Personal Financial Advisor Jobs in Merrifield, VA

1-7 of 7 Jobs

Financial Advisor - Wealth Management

Bethesda, MD (10 miles from Merrifield, VA)
15 hours ago

Bethesda, MD (10 miles from Merrifield, VA)
15 hours ago

planning, or a related field 3-5 years of progressive client-facing experience in investment management, wealth management or financial planning with demonstrated ability to develop and manage plans...

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Tysons Corner, VA (5 miles from Merrifield, VA)
5 days ago

Tysons Corner, VA (5 miles from Merrifield, VA)
5 days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

Tysons Corner, VA (5 miles from Merrifield, VA)
5 days ago

Tysons Corner, VA (5 miles from Merrifield, VA)
5 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Fiduciary Wealth Advisor

Washington, DC (10 miles from Merrifield, VA)
30+ days ago

Washington, DC (10 miles from Merrifield, VA)
30+ 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 (10 miles from Merrifield, VA)
30+ days ago

Bethesda, MD (10 miles from Merrifield, VA)
30+ days ago

This prominent position is perfect for a highly competent professional who wishes to leverage their existing financial services practice in wealth management and advisory services for plan sponsors....

Wealth Advisor

McLean, VA (5 miles from Merrifield, VA)
60+ days ago

McLean, VA (5 miles from Merrifield, VA)
60+ 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....

Regional Consultant, Wealth Management - Mid-Atlantic

Washington, DC (10 miles from Merrifield, VA)
60+ days ago

Washington, DC (10 miles from Merrifield, VA)
60+ 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...

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Personal Financial Advisor Online Courses and Training Opportunities

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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...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

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...

Salary for Personal Financial Advisor Jobs in Merrifield, 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 Merrifield, 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 Merrifield, 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