1mo
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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
3w
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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
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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
1d
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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
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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
2w
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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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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
1d
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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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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
4d
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Beauty Advisor - Part Time
Virginia Beach, Virginia, United States
$18-$21/hr OnsitePart Time, Full Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, punctuality and reliable attendance, passion for beauty and trends.
2w
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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
3d
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Beauty Advisor - Part Time
Virginia Beach, Virginia, United States
$18-$21/hr OnsitePart Time, Full Time
Provide personalized consultations, meet sales goals, maintain merchandising and store standards, physical ability to lift up to 50 lbs, strong communication and client-service experience.
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.
2w
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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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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
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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.
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