Top 25 Financial planner Jobs in Winchester Va

Senior Trust Officer
Bank of Clarke —Winchester, VA
- Full-time
- Office
- Bachelor's degree
- Senior level
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Advisor
Edward Jones —Strasburg, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Entry Level – Financial Advisor
Equitable Advisors —Martinsburg, WV
- $28,000 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Trainee (VA)
Bankers Life —Winchester, VA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Burke & Herbert Bank & Trust —Martinsburg, WV
- Word processing
- Computer literacy
- Writing skills
Quick Apply
21h

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Financial Planner
Hoxton Planning & Management LLC —Shepherdstown, WV
Certifications such as Certified Financial Planner (R), Series 65 license are required. In this role, you will develop tailored financial strategies, provide…
$75,000 - $150,000 a year
Quick Apply
1d
Senior Trust Officer
Bank of Clarke —Winchester, VA
Attend client calls and meetings. Minimum bachelor’s degree with JD and/or CTFA preferred. Maintain and apply basic knowledge of income tax and wealth transfer…
Quick Apply
11d

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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year

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financial planner jobs near winchester va

Senior Trust Officer

Bank of Clarke -
Winchester, VA

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Job Details

Full-time
11 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Customer communication
Bachelor's degree
Fiduciary duties
Trust accounting

Full Job Description

Description:

Position Purpose: Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.

What you’ll do:

Administer fiduciary accounts as directed by governing documents
Tend to the daily needs and demands of trust and investment clients and beneficiaries.
Manage tax impacts of investment activities.
Prepare distribution requests
Maintain and apply basic knowledge of income tax and wealth transfer tax systems
Prepare for and participate in Trust Committee meetings
Work tactfully and professionally with account owners, beneficiaries, and other clients
Perform annual regulatory reviews
Open and close accounts
Prepare requests for investment transfers or trades
Prepare and submit court accountings, as required
Work directly with investment advisors to carry out investment objectives
Attend client calls and meetings
Interface with securities operations and investment personnel
Coordinate bill payment
Prepare system reports of financial information;
Assist with regulatory audits
Calculate and collect management fees following approved fee schedules

Requirements:

Where you’ll shine:

Superior verbal and written communication skills
10+ years of experience in the administration of personal trusts
Minimum bachelor’s degree with JD and/or CTFA preferred
Accuracy and transparency
Proficiency with trust accounting principles
Careful reading skills
Strong attention to detail while maintaining timeliness and efficiency
Adherence to policies, procedures, and regulations
High degree of privacy and confidentiality
Willingness to work in a team environment with a helpful attitude
Other duties in the Trust Department, as assigned

Where we shine:

Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off.
Supporting associates and their families; we embrace the importance of caring for oneself and our families.
Surrounding ourselves with smart, driven, and diverse individuals.
Valuing integrity, commitment regarding our daily duties, and the Bank as a whole.
Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value.
Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future

economy and business value.

Bank of Clarke is “Great Place to Work” Certified through June 2025.
“Top Virginia Employer for Interns” award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity

Partnership (V-TOP.)

Working Conditions:

The individual will be required to be available after normal working hours. Business travel may be necessary to meet with vendors and attend training opportunities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

EEO M/F/V/D

PI70a63e6ac595-25404-40763324

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financial planner jobs in winchester va

Senior Trust Officer

Financial Advisor

Entry Level – Financial Advisor

Wealth Management Trainee (VA)

Financial Advisor

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