Top 83 Financial consultant Jobs in Richmond Va

VP, Financial Consultant - Richmond, VA
Charles Schwab —Glen Allen, VA
- $70,000 - $110,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
4d
Financial Representative
Northwestern Mutual —Richmond, VA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Sales Development Representative - Finance
Mutual of Omaha Advisors —Richmond, VA
- Up to $96,000 a year
- Full-time
- Background check
- Classroom
- Research
- Health insurance
- Dental insurance
Quick Apply
1d
Wealth Management Trainee (VA)
Bankers Life —Richmond, VA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Experienced Financial Professional
Cornerstone Advisor Group —Richmond, VA
- $90,000 - $120,000 a year
- Hybrid work
- Mid-level
- Communication skills
Quick Apply
Financial Consultant
South State Bank —Richmond, VA
- $36,000 - $85,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
Senior Financial Representative
LPL Financial —Richmond, VA
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Private Client Advisor II
Bank of America —Richmond, VA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
10d
Associate, Investment Banking
Seamless Talent —Richmond, VA
- $110,000 - $125,000 a year
- Mid-level
- Office
- Business development
Financial Advisor - Richmond and surrounding area
Thrivent —Richmond, VA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Compliance Officer and Supervisory Principal
Capitol Securities Management, Inc. —Glen Allen, VA
- From $95,000 a year
- Full-time
- Management
- Office
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
10d
Financial Advisor
[email protected] —Colonial Heights, VA
- $50,000 - $100,000 a year
- Choose your own hours
- Background check
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Richmond, 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
Cornerstone Advisor Group —Richmond, VA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Business development
- Communication skills
- Opportunities for advancement
Quick Apply
8d
Financial Advisor
Edward Jones —Midlothian, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d
Financial Representative - Associate
Mutual of Omaha Advisors —Richmond, VA
- Up to $96,000 a year
- Full-time
- Background check
- Up to 50% travel
- Research
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
First Command —Virginia
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Financial Advisor
First Command —Colonial Heights, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Associate Financial Representative
LPL Financial —Richmond, VA
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
11d
Senior Trust Advisor
Truist Bank —Richmond, VA
- $180,000 - $200,000 a year
- Full-time
- English
- Office
- Finance
- AD&D insurance
- Paid holidays

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financial consultant jobs near richmond va

VP, Financial Consultant - Richmond, VA

Charles Schwab -
Glen Allen, VA

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Job Details

$70,000 - $110,000 a year
4 days ago

Benefits

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

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

Why you’re set up for success

You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.

Schwab Training and Development

To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.

After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Pathing

As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.

You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.

Competitive Compensation

This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.

Investment Professionals' Compensation | Charles Schwab

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

The skills you bring:

Business Development

Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.

Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.

Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management

Relationship Building

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.

Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.

Investment Strategies and Financial Planning

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.

Ability to adapt and implement change as the market and business conditions evolve.

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

Apply Now

Refine Your Search

financial consultant jobs in richmond va

VP, Financial Consultant - Richmond, VA

Financial Representative

Sales Development Representative - Finance

Wealth Management Trainee (VA)

Experienced Financial Professional

Financial Consultant

Senior Financial Representative

Private Client Advisor II

Associate, Investment Banking

Financial Advisor - Richmond and surrounding area

Compliance Officer and Supervisory Principal

Financial Advisor

Financial Consultant: Retirement Benefits Group

Financial Advisor

Financial Advisor

Financial Representative - Associate

Financial Advisor

Financial Advisor

Associate Financial Representative

Senior Trust Advisor

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