UNKNOWN

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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

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As a Suitability Principal, you will conduct back-office reviews and provide firm acceptance of new business submissions, as well as suitability reviews for accounts clearing through National Financial Services (NFS) as well as accounts held directly with various sponsors/carriers. The MML Investor Services (MMLIS) Society1851 Wealth Management Team provides white-glove, concierge-level operational support and service to our top-tier Wealth Management advisors.

YEAR

Massachusetts Mutual Life Insurance Company

Suitability Principal

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The Client Transition Specialist works across advisory teams, clients, custodians, and internal partners to manage multiple concurrent workstreams, anticipate and resolve issues in real time, and deliver seamless client and team experience while adhering to firm policies, procedures, and regulatory requirements. Execute the end-to-end onboarding of multiple clients and accounts simultaneously, including preparing and sending client documentation, establishing accounts, facilitating custodian transfers and asset movement, driving each onboarding through completion with speed, accuracy, and exceptional service experience.

Cresset Capital Management LLC

ASSOCIATE DIRECTOR, CLIENT TRANSITION SPECIALIST

Appropriately assess risk when business decisions are made, demonstrating particular 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. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.

Citigroup Inc

Senior Mortgage Lending Officer - New York Metro & Central Southeast Regions

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 Holdings Inc

Senior Vice President, Chief Privacy Officer

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

Range

Financial Planner

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Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup.

Planning - L7 - Lead Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

Senior Financial Planner

Lead Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

Range Finance, Inc.

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Here, youll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. 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 LLC

Director, Financial Planning Fairfax, VA

Summary: The Senior Vice President, Business Development will be responsible for developing and executing business development strategies designed to increase assets under management and revenues across Davidson Investment Advisors'' investment solutions. The successful candidate will be a highly motivated, consultative sales professional with deep knowledge of investment management, separate accounts, fixed income strategies, equity strategies, model portfolios, and advisor distribution channels.

D.A. Davidson & Co.

Senior Vice President, Business Development

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. Job Summary: A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group.

BDO USA PC

Global Employer Services Managing Director-Actuarial Services

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The successful candidate will be a highly motivated, consultative sales professional with deep knowledge of investment management, separate accounts, fixed income strategies, equity strategies, model portfolios, and advisor distribution channels. The Senior Vice President, Business Development will be responsible for developing and executing business development strategies designed to increase assets under management and revenues across Davidson Investment Advisors' investment solutions.

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Performs end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk. Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.

Envestnet Inc

Senior Product Business Analyst

Financial Engines

Director, Financial Planning (Fairfax, VA)

Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE

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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.

Wealth Management Advisor Jobs in Virginia

DIA - Operations Manager D.A. Davidson

Suitability Principal Massachusetts Mutual Life Insurance Company

ASSOCIATE DIRECTOR, CLIENT TRANSITION SPECIALIST Cresset Capital Management LLC

Senior Mortgage Lending Officer - New York Metro & Central Southeast Regions Citigroup Inc

Senior Vice President, Chief Privacy Officer LPL Financial Holdings Inc

Financial Planner Range

Planning - L7 - Lead Planner Range

Senior Financial Planner Range

Lead Planner Range

Senior Financial Planner Range Finance, Inc.

Planning - L7 - Lead Planner Range Finance, Inc.

Financial Planner Range Finance, Inc.

Director, Financial Planning Fairfax, VA Edelman Financial Engines LLC

Senior Vice President, Business Development D.A. Davidson & Co.

Global Employer Services Managing Director-Actuarial Services BDO USA PC

Senior Vice President, Business Development D.A. Davidson

Senior Product Business Analyst Envestnet Inc

Director, Financial Planning (Fairfax, VA) Financial Engines

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE Cresset Capital Management LLC

Senior Estate Planning Strategist Osaic

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