10 client advisor jobs at 5 companies in Orange, VA
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Private Client Advisor II
Richmond or Charlottesville or Norfolk
$100k-$275k/yrOnsiteFull Time
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma/GED required; client-centric, motivated self-starter with strong communication and technology skills. FINRA SIE/Series licenses preferred; ability to learn new platforms and support Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations and product recommendations; prior retail or client-focused experience preferred; strong communication and ability to lift up to 50 pounds.
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations and product recommendations, meet sales goals, strong communication, retail or client-service experience preferred, ability to lift up to 50 lbs, available nights/weekends/holidays.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, and completion of company training.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication and ability to lift up to 50 lbs; flexible availability for days, nights, weekends and holidays; complete required training and adhere to visual/operational standards.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail or service experience, passion for beauty, excellent communication, basic math and computer skills, ability to lift up to 50 lbs and stand for up to 8 hours, flexible availability including days, nights, weekends and holidays.
Financial Solutions Advisor Registration Candidate – Manassas Financial Center
Manassas, Virginia, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain required industry licenses; experience cultivating client relationships and recommending financial solutions; strong communication and time-management skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, handle account transactions, deliver exceptional client service, and use firm technology.
Owings Mills or Leesburg or Winchester or Middleburg or Richmond or Fredericksburg
HybridFull Time
YHB: YHB provides accounting, tax, auditing, and business advisory services.
Bachelor's in accounting required; CPA preferred. Strong tax knowledge, research, analytical and communication skills; ability to manage multiple engagements, mentor staff, and serve as trusted client advisor.