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3 client advisor jobs at 3 companies in Buchanan, VA

1mo
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Client Protection Advisor
Lynchburg or United States
$150k-$200k/yr RemoteFull Time, Part Time
Meron Financial Agency
Meron Financial Agency: Provides remote life insurance and financial protection services.
Driven, coachable individuals; must live in the U.S. and be a U.S. citizen or legal/permanent resident; no cold calling; mentorship and leads provided.
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3w
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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5d
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Premier Advisor - Lynchburg, VA
Lynchburg, Virginia, United States
$80k-$105k/yr OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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
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