1mo
Save
Mark Applied
Hide
Private Client Advisor
Philadelphia or Washington or Richmond
$55k-$102k/yr HybridFull Time
2+ YOE2+ years personal lines insurance with High Net Worth clients; Property & Casualty license; strong client service; ability to travel.
Property & Casualty License
3w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Chesterfield, VA
Chesterfield, Virginia, United States
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) or ability to obtain within 60 days; life, health and long term care insurance license required or to be obtained within 60 days; CFP and bachelor’s degree preferred.
1mo
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Client Service Associate (Unregistered)
Richmond, Virginia, United States
$52k-$72k/yr OnsiteFull Time
Support financial advisors with client servicing; obtain SIE, Series 7, and Series 63 within 2 years; college preferred; financial services experience preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1w
Save
Mark Applied
Hide
Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Financial Advisor
Richmond, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/accident & health, SIE, Series 6/7/63 licenses; strong communication, time-management, and entrepreneurial drive.
1mo
Save
Mark Applied
Hide
Registered Client Service Associate (Richmond,VA)
Richmond, Virginia, United States
OnsiteFull Time
Support financial advisors; strong MS Office and technology skills; ability to handle multiple tasks, maintain confidentiality, and meet deadlines. FINRA Series 7 and 63/65 or 66 required within 12 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Agency Advisor (Sales)
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
4+ YOEFour+ years in sales or client-facing roles; Bachelor's degree or equivalent; Property and Casualty license or willing to obtain; strong relationship-building and communication; strategic thinking and data analysis; ability to manage multiple priorities.
1mo
Save
Mark Applied
Hide
Director, Compliance Advisor
McLean or New York City or Richmond
$187k-$257k/yr OnsiteFull Time
8+ YOERequires 8+ years in compliance/legal/risk/regulatory roles (affiliated marketing, online retail or financial services), 5+ years partnering with business clients, Bachelor’s degree or military experience, CRCM preferred, strong judgment and communication.
2mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsitePart Time
Retail or client-focused experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly shift requirements.
2mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Mechanicsville, Virginia, United States
$14/hr OnsitePart Time
Client-facing retail experience, strong communication, passion for beauty, ability to perform merchandising and inventory tasks, flexible availability for days/nights/weekends/holidays.
2w
Save
Mark Applied
Hide
Clinique Beauty Advisor - Full Time
Williamsburg, Virginia, United States
OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Virtual Premier Advisor - Norfolk, VA
Norfolk, Virginia, United States
$84k-$110k/yr RemoteFull Time
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
1w
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Beauty Advisor - Part Time (Richmond, VA, US, 23233)
Richmond, Virginia, United States
$18-$21/hr OnsitePart Time, Full Time
Retail or client-focused experience preferred, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays, ability to meet minimum weekly hours and drive sales.
14h
Save
Mark Applied
Hide
Financial Advisor - Midlothian, VA - Market 34, Region 044
Midlothian, Virginia, United States
$45k-$100k/yr OnsiteFull Time
Build a practice through client acquisition, obtain SIE/Series 7/Series 66 and state insurance licenses, complete firm training, and demonstrate sales or financial services experience or a bachelor\u0002s degree.
Explore Jobs