UNKNOWN

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

YEAR

Osaic

Senior Estate Planning Strategist

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FEED

The CPO will partner closely with other Compliance leaders, Enterprise Risk Management, Information Security, Technology, Data Governance, Legal, Internal Audit, and various other business leaders to establish governance frameworks, promote responsible data practices, and strengthen privacy and AI-related risk oversight across the enterprise. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Services

Senior Vice President, Chief Privacy Officer

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Partner with the Controller and VP of Finance to build and maintain the AI-driven automations (Claude Cowork, MCP integrations) that power our recurring accounting workflows, turning manual processes into reliable, auditable, code-verified ones. As a Senior Accountant at Range, youll own the mechanics of our monthly close and our AP, AR, and payroll operations end-to-end, partner with the Controller on technical accounting, and help build the AI-powered automation that lets a small finance team move like a much larger one.

Range Finance, Inc.

Senior Accountant

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If you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.

Edelman Financial Engines LLC

Director of AI Experience Design

As a Regional Client Service Manager, you'll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines. 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.

Region Manager

Partner with the Controller and VP of Finance to build and maintain the AI-driven automations (Claude Cowork, MCP integrations) that power our recurring accounting workflows, turning manual processes into reliable, auditable, code-verified ones. As a Senior Accountant at Range, you'll own the mechanics of our monthly close and our AP, AR, and payroll operations end-to-end, partner with the Controller on technical accounting, and help build the AI-powered automation that lets a small finance team move like a much larger one.

Range

This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement. Summary: The Operations Manager is responsible for the administration of day‑to‑day operational functions of an SEC‑registered investment adviser in a collaborative leadership structure, ensuring operational excellence, scalability, and regulatory readiness.

D.A. Davidson

DIA - Operations Manager

Duties: Execute trades for fixed income and equity portfolios, including: * o Build orders for individual accounts and block trading * o Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting * o Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictions * o Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules. Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors: * o Curiosity (avoid becoming defensive and remaining open to learning) * o Accountability (taking 100% responsibility (no more; no less) for results; no blaming) * o Candor (engaging in courageous truth-telling to increase power and speed in decisions) * o Awareness (tapping every emotional and intuitional resource for decisions) * o Passion (discovering and allowing people to do what they do best) * o Appreciation (expressing gratitude and fostering a culture of sincere cooperation) What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: Medical, Dental and Vision.

Portfolio Administrator/Trader

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

HOUR

Aon Plc

2027 Wealth Management Intern - Reston, VA

Write self-service docs, and build AI agents and automations that resolve common requests (password resets, access requests, app installs) without a human in the loop. Onboarding, role changes, and offboarding (planned and same-day) across Google Workspace, SSO-connected apps, VPN, password manager, Slack, and GitHub.

Senior IT Engineer

NFP Corp

2027 Wealth Management Intern Reston, VA

FULL_TIME

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

[AW]-iCims

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As a Regional Client Service Manager, you’ll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines. 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 .

Edelman Financial Engines

Regional Client Services Manager

The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory.

Potomac

External Wholesaler - Mid-Atlantic

NRECA’s finance department is looking for a Senior Director of Finance Accounting to work with the CEO and leadership team of a registered investment adviser (Homestead Advisers Corp.), a limited-purpose broker dealer (Homestead Financial Services Corp.) and a family of open-end mutual funds (Homestead Funds). These for-profit organizations are part of NRECA, a unique national trade association providing advocacy, financial services and business support services to over 900 consumer-owned electric cooperatives across the country.

NRECA

Sr Director, Finance and Accounting - Mutual Funds

Build and personally carry relationships with the reporters covering fintech, wealth management, AI, and personal finance, and turn them into sustained coverage that does not depend on funding announcements. Reporting directly to our CEO, youll build our earned media program from the ground up - the narrative, the reporter relationships, and the cadence of coverage that makes Range a named leader in AI-powered wealth management.

Head of Public Relations

Opening and closing client meetings Tuesday through Thursday, handling administrative items like beneficiary updates and scheduling, taking notes, and ensuring clients feel genuinely cared for throughout. Financial services experience at a financial advisory, RIA or wealth management firm with real working knowledge of wealth management operations.

Bill Good Marketing

Director of Wealth Services

IRecruitee

Build and personally carry relationships with the reporters covering fintech, wealth management, AI, and personal finance, and turn them into sustained coverage that does not depend on funding announcements. Stand up our crisis and issues management capability: severity tiers, named owners, pre-cleared holding statements, escalation paths, and tabletop exercises with leadership.

This role is at the center of the Institutional model providing front-line sales support, day-to-day account management and oversight, delivering excellent client service, supporting account administration, and developing sales and marketing materials with Not-For-Profit SME and IRMS for OneTD partners of external centers of influence. Seeks to increase wallet share by partnering with and supporting Institutional Relationship Managers (IRMs), Institutional Investment Advisors (IIAs), Specialty Practice SME, and Corporate Trust Advisors as to ascertain investment management and Corporate Trust needs of TD Wealth clients and prospects.

Investment Advisor Jobs in Virginia

Senior Estate Planning Strategist Osaic

Senior Vice President, Chief Privacy Officer LPL Financial Services

Senior Accountant Range Finance, Inc.

Director of AI Experience Design Edelman Financial Engines LLC

Region Manager Edelman Financial Engines LLC

Senior Accountant Range

DIA - Operations Manager D.A. Davidson

Portfolio Administrator/Trader D.A. Davidson

2027 Wealth Management Intern - Reston, VA Aon Plc

Senior IT Engineer Range Finance, Inc.

2027 Wealth Management Intern Reston, VA NFP Corp

2027 Wealth Management Intern - Reston, VA NFP Corp

Senior IT Engineer Range

Regional Client Services Manager Edelman Financial Engines

External Wholesaler - Mid-Atlantic Potomac

Sr Director, Finance and Accounting - Mutual Funds NRECA

Head of Public Relations Range Finance, Inc.

Director of Wealth Services Bill Good Marketing

Head of Public Relations Range

Institutional Associate Wealth - New York, New York The Toronto-Dominion Bank

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