9 client advisor jobs at 6 companies in Amherst, VA
1w
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
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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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.
1mo
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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.
2mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
OnsiteFull Time
High school diploma/GED required; client-centric, motivated self-starter with strong communication and technology skills. FINRA SIE/Series licenses preferred; ability to learn new platforms and support Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, follow policies, and deepen client relationships. High school diploma/GED required; client-centric, detail oriented, adaptable to technology.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Advisor
Charlottesville, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, learning orientation, and legal US work authorization without sponsorship.
proprietary planning software
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
2mo
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Part-Time Beauty Advisor - Sephora
Charlottesville, Virginia, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs and perform frequent physical tasks, basic math and computer skills.
handheld scanners