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Director Ria Firm Jobs in Virginia (NOW HIRING)

Modera Wealth Management

Client Service Specialist

Mclean, VA · Hybrid

$17.25 - $22.75/hr

Screen and direct all inbound calls and take messages as needed; greet and accommodate guests ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.50 - $23/hr

Screen and direct all inbound calls and take messages as needed; greet and accommodate guests ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · Hybrid

$17.25 - $22.75/hr

Screen and direct all inbound calls and take messages as needed; greet and accommodate guests ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...

Edelman Financial Engines

Regional Manager

Fairfax, VA

$99K - $132K/yr

Partner with the Regional Director and maintain high-quality standards and client service ... RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month ...

Edelman Financial Engines

Regional Manager

Fairfax, VA

$99K - $132K/yr

Partner with the Regional Director and maintain high-quality standards and client service ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...

Edelman Financial Engines

Regional Manager

Fairfax, VA

$99K - $132K/yr

Partner with the Regional Director and maintain high-quality standards and client service ... Recognized byBarron'sas a top RIA firm for eight years in a row(awarded each September (2018-2025 ...

Range

Head of Legal

Mclean, VA

... of Directors. As Range continues to grow its technology platform and financial services ... Experience supporting or advising businesses operating under Registered Investment Adviser (RIA ...

LHH US

Investment Operations Manager

Richmond, VA · On-site

$90K - $120K/yr

We're looking for someone to ensure adherence to firm and regulatory requirements, and serve as a ... RIA regulatory requirements; working knowledge of FINRA/SEC/FinCEN/DOL expectations • Experience ...

WealthCrossing

Associate Advisor

Richmond, VA

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

LHH US

Investment Operations Manager

Richmond, VA

$90K - $120K/yr

We're looking for someone to ensure adherence to firm and regulatory requirements, and serve as a ... RIA regulatory requirements; working knowledge of FINRA/SEC/FinCEN/DOL expectations • Experience ...

WealthCrossing

Associate Advisor

Richmond, VA

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

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All JobsDirector Ria Firm JobsDirector Ria Firm Jobs in Virginia

Director Ria Firm information

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

AspectDirector Ria FirmFinancial Advisor
CredentialsSeries 7, 63, 65/66, and possibly CFP or CFASeries 7, 63, 65/66, CFP or similar certifications
Work EnvironmentLeadership role managing RIA firm operationsClient-facing, providing personalized financial advice
Employer & Industry UsageTypically employed by or managing an RIA firmEmployed by firms or independent, serving individual clients

The main difference is that a Director Ria Firm oversees the firm's operations and compliance, while a Financial Advisor focuses on advising clients on investments and financial planning. Both roles often hold similar certifications, but their responsibilities and work environments differ significantly.

What are the most commonly searched types of Ria Firm jobs in Virginia? The most popular types of Ria Firm jobs in Virginia are:
What are popular job titles related to Director Ria Firm jobs in Virginia? For Director Ria Firm jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Director Ria Firm jobs in Virginia look for? The top searched job categories for Director Ria Firm jobs in Virginia are:
What cities in Virginia are hiring for Director Ria Firm jobs? Cities in Virginia with the most Director Ria Firm job openings:
Director Ria Firm jobs near you
Director, Financial Planning - Washington D.C or Baltimore, MD

Director, Financial Planning - Washington D.C or Baltimore, MD

Edelman Financial Engines

Fairfax, VA

Full-time

Medical, Dental, Retirement

Posted 11 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

Director, Financial Planning

 
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.  
  
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. 
  
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. 
  
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. 
 
About Edelman Financial Engines 
 
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 
 
1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025. 

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