Investment Advisor for Family Wealth & Planning
Job in
Tysons, Fairfax County, Virginia, USA
Listed on 2026-08-08
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Charles Schwab in Tysons, VA, seeks a licensed financial services professional to provide tailored advice and counsel to individuals and families on retirement, education, investment management, and estate planning needs.
The role requires active Series 7 and Series 66 licenses, and Life and Health licenses (or to obtain within 120 days). CFP preferred with strong client relationship skills and brokerage product knowledge. This is a full-time on-site position within the Investor Services network.
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