Entry-Level Financial Professional New York Life Insurance CompanyEntry-Level Financial ProfessionalNorfolk, VA$62,400–$73,500 / yearFull timeResources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.
Estate Planning & Administration Attorney JobotEstate Planning & Administration AttorneyMcLean, VA$110,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Trusts & Estates + Estate Administration + High-Net-Worth Clients + Boutique Law Firm + Sophisticated Planning + Partnership Track + No Billable Hour Grind .
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorVA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementMcLean, VirginiaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Wealth Advisor Burke & Herbert BankWealth AdvisorCulpeper, VA$40,000–$55,000 / yearThe Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank's growth.
Wealth Advisor III Truist BankWealth Advisor IIIMcLean, VirginiaEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
J.P. Morgan Wealth Management - Private Client Advisor - Richmond, Mechanicsville, and Chester, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Richmond, Mechanicsville, and Chester, VARichmond, VAFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)Arlington, VAFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VAVirginia Beach, VAFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg, VAFredericksburg, VAFull timeUsing 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLeesburg, VirginiaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewSenior Wealth Advisor - Remote LPL FinancialSenior Wealth Advisor - RemoteRichmond, VARemoteYou will help manage our book of 120,000 clients, assess their immediate and long-term investment needs, and design tailored financial plans that align with their goals. The role emphasizes exceptional client service, holistic financial planning, and a collaborative, growth-oriented environment with a competitive Total Rewards package including health#J-18808-Ljbffr.
J.P. Morgan Wealth Management - Private Client Advisor - Midlothian and Henrico, VA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Midlothian and Henrico, VAVAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Chesterfield, VA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Chesterfield, VAVAUsing 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.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementLeesburg, VAIn addition, PNC generally provides the following paid time off, depending on your eligibility: • Maternity and/or parental leave • Up to 11 paid holidays each year • 9 occasional absence days each year, unless otherwise required by law • Between 15 to 25 vacation days each year, depending on career level • And years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewWealth Management Trainee: Launch Your Advisor Career Bankers LifeWealth Management Trainee: Launch Your Advisor CareerRichmond, VABankers Life in Richmond, Virginia, is seeking motivated individuals for entry-level insurance sales positions. You will work with clients to create tailored financial solutions and receive exceptional training and mentorship.
Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, VirginiaIn this role, the Wealth Financial Advisor Relationship Manager will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. 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.
NewSenior Trust Advisor II: Fiduciary & Wealth Solutions truistSenior Trust Advisor II: Fiduciary & Wealth SolutionsVirginia Beach, VAThe ideal candidate will have over 7 years in fiduciary roles, providing expert advice to high net worth clients. Responsibilities include engaging with the wealth team, maintaining fiduciary documentation, and advising on estate planning and administration.
Director of Wealth Services Bill Good MarketingDirector of Wealth ServicesRichmond, VA$80,000–$98,000Opening 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.
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerFairfax, VirginiaWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateReston, VAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateVirginia Beach, VA$26.50–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Licensed Customer Service & Support Specialist Supervisor - PNC Wealth Management The PNC Financial Services Group IncLicensed Customer Service & Support Specialist Supervisor - PNC Wealth ManagementVA$49,500–$115,500 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Wealth Regional Supervisor Truist Financial CorpWealth Regional SupervisorRichmond, VAFINRA Series 4. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Review and approve Retail Communications, Seminars and Speaking Engagement requests to ensure regulatory requirements are met which includes but not limited to proper disclosures, fair and balanced communication, adherence to Intellectual Property and Copyright requirements.
Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville) Atlantic Union Bankshares CorpRegistered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)VAExcellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files.
Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) TowneBankNon-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.)Suffolk, VAHave close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VA TowneBankNon-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VAWilliamsburg, VAHave close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Wealth Trust Delivery Director Truist Financial CorpWealth Trust Delivery DirectorRichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Strong leadership skills to include excellent interpersonal, conflict resolution, negotiation and influencing skills, leading to trusting relationships with teammates and business partners.
Merrill Advisor Development Program - Financial Advisor: North Virginia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: North Virginia MarketVienna, VAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Greater Virginia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Virginia MarketRichmond, VAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Paraplanner / Associate Financial Advisor Ameriprise Financial IncParaplanner / Associate Financial AdvisorVAAbout the Role: Secure Bridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience. This role blends financial planning analysis, client service, and advisory support-ideal for someone early in their wealth management career who's eager to grow into a client facing advisor.
Advisor Development Program - Financial Solutions Advisor Trainee: Boulevard Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Boulevard Financial CenterColonial Heights, VAJob Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
Advisor Development Program - Financial Solutions Advisor Trainee: Lynnhaven Parkway Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Lynnhaven Parkway Financial CenterVirginia Beach, VirginiaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Client Advisor with Athletic Background Tysons District - Northwestern MutualClient Advisor with Athletic BackgroundAshburn, VAWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Passionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano.
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Citigroup IncWealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)Centreville, VA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Financial Advisor Northwestern MutualFinancial AdvisorReston, Virginia$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor - Manassas, VA Advisor Talent SolutionsFinancial Advisor - Manassas, VAManassas, VirginiaPosition: Financial Advisor Firm: Legacy Wealth Management Location: Manassas, VA Overview: At Legacy Wealth Management , located in Manassas, VA , we are dedicated to providing top-notch financial services and investment advice to our clients. In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations.
Associate Advisor WealthCrossingAssociate AdvisorRichmond, VA$75,000The Associate Advisor will focus on the following areas: Data Management and Client Coordination: Gather, organize, and maintain client data while proactively identifying missing information, planning opportunities, and follow up items. Relationship Management Development: Begin developing ongoing client relationship management skills through direct interaction with clients, responsiveness to client requests, and proactive communication alongside Advisors.
Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsArlington, VADeliver Advanced Personalized Planning 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. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Trust Advisor II Truist BankTrust Advisor IIRichmond, VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Senior Trust Advisor Truist BankSenior Trust AdvisorRichmond, Virginia2. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Senior Trust Advisor Truist Financial CorpSenior Trust AdvisorRichmond, VAProactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Trust Advisor II Truist Financial CorpTrust Advisor IIVirginia Beach, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
NewTax Advisor NeoDym TechnologiesTax AdvisorReston, VAOur client is seeking a Tax Advisor who will serve as the strategic lead for tax planning and help high-net-worth clients minimize tax exposure across complex portfolios, business transitions, and multi-generational wealth planning. Design and implement sophisticated tax mitigation strategies for high-net-worth clients, including those involved in liquidity events, business sales, and complex financial transactions.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsNorfolk, VAFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. 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.
Financial Advisor United Bank, Inc. (Inactive)Financial AdvisorHarrisonburg, VAIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customers needs and financial circumstances.
Trust Administration Advisor - Flexible locations (Truist geography) Truist Financial CorpTrust Administration Advisor - Flexible locations (Truist geography)Richmond, VAExperience working with Trust Financial Software\n \nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. \nRegular or Temporary:\n \nRegular\n \nLanguage Fluency: English (Required)\n \nWork Shift:\n \n1st shift (United States of America)\n \nPlease review the following job description:\n \nThe locations listed are preferred but will consider other locations within the geography of Truist.
VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA Virginia Credit UnionVACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VARichmond, VirginiaSell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
NewTax Advisor I8IS INC.Tax AdvisorReston, VA, VAOur client is seeking a Tax Advisor who will serve as the strategic lead for tax planning and help high-net-worth clients minimize tax exposure across complex portfolios, business transitions, and multi-generational wealth planning. Design and implement sophisticated tax mitigation strategies for high-net-worth clients, including those involved in liquidity events, business sales, and complex financial transactions.
Financial Advisor Associate - Great Falls, VA The Toronto-Dominion BankFinancial Advisor Associate - Great Falls, VAGreat Falls, VA$66,560–$99,320 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.