49 senior advisor jobs at 23 companies in Surry, VA
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Senior Advisor
Richmond, Virginia, United States
OnsiteFull Time
Cresa: Commercial real estate services firm representing corporate occupiers exclusively.
5+ YOERequires a Virginia commercial real estate license, bachelor's degree, 5+ years of commercial real estate broker sales experience, client relationship skills, negotiation, organization, communication, and computer proficiency.
Fitzwilliams Tax Management LLC: Professional tax preparation, accounting, and financial planning services.
5+ YOEEA or CPA preferred; minimum 5 years preparing and reviewing complex individual and business tax returns; strong federal and state tax law knowledge; QuickBooks proficiency required; TaxSlayer Pro and Tax Dome experience preferred.
Capital OneNYSE: COF: A diversified financial services providing banking and credit products.
5+ YOEBachelor’s degree or military experience and 5+ years in compliance, risk management, audit, or legal; expertise in applicable regulations and compliance risk management is required.
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
5+ YOEBachelor's degree or military experience and 5+ years in compliance, risk management, audit, or legal required. Preferred: advanced degree, 8+ years, CRCM, ACAMS, or CIPP certification.
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
5+ YOE5+ years in compliance/risk/audit/legal, Bachelor\u0002s degree or military experience, CRCM/ACAMS/CIPP preferred, strong knowledge of card operations and controls, regulatory expertise.
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
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.
Commonwealth of Virginia: State government providing public services to Virginia residents.
Extensive experience in public administration, policy and regulatory development, Medicaid law interpretation, project management, performance measurement, stakeholder engagement, and use of office productivity and database applications; fingerprint background check and financial disclosure required.
Supreme Court of Virginia: Provides judicial services and administers the Virginia court system.
Juris Doctor (ABA), extensive knowledge of Virginia criminal law and procedure, legal research and writing, public speaking, computer proficiency; ability to travel and be on-call.
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
City of Richmond: Providing municipal services and governance for Richmond, Virginia.
6+ YOEBachelor’s degree in a related field and six years of progressively responsible experience in policy, human services, data analysis, or project management; supervisory experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft SharePoint, FOIA, KPIs
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
7+ YOEFour-year degree required, 7+ years fiduciary experience with business development and relationship management, strong communication, analytical skills, and proficiency with Microsoft products and proprietary bank platforms.
Defence Innovation Accelerator for the North Atlantic (DIANA): Accelerates dual-use deep-tech innovation for NATO defense challenges.
10+ YOEUniversity degree and 10+ years related experience; expertise in administrative, contract, labor and international law; proven multinational legal leadership; NATO SECRET clearance required; fluency in English.
NATO: International military alliance providing collective defense and security innovation.
10+ YOE5+ MgmtUniversity degree and 10 years related experience in international law or multinational organizations; sound knowledge of administrative, contract, labor, and international law; NATO SECRET clearance required; strong communication and leadership skills.
StratasCorp: Provides information technology services to government and defense agencies.
Active Secret clearance, bachelor\u0002s degree, IAM II certification (CAP, CASP+, CISM) preferred, experience in network/transport/cybersecurity/C4ISR modernization and systems engineering.
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yrHybridFull Time
TRIMEDX: Clinical asset management and medical equipment maintenance services.
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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
Overland Park or Philadelphia or Hartford or Dallas or Richmond or Austin or Nashville or St. Louis or King of Prussia or Oklahoma City or Charlotte or Houston or Memphis or Manchester or Jacksonville or Herndon or Omaha or Charleston or Kansas City or Detroit or Portland or Raleigh or Louisville or Des Moines or Indianapolis or Atlanta or Tampa or Grand Rapids or Fayetteville or Phoenix or Orlando
RemoteFull Time
Optiv: Provides cybersecurity consulting, technology integration, and managed security services.
10+ YOEBachelor's degree or equivalent experience; 10+ years in information security; AI security expertise; cybersecurity certifications preferred; strong technical, sales, communication, and advisory skills; travel readiness required.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.