Leesburg, VA

Finance Jobs in Leesburg, VA

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Senior Financial Advisor

First Command Leesburg, VA

Leesburg, VA

Today

Contract Senior Advisor Client Relations

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Job Description

Join a client-first advisory team that supports personalized, comprehensive financial guidance for existing clients, with a strong focus on military families. This independent contractor opportunity in Leesburg, VA (onsite) pairs advanced planning with a high-touch service model, giving you room to build lasting relationships and grow through referrals.

What you’ll do

Act as a Trusted Advisor by identifying and adapting to each client’s evolving goals across wealth accumulation, preservation, and legacy; meet regularly to review progress and adjust plans based on life events, economic shifts, and regulatory changes.
Deliver advanced, personalized planning that integrates investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations tailored to military families.
Provide a high-touch client experience focused on clarity, confidence, and responsiveness, building trust through consistent value and guidance that helps clients make informed decisions.
Engage the military community by building relationships with advocates and centers of influence in the local and military community to generate referrals and other opportunities.
Drive results and grow your business by meeting performance goals through personalized financial strategies, revenue generation, and long-term client relationships, with practice expansion supported by strong referral networks, especially within the military community.

What you bring

Minimum 5 years of experience in financial services, with a strong record of building and retaining client relationships.
Strong capability in portfolio and wealth management, with experience integrating financial products into a long-term planning strategy.
Exceptional interpersonal skills and relationship-building ability, with a focus on meaningful, long-term engagement.
Drive and discipline to run an independent business, including flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
Military experience or affiliation is strongly preferred.

Licensing & certifications

Required: Series 7 & 66 (or 6, 63, 65) and a Life & Health license.
Preferred: CFP®, ChFC®, or RICP® designations.

Job type: Contract
Location: Leesburg, VA (onsite)
Experience: 5+ years

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22d ago

Financial Advisor

Sentinel Asset management Leesburg, VA

Leesburg, VA

22d ago

$130k - $145k/yr Full time Advisor Business Development Client Relations

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Job Description

Sentinel Asset management is seeking a Financial Advisor to serve clients in Leesburg, VA on an onsite basis. This commission-based W-2 role focuses on building relationships from provided leads and seminar attendees, using a structured two-meeting process to educate prospects and guide them toward clear, confident next steps.

In this position, you will help strengthen Sentinel’s credibility through seminars, run discovery-focused first meetings, and present structured financial plans. As you ramp, the role transitions into ongoing client service, with annual reviews and proactive communication to support long-term relationships.

Key Responsibilities

Lead or support seminars to build Sentinel’s credibility with prospective clients
Run first meetings centered on discovery and listening, rather than pitching
Present structured financial plans and guide clients to a confident decision
Maintain client relationships through annual reviews and proactive communication
Document meetings in line with firm and regulatory compliance standards
Manage 2–3 client meetings per day once fully ramped

Requirements

5 years of relevant professional experience (required)
Series 65 (preferred)
Life & Health Insurance License (preferred)
Bachelor’s degree (preferred); Master’s degree advantageous
Advanced credentials strongly preferred, including CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent
Licensing can be obtained if needed, with an expected ramp-up extension of approximately 45–60 days

Compensation & Growth

Full-time, commission-based W-2 position
Initial 6–8 months focused on immersion in Sentinel’s process
Expect first client within 90 days, with additional clients during the next 90 days, building toward a full, lasting practice
Pay: USD 130,000–145,000 per year
Top performers earn up to $250K+

Benefits

401(k)
401(k) with 4% match
All overhead covered, including marketing, office, admin, and seminars
Flexible work-life balance
Family-oriented culture

What Sentinel Provides

All leads provided and seminars filled for you
Dedicated Paraplanner for plan preparation and administrative support
Hands-on, comprehensive training in Sentinel’s process

Work location: In person in Leesburg, VA.

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Finance Jobs in Leesburg, VA

Senior Financial Advisor

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