ZipRecruiter

Log In

1

Personal Financial Advisor Jobs in Virginia (NOW HIRING)

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

next page

Showing results 1-20

All JobsPersonal Financial Advisor JobsPersonal Financial Advisor Jobs in Virginia

Personal Financial Advisor information

See Virginia salary details

$37.2K

$65.6K

$93.7K

How much do personal financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for personal financial advisor in Virginia is $65,597.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $84,300.00 per year, depending on experience, location, and employer.

What is a personal financial advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

What does a personal financial advisor do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

What are the key skills and qualifications needed to thrive as a personal financial advisor?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.

How do personal financial advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

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

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

Can you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, often requiring relevant certifications like the CFP and strong client management skills. Many advisors operate as independent contractors or own their own businesses, providing personalized financial planning services. Licensing and compliance with industry regulations are essential for self-employment in this field.

How much do personal financial advisors get paid?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.
More about Personal Financial Advisor jobs

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

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

What are popular job titles related to Personal Financial Advisor jobs in Virginia?

For Personal Financial Advisor jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Personal Financial Advisor jobs in Virginia look for?

The top searched job categories for Personal Financial Advisor jobs in Virginia are:

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

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

What are popular job titles related to Personal Financial Advisor jobs in VA?

For Personal Financial Advisor jobs in VA, the most frequently searched job titles are:

Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 3% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $65,597 per year, or $31.5 per hour.

Financial Advisor

Accurate Capital And Wealth

Glen Allen, VA

$65K/yr

Full-time

Re-posted 26 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation:

$45,000 - $65,000 yearly


Responsibilities:
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and Series 66 or 65

About Company

Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.