Job Description
Description
Wealth Management Financial Advisor
The Wealth Management Advisor’s dual purposes are the conservation of large balanced and at-risk client accounts. Asset Conservation is paramount to our growth. This emphasis is served by assigning the Wealth Management Advisor a manageable book where the advisor can build relationships that will help clients plan for their retirement and reduce surrenders. Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work.
Wealth Management Advisor
• Employment Type: Full-Time Position
• NASD Series 7
• Series 65 or 66
• State Variable, Life & Health License
• Seven plus years of industry experience
• CFP designation strongly desired
• Bachelor’s degree or equivalent related work experience
You will also be provided with the following:
• An existing book of business and an ecosystem for new leads generatio...
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Submit ApplicationJob Details
- Location Alexandria, Virginia
- Job Type Full-time
- Category Financial Specialists
- Posted Date June 25, 2026
- Application Deadline August 04, 2026