808-Ljbffr

Wealth Advisor

MAI Capital Management, LLC. Ashburn, VA

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.Full Time Ashburn, VA, US13 days ago Requisition ID: 1865Salary Range: $90,000.00 To $150,000.00 AnnuallyGENERAL JOB DESCRIPTIONThe Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.We have flexibility on the level of position we hire. Based on years experience, credentials and skill set; the target range for base salary could be $90,000-$125,000 or $120,000 to $150,000.MAJOR DUTIES AND RESPONSIBILITIESClient Relationship ManagementServe as the trusted advisor and main point of contact for a defined set of clients and families.Develop a deep understanding of clients’ goals, values, and financial priorities.Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.Financial Planning and Investment ManagementCreate, monitor, and update comprehensive financial plans using firm-approved tools and methodologies.Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.Deliver ongoing education to clients on market dynamics and financial strategies.Growth and RetentionDrive organic growth through client referrals, relationship deepening, and consolidation of external assets.Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.Actively participate in cross-regional collaboration to enhance client outcomes and referral flow.EXPERIENCE/CREDENTIALSBachelor’s degree required; advanced degree or CFP, CFA, or CPA designation strongly preferred.Minimum 3 years of client-facing wealth management or financial advisory experience.Strong financial planning acumen and investment literacy.Exceptional communication, presentation, and relationship management skills.Proven track record of delivering superior client service and measurable growth.Team-oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.COMPETENCIESWorking knowledge of planning strategies and solutions.Ability to work in a team environment, but also comfortable leading the effort when called upon.Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.#J-18808-Ljbffr

Senior Value Advisor

Equinix Ashburn, VA

Who are we?Equinix is the world's digital infrastructure company, shortening the path to connectivity to enable the innovations that enrich our work, life and planet.A place where bold ideas are welcomed, human connection is valued, and everyone has the opportunity to shape their future. A career at Equinix means being at the center of shaping what comes next and amplifying customer value through innovation and impact. You'll work across teams, influence key decisions, and help shape the path forward. You'll find belonging, purpose, and a team that welcomes you — because when you feel valued, you're empowered to do your best work.Job SummaryThe Senior Value Advisor at Equinix is a specialized individual contributor responsible for supporting the development and delivery of ROI models, business cases, industry insights, and value narratives that demonstrate the measurable impact of Equinix's platform.This role blends strong analytical skills, structured problem‑solving, industry awareness, and customer‑facing communication to help customers quantify the strategic and financial benefits of their digital transformation and AI initiatives.The ideal candidate brings consulting or analytical experience, a builder mindset, and the ability to create structured, scalable tools and methodologies that support teams across the organization. This individual will collaborate closely with Marketing, Sales, Product, Industry, and Advisory teams to translate customer requirements into credible, defensible value frameworks.ResponsibilitiesTools & Model DevelopmentDesign, build, and maintain the library of ROI, TCO, and business case models used across the Value Advisory teamArchitect scalable, modular Excel‑based models with clean assumption layers, scenario logic, and sensitivity analysisBuild reusable templates, calculators, and frameworks that advisors can rapidly tailor to specific customer engagementsMaintain version control, documentation, and change management for the model libraryAI‑Enabled Tooling and ProductivityUse AI tools to accelerate model development, prototype frameworks, and automate repetitive analytical workIdentify opportunities to embed AI into the Value Advisory team's workflow — from drafting value narratives to summarizing customer inputs to generating first‑draft scenario analysesBuild AI‑aware tooling: models, templates, and frameworks designed to be used effectively alongside AI assistants by the advisory teamStay current on emerging AI capabilities relevant to value engineering, financial modeling, and consulting workflowsIndustry Insight & Vertical SupportBring familiarity with industries such as capital markets, life sciences, or industrial sectors to support vertical‑specific value positioningAnalyze industry drivers, customer challenges, and ecosystem trends to identify relevant value levers and differentiate Equinix's platformWork with Industry and Product teams to ensure value narratives remain aligned to market realities and customer prioritiesTooling, Methodology & ScalingDevelop and refine the methodologies the Value Advisory team uses to quantify customer valueTranslate ambiguous value drivers (digital transformation, AI adoption, infrastructure modernization) into structured, defensible analytical frameworksIncorporate benchmarks, industry data, and platform‑specific value levers into reusable assetsAdvisory Team EnablementPartner with customer‑facing value advisors to understand recurring modeling needs and translate them into shared toolsProvide modeling support and quality review on complex or strategic engagementsBuild internal documentation, training materials, and enablement assets that help advisors use the tools effectivelyContinuous ImprovementGather feedback from the advisory team on tool usability and gapsMaintain a roadmap of methodology and tooling improvementsExplore opportunities to bring in additional tooling (BI platforms, modeling platforms, automation) where it improves scale or qualityQualificationsExperience & Background7+ years of experience in management consulting, strategy, analytics, value engineering, or similar rolesProven experience contributing to customer‑facing or strategy‑driven projects, ideally involving digital transformation, modernization, or AI adoptionStrong business and industry acumen with the ability to analyze ambiguous problem environments and develop structured frameworksVertical exposure to capital markets, life sciences, or industrial sectors (oil & gas) preferredDemonstrated experience presenting insights, analyses, or recommendations to internal or external stakeholdersSkills & CompetenciesStrong proficiency in Excel‑based financial modeling, scenario analysis, and ROI/TCO developmentAbility to communicate complex concepts in clear, compelling, executive‑ready narrativesStrong facilitation, communication, and presentation skillsAbility to develop structured, reusable tools, templates, and frameworksComfortable operating in ambiguity and applying analytical rigor to new or evolving problem spacesUnderstanding of how AI and digital modernization drive measurable business valuePay RangeUnited States - Ashburn Office AEO: 130,000 – 194,000 USD / AnnualUnited States - Dallas Infomart Office DAI: 118,000 – 176,000 USD / AnnualCanada - Toronto Office TRO: 112,000 – 162,000 CAD / AnnualThe pay ranges reflect the minimum and maximum target for new hire pay for the full‑time position determined by role, level, and location. The pay range shown is based on our compensation structure in place at the time of posting and may be updated periodically based on business needs. Individual pay is based on additional factors including job‑related skills, experience, and relevant education and/or training.The targeted pay range listed reflects the base pay only and does not include bonus, equity, or benefits. Employees are eligible for bonus, and equity may be offered depending on the position.Equinix BenefitsAs an employee, you become important to Equinix's success. We ensure all your benefits are in line with our core values: competitive, inclusive, sustainable, connected and efficient.Employee Assistance ProgramAn Employee Assistance program is available to all employees.US BenefitsInsurance: You may enroll in health, life, disability and voluntary plans designed for you and your eligible family members.Retirement: You and Equinix may contribute to a retirement plan to help you plan for your financial future.Paid Time Off (PTO) and Paid Holidays: You will receive an accrued amount of PTO each pay period along with various paid holidays for you to rest and recharge. Eligibility requirements apply to some benefits.Benefits are subject to change and may be subject to specific plan or program terms.Canada Core BenefitsInsurance: You may enroll in healthcare coverage that complements the provincial healthcare system, along with life, disability and optional benefit plans designed for you and your eligible family members.Retirement: You may also enroll in Equinix‑sponsored retirement or savings plans: Defined Contribution Pension Plan (DCPP), Group Retirement Savings Plan (RRSP) and Tax‑Free Savings Plan (TSFA).Vacation and Paid Holidays: Equinix offers both vacation and personal time, along with various paid holidays for you to rest and recharge.Eligibility requirements apply to some benefits. Benefits are subject to specific plan or program terms and may change at Equinix discretion.Equinix is committed to ensuring that our employment process is open to all individuals, including those with a disability. If you are a qualified candidate and need assistance or an accommodation, please let us know by completing this form.Equinix is an Equal Employment Opportunity and, in the U.S., an affirmative action employer. All qualified applicants will receive consideration for employment without regard to unlawful considerations of race, color, religion, creed, national or ethnic origin, ancestry, place of birth, citizenship, sex, pregnancy/childbirth or related medical conditions, sexual orientation, gender identity or expression, marital or domestic partnership status, age, veteran or military status, physical or mental disability, medical condition, genetic information, political/organizational affiliation, status as a victim or family member of a victim of crime or abuse, or any other status protected by applicable law.#J-18808-Ljbffr

Client Advisor with Athletic Background

Tysons District - Northwestern Mutual Ashburn, VA

Benefits:RetirementBonus based on performanceCompany partiesDental insuranceFlexible scheduleHealth insuranceOpportunity for advancementTraining & developmentVision insuranceJoin the Winning Team at Tysons District - Northwestern Mutual!Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Tysons District - Northwestern Mutual!Why Current and Former Athletes Could Thrive Here:We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:Teamwork and Collaboration:Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.Resilience and Determination:Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience could translate well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.Goal-Oriented Mindset:The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.Discipline and Time Management:Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.Competitive Spirit:The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at:8484 Westpark Drive, Suite 700, McLean, VA 22102Key Responsibilities:As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.Qualifications:We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.Benefits:You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.Flexible work from home options available.#J-18808-Ljbffr

Strategic Financial Solutions Advisor

Bank of America Ashburn, GA

Bank of America is seeking an advisor to provide personalized financial solutions to clients. Responsibilities include assessing client needs, building financial plans, and recommending investment products to help achieve their goals.Ideal candidates must hold Series 7 and 66 licenses, with at least one year in the finance or investments industries. Strong analytical skills and effective communication are crucial in this role.#J-18808-Ljbffr

Remote Client Benefits Advisor

Global Elite Empire Consultants Ashburn, VA

Global Elite Empire Consultants based in Ashburn, Virginia, seeks innovative individuals for a dynamic role involving virtual client consultations and relationship management. Successful candidates will enjoy incentives such as no cold calling, weekly pay, mentorship, and access to industry-leading tools.If you are a driven team player looking for growth and a rewarding environment, this opportunity could be your next step. All interviews will be conducted via Zoom.#J-18808-Ljbffr

Work Life Balance

Remote Client Advisor for Financial Wellness

Medium Ashburn, VA

A dynamic career platform is seeking passionate individuals for a fulfilling role focusing on client consultations and relationship-building. This position offers the flexibility of working from home while allowing you to advance your career with continuous training and mentorship. Responsibilities include conducting virtual consultations, assessing client needs, and completing administrative tasks. Ideal candidates are motivated, dependable, and adaptable, ready to embrace a work-from-home environment.#J-18808-Ljbffr

Financial Solutions Advisor- Broadlands South Financial Center

Bank of America Ashburn, GA

Job OverviewProvide comprehensive advice and customized solutions to clients to help them achieve their financial goals.ResponsibilitiesTriage client leads and make referrals to business partners based on client needs and asset thresholds.Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.Build a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.Recommend banking and investment strategies that align with client financial goals and needs.Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.Mitigate and control risk as part of daily activities.Identify and engage potential new clients through referrals or financial center clientele.Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.Apply and expand knowledge by completing required licenses and trainings.Maintain SAFE Act registration for residential mortgage loan origination responsibilities; register with federal registry system, remain in good standing, and submit to required background check. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.Required QualificationsCurrently holds Series 7 and 66 (or 63/65 in lieu of 66) licenses. If the 66 license is not held but a 63 or 65 is, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.Sets and accomplishes goals, achieving whatever one sets their mind to.Builds and nurtures strong relationships.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.Likes to learn, adapts to new information, and seeks the right solutions for clients.Efficiently manages time and capacity.Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.Desired QualificationsStrong computer skills with the ability to multitask in a demanding environment.Minimum of three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.SkillsAccount ManagementAdvisory Client ExperienceBrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsMinimum Education RequirementHigh School Diploma / GED / Secondary School or equivalent.Shift1st shift (United States of America).Hours Per Week40.#J-18808-Ljbffr

Energy-Savings Customer Advisor (Paid Training)

Ameritech Construction Ashburn, VA

Ameritech Construction in Ashburn, Virginia is hiring immediately and looking for motivated individuals to join their team. The company offers a dynamic learning environment with paid training in Management, Marketing, Sales, and Customer Service.Pay can reach $1,000 – $1,600 per week, with full-time and part-time positions available. Employees will provide essential customer service and assist homeowners with their home improvement needs.Join Ameritech and take advantage of growth opportunities and valuable career skills.#J-18808-Ljbffr

Work Life Balance

Remote Benefit Advisor — Flexible Hours, Uncapped

Global Elite Empire Consultants Ashburn, VA

A recruitment agency is seeking motivated individuals to help clients with their benefits options in a remote setting. The role includes speaking with interested clients, walking them through options, and assisting them in setting up services. Ideal candidates are those ready to embrace flexibility and the opportunity for unlimited income potential. If you're tired of traditional job constraints, this position offers the chance to redefine your work-life balance.#J-18808-Ljbffr

Senior HR Business Advisor - Partner-Focused

KPMG Careers Ashburn, VA

KPMG Careers is seeking a Senior Associate, HR Business Advisor in Ashburn, Virginia. This role involves serving as a key partner in various HR processes, providing analytical support, and guiding junior staff. The ideal candidate should have at least three years of HR experience and a Bachelor's degree in a relevant field. Proficiency in tools like Excel and PeopleSoft is required. Strong verbal and written communication skills are essential. The position offers a competitive salary range between $136,000 and $259,000.#J-18808-Ljbffr

Wealth Advisor: Holistic Planning & Client Growth

MAI Capital Management Ashburn, VA

MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. This role involves delivering personalized financial planning and investment management services while embodying MAI’s unified culture. Candidates should possess a Bachelor’s degree, preferably with advanced credentials such as CFP or CFA, and have a minimum of 3 years of client-facing experience in wealth management. The position offers a competitive salary range depending on experience, from $90,000 to $150,000.#J-18808-Ljbffr

Wealth Advisor

MAI Capital Management Ashburn, VA

The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world‑class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.We have flexibility on the level of position we hire. Based on years experience, credentials and skill set; the target range for base salary could be $90,000-$125,000 or $120,000 to $150,000.MAJOR DUTIES AND RESPONSIBILITIES Client Relationship Management Serve as the trusted advisor and main point of contact for a defined set of clients and families.Develop a deep understanding of clients’ goals, values, and financial priorities.Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.Financial Planning and Investment Management Create, monitor, and update comprehensive financial plans using firm‑approved tools and methodologies.Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.Deliver ongoing education to clients on market dynamics and financial strategies.Growth and Retention Drive organic growth through client referrals, relationship deepening, and consolidation of external assets.Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.Actively participate in cross‑regional collaboration to enhance client outcomes and referral flow.EXPERIENCE/CREDENTIALS Bachelor’s degree required; advanced degree or CFP®, CFA®, or CPA designation strongly preferred.Minimum 3 years of client‑facing wealth management or financial advisory experience.Strong financial planning acumen and investment literacy.Exceptional communication, presentation, and relationship management skills.Proven track record of delivering superior client service and measurable growth.Team‑oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.COMPETENCIES Working knowledge of planning strategies and solutions.Ability to work in a team environment, but also comfortable leading the effort when called upon.Knowledge of investments and macro‑economics as they relate to clients’ investment goals and objectives.Actively engages as a team member and leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.#J-18808-Ljbffr

Jobs for Financial Advisor