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Financial Advisor Support Jobs in Virginia (NOW HIRING)

Northwestern Mutual

Financial Advisor

Mclean, VA

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Grow relationships with clients to support them through every stage of life Training, licensing ...

Northwestern Mutual

Financial Advisor

Mclean, VA

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$61K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Virginia Beach, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Virginia Beach, VA · On-site

$61K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Richmond, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Fairfax, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Richmond, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Reston, VA

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Grow relationships with clients to support them through every stage of life Training, licensing ...

Northwestern Mutual

Financial Advisor

Richmond, VA

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Grow relationships with clients to support them through every stage of life Training, licensing ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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All JobsFinancial Advisor Support JobsFinancial Advisor Support Jobs in Virginia

Financial Advisor Support information

What is a financial advisor support?

Financial Advisor Support roles are positions that assist financial advisors in delivering services to clients. These professionals handle administrative tasks, prepare client documents, manage schedules, and help with research and reporting. They play a key role in ensuring smooth operations and allowing advisors to focus on client relationships and financial planning. Support staff may also interact with clients to address basic inquiries and maintain records, making them essential to the success of a financial advisory team.

What are the typical responsibilities of a financial advisor support during a client review cycle?

Financial Advisor Support professionals play a key role in preparing materials for client review meetings, updating financial plans, and ensuring all necessary documentation is accurate and up to date. They collaborate closely with financial advisors to gather client data, review account performance, and address administrative tasks such as scheduling and follow-up communications. This role often involves multitasking and prioritizing work to ensure a smooth client experience, as well as proactively identifying any issues or information gaps before meetings.

What are the key skills and qualifications needed to thrive as a financial advisor support, and why are they important?

To thrive as a Financial Advisor Support, you need a strong grasp of financial principles, attention to detail, and often a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is typically required. Excellent organizational skills, proactive communication, and the ability to manage multiple priorities help set top performers apart. These capabilities ensure efficient client service, accurate data management, and effective support for financial advisors in a dynamic environment.

What is the difference between Financial Advisor Support vs Financial Planner?

AspectFinancial Advisor SupportFinancial Planner
CertificationsTypically none or support-specific certificationsCFP, ChFC, or other financial planning credentials
Work EnvironmentSupports financial advisors in client management and administrative tasksProvides comprehensive financial planning services directly to clients
Employer & Industry UsageUsed within financial firms to assist advisorsIndependent or firm-based, offering holistic financial advice
Search & Comparison IntentUnderstanding support roles in financeSeeking full financial planning services or careers

Financial Advisor Support roles focus on assisting financial advisors with administrative and client support tasks, often requiring minimal certifications. Financial Planners provide comprehensive financial advice directly to clients, usually holding certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities, credentials, and client interaction.

How do you start working as a financial advisor support?

To start working as a financial advisor support, candidates typically need a high school diploma or equivalent, with some roles preferring post-secondary education in finance, economics, or related fields. Relevant skills include strong communication, organization, and familiarity with financial software; certifications like the FINRA Series 7 or 66 may be beneficial. Entry-level positions often require prior administrative experience and an understanding of financial products and client service procedures.

Is a career as a financial advisor support worth it?

A career as a financial advisor support involves assisting financial advisors with client management, compliance, and administrative tasks. It can be a rewarding role with opportunities for growth, especially for those with strong communication and organizational skills, and often requires relevant certifications or experience in finance. The job typically offers a stable work environment and potential for advancement within financial services firms.

What does an assistant to a financial advisor support do?

An assistant to a financial advisor supports daily operations by managing client communications, scheduling appointments, preparing financial documents, and maintaining client records. They often use financial planning software and require strong organizational skills to help ensure smooth client service and efficient workflow.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 28% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Experienced Financial Advisor

Cornerstone Advisor Group

Fairfax, VA

$90K - $150K/yr

Full-time

Posted 28 days ago

Job description

Join us at Cornerstone Advisor Group, where your expertise as a Financial Advisor will flourish in a supportive, innovative environment. We empower you to build meaningful relationships with clients, offering personalized guidance while upholding our promise of integrity and collaboration. With us, you’ll have the freedom to operate independently, backed by a strong infrastructure and ongoing support. Our commitment to your professional growth includes comprehensive training, mentorship, and access to robust tools, fostering a fulfilling career that makes a real impact.
As an Experienced Financial Advisor, you'll play a crucial role in shaping clients' financial futures. We value creativity and collaboration, encouraging you to bring your ideas to the table. Enjoy unique benefits like flexible working hours and competitive salaries, all within a culture that prioritizes innovation and employee development. At Cornerstone, success is about more than growth—it's about making a difference. Let's build something extraordinary together.

Compensation:

$90,000 - $150,000


Responsibilities:
  • Guide clients in developing personalized financial plans that align with their goals and values.
  • Analyze market trends and economic data to provide informed investment advice.
  • Foster long-term relationships with clients through regular communication and trust-building.
  • Collaborate with team members to enhance service offerings and client satisfaction.
  • Stay updated on industry regulations and compliance standards to ensure ethical practices.
  • Utilize advanced financial tools to optimize client portfolios and maximize returns.
  • Conduct workshops and seminars to educate clients on financial literacy and planning strategies.

Qualifications:

  • Active Life Producer License in your state of residence (Virginia).

  • Proven experience selling life insurance products and generating leads.

  • Strong communication and phone skills.

  • Business-driven mindset with the desire to grow a personal practice.

  • Strong interpersonal skills and the ability to connect with clients from diverse backgrounds.

  • Willingness to learn, grow, and continuously improve.

  • Self-motivated professionals with a strong work ethic.

  • Individuals passionate about helping others and making a positive impact.

  • Confident, resilient, and relationship-focused advisors.

  • Ethical, trustworthy, and committed to doing what’s right for clients.

  • Professionals who want to grow their own success while contributing to their community.


About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.