1mo
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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Merrill Financial Solutions Advisor (Partially Licensed) – Greater Virginia Market
Newport News, Virginia, United States
$36-$41/hr OnsiteFull Time
2+ YOEHolds FINRA SIE; 4+ years progressive professional experience and 2+ years in investments preferred; ability to obtain Series 7 and 66; SAFE Act registration when applicable; strong communication and relationship-building skills.
3w
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Relationship Banker - Norfolk area
Norfolk or Portsmouth
OnsiteFull Time
2+ YOE2+ years customer service experience, 1+ year relationship management, FINRA Series 6 and Series 63 (or equivalents) and state insurance license required/obtainable, SAFE registration and FINRA/SIE requirements, strong communication and sales skills.
1mo
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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
1mo
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Relationship Banker- Hampton Roads Market
Suffolk, Virginia, United States
OnsiteFull Time
1+ YOE1+ year sales experience in retail banking/financial services, high school diploma/GED, obtain SIE/Series 6/Series 63/Life and NMLS registration as required (unlicensed hires must secure licenses within 180 days), strong communication and compliance skills, ability to work branch hours including weekends/evenings.
Chase Mobile App, Chase.com, ATMs, NMLS
1mo
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Private Client Banker - Hampton Roads Market
Suffolk, Virginia, United States
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and management; must obtain SIE/Series 6/7, required state registrations (63/66 if applicable) and life licenses within 180 days if not currently registered; compliance with Dodd-Frank/TILA; high school diploma/GED; ability to work branch hours including weeke...