12 client advisor jobs at 5 companies in Stanley, VA
2w
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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.
2w
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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.
1mo
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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
18h
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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
1mo
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Part-Time Beauty Advisor - Sephora
Haymarket, Virginia, United States
$16-$20/hr OnsitePart Time
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.
handheld scanners, multiple frequency devices
1mo
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Part-Time Beauty Advisor - Sephora
Culpeper, Virginia, United States
$14/hr OnsitePart Time
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.
handheld scanners, multiple frequency devices
1d
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Full-Time Beauty Lead Advisor - Sephora
Winchester, Virginia, United States
$18-$25/hr OnsiteFull Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math and computer skills, flexible shift availability, and ability to lift up to 50 pounds.
handheld scanners
1mo
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Financial Advisor - Strasburg, VA - Market 26, Region 275
Strasburg, Virginia, United States
$45k-$100k/yr OnsiteFull Time
Build and grow a client-focused financial practice; obtain required securities and insurance registrations; demonstrate relationship-building, sales, and critical thinking skills; bachelor’s degree or equivalent experience preferred.
2mo
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Block Advisors CSP
Winchester, Virginia, United States
$13-$27/hr OnsiteFull Time
Customer service experience in a fast-paced environment; ability to multi-task, strong organization/time-management, phone and in-person client interaction, scheduling, and Microsoft Office proficiency.
Microsoft Office
2mo
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Block Advisors CSP
Winchester, Virginia, United States
OnsiteFull Time, Seasonal
H&R Block: A global financial services offering tax preparation and related services.
High school diploma or equivalent; ability to work flexible schedule and/or in multiple locations; sales/marketing experience.
Microsoft Office
3w
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Branch Office Administrator - Stephens City, VA
Stephens City, Virginia, United States
OnsiteFull Time
Provide client service, account administration, scheduling, documentation, and support for financial advisors; strong attention to detail, digital tool use, and interpersonal skills.
MoneyGuide, Salesforce, Microsoft Office