Personal Financial Advisor Jobs in Burke, VA

1-13 of 13 Jobs

Washington, DC (14 miles from Burke, VA)
2 days ago

Washington, DC (14 miles from Burke, VA)
2 days ago

management experience required -Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment -Certified Financial Planning certification highly desired...

Advisor, Wealth Management and Retirement Plans

Bethesda, MD (15 miles from Burke, VA)
4 days ago

Bethesda, MD (15 miles from Burke, VA)
4 days ago

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a seasoned Wealth Management and Retirement Plan Sales Advisor to join our dynamic team....

Associate Wealth Advisor

Vienna, VA (7 miles from Burke, VA)
4 days ago

Vienna, VA (7 miles from Burke, VA)
4 days ago

Judson Group has partnered with a fast-growing wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor....

Wealth Management Consultant

Rockville, MD (21 miles from Burke, VA)
20 days ago

Rockville, MD (21 miles from Burke, VA)
20 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in...

Wealth Advisor

Rockville, MD (21 miles from Burke, VA)
20 days ago

Rockville, MD (21 miles from Burke, VA)
20 days ago

Fiduciary Wealth Advisor, Sr

Washington, DC (14 miles from Burke, VA)
12 days ago

Washington, DC (14 miles from Burke, VA)
12 days ago

attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required -Certified Financial Planning certification highly desired -Ability to present situations and...

Multifamily Risk - Asset Management - Advisor, Collateral Management (Flexible Hybrid)

Washington, DC (14 miles from Burke, VA)
16 days ago

Washington, DC (14 miles from Burke, VA)
16 days ago

Company Description At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to...

Senior Advisor, Wealth Management

Washington, DC (14 miles from Burke, VA)
22 days ago

Washington, DC (14 miles from Burke, VA)
22 days ago

You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...

Medical Wealth Advisor II - McLean, VA

McLean, VA (11 miles from Burke, VA)
23 days ago

McLean, VA (11 miles from Burke, VA)
23 days ago

Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....

Regional Consultant, Wealth Management - Mid-Atlantic

Washington, DC (14 miles from Burke, VA)
30+ days ago

Washington, DC (14 miles from Burke, VA)
30+ days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...

Legal Wealth Advisor II or III - DC Metro

McLean, VA (11 miles from Burke, VA)
45+ days ago

McLean, VA (11 miles from Burke, VA)
45+ days ago

Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....

Wealth Advisor (Washington DC)

Washington, DC (14 miles from Burke, VA)
45+ days ago

Washington, DC (14 miles from Burke, VA)
45+ days ago

Financial Planner (CFP) designation required....

Wealth Advisor

McLean, VA (11 miles from Burke, VA)
45+ days ago

McLean, VA (11 miles from Burke, VA)
45+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

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Demographic Data for Burke, VA

Moving to Burke, VA? Find some basic demographic data about Burke, VA below.

Median Age

Average Household Income

Home Value vs Household Income in Burke, VA

Local

National

Total Population

43,941

Number of Businesses

710

City Size

Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

LinkedIn for Financial Advisors

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Burke, VA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Burke, VA offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.4%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.7%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Burke, VA

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills