28 client advisor jobs at 16 companies in West Point, VA
2mo
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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.
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.
2d
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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 (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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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
4w
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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
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.
2w
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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
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.
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
5d
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Beauty Advisor - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience preferred, strong communication, ability to lift up to 50 pounds, availability for nights/weekends/holidays, meet minimum weekly shifts.
5d
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Beauty Advisor - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsitePart Time
Provide personalized service and product recommendations; retail or client-facing experience preferred; ability to lift up to 50 lbs; reliable availability for nights, weekends, and holidays.
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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Paraplanner / Associate Financial Advisor
Glen Allen, Virginia, United States
OnsiteFull Time
Prepare financial plans, support client onboarding and service, perform analysis, and assist advisors; bachelor’s degree preferred; CFP interest encouraged; familiarity with planning and CRM systems.
eMoney, MoneyGuidePro, CRM
1mo
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Financial Advisor, Truist Investment Service, Richmond, VA
Richmond, Virginia, United States
OnsiteFull Time
Bachelor's in business/accounting/finance/banking, Series 7 and 66 (or 63 and 65), state health and life insurance licenses, securities sales and client relationship experience, Microsoft Office proficiency, strong analytical and interpersonal skills.
Microsoft Office
2w
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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.
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