Certified Financial Planner Jobs in Virginia
Fidelity Investments
$60000 - $75000
McLean, VA
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
New River Electrical Corporation
Roanoke, VA
The Director of FP&A ensures that financial plans align with business objectives, provides financial insights to support strategic decision-making, and manages the company’s financial performance. Lead and develop a high-performing team of professionals through the full HR lifecycle, providing clear direction and coaching to enable strong results and a positive team experience.
Edward Jones
$21.38 - $23.14
Danville, VA
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Northwestern Mutual
$61000 - $250000
Virginia Bch, Virginia
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
CAPTRUST
Alexandria, Virginia
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. In this role, the Wealth Financial Consultant will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.
Daley and Associates
Springfield, VA
A growing wealth management firm in Springfield, VA, is seeking an Associate Financial Advisor to join its collaborative and client-focused team. This is an excellent opportunity for an early-career professional looking to build a long-term career in financial planning while receiving direct mentorship from experienced advisors.
HII Mission Technologies Division
$95315 - $136165
Fairfax, VA
HII - Mission Technologies is currently seeking a Senior IT Asset Manager to work out of Fairfax, VA in support of the DoD/DoW Advana War Data Platform designed to aggregate operational, intelligence, logistics, and sensor data from multiple domains, enable Joint All-Domain Command and Control (JADC2) by providing a common data fabric, and support AI/ML applications for predictive analytics, targeting, and mission planning. • Applies disciplined asset governance practices to advance operational continuity, configuration accuracy, and mission assurance across complex system landscapes supporting joint service users and Combatant Command stakeholders.
First Command Financial Services, Inc.
Quantico, VA
2024 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. That’s why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the leaders here aboard MCB Quantico and TBS areas as we seek to fill this vital role in our organization.
Edward Jones
$45000 - $100000
Suffolk, VA
For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .
Virginia Passenger Rail Authority
Richmond, VA
The VPRA also funds Virginia Railway Express (VRE) and administers all capital expansion projects, infrastructure, and land acquisitions related to the $3.7 billion Transforming Rail in Virginia initiative, which will double Amtrak and VRE service in Virginia over the next decade. The Financial Planning & Analysis Manager will be responsible for managing the financial aspects of grant-funded programs, with a primary focus on preparing, submitting, and tracking reimbursement requests from multiple funding partners.
First Command Financial Services, Inc.
Arlington, VA
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Judge Group
Tysons Corner, VA
The Manager of Financial Planning & Analysis will manage financial planning including budgeting and forecasting for the Corporate Services functions in addition to monthly reporting and analysis of the corporate overheads costs. By providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes.
Medallia
$82000 - $140000
McLean, Virginia
Medallia considers factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience, candidate’s work location, education/training, key skills, internal peer equity, external market data, as well as, market and business considerations when making compensation decisions. Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the management of experiences, insights, and actions for candidates, customers, employees, patients, and residents alike.
NetImpact Strategies
Herndon, Virginia
VHC Health
Alexandria, Virginia
This financial analyst supports translation of corporate strategy into actionable financial plans and reports directly to the System Senior Director of FP&A or System Manager of FP&A with strong dotted line accountability to the Director of FP&A for Physician Enterprise. The Senior Analyst of Financial Planning & Analysis (FP&A), physician enterprise and VHC Health subsidiaries supports the financial strategy, forecasting, and analysis for all physician-related business units and subsidiary businesses.
San Blas Securities
Richmond, VA
This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Somatus, Inc.
McLean, Virginia
Sunrise Senior Living
McLean, VA
This role leads core FP&A functions including budgeting, forecasting and advanced financial modeling, while working closely with cross-functional leaders to ensure alignment between financial plans and organizational priorities. The Financial Planning & Analysis (FP&A) Manager serves as a key strategic partner in driving Sunrise’s financial performance, operational efficiency and long-term growth.
Charles Schwab
Richmond, VA
You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Choreo
Tysons, VA
Our Tysons Corner, VA office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Daley and Associates
$80000 - $90000
Tysons Corner, VA
Our client is a rapidly growing Registered Investment Advisor (RIA) in the Fairfax County VA , known for delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. Key ResponsibilitiesPartner with Lead Advisors to prepare for client meetings, including financial plans, portfolio analysis, and presentation materials.
Daley and Associates
$75000 - $85000
Tysons Corner, VI
This is an excellent opportunity for an early-career professional to gain exposure to comprehensive financial planning and portfolio management while developing skills for a long-term career in wealth management. This role provides hands-on experience supporting client relationships, financial planning, and advisory operations, with a clear path toward a future advisory role.
bdo consulting
$112000 - $150000
McLean, VA
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
JPMorgan Chase
Manassas, VA
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Virginia Beach, VA
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Williamsburg, VA
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Richmond, VA
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Fredericksburg, VA
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Envestnet
Powhatan, VA
The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. This includes establishing project timelines, phases, resources, and prerequisites; partnering with resources across departments, documenting activity to ensure accurate records, tracking project milestones to ensure deadlines are met, and clearly communicating across varying levels of the organization.
Westin Arlington Gateway
Arlington, VA
At least 5 years of progressive facilities management experience in a hotel or a related field; or a 4-year college degree and at least 1 year of related management experience; or a 2-year college degree and 3 or more years of related management experience. Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
Westin Arlington Gateway
Arlington, Virginia
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. Qualifications: At least 5 years of progressive facilities management experience in a hotel or a related field; or a 4-year college degree and at least 1 year of related management experience; or a 2-year college degree and 3 or more years of related management experience.
Daley and Associates
Fairfax, VA
The Associate will be responsible for responding to client inquiries, assisting with onboarding, helping prepare financial plans using tools like MoneyGuidePro and Naviplan, and supporting client meetings from preparation through follow-up. Participating in client meetings by preparing materials beforehand, engaging in the meeting, creating post-meeting documentation, and following up with post-meeting deliverables.
GPTech
Arlington, VA
Specific design services under this MATOC may include:full designs for design-bid-build projects, design-Build RFP preparation, BIM and energy modeling, site investigations and permitting, master planning and NEPA documentation, and. Providing comprehensive services from project inception to completion and post-completion, we deliver solutions to help clients save money, enhance operations, protect the environment, and achieve lasting impacts.