11 client advisor jobs at 8 companies in Courtland, VA
4w
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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.
4w
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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.
5d
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J.P. Morgan Wealth Management - Private Client Advisor - Norfolk, VA
Norfolk or Norfolk
OnsiteFull Time
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses.
2mo
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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
5d
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J.P. Morgan Wealth Management - Private Client Advisor - Newport News, VA
Newport News, Virginia, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advising or equivalent financial services experience, active Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses; CFP certification and bachelor's degree preferred.
digital technology, digital solutions
2w
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Genesis/Hyundai Service Advisor
Hampton, Virginia, United States
OnsiteFull Time
Experience as a service advisor required; strong customer service and communication skills; use CDK DMS; ability to manage repair orders and explain invoices to clients.
CDK DMS
1mo
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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, strong client service and organizational skills, CRM proficiency, ability to work onsite M-F, Series 7 and/or 66 preferred or must be obtained within a year.
CRM
3mo
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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.
3mo
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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
2mo
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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