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19 client advisor jobs at 13 companies in Norfolk, VA

1w
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Private Client Advisor II
Richmond or Charlottesville or Norfolk
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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1w
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Private Client Advisor II
Richmond or Charlottesville or Norfolk
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
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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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11h
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Genesis/Hyundai Service Advisor
Hampton, Virginia, United States
OnsiteFull Time
Mills Auto Group
Mills Auto Group: Retailer of new and used automobiles and vehicle services.
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
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2w
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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 independent financial advisory and wealth management services.
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
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3mo
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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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3w
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Financial Advisor
Virginia Beach, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, licensing (Life/Accident & Health, SIE, Series 6,7,63), client-building experience, strong communication, time-management, and entrepreneurial drive; must be legally authorized to work in the US without sponsorship.
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3w
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Financial Advisor
Virginia Beach, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial mindset, client relationship skills, strong communication and critical thinking, legal authorization to work in the US without sponsorship.
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2w
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Virtual Account Advisor
Virginia Beach, Virginia, United States
RemoteFull Time
Nuvant Consulting Group
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
High school diploma or college preferred; strong verbal/written communication; confidence in client-facing conversations; sales or client services experience a plus.
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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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1mo
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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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1mo
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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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2mo
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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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1mo
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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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3w
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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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1mo
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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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5d
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Merrill Financial Solutions Advisor (Partially Licensed) – Greater Virginia Market
Newport News, Virginia, United States
$36-$41/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
4+ YOESIE required; 4+ years progressive professional experience, 2+ years in investments preferred; ability to obtain Series 7 and 66; strong communication, client relationship, and sales skills.
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4w
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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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5d
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Part Time Branch Office Administrator - Poquoson, VA
Poquoson, Virginia, United States
OnsitePart Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; handle account transactions, scheduling, correspondence; strong communication, analytical skills, and computer literacy; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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