1mo
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Client Advisor
Richmond, Virginia, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
0+ YOEHigh school diploma required; valid driver’s license; prior sales or customer service experience; ability to meet sales goals; good communication and computer skills.
Microsoft Office, CRM
2mo
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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
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Midlothian and Henrico, VA
Midlothian or Henrico
OnsiteFull Time
2+ YOE2+ years as a financial advisor; Series 7 and Series 66; Life, Health and LTC licenses; strong client relationships and planning skills.
1w
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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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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
4w
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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
3w
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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
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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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Wealth Advisor
Richmond, Virginia, United States
HybridFull Time
5+ YOEBachelor's degree and CFP/CPA/EA required, 5+ years experience in financial planning/tax/family office or advisory, strong client management, analytical, communication, and coordination skills.
Microsoft Office, Adobe Acrobat, Tamarac Advisor View, eMoney
2w
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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
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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
2mo
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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
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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
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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
4w
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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
2mo
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Chief Technology Advisor
Richmond, Virginia, United States
OnsiteFull Time
3+ YOEClient-facing IT advisory role with MSP background; 3+ years MSP experience; 5+ years hands-on networking, Windows servers/workstations, Office 365; certifications preferred.
Office 365, Windows Server, Autotask, RMM tools
2mo
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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.
3w
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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
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Insurance Producer / Client Advisor - HYBRID
Glen Allen, Virginia, United States
$50k-$100k/yr HybridFull Time
Relationship-driven sales professional with strong communication, coachability, self-motivation, and competitive drive; prior B2B or outside sales background preferred; no prior insurance experience required.
3w
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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
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