2d
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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.
1mo
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Investment Advisor
Pensacola or Vienna or San Diego or Jacksonville or North Richland Hills or Dallas or Schaumburg or Cherry Hill or Sandy Springs or Virginia Beach or Winchester or Atlanta
$25-$39/hr HybridFull Time
Requires FINRA Series 7 and NASAA Series 63/65 or 66 registration; life & health insurance license preferred; proficiency with PCs and financial analysis tools; experience in business development and client consulting; knowledge of investment/insurance products and regulations.
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
3w
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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
3w
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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
1mo
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Part-Time Beauty Advisor - Sephora
Chesapeake, Virginia, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication and influencing skills, flexible availability including weekends/holidays, ability to lift up to 50 lbs and stand for shifts, complete required training.
handheld scanners, multiple frequency devices
3w
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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
2w
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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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Advisor Development Program - Financial Solutions Advisor Trainee: Boulevard Financial Center
Colonial Heights, Virginia, United States
OnsiteFull Time
1+ YOEWillingness to obtain Securities Industry licenses (SIE, Series 7, Series 66); sales orientation; strong communication, time management, and client relationship skills; regulatory compliance aptitude (SAFE Act where applicable).
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
1w
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Branch Office Administrator - Williamsburg, VA
Williamsburg, Virginia, United States
OnsiteFull Time
Provide administrative support to financial advisors, client service, account processing, scheduling, and use firm software; strong attention to detail and communication.
MoneyGuide, Salesforce, Microsoft Office