6 client advisor jobs at 5 companies in Altavista, VA
1w
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Client Protection Advisor
Lynchburg, Virginia, United States
$150k-$200k/yr RemoteFull Time
Seeking driven, coachable individuals who want to make an impact. Must live in the United States and be a U.S. citizen or legal/permanent resident.
1mo
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
Microsoft Office
3w
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Premier Advisor - Lynchburg, VA
Lynchburg, Virginia, United States
$80k-$105k/yr OnsiteFull Time
5+ YOEBachelor's in business or equivalent experience; 5+ years in financial services (or 1 year in client relationship manager role); active or obtainable FINRA SIE/Series7/66 and applicable insurance licenses; SAFE/NMLS compliance; strong sales and communication; Microsoft Office proficiency.
Microsoft Office
5d
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Part-Time Beauty Advisor - Sephora
Roanoke, Virginia, United States
$14-$18/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and technology equipment skills.
handheld scanners
1mo
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Branch Office Administrator - Danville, VA
Danville, Virginia, United States
OnsiteFull Time
Provide administrative and client support for financial advisors including account processing, client service, scheduling, and use of MoneyGuide, Salesforce, and Microsoft Office. 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator
Danville, Virginia, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance while learning financial services operations and working with financial advisors.
MoneyGuide, Salesforce, Microsoft Office