Top 57 Wealth management advisor Jobs in Alexandria, Va

Director of Financial Planning
K Street Financial —Washington, DC
- $150,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $36,500 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Sentinel Asset management —Manassas, VA
- $130,000 - $145,000 a year
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
- 401(k)
- 401(k) 4% Match
Quick Apply
7d
Wealth Management Trainee (VA)
Bankers Life —Chantilly, VA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
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Registered Wealth Management Client Associate
Bank of America —Alexandria, VA
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisor
First Command Financial Services, Inc. —Arlington, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Private Wealth Management, Business Development Professional, Associate - Washington D.C
Goldman Sachs —Washington, DC
- $75,000 - $160,000 a year
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
2027 | Americas | Washington D.C. | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Washington, DC
- Full-time
- Mid-level
- 2 years
9d
Financial Advisor
New York Life - Tyson's Corner —Washington, DC
- $121,500 - $142,500 a year
- Basic math
- Mid-level
- Finance
Quick Apply
6h
Wealth Financial Advisor
CAPTRUST —Alexandria, VA
- Full-time
- 5 years
- Office
- Business development
- Health insurance
- 401(k)
5d
Citi Private Bank | UHNW Banker
Citi —Washington, DC
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Private Client Advisor II
Bank of America —McLean, VA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Advisor - Washington DC
Brighton Jones —Washington, DC
- $95,000 - $150,000 a year
- Full-time
- CPA
- Data analysis skills
- Office
- Profit sharing
- Paid parental leave
Wealth Management Client Relationship Manager
TIAA —Fairfax, VA
- $35.00 - $37.50 an hour
- Online Application
- Mid-level
- Office
- Business development
WEALTH PLANNER
Cresset Capital —Reston, VA
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Disability insurance
Quick Apply
U.S. Private Bank - Private Banker - Senior Associate
JPMorganChase —Washington, DC
- $150,000 - $165,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
11d
Wealth Manager
Osaic —Falls Church, VA
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Investment Consultant - Rockville, MD
Fidelity Investments —Rockville, MD
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Loan repayment program
- Health insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Senior Financial Advisor - Experienced Professionals
First Command —Arlington, VA
- Full-time
- 5 years
- Military
- Senior level
- Flexible schedule
3d

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wealth management advisor jobs near alexandria, va

Director of Financial Planning

K Street Financial
Washington, DC

Quick Apply

Job Details

Full-time
$150,000 - $175,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Life insurance
Retirement plan

Qualifications

CFP
Series 66
Series 7
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Director of Financial Planning

About our firm:

K Street Financial is a boutique wealth management firm in Washington, DC, recognized by Forbes as a Best-in-State Wealth Management Team and one of the top wealth management teams in Washington, DC. The firm is grounded in collaboration, growth, service, and enduring client relationships, and operates within the Northwestern Mutual network. This role is a key leadership position within the Planning Department and plays an essential role in aligning planning strategy with client outcomes.

Description of the role:

The Director of Financial Planning & Lead Advisor leads the Planning Department while also serving as a client-facing advisor. This executive-level role oversees people and processes across the full financial planning function, supports advisors in business development, and directly manages client relationships. The position requires executive presence, a strong sense of urgency, disciplined follow-through, and the ability to balance leadership, technical depth, and clear communication.

Essential duties:

Lead and manage the Financial Planning Department.
Ensure consistent delivery of high-quality financial planning engagements.
Connect financial planning recommendations to investment execution.
Refine and uphold the K Street Financial Planning Philosophy.
Mentor analysts and junior advisors.
Provide coaching, training, and feedback to strengthen team performance.
Support advisors in explaining advanced planning concepts to clients.
Serve as a subject matter expert in tax strategy, retirement planning, estate planning, and risk management.
Oversee client planning strategy and deliverables for assigned relationships.
Manage a subset of client relationships as Lead Advisor.
Support business development efforts and participate in prospect meetings.
Oversee implementation of complex financial plans across planning, investment, and insurance solutions.

Qualifications:

Series 7 and 66, or equivalent, required.
Life, Health, and Annuity licenses required.
CFP®, CPWA®, or equivalent designation required.
Prefer Northwestern Mutual experience.
Minimum of 8–10+ years of financial advising experience required.
Demonstrated executive presence, strong communication, organization, and problem-solving skills.
Comfortable working with planning tools, client communication systems, and financial services technology.

Growth Path:

This person will have the ability to develop further through mentorship, exposure to complex planning cases, and close collaboration with advisors and leadership. Long-term, this role aligns with partnership in the firm and may lead to expanded leadership, broader client relationship responsibility, and greater influence over firm growth and planning strategy.

Benefits:

Salary: $150,000–$175,000 commensurate with experience. Bonus: 20-40%, including Team and Personal Performance bonuses and a Production bonus
Benefits: benefits package offered including paid time off, comprehensive health and life coverage, and 401(k).
Ability to commute to the office in Washington, DC: we are an in-office team.

Competencies:

Executive Presence: projects confidence, credibility, and professionalism in client meetings, team settings, and firm leadership interactions.

Leadership & Accountability: leads people and processes effectively, sets clear expectations, and follows through to ensure results are achieved.

Interpersonal Communication: builds trust with clients and team members, communicates clearly in writing and verbally, and handles sensitive conversations with diplomacy and tact.

Prioritization & Urgency: focuses time and attention on the highest-value work, manages competing demands well, and responds quickly in a fast-paced environment.

Good Judgment: makes sound decisions using experience, insight, and careful listening; recognizes both what is said and what is implied.

Self-Starter: works independently, takes initiative, thinks critically, and solves problems without needing heavy supervision.

Collaboration: partners effectively across advisors, planners, and leadership to support planning quality, implementation, and firm growth.

Pay: $150,000.00 - $175,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in alexandria, va

Director of Financial Planning

Financial Consultant: Retirement Benefits Group

Financial Advisor

Wealth Management Trainee (VA)

Registered Wealth Management Client Associate

Financial Advisor

Private Wealth Management, Business Development Professional, Associate - Washington D.C

2027 | Americas | Washington D.C. | Wealth Management, Private Wealth Management | New Associate

Financial Advisor

Wealth Financial Advisor

Citi Private Bank | UHNW Banker

Private Client Advisor II

Advisor - Washington DC

Wealth Management Client Relationship Manager

WEALTH PLANNER

U.S. Private Bank - Private Banker - Senior Associate

Wealth Manager

Investment Consultant - Rockville, MD

Wealth Management Associate - Retirement Benefits Group

Senior Financial Advisor - Experienced Professionals

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