Edward Jones: Provides personalized financial advice and wealth management services.
Bachelor's degree preferred or equivalent experience; financial services or sales experience, registration, licensing, certification, or professional/military progression. SIE, Series 7, Series 66, and state insurance licenses required.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Willingness to obtain SIE and life/health licenses quickly or hold them already; team-spirited, competitive, strong communicator, and community-focused; motivated to grow income and develop others.
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Regional bank providing commercial, consumer, and wealth management services.
5+ YOEHigh School diploma; 5-7 years in financial services; 2+ years as a Registered Client Assistant; FINRA registrations SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Provides retail and commercial banking and wealth management services.
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Financial Advisor - Midlothian, VA - Market 34, Region 044
Midlothian, Virginia, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
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.
Guggenheim Partners: Provides global investment banking and asset management services.
1+ YOEBachelor's degree required; 1-2 years relevant experience (MBA hires) or equivalent; core modeling and valuation experience; SIE, Series 79 and 63 to be acquired within 150 days; strong analytical and communication skills.
Knowledge of SEC/FINRA/MSRB rules; SIE, Series 7/66 (within 1 year) and Series 24 (within 2 years); proficiency with Microsoft Outlook/Word/Excel; strong written and verbal communication and analytical skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
College Financial Representative, Internship Program
Richmond, Virginia, United States
$500-$1k/yrOnsiteInternship
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably a junior or senior, with entrepreneurial sales ambitions, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking skills.
Harris WilliamsNYSE: PNC: Investment bank specializing in global mergers and acquisitions advisory.
2+ YOE1+ years sell-side M&A experience (or 2+ years equivalent), quantitative/financial modeling skills, FINRA SIE/Series 79/63 to be obtained within 90 days, strong communication and project management, ability to work in U.S. without sponsorship.