6 banking advisor jobs at 3 companies in Hampton, VA
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Trust Advisor II
Richmond or Virginia Beach or Charlottesville
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
7+ YOEFour-year degree required, 7+ years fiduciary experience with business development and relationship management, strong communication, analytical skills, and proficiency with Microsoft products and proprietary bank platforms.
Atlantic Union BankNYSE: AUB: Provides retail and commercial banking and wealth management services.
10+ YOEBachelor's in finance or related, 10+ years financial services experience (bank trust preferred), knowledge of trust and estate law, strong communication, sales and analytical skills; CFP/CTFA/CPA preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7/63/65 (or Series 7/66) licensure expected or obtained within 90 days, SAFE Act registration when originating mortgages, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets.
Financial Advisor, Truist Investment Services, Norfolk, VA
Norfolk, Virginia, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree (Business/Accounting/Finance/Banking), FINRA Series 7 and 66 (or 63/65), applicable state health & life insurance licenses, securities sales and client relationship experience, and Microsoft Office competency.
Financial Advisor, Truist Investment Services, Virginia Beach, VA
Virginia Beach, Virginia, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree in Business, Accounting, Finance or Banking; FINRA Series 7 and 66 licenses; state health and life insurance licenses; securities sales experience; strong interpersonal and analytical skills; proficient with Microsoft Office.