Top 276 Financial planners Jobs in Mclean, Va

Investment Consultant - Tysons Corner, VA
Charles Schwab —Tysons Corner, VA
- $68,300 - $97,900 a year
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
11d
Associate Advisor
Raymond James Financial, Inc. —Arlington, VA
- $90,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Financial Consultant
Frontec Financial —Washington, DC
- Full-time
- Remote
- Oracle
- Bachelor of Science
- Mid-level
Investment Advisor I
PNC Financial Services Group —Washington, DC
- $90,000 - $150,000 a year
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Health savings account
5d
SR Financial Analyst/Consultant
Artemis Consulting —Washington, DC
- $95,000 - $130,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Research
Quick Apply
Financial Advisor
First Command Financial Services —Arlington, VA
- $62,000 - $109,000 a year
- Choose your own hours
- Background check
- Sales
- Military
- Paid training
- 401(k)
Quick Apply
Financial Advisor/Wealth Manager - D.C.
Tristate Financial Advisors —Vienna, VA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
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Financial Advisor
NASA Federal Credit Union —Washington, DC
- $45,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $24,850 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Woodbridge, VA
- $78,000 - $358,000 a year
- Choose your own hours
- Background check
- Military
- Mid-level
- Paid training
- 401(k)
Quick Apply
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
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
Financial Wellbeing Coach, Credit
Operation Hope —Springfield, VA
- $62,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Financial Advisor
Edward Jones —Dunn Loring, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
5d
Financial Solutions Advisor
Endgame Financial Enterprises —Beltsville, MD
- $59,135.56 - $126,852.56 a year
- Part-time
- Hybrid work
- Mid-level
- Driver's License
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
3d
Financial Professional
MassMutual Greater Washington —McLean, VA
- $50,000 - $250,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor |English |Korean|Chinese|Vietnamese (Career Changer Encouraged to Apply)
MassMutual —Fairfax, VA
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor | Career Changers Encouraged to Apply
Northwestern Mutual —Reston, VA
- $75,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Financial Planner Career Changer Opportunity
Tysons District - Northwestern Mutual —Ashburn, VA
- $62,000 - $72,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
23h
Financial Planner - Virginia
Sentinel Asset Management LLC —Falls Church, VA
- Up to $250,000 a year
- Full-time
- Sales
- Writing skills
- Mid-level
- Relocation assistance
- 401(k) 4% Match
Quick Apply

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financial planners jobs near mclean, va

Investment Consultant - Tysons Corner, VA

Charles Schwab -
Tysons Corner, VA

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Job Details

$68,300 - $97,900 a year
11 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

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

Full Job Description

Tysons Corner, VA

Requisition ID 2026-124821 Category Retail Branch Position type Regular Pay range USD $68,300.00 - $97,900.00 / Year Application deadline 2026-08-17

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant.

This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience.

You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.

This is a role where curiosity, effort, and coachability matter just as much as prior experience.

active listening and thoughtful questioning to align solutions to client goals
Build relationship management skills through timely, accurate, client-focused support
Manage priorities effectively across outreach, follow-up, and administrative work
Demonstrate resilience and motivation in achieving individual and team goals
Collaborate with Financial Consultants and branch leaders to enhance client experience
Take ownership of your learning, results, and professional growth

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.

Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.

You’ll be supported by leaders who invest in your growth and continuous development over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

To learn more about our client offerings visit:Charles Schwab - Investor Services.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:

Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals

Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes

Adaptability

Actively seek, receive, and feedback to strengthen performance

Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach

Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development

Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results

Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions

Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions

Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to business growth

Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

financial planners jobs in mclean, va

Investment Consultant - Tysons Corner, VA

Associate Advisor

Financial Consultant

Investment Advisor I

SR Financial Analyst/Consultant

Financial Advisor

Financial Advisor/Wealth Manager - D.C.

Financial Advisor

Financial Consultant: Retirement Benefits Group

Financial Advisor

Director of Financial Planning

Wealth Management Trainee (VA)

Financial Wellbeing Coach, Credit

Financial Advisor

Financial Solutions Advisor

Financial Professional

Financial Advisor |English |Korean|Chinese|Vietnamese (Career Changer Encouraged to Apply)

Financial Advisor | Career Changers Encouraged to Apply

Financial Planner Career Changer Opportunity

Financial Planner - Virginia

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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