19 client advisor jobs at 6 companies in Palmyra, VA
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
1mo
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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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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.
2mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
OnsiteFull Time
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
1mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, follow policies, and deepen client relationships. High school diploma/GED required; client-centric, detail oriented, adaptable to technology.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Advisor
Charlottesville, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, learning orientation, and legal US work authorization without sponsorship.
proprietary planning software
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
2mo
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US Experienced Advisor Region 062
Ashland or United States or Canada
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services client experience, investment product knowledge, communication, critical thinking, relationship-building, adaptability, and a successful performance record.
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2mo
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US Experienced Advisor Region 369
Ashland or United States or Canada
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services experience working with clients, investment product knowledge, communication skills, relationship-building ability, critical thinking, and sound judgment.
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3mo
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US Experienced Advisor Region 216
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services experience with clients, investment product knowledge, and a successful track record. State insurance licenses and CFP or CRPC designations preferred.
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Part-Time Beauty Advisor - Sephora
Midlothian, Virginia, United States
$14-$18/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer operation, and ability to lift up to 50 pounds.
handheld scanners
2mo
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US Experienced Advisor Region 340
Ashland or United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services client experience, investment product knowledge, communication, relationship-building, critical thinking, judgment, ambition, and self-motivation. State insurance licenses preferred.
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2mo
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Part-Time Beauty Advisor - Sephora
Charlottesville, Virginia, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs and perform frequent physical tasks, basic math and computer skills.
handheld scanners
1mo
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US EA Financial Advisor Region 348
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services experience with clients, investment product knowledge, strong communication, critical thinking, relationship-building, and a record of success.
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2w
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US EA Financial Advisor Region 110
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, client-facing financial services experience, investment product knowledge, relationship-building, communication, self-motivation, critical thinking, and sound judgment.
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2mo
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US EA Financial Advisor Region 306
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services experience with clients, investment products knowledge, relationship-building, communication, critical thinking, and a record of success. State insurance licenses preferred.
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1w
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US EA Financial Advisor Region 373
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services client experience, investment product knowledge, communication, relationship-building, critical thinking, and sound judgment. State insurance licenses preferred.
4d
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US EA Financial Advisor Region 265
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, financial services client experience, investment product knowledge, and a successful track record. State insurance licenses preferred; CFP or CRPC designations preferred.
3mo
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US EA Financial Advisor Region 163
Ashland, Virginia, United States
$50k-$125k/yr OnsiteFull Time
Requires Series 7 and Series 66, client-focused financial services experience, investment product knowledge, communication, relationship-building, critical thinking, and sound judgment. State insurance licenses preferred.
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