12 banking advisor jobs at 4 companies in Surry, VA
2mo
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Trust Advisor II
Richmond or Virginia Beach or Charlottesville
OnsiteFull Time
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.
Microsoft Suite
1mo
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Regulatory Affairs Advisor & Liaison
McLean or Richmond
$210k-$263k/yr OnsiteFull Time
5+ YOE5+ years experience in banking, risk, audit, consulting, or regulatory agencies; experience with consumer credit products and regulatory policy; strong communication and critical thinking.
1mo
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Trust Advisor II (Virginia Beach) (HYBRID)
Virginia Beach, Virginia, United States
$90k-$151k/yr HybridFull Time
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.
1mo
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Trust Advisor II (Virginia Beach) (HYBRID)
Virginia Beach, Virginia, United States
$90k-$151k/yr HybridFull Time
10+ YOEBachelor's in finance, 10+ years financial services experience (bank trust preferred), knowledge of trust & estate law, CFP/CTFA/CPA preferred, strong client service, sales, and communication skills.
3w
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Director, Regulatory Affairs Advisor & Liaison
McLean or Richmond
$210k-$263k/yr OnsiteFull Time
5+ YOERequires 5+ years in banking, financial services, risk management, audit, consulting, or regulatory agencies, with regulatory policy, consumer credit, stakeholder, and advisory experience.
3w
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Private Client Advisor II
Richmond or Charlottesville or Norfolk
$100k-$275k/yr OnsiteFull Time
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.
3w
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Private Client Advisor II
Richmond or Charlottesville or Norfolk
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7/63/65 or Series 7/66 required (or willing to obtain within 90 days); SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services experience; ability to drive new business for $3M+ investable assets; strong interpersonal and sales skills.
2d
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Director, Card Tech Risk Advisor
McLean or Richmond or Riverwoods
$210k-$263k/yr OnsiteFull Time
7+ YOE5+ MgmtBachelor's degree or military experience; 7+ years in information technology, 5+ years managing people, and 4+ years analyzing data extracts and assessing code. Cyber, cloud, banking, and risk experience preferred.
AWS, NIST, FFIEC, PCI, CISSP, CISM, CISA, PMP, Lean, Agile, Six Sigma
1mo
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Financial Advisor, Truist Investment Services, Norfolk, VA
Norfolk, Virginia, United States
OnsiteFull Time
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.
Microsoft Office
1mo
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Financial Advisor, Truist Investment Service, Richmond, VA
Richmond, Virginia, United States
OnsiteFull Time
Bachelor's in business/accounting/finance/banking, Series 7 and 66 (or 63 and 65), state health and life insurance licenses, securities sales and client relationship experience, Microsoft Office proficiency, strong analytical and interpersonal skills.
Microsoft Office
1mo
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Director, Regulatory Affairs Advisor & Liaison
McLean or Richmond
$210k-$263k/yr OnsiteFull Time
5+ YOERequires 5+ years in banking, financial services, risk management, audit, consulting, or regulatory agencies; regulatory policy, consumer credit, project leadership, and senior stakeholder experience preferred.
3w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, adapt to technology platforms, and maintain discretion.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce