28 client advisor jobs at 13 companies in Winchester, VA
2mo
Save
Mark Applied
Hide
Client Advisor (Full-time), Armani Outlet
Leesburg, Virginia, United States
$15/hr OnsiteFull Time
Drive sales and provide excellent client service on the sales floor; retail experience preferred; high school diploma/GED preferred; proficiency with CRM/WeChat preferred; flexible schedule including nights, weekends, and holidays.
CRM, WeChat
3d
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Ashburn or McLean
$70k-$95k/yr HybridFull Time
Ability to obtain state insurance license, strong interpersonal and analytical skills; bachelor’s degree in finance/business preferred; prior sales or business-development experience beneficial.
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors, strong client focus, attention to detail, ability to learn technology platforms; high school diploma required; securities licenses preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; strong client focus, detail orientation, ability to learn platforms; high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
REGIONAL MANAGING DIRECTOR, CLIENT SERVICE
New York or Atlanta or Reston
$175k-$250k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years in financial services supporting UHNW advisors,5+ years leading client service teams,experience with onboarding/account maintenance,risk oversight,strong communication and analytical skills,10–20% travel.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
1mo
Save
Mark Applied
Hide
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
Bethesda or Philadelphia or Leesburg
$100k/yr HybridFull Time
Consultative insurance advisor for large, complex commercial accounts; strong insurance technical knowledge, risk analysis, client relationship skills, and communication; preferred CPCU/CIC/CRM/ARM and required state insurance licenses within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
4w
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
4w
Save
Mark Applied
Hide
Lead Advisor
Reston or North Bethesda
OnsiteFull Time
5+ YOE5+ years in client-facing advisory or wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff; strong financial planning and investment management skills; public speaking ability; willingness to travel to Richmond area.
CRM
3w
Save
Mark Applied
Hide
Financial Advisor
Reston, 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; entrepreneurial mindset and strong communication.
2w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Gainesville, Virginia, United States
$22-$25/hr OnsitePart Time
Provide personalized consultations and product recommendations; prior retail or client-focused experience preferred; strong communication and ability to lift up to 50 pounds.
2w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Gainesville, Virginia, United States
$22-$25/hr OnsitePart Time
Provide personalized consultations and product recommendations, meet sales goals, strong communication, retail or client-service experience preferred, ability to lift up to 50 lbs, available nights/weekends/holidays.
3w
Save
Mark Applied
Hide
Senior Financial Advisor – Experienced Professionals
Frederick, Maryland, United States
FieldFull Time
5+ YOE5+ years financial services experience, Series 7 and 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio and client-relationship skills.
1mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor (Rehire/Referral)
Leesburg, Virginia, United States
$14/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners
5d
Save
Mark Applied
Hide
Review & Analytics Advisor (Temp to Perm)
Chantilly, Virginia, United States
$45-$55/hr RemoteFull Time
3+ YOE3+ years eDiscovery/information governance experience; strong client management, project design, technical skills; travel up to 25%; bachelor's degree preferred.
Nuix Discover, Office 365, Relativity, G Suite, Microsoft Office
1mo
Save
Mark Applied
Hide
Financial Advisor, Truist Investment Services, Reston, VA
Reston, Virginia, United States
OnsiteFull Time
Bachelor's in business/accounting/finance/banking (or equivalent), Series 7 and 66 (or 63/65), state health and life insurance licenses, securities sales and client relationship experience, Microsoft Office competence, strong analytical and interpersonal skills.
Microsoft Office
4w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Explore Jobs