20 client advisor jobs at 15 companies in Poquoson, VA
3w
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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.
3w
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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.
8h
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Work From Home - Client Benefits Advisor
Norfolk, Virginia, United States
RemoteFull Time
Seeking competitive self-starters willing to be coached, guide interested clients, educate them, and help them move forward. No cold outreach; compensation is performance-based without guaranteed hourly pay.
Zoom
2d
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J.P. Morgan Wealth Management - Private Client Advisor - Norfolk, VA
Norfolk or Norfolk
OnsiteFull Time
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses.
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
1w
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Genesis/Hyundai Service Advisor
Hampton, Virginia, United States
OnsiteFull Time
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
1mo
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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, 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
3mo
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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.
1w
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Financial Advisor
Virginia Beach, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
financial planning software
3w
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Virtual Account Advisor
Virginia Beach, Virginia, United States
RemoteFull Time
High school diploma or college preferred; strong verbal/written communication; confidence in client-facing conversations; sales or client services experience a plus.
1mo
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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
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
2d
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Financial Advisor Associate
Virginia Beach, Virginia, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in a related field or equivalent experience, strong communication and networking skills, client-listening ability, background check, assessments, and unrestricted US work authorization.
Securities Industry Essentials (SIE), Series 7, Series 66
2mo
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Part-Time Beauty Advisor - Sephora
Virginia Beach, Virginia, United States
$14/hr OnsitePart Time
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.
1mo
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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.
2mo
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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
1mo
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Branch Office Administrator - Hayes, VA
Hayes, Virginia, United States
OnsiteFull Time
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
1w
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Branch Office Administrator
Hayes, Virginia, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology use while supporting financial advisors and learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
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