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Client Facing Finance Jobs in Virginia (NOW HIRING)

Range

Senior Financial Planner

Mclean, VA · On-site

$80 - $120/hr

... in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant experience in delivering financial advice directly to ...

Range

Senior Financial Planner

Mclean, VA · On-site

... in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant experience in delivering financial advice directly to ...

Kestra Financial

Lead Advisor

Richmond, VA · On-site

$140 - $180/hr

What You Bring: * 5+ years in a client-facing advisory or wealth management role * Required licenses / registrations: Series 7, Series 66 or equivalent; CFP ® * Strong financial planning experience ...

New

Northwestern Mutual

Financial Advisor

Charlottesville, VA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

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All JobsClient Facing Finance JobsClient Facing Finance Jobs in Virginia

Client Facing Finance information

See Virginia salary details

$51.1K

$69.1K

$97.2K

How much do client facing finance jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client facing finance in Virginia is $69,066.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $73,900.00 per year, depending on experience, location, and employer.

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions involve direct interaction with clients to provide financial advice, manage accounts, or offer investment services, often requiring strong communication skills and relevant certifications like the CFA or CFP.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.

What are popular job titles related to Client Facing Finance jobs in Virginia?

For Client Facing Finance jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Client Facing Finance jobs in Virginia look for?

The top searched job categories for Client Facing Finance jobs in Virginia are:

What cities in Virginia are hiring for Client Facing Finance jobs?

Cities in Virginia with the most Client Facing Finance job openings:

Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $69,066 per year, or $33.2 per hour.

Consultant, Federal Financial Analysis

FI Consulting

Arlington, VA

Full-time

Posted 14 days ago

Key responsibilities

  • Support day-to-day financial operations, including monitoring customer balances and processing transactions.

  • Execute monthly billing, reconciliation activities, and support revenue reconciliation and financial transparency reporting.

  • Analyze financial and operational data to identify trends and prepare client-facing reports and presentations.

Job description

Who We Are
FI Consulting is a professional services firm that helps government agencies and commercial organizations solve complex challenges through financial management, data analytics, technology, and business transformation. Our teams combine deep subject matter expertise with innovative thinking to deliver practical, data-driven solutions that create measurable value for our clients.
Position Overview
FI Consulting is seeking a Financial Analyst to support a federal financial management engagement. This role will support program operations, billing execution, financial reporting, customer revenue reconciliation, and budgetary analysis.
The ideal candidate has 4 or more years of experience with federal financial management, accounting, budgeting, or financial operations and enjoys working in a collaborative, project-based consulting environment.
Responsibilities
  • Support day-to-day financial operations.
  • Execute monthly billing and reconciliation activities.
  • Monitor customer advance balances and process financial transactions.
  • Perform financial impact analyses and variance assessments.
  • Support revenue reconciliation and financial transparency reporting.
  • Analyze financial and operational data to identify trends and opportunities for process improvement.
  • Prepare client-facing reports, presentations, and executive briefings.
  • Collaborate with government stakeholders and FI Consulting project leadership to meet project objectives.
  • Assist with automated financial reporting and process improvement initiatives.
  • Ensure compliance with applicable federal financial management requirements and policies.
Minimum Qualifications
  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field.
  • 4+ years of professional experience in financial analysis, accounting, budgeting, or financial operations.
  • Experience supporting federal proprietary accounting, budgetary accounting, billing execution, or financial reporting activities.
  • Demonstrated interest in emerging technologies, including artificial intelligence (AI), and the ability to evaluate and apply new technologies to solve business problems.
  • Strong proficiency with Google applications.
  • Demonstrated ability to analyze complex financial information and communicate findings clearly.
  • Excellent written and verbal communication skills.
  • Ability to work effectively in a client-facing consulting environment.
  • Ability to obtain and maintain a Public Trust clearance.
  • Must be available to work onsite in Washington, DC upon project start.
Preferred Qualifications
  • Knowledge of G-Invoicing, IPAC, or other federal financial management processes.
  • Experience supporting federal agencies or shared service environments.
  • CPA, CGFM, or other relevant professional certification.
FLSA Designation
  • This is an exempt position.
  • FI Consulting participates in E-Verify.
  • Equal Employment Opportunity/disability/protected veteran status.
  • FI Consulting is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please email recruiting@ficonsulting.com or call: 571-255-6772. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
AI plays only a supporting role in our recruitment process. All decisions are made by human members of our talent acquisition team.

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