Charlottesville • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Charlottesville • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Charlottesville • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Charlottesville • 50 milesRemote · Hybrid · Onsite · Field · All Environments
6 client advisor jobs at 3 companies in Charlottesville, VA
2w
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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.
2w
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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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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, entrepreneurial and client-building experience, obtain SIE, Series 6, 7, 63 and life/accident & health licenses, strong communication and time-management, legal US work authorization required.
1mo
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Part-Time Beauty Advisor - Sephora
Culpeper, Virginia, United States
$14/hr OnsitePart Time
Client-facing retail or service experience, passion for beauty, excellent communication, basic math and computer skills, ability to lift up to 50 lbs and stand for up to 8 hours, flexible availability including days, nights, weekends and holidays.
handheld scanners, multiple frequency devices