1w
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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.
1mo
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Client Service Associate
Norfolk, Virginia, United States
OnsiteFull Time
Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
CRM
2mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
2+ YOE2+ years supporting financial advisors; Series 7 and/or 66 preferred or obtainable within 1 year.
1w
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Virtual Account Advisor
Virginia Beach, Virginia, United States
RemoteFull Time
High school diploma or college preferred; strong verbal/written communication; confidence in client-facing conversations; sales or client services experience a plus.
2mo
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Client Relationship Consultant/401(k) Specialist
Richmond or Suffolk or Virginia Beach or Williamsburg
OnsiteFull Time
5+ YOEProvide retirement plan consulting, enrollment, sponsor relations, and education; ensure compliance; support advisors and plan sponsors.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Strategic Advisor-Clinical Assets
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years leadership/healthcare experience, advanced Excel/PowerPoint skills, strong strategic and presentation skills, ability to travel and work onsite with clients.
Microsoft PowerPoint, Microsoft Excel, Clinical Asset Informatics
4w
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Clinique Beauty Advisor - Full Time
Williamsburg, Virginia, United States
OnsiteFull Time
Provide beauty consultations, product applications, build client relationships, meet sales objectives, maintain required state demonstrator or cosmetology licenses, and be available nights, weekends, and holidays.
Windows
2mo
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Part-Time Beauty Advisor - Sephora
Virginia Beach, Virginia, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail or service experience, strong written/verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, ability to use handheld scanners.
4w
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Virtual Premier Advisor - Norfolk, VA
Norfolk, Virginia, United States
$84k-$110k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years financial services experience (or 1 year in client relationship manager role); active SIE, Series 7 and 66/63+65 and applicable insurance licenses; SAFE/NMLS mortgage compliance; strong sales and interpersonal skills; Microsoft Office proficiency.
Microsoft Office
3w
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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.
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
2w
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Advisor Development Program - Financial Solutions Advisor Trainee: Lynnhaven Parkway Financial Center
Virginia Beach, Virginia, United States
$29-$34/hr OnsiteFull Time
1+ YOETrainee program requiring completion of SIE, Series 7 and Series 66 licenses, sales and client relationship skills, regulatory due diligence, and SAFE Act registration for mortgage origination roles.
3w
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Branch Office Administrator - Hayes, VA
Hayes, Virginia, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account tasks, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1d
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Part Time Branch Office Administrator - Poquoson, VA
Poquoson, Virginia, United States
OnsitePart Time
Provide client service and administrative support to financial advisors; handle account transactions, scheduling, correspondence; strong communication, analytical skills, and computer literacy; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office