Financial Advisor Jobs in Virginia
Financial Advisor jobs in Virginia are among the most active in the Mid-Atlantic region, with strong demand concentrated in wealth management, retirement planning, and corporate financial planning across entry-level associate roles through senior portfolio managers. The heaviest hiring is centered in Northern Virginia, Richmond, and the Virginia Beach metro, where firms like Edward Jones, Capital One, and Fidelity Investments maintain significant operations. Compliance and estate planning specialties are particularly sought after given Virginia's concentration of federal contractors and high-net-worth households in the D.C. corridor. Find a role that fits below and apply directly.
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Showing 5 of 50+ Financial Advisor jobs
Why Join Apple?
At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we’re committed to improving the lives of our members and the communities we serve.
We believe our employees are our greatest asset. That’s why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you’re just starting out or advancing your career, you’ll find opportunities for professional development, mentorship and meaningful impact.
Why Work at Apple FCU
- Recognized as a WTOP Top Workplaces (2026) Best Credit Unions (2026)
- Collaborative, welcoming environment with forward-thinking leadership
-
Competitive, comprehensive benefits package, including:
- Medical, dental and vision coverage
- 401(k) with employer match
- Paid time off and 11 paid federal holidays
- Paid volunteer time to give back
- Tuition reimbursement and ongoing training opportunities
Role:
To help employees, members and/or new clients by assessing their financial goals, needs and objectives while providing them with exceptional personalized service and investment products. Must have a working knowledge of products offered by competitors.
Responsibilities:
- Identifies and evaluates member’s needs for financial services, assesses the objectives and goals of the individual, then develops an investment strategy to implement.
- Analyzes client financial information (including assets, income, debts and other liabilities, cash flow, and tax status), investment objectives and goals and determines which financial products best meet individual member’s needs and financial circumstances. This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients.
- Uses an approved profile form to collect client financial information (including assets, income, debts and other liabilities, cash flow, risk tolerance, time horizon, and tax status), investment objectives and goals.
- Advises members regarding the advantages and disadvantages of different financial products.
- Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Financial Advisor and Client.
- Stays current and analyzes market conditions and remains knowledgeable about financial and investment vehicles in the market and the tax and securities consequences to clients of particular investments. Attends training and/or completes required continuing education and keeps current on investment products and services offered. Meets regularly with VP of Apple Financial Services LLC and trains, if necessary, with Vice President.
- Drives investment and program integration initiatives with credit union (includes branch personnel training). Provides regular feedback to the branch employees, works with Branch Managers to identify and leverage cross-sell opportunities.
- Mentors and supports the success of the licensed MSR III program.
- Supports all product and campaign launches. Markets, services, and promotes, CFS’s financial services and products, including prospecting new clients through marketing, call outs, etc, and scheduling appointments.
- Remains visible to the appropriate segments of the public in order to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e. Social Security, Education planning, Retirement planning, etc.)
- Initiates the purchase or sale of financial products, including executing the transactions that result from their financial advice and related sales. Follows through on the sales goals set forth by the VP, Apple Financial Services. Meets or exceeds activity and production goals as outlined in Business Plan.
- Develops/updates quarterly business plan with VP, Apple Financial Services LLC.
- Identifies and develops relationships with product wholesalers.
- Follows the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
- Represents Apple Financial Services LLC in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
- Sets and keeps consistent office hours at designated branches.
- Supports organization mission and corporate values.
- Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Performs other related Financial Advisor duties as assigned by the Vice President of Apple Services.
***This job has no supervisory responsibilities. However, this position may be assigned a sales assistant and/or partner with licensed Member Service Representative IIIs and would then be responsible to mentor and oversee basic daily duties in accordance with the organization’s policies and applicable laws when doing so.
Qualifications-all required unless otherwise noted:
- In addition to the required FINRA Licensing requirements (Series 7 licenses, and Series 65 or 66 licensed, must also have an active life insurance license and three to five years investment sales experience.
- Must have in-depth investment knowledge, exceptional sales skills, ability to independently utilize judgment, and make sound business decisions.
- Strong presentation skills along with a strong work ethic are also required.
- Previous experience working in credit union or community bank environment preferred but not required.
- Excellent interpersonal, written and communication skills.
- Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc.
- Limited travel required.
Hours: TBD
*Apple Federal Credit Union is an equal opportunity employer. All employees will be subject to credit and background checks to determine employment eligibility.*
Why Join Apple?
At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we’re committed to improving the lives of our members and the communities we serve.
We believe our employees are our greatest asset. That’s why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you’re just starting out or advancing your career, you’ll find opportunities for professional development, mentorship and meaningful impact.
Why Work at Apple FCU
- Recognized as a WTOP Top Workplaces (2026) Best Credit Unions (2026)
- Collaborative, welcoming environment with forward-thinking leadership
-
Competitive, comprehensive benefits package, including:
- Medical, dental and vision coverage
- 401(k) with employer match
- Paid time off and 11 paid federal holidays
- Paid volunteer time to give back
- Tuition reimbursement and ongoing training opportunities
Role:
To help employees, members and/or new clients by assessing their financial goals, needs and objectives while providing them with exceptional personalized service and investment products. Must have a working knowledge of products offered by competitors.
Responsibilities:
- Identifies and evaluates member’s needs for financial services, assesses the objectives and goals of the individual, then develops an investment strategy to implement.
- Analyzes client financial information (including assets, income, debts and other liabilities, cash flow, and tax status), investment objectives and goals and determines which financial products best meet individual member’s needs and financial circumstances. This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients.
- Uses an approved profile form to collect client financial information (including assets, income, debts and other liabilities, cash flow, risk tolerance, time horizon, and tax status), investment objectives and goals.
- Advises members regarding the advantages and disadvantages of different financial products.
- Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Financial Advisor and Client.
- Stays current and analyzes market conditions and remains knowledgeable about financial and investment vehicles in the market and the tax and securities consequences to clients of particular investments. Attends training and/or completes required continuing education and keeps current on investment products and services offered. Meets regularly with VP of Apple Financial Services LLC and trains, if necessary, with Vice President.
- Drives investment and program integration initiatives with credit union (includes branch personnel training). Provides regular feedback to the branch employees, works with Branch Managers to identify and leverage cross-sell opportunities.
- Mentors and supports the success of the licensed MSR III program.
- Supports all product and campaign launches. Markets, services, and promotes, CFS’s financial services and products, including prospecting new clients through marketing, call outs, etc, and scheduling appointments.
- Remains visible to the appropriate segments of the public in order to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e. Social Security, Education planning, Retirement planning, etc.)
- Initiates the purchase or sale of financial products, including executing the transactions that result from their financial advice and related sales. Follows through on the sales goals set forth by the VP, Apple Financial Services. Meets or exceeds activity and production goals as outlined in Business Plan.
- Develops/updates quarterly business plan with VP, Apple Financial Services LLC.
- Identifies and develops relationships with product wholesalers.
- Follows the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
- Represents Apple Financial Services LLC in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
- Sets and keeps consistent office hours at designated branches.
- Supports organization mission and corporate values.
- Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Performs other related Financial Advisor duties as assigned by the Vice President of Apple Services.
***This job has no supervisory responsibilities. However, this position may be assigned a sales assistant and/or partner with licensed Member Service Representative IIIs and would then be responsible to mentor and oversee basic daily duties in accordance with the organization’s policies and applicable laws when doing so.
Qualifications-all required unless otherwise noted:
- In addition to the required FINRA Licensing requirements (Series 7 licenses, and Series 65 or 66 licensed, must also have an active life insurance license and three to five years investment sales experience.
- Must have in-depth investment knowledge, exceptional sales skills, ability to independently utilize judgment, and make sound business decisions.
- Strong presentation skills along with a strong work ethic are also required.
- Previous experience working in credit union or community bank environment preferred but not required.
- Excellent interpersonal, written and communication skills.
- Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc.
- Limited travel required.
Hours: TBD
*Apple Federal Credit Union is an equal opportunity employer. All employees will be subject to credit and background checks to determine employment eligibility.*
See All 50 Financial Advisor Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Virginia
Where Virginia roles are concentrated, by current openings.
Financial Advisor Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring
- First Command Financial Services17
- Bank of America8
- Truist5
- ECPI University2
- Equitable Advisors2
Top Industries Hiring
- Banking & Financial Services20
- Investment & Asset Management14
- Insurance2
What Virginia Employers Look For
The qualifications that appear most often in financial advisor jobs across Virginia.
- Active FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, business, economics, or a related field preferred
- CFP designation or active progress toward certification strongly preferred by most Virginia firms
- Demonstrated ability to build and manage a client book in a Virginia or regional market
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
- Strong knowledge of retirement planning products, including 401(k), IRA, and annuity structures
Financial Advisor Jobs in Virginia: Frequently Asked Questions
How do you become a financial advisor in Virginia?
To work as a financial advisor in Virginia, you must register with the Virginia State Corporation Commission, which oversees investment advisers and broker-dealers operating in the state. Most roles require passing the FINRA Series 7 and either the Series 65 or Series 66 exams before you can legally advise clients. A bachelor's degree in finance, business, or economics is the standard educational entry point, and many Virginia employers expect candidates to pursue CFP certification within their first few years.
Which companies hire financial advisors in Virginia?
Employers hiring financial advisors in Virginia right now include First Command Financial Services, Bank of America, and Truist, based on current listings on Migrate Mate as of November 2026. Virginia's mix of federal government proximity, defense contractor wealth, and major financial services headquarters in Richmond and Northern Virginia keeps employer demand broad and relatively consistent throughout the year.
Which Virginia cities have the most financial advisor jobs?
Richmond, Fairfax, and Alexandria are the Virginia cities with the most financial advisor openings. Northern Virginia's concentration of high-income federal and defense-sector households drives the largest share of demand, while Richmond anchors the state's banking and insurance sector, and Virginia Beach reflects growing wealth management needs in the Hampton Roads region.
Are there remote financial advisor jobs in Virginia?
Yes, but they are less common than in purely analytical roles because client relationship-building typically requires in-person meetings. About 18% of financial advisor openings tied to Virginia are remote or hybrid as of November 2026, and those positions tend to involve financial planning or portfolio analysis work rather than active client prospecting or wealth management roles that depend on face-to-face trust.
How can I get hired as a financial advisor in Virginia with little or no experience?
The most realistic entry path is a financial advisor associate or client associate role at a firm with a formal training program, since firms like Edward Jones and Fidelity Investments run structured new-advisor development tracks at their Virginia offices. Candidates who arrive with a passing score on the Series 65 or Series 7 exam, or who hold an active CFP candidacy, move to the front of the line even without client experience. Adjacent roles like bank relationship manager, insurance sales representative, or financial analyst provide a credible lateral move into advisory work.
Where can I find and apply to financial advisor jobs in Virginia?
You can find and apply to financial advisor jobs in Virginia on Migrate Mate, which lists current Virginia openings from employers actively hiring. Search the listings to find roles that match your experience level, preferred metro, and specialty, then apply directly to the ones that fit.
See All 50 Financial Advisor Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs