Elizabeth City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Elizabeth City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Elizabeth City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Elizabeth City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
18 client advisor jobs at 12 companies in Elizabeth City, NC
3w
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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.
4d
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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
1w
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Financial Advisor
Virginia Beach, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
financial planning software
1w
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Financial Advisor
Virginia Beach, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
1mo
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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.
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
5d
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Financial Advisor Associate
Virginia Beach, Virginia, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in a related field or equivalent experience, strong communication and networking skills, client-listening ability, background check, assessments, and unrestricted US work authorization.
Securities Industry Essentials (SIE), Series 7, Series 66
1d
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Part-Time Beauty Advisor - Sephora
Virginia Beach, Virginia, United States
$14-$18/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical task abilities.
handheld scanners
1d
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Premier Advisor - Virginia Beach, VA
Virginia Beach, Virginia, United States
$84k-$110k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years of financial services experience or 1 year as a financial client relationship manager; active or obtainable securities, insurance, and mortgage licenses.
Microsoft Office
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.
1mo
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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.
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
14h
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Block Advisors Accounting Specialist
Virginia Beach, Virginia, United States
$16-$24/hr OnsiteFull Time
High school diploma, bookkeeping and accounting knowledge, Microsoft Office including Word and Excel, bookkeeping software familiarity, client service experience, analytical skills, and ability to work independently.
Microsoft Word, Microsoft Excel, OpenOffice
1d
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Block Advisors Accounting Specialist
Virginia Beach, Virginia, United States
$16-$24/hr OnsiteFull Time
High school diploma required; associate degree preferred. Requires bookkeeping knowledge, accounting principles, Microsoft Office, bookkeeping software, client service, analytical skills, and ability to meet deadlines.
Microsoft Word, Microsoft Excel, OpenOffice
14h
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Block Advisors Accounting Specialist
Virginia Beach, Virginia, United States
$16-$24/hr OnsiteFull Time
High school diploma required; bookkeeping and GAAP knowledge, Microsoft Word, Excel, OpenOffice, bookkeeping software, client service, analytical skills, and ability to obtain national bookkeeping and payroll certifications.
Microsoft Word, Microsoft Excel, OpenOffice
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