39 Cfp Jobs in McLean, VA
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Financial Advisor - CFP - Competitive Base Claire Myers Consulting - McLean, VA, United States , preferably with a concentration in Business, Economics or Financial Planning 8+ years of experience with advanced planning CFP® designation is required MUST bring over book of business (no minimum requirement 3 days ago
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Tax Manager, Alternative Investments BDO Consulting - McLean, Virginia, USA CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases, preferred 12 days ago
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Tax Managing Director, Alternative Investments BDO Consulting - McLean, Virginia, USA , and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferred License/Certifications: CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required CFP or Masters in Tax 19 days ago
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Financial Advisor, Wealth Management Pop-Up Talent - Washington, DC, United States are preferred. Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial. We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications 3 days ago
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Financial Advisor Pence Financial Group - Washington, DC, United States in high touch customer service Consultative sales experience College degree Desire to obtain a CFP Designation Military experience a plus To succeed in this job, you need to have: A servant’s heart – always 5 days ago
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Financial Advisor, Wealth Management CoreTechs - Washington Highlands, Washington, D.C. . Salesforce Financial Services Cloud is beneficial. Microsoft Office applications are preferred. Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial. We are an equal opportunity 6 days ago
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Associate Financial Planner Veritas Partners - Washington, DC, United States services industry Great communication skills Well organized Strong work ethic CFP or ability to obtain in timely manner 19 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Washington, DC, United States , and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification 28 days ago
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Operations Watch Specialist Leidos - Camp Springs, Maryland as part of the Ops Watch team to achieve mission critical objectives and deliverables. Report alerts to the Communications Focal Point (CFP) and relevant stakeholders while working with mission partners 2 days ago
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Entry Level - Financial Advisor (Columbia, MD) Equitable Advisors - Columbia, MD, United States their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University 2 days ago
Top locations
- Towson, MD (25)
- Ashburn, VA (13)
- Washington, DC (8)
- Fredericksburg, VA (5)
- Gaithersburg, MD (3)
- Chantilly, VA (3)
- Glen Burnie, MD (2)
- Frederick, MD (2)
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