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18 client advisor jobs at 13 companies in Hampton, VA

1mo
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Client Service Associate
Norfolk, Virginia, United States
OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
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
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2d
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Client Service Associate (Unregistered)
Williamsburg, Virginia, United States
$49k-$68k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm.
Support financial advisors with client servicing, account paperwork, checks/wires/transfers, CRM updates, scheduling, and regulatory adherence. College degree preferred; financial services experience preferred; must obtain SIE, Series 7 and Series 63 within 2 years.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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2mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years supporting financial advisors; Series 7 and/or 66 preferred or obtainable within 1 year.
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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
Navy Federal Credit Union
Navy Federal Credit Union: Offers banking and financial services to the military community.
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.
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2mo
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Client Relationship Consultant/401(k) Specialist
Richmond or Suffolk or Virginia Beach or Williamsburg
OnsiteFull Time
Towne Wealth Management
Towne Wealth ManagementNASDAQ: TOWN: Provides personalized financial planning and investment management services.
5+ YOEProvide retirement plan consulting, enrollment, sponsor relations, and education; ensure compliance; support advisors and plan sponsors.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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3d
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Beauty Advisor - Part Time
Virginia Beach, Virginia, United States
$18-$21/hr OnsitePart Time, Full Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, punctuality and reliable attendance, passion for beauty and trends.
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2w
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Strategic Advisor-Clinical Assets
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yr HybridFull Time
TRIMEDX
TRIMEDX: Clinical asset management and medical equipment maintenance services.
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
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2d
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Beauty Advisor - Part Time
Virginia Beach, Virginia, United States
$18-$21/hr OnsitePart Time, Full Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations, meet sales goals, maintain merchandising and store standards, physical ability to lift up to 50 lbs, strong communication and client-service experience.
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2w
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Clinique Beauty Advisor - Full Time
Williamsburg, Virginia, United States
OnsiteFull Time
Belk
Belk: Department store chain selling apparel, cosmetics, and home goods.
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
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1mo
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Part-Time Beauty Advisor - Sephora
Chesapeake, Virginia, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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
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Part-Time Beauty Advisor - Sephora
Virginia Beach, Virginia, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
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2w
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Virtual Premier Advisor - Norfolk, VA
Norfolk, Virginia, United States
$84k-$110k/yr RemoteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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
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1w
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Trust Advisor II (Virginia Beach) (HYBRID)
Virginia Beach, Virginia, United States
$90k-$151k/yr HybridFull Time
Atlantic Union Bank
Atlantic Union BankNYSE: AUB: Regional bank providing commercial, consumer, and wealth management services.
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.
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Financial Advisor, Truist Investment Services, Norfolk, VA
Norfolk, Virginia, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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
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4d
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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
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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2mo
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Financial Solutions Advisor Registration Candidate -Coliseum-Riverdale Center
Hampton, Virginia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
License preparation (SIE, Series 7, Series 66), client relationship skills, time management, adaptability, and a results-driven mindset.
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2d
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Branch Office Administrator - Williamsburg, VA
Williamsburg, Virginia, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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
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1w
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Branch Office Administrator - Hayes, VA
Hayes, Virginia, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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
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