Join Our Team Of Professionals

The Campbell Wealth Management team is made up of a group of individuals that strive to provide clients with the most helpful insight and best possible solutions. Our people are proud to be a part of a successful team that enjoys working with clients and helping those in need. Campbell Wealth Management has been named one of the top 300 Registered Investment Advisers in the country by Financial Times, and it comes as no surprise that we uphold these standards and expectations when serving clients. We also like to give back to our community, as well as participate in events and activities in Alexandria, VA to be as involved as possible.

Benefits Offered By Campbell Wealth Management

In addition to wages and salaries, Campbell Wealth Management offers many benefits to our team members. As a team member at Campbell Wealth Management, you will receive the various benefits listed below:

  • Medical
  • Dental
  • Vision
  • Life
  • Long-Term Disability
  • 401(k) Match
  • Paid Holidays
  • Paid Vacation
  • Parental Leave
  • Education Reimbursement
  • Recruiting Bonus
  • Client Referral Bonus
  • Free Financial Planning
  • Portfolio Investment
  • Free Parking

Campbell Wealth Management’s Core Values

At Campbell Wealth Management, we believe our people are the strength and driving force behind everything we do. Before we can provide our clients with the right retirement options, we need to get the right people for the task. Our mantra is, “Right People, Right Seats.” We achieve this through our company’s core values, listed below.

We Are Growth-Oriented

  • We understand growth is the only path to our goals.
  • We are always growing as individuals, as a team, and as a company.

We Are Hard Workers Who Take Initiative

  • We have the courage to take the first step and go the extra mile.
  • We take a fresh, unique approach to every situation.

We Are Coachable And Open-Minded

  • We always strive to be better.
  • We search for new and better ways in everything we do.
  • We are open to new ideas.

We Are Resilient

  • We learn from our successes and failures.
  • We expect change and meet adversity head-on.

We Are Optimistic And Positive

  • We always have a “glass half full” attitude.
  • We prepare for and expect outstanding results.

We Are Compassionate

  • We care for our team, our clients, and others.
  • We help those in need.
  • We try to walk in someone else’s shoes without judgment.

Employment Opportunities

We are always on the lookout for our next great team member. If you feel this is you and you have previous financial experience in any of our departments, feel free to contact us at hr@campbellwealth.com

Client Services Associate

As a Client Services Associate for Campbell Wealth Management, you will help support the client service experience in this client-supporting position.

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Client Service Associate Manager

Manages daily activities within the Wealth Management group and serves as an intermediary between the Wealth Management group, other internal departments, outside custodians, and top management.

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Trading Associate

The Trading Associate duties include processing individual account trades for onboarding of new clients, application of new funds, and distribution requests.

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Wealth Manager

As a Wealth Manager for Campbell Wealth Management, you will be at the forefront of the client service experience in this client-facing position.

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Wealth Management Associate

The Wealth Management Associate [WMA] is responsible for attending client review meetings, updating/presenting financial plans, and articulating the CWM investment philosophy.

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