66 client advisor jobs at 20 companies in Culpeper, VA
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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.
2mo
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Client Advisor / Sales Assistant
Woodbridge, Virginia, United States
OnsiteFull Time
Provide showroom customer service, assist through the sales process, prepare paperwork, communicate clearly, multitask, and maintain showroom standards; high school diploma/GED preferred; bilingual and prior sales experience a plus.
2mo
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Private Client Advisor
Fairfax, Virginia, United States
HybridFull Time
2+ YOEState-issued P&C or Life & Health producer license, 4-year bachelor\u0002s degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
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.
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.
1d
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J.P. Morgan Wealth Management – Private Client Advisor - Northern Virginia (Multiple Locations)
Arlington or Springfield or Manassas or Annandale or Centreville
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
1mo
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Lead Wealth Advisor
Reston, Virginia, United States
OnsiteFull Time
Experienced advisor needed to manage client relationships, deliver comprehensive financial plans, coordinate tax and estate strategies, analyze portfolios, and guide junior advisors.
2w
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Automotive Service Advisor
Manassas, Virginia, United States
$70k-$180k/yr OnsiteFull Time
Spanish-speaking service advisor to write repair orders, coordinate with clients and technicians, recommend maintenance, communicate with customers, and meet performance goals.
Text, Email, Voice
1mo
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Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
1mo
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REGIONAL MANAGING DIRECTOR, CLIENT SERVICE
New York or Atlanta or Reston
$175k-$250k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years in financial services supporting UHNW advisors,5+ years leading client service teams,experience with onboarding/account maintenance,risk oversight,strong communication and analytical skills,10–20% travel.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
1mo
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Lead Advisor
Reston or North Bethesda
OnsiteFull Time
5+ YOE5+ years in client-facing advisory or wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff; strong financial planning and investment management skills; public speaking ability; willingness to travel to Richmond area.
CRM
2w
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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
1mo
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Beauty Advisor - Part Time
Fairfax, Virginia, United States
$22-$25/hr OnsitePart Time
Retail or client-focused experience preferred, strong communication, ability to lift 50 pounds, reliable attendance and availability for nights/weekends/holidays.
2mo
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Beauty Advisor - Part Time
Fairfax, Virginia, United States
$22-$25/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
3d
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Beauty Advisor - Part Time
Reston, Virginia, United States
$22-$25/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires excellent communication, product knowledge, teamwork, reliability, and ability to lift and carry up to 50 pounds.
2w
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Functional Specialist Advisor
Springfield, Virginia, United States
$135k-$216k/yr OnsiteFull Time
12+ YOEBachelor’s degree or 12+ years engineering experience, 12+ years in high-technology programs and client guidance, plus TS/SCI clearance or eligibility for SCI and polygraph.
Microsoft Project, Primavera, Model-Based Systems Engineering, Agile, Customer Relationship Management (CRM), Enterprise Resource Planning (ERP)
1mo
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Financial Advisor – Experienced Professionals
Woodbridge, Virginia, United States
OnsiteFull Time
5+ YOE5+ years financial services experience, securities licenses (Series 7 & 66 or Series 6/63/65), Life & Health license; strong portfolio management, client relationship and business development skills.
2d
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Commercial Services Advisor
Chantilly or Fairfax or Washington
$60k-$99k/yr OnsiteFull Time
3+ YOEBachelor's degree required, 3+ years working with commercial clients and banking experience, treasury services knowledge, Microsoft Office proficiency, strong communication and problem-solving skills, and up to 10% regional travel.
Microsoft Office
3w
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Clinique Beauty Advisor - Part Time
Fredericksburg, Virginia, United States
OnsitePart Time
Provide personalized beauty consultations, build client relationships, perform makeup/skincare applications, meet sales metrics, and maintain required state cosmetology/demonstrator credentials.
smart phones, tablet computers, Windows
1mo
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Part-Time Beauty Advisor - Sephora
Fair Lakes, Virginia, United States
$14-$18/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50+ lbs and perform physical tasks.
handheld scanners, frequency devices
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