Top 643 Finance Jobs in Dulles Va

Senior Client Relationship Manager (Wealth Management) NO RECRUITERS
Momentum Capitol Wealth Advisors —Reston, VA
- $70,000 - $95,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid training
- Health insurance
Quick Apply
Senior Business Analyst / Financial Business Transformation Analyst Consultant
Code360 Inc —Leesburg, VA
- Full-time
- Hybrid work
- Computer Science
- 3 years
- Finance
- Health savings account
- Health insurance
Quick Apply
22h
Financial Services Budget Execution Analyst
Reithorp Solutions LLC —McLean, VA
- $155,000 - $186,000 a year
- Full-time
- Office
- Finance
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst
BPG-USA —Berryville, VA
- $50,000 - $60,000 a year
- Full-time
- Background check
- 5 years
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Program Control Analyst (Hybrid)
Amyx, Inc. —Reston, VA
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Management Trainee (VA)
Bankers Life —Chantilly, VA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Assistant Regional Controller
Pavement Design & Engineering Consultants Inc —Purcellville, VA
- $130,000 - $145,000 a year
- Full-time
- CPA
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
13d
Financial Services Professional - Hybrid Remote (VA)
Bankers Life —Chantilly, VA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Director of Finance and Operations
Providence Academy —Leesburg, VA
- $65,000 - $75,000 a year
- Full-time
- Background check
- School experience
- CPA
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative
Smart Investment Solutions —Gaithersburg, MD
- $56,000 - $154,000 a year
- Part-time
- Hybrid work
- No experience needed
- Driver's License
- US work authorization
- Paid training
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Leesburg, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Finance & Accounting Analyst (Remote in CA)
Maximus —Tysons, VA
- $70,304 - $75,000 a year
- Remote
- Microsoft Word
- Research
- Bachelor's degree
- Paid holidays
- Disability insurance
3d
Program Finance Analyst II
MAG Aerospace —Fairfax, VA
- $100,000 - $115,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Financial & Operational Analyst
Retreat Hotels & Resorts —Ashburn, VA
- $70,000 - $80,000 a year
- Hybrid work
- Hospitality
- Microsoft Excel
- Mid-level
- Dental insurance
- Paid time off
Quick Apply
8d
FP&A Analyst
Veilant —Tysons, VA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
Premier Banker- Leesburg
TD Bank —Leesburg, VA
- $27.75 - $41.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
Relationship Banker Business Specialist - Leesburg
PNC Financial Services Group —Leesburg, VA
- $63,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Program Finance Analyst
TRIDENT SYSTEMS LLC —Fairfax, VA
- $74,000 - $137,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Program Control Analyst
BAE Systems Inc. —Sterling, VA
- $56,401 - $95,881 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health savings account
- Paid holidays
Full Time (40 Hours) Associate Banker, Leesburg Branch, Leesburg, VA
JPMorganChase —Leesburg, VA
- Full-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
11d

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finance jobs near dulles va

Senior Client Relationship Manager (Wealth Management) NO RECRUITERS

Momentum Capitol Wealth Advisors
Reston, VA

Quick Apply

Job Details

Full-time
$70,000 - $95,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Series 6
Financial services customer support
Customer relationship building
Employee relationship building
Managing clients in a customer support role
Series 7
Client services
Securities Industry Essentials
Financial services
Productivity software
Experience practicing in the securities industry
Series 63

Full Job Description

Position Overview – Please Do Not Apply If You Do Not Currently Hold Some or All of Your Series Licenses! No Recruiters Should Contact Us.

We are seeking an experienced and highly motivated Client Relationship Manager to join our team. This role is integral to delivering an exceptional client experience by supporting financial advisors, managing client relationships, and ensuring smooth operational and administrative processes. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, client-focused environment.

Key Responsibilities

Client Service & Relationship Support
Assist financial advisors in delivering superior client service by handling inquiries and requests related to account administration and money movement
Serve as a primary point of contact for clients, ensuring timely, accurate, and professional communication
Educate and guide clients on account services and digital/online capabilities
Account Administration & Compliance
Oversee the opening of new accounts and ongoing maintenance of existing client accounts
Maintain and update CRM systems and client records in accordance with regulatory requirements and firm policies
Ensure all administrative and compliance processes are completed accurately and efficiently
Advisor & Meeting Support
Prepare financial plans, reports, and presentation materials for client meetings
Support advisors with meeting logistics, follow-up actions, and documentation
Operational & Team Support
Assist with day-to-day branch operations and provide coverage for team members as needed
Adapt to periods of increased client demand while maintaining high service standards
Professional Conduct
Exercise discretion and sound judgment when handling sensitive and confidential information
Maintain high standards of written and verbal communication with clients and team members

Qualifications & Requirements

FINRA licensing:
Currently holds or is working toward Securities Industry Essentials (SIE), Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66)
5+ years of client service experience, preferably within the financial services industry
Bachelor’s degree or equivalent experience preferred
Strong interpersonal and relationship-building skills
Excellent written and verbal communication abilities
Analytical, detail-oriented, and highly organized
Team-oriented with a collaborative mindset
Proficiency in Microsoft Office Suite

About Us

We are an independent financial advisory firm committed to delivering comprehensive, client-centered financial guidance. By leveraging our collective experience and expertise, we provide thoughtful strategies designed to help clients achieve long-term financial success.

Our approach focuses on:

Developing tailored investment strategies aligned with each client’s unique goals
Evaluating opportunities from a global perspective, incorporating both macro- and microeconomic factors
Managing risk appropriately while seeking sustainable, long-term outcomes

We serve a diverse client base and hold ourselves to the highest standards of service, integrity, and care.

11800 Sunrise Valley Dr, Suite 1425, Reston, VA 20191

571.622.3700

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Momentum Capitol Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Pay: $70,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in dulles va

Senior Client Relationship Manager (Wealth Management) NO RECRUITERS

Senior Business Analyst / Financial Business Transformation Analyst Consultant

Financial Services Budget Execution Analyst

Financial Analyst

Program Control Analyst (Hybrid)

Wealth Management Trainee (VA)

Assistant Regional Controller

Financial Services Professional - Hybrid Remote (VA)

Director of Finance and Operations

Financial Services Representative

Financial Advisor

Finance & Accounting Analyst (Remote in CA)

Program Finance Analyst II

Financial & Operational Analyst

FP&A Analyst

Premier Banker- Leesburg

Relationship Banker Business Specialist - Leesburg

Program Finance Analyst

Program Control Analyst

Full Time (40 Hours) Associate Banker, Leesburg Branch, Leesburg, VA

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