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Director Financial Advisor Jobs in Virginia (NOW HIRING)

NRECA

Senior Financial Advisor

Arlington, VA · On-site

$126K - $157K/yr

Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is ... Four or more years direct experience in a senior client facing role. * Marketing or business ...

Corebridge Financial

Advisor Assistant

Richmond, VA · On-site

$24 - $26/hr

... directing clients and sales leads to appropriate members of the team. Responsibilities * Providing administrative support to a financial advisor. * Reviewing accounts and creating reports for ...

Capital One

Director, Finance- Card Tech+

Mclean, VA

Director, Finance- Card Tech+ Overview: Card Tech+ Finance is seeking a Director to lead a team of ... Be a strategic advisor to key partners by leveraging financial insights to influence actions and ...

Capital One

Director, Finance- Card Tech+

Richmond, VA · On-site

Director, Finance- Card Tech+ Overview: Card Tech+ Finance is seeking a Director to lead a team of ... Be a strategic advisor to key partners by leveraging financial insights to influence actions and ...

CFS

Director of Finance

Fairfax, VA · On-site

Multi-Property Director of Finance - Washington, DC Our client is seeking an experienced Director ... Serve as the primary financial advisor to leadership teams * Oversee all accounting and finance ...

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All JobsFinancial Advisor JobsDirector Financial Advisor JobsDirector Financial Advisor Jobs in Virginia

Director Financial Advisor information

What is the difference between Director Financial Advisor vs Financial Advisor?

AspectDirector Financial AdvisorFinancial Advisor
CredentialsCFP, CFA, Series 7/66, possibly advanced degreesCFP, Series 7/66, sometimes CFA
Work EnvironmentSenior leadership in financial firms, overseeing teamsClient-facing roles, providing financial planning and investment advice
Employer & Industry UsageFinancial services firms, banks, wealth management companiesFinancial advisory firms, banks, independent practices
Search & Comparison IntentUnderstanding leadership roles in financial advisingSeeking direct financial planning services or career info

The main difference is that a Director Financial Advisor typically holds a senior leadership position overseeing teams and strategic planning within financial firms, requiring advanced credentials and experience. A Financial Advisor focuses on providing personalized financial advice to clients. While both roles require similar certifications, their responsibilities and work environments differ significantly.

What are the most commonly searched types of Financial Advisor jobs in Virginia?

The most popular types of Financial Advisor jobs in Virginia are:

What cities in Virginia are hiring for Director Financial Advisor jobs?

Cities in Virginia with the most Director Financial Advisor job openings:

Director Financial Advisor jobs near you

Director, Financial Planning

Edelman Financial Engines, LLC

Fairfax, VA

$125K - $350K/yr

Full-time

Medical, Dental, Retirement

Re-posted 25 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

What Edelman Financial Engines employees say

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