- MillerMusmar CPAs (Reston, VA)
- Job Description for Financial Planner / Advisor Position: Financial Planner / Advisor Location: Reston, Virginia Firm: SC Advisors: a fee-based ... Job Summary: We are seeking a dedicated and organized Planner / Advisor to join our fast growing Wealth...firm's principal and his clients. Responsibilities: + Assist principal financial advisor in planning and advisory functions… more
- Bank of America (Dulles, VA)
- …met or exceeded + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + ... Financial Solutions Advisor - Dulles Crossing Financial center Dulles, Virginia **To proceed with your application, you must be at least 18 years of age.**… more
- Bank of America (Stone Ridge, VA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Stone Ridge Financial Center Stone Ridge, Virginia **To proceed with your application, you must be at least 18 years of age.**… more
- Nuveen Investments (Fairfax, VA)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
- Truist (Winchester, VA)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. **General Description of ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Truist (Oakton, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA),… more