Senior Financial Advisor - Hybrid Client Wealth Lead
Job in
Arlington, Arlington County, Virginia, 22201, USA
Listed on 2026-07-18
Listing for:
Homestead Funds, Inc.
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Homestead Advisers in Arlington, VA is seeking a Senior Financial Advisor to retain shareholders and attract new ones through virtual and in-person presentations. You will conduct over-the-phone and in-person portfolio reviews and recommend customized asset allocation strategies.
This hybrid/remote role requires deep knowledge of mutual funds, strong client-service skills, and FINRA licensing. The salary range is $126,000–$157,000 with incentive opportunities, commensurate with experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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