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Senior Financial Advisor Jobs in Virginia (NOW HIRING)

Homestead Funds, Inc.

Senior Financial Advisor

Arlington, VA · On-site

$126 - $157/hr

## Senior Financial AdvisorApplylocations: Arlington, VAtime type: Full timeposted on: Posted 13 Days Agojob requisition id: R2026-899## **History and Purpose Make Us Different**Homestead Advisers isn't ...

New

NRECA

Senior Financial Advisor

Arlington, VA · On-site

$126K - $157K/yr

Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting new shareholders through virtual and ...

Osaic

Sr. Financial Planning Strategist

Petersburg, VA · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Osaic

Sr. Financial Planning Strategist

Petersburg, VA · Hybrid

$135K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Virginia

Senior Financial Advisor information

See Virginia salary details

$68.9K

$132K

$208.2K

How much do senior financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for senior financial advisor in Virginia is $132,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $146,200.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

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

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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 Senior Financial Advisor jobs?

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

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $132,020 per year, or $63.5 per hour.

Senior Financial Advisor

Homestead Advisers Corp

Arlington, VA • On-site

$126 - $157/hr

Other

Retirement

Posted yesterday

New

Job description

Senior Financial Advisor

Responsible for retaining current Homestead Funds shareholders and attracting new shareholders through virtual and in‑person presentations. Conduct over‑the‑phone and in‑person personalized portfolio reviews and recommend customized asset allocation strategies based on each shareholder’s financial needs. Supports the reputation of Homestead Funds client service in the cooperative community. This is a hybrid/remote position.

Compensation
  • Salary: $126,000 – $157,000 plus incentive opportunity.
  • Location: Hybrid/remote with occasional travel (10%).
Responsibilities
  • Provide superior client service and execute comprehensive relationship management strategy for retaining Homestead Funds clients.
  • Maintain expert knowledge of Homestead Funds products and services and stay current on IRS tax guidelines.
  • Communicate with shareholders and potential shareholders by phone using a CRM system to track contact, follow‑up points, measure retention success, and ensure high levels of client service and retention.
  • Conduct portfolio reviews and recommend specific, customized asset allocation strategies.
  • Proactively inform clients of new products and services and educate clients on investing concepts, providing early notification and assistance with client actions.
  • Collaborate with transfer agent, team members, and management to ensure service excellence and consistent messaging and communications.
  • Present Homestead Funds information at events as required.
  • Comply with Homestead Advisers and Homestead Funds policies and applicable securities regulations.
  • Fulfill all regulatory and firm education requirements and FINRA continuing education as required.
Qualifications
  • Education: Bachelor’s degree in business or related field.
  • Experience: Six or more years of mutual fund or investment industry experience; four or more years in a senior client‑facing role.
  • Certifications: CFP designation preferred; FINRA Series 6, 63, and/or 65.
  • Knowledge of securities, the mutual fund industry, 401(k) plans, defined benefit plans, and financial planning concepts.
  • Strong organizational skills with ability to manage competing deadlines and multiple projects.
  • Ability to learn quickly and retain information.
  • Independent work capability, collaborative teamwork, and timely follow‑up.
  • Active listening and de‑escalation of difficult customer calls.
  • Presentation and training workshop delivery skills.
  • Clear verbal and written communication with diverse membership, employees, and vendors.
  • Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint).
  • Willingness to travel up to 10% and report to office as required.
Physical Requirements
  • Close visual acuity required for reading, viewing a computer terminal, and transcribing.
  • Ability to exert up to 20 pounds occasionally, or up to 10 pounds frequently.
  • Job considered light work for sedentary tasks.
Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status or other legally protected status. Homestead Advisers is committed to providing reasonable accommodation to applicants with disabilities.

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