2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Client-service focused, highly organized, strong communication and problem-solving; experience in financial or client services preferred; SIE preferred; bachelor’s or associate’s degree preferred.
CRM, eSignature
2w
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Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Richmond, VA)
Richmond, Virginia, United States
$140k-$235k/yr OnsiteFull Time
Licensed (SIE,S7,S63 within 180 days), experience managing complex commercial clients, financial analysis, client advisory, sales and relationship management skills.
2w
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Insurance Agent - Harrisonburg, VA
Harrisonburg, Virginia, United States
FieldContract
Active Life & Health and Property & Casualty licenses required; FINRA SIE/Series 6/63 as applicable; insurance experience preferred; strong relationship-building and entrepreneurial skills.
3mo
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Financial representative
Suffolk, Virginia, United States
OnsiteFull Time
Ability to obtain/hold life insurance license, SIE, Series 6/7/63, pass background checks; customer-focused with integrity, leadership, and relationship-building skills.
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Exceptional client service, CRM management, account processing, scheduling, compliance recordkeeping, strong communication and organization; SIE exam preferred; associate or bachelor\u0002s in business preferred.
CRM, eSignature
3w
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Equity Research Associate - Washington Policy (Virginia)
Arlington, Virginia, United States
OnsiteFull Time
1+ YOE1-3 years public policy experience; strong writing, analytical, and communication skills; bachelor’s degree preferred; ability to obtain SIE and Series licenses; proficient with spreadsheets and presentations.
2w
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Financial Advisor
Reston, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, strong relationship-building, time management, communication, critical thinking, and legal US work authorization.
4w
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Financial Representative - Entry Level
Wise or Morgantown or West Virginia or United States
$97k-$192k/yr HybridFull Time
Entry-level financial representative role requiring (or willingness to quickly obtain) SIE and Life/Health licensing, strong communication and team orientation, competitive drive, and willingness to develop clients and leaders.
5d
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Associate Principal Analyst, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$84k-$180k/yr HybridFull Time
4+ YOEBachelor's degree plus 4+ years in securities/financial services or equivalent; working knowledge of SRO rules and securities laws; SIE certification required within 16 months; surveillance lifecycle experience.
4w
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Registered Client Service Associate
Richmond, Virginia, United States
$63k-$83k/yr OnsiteFull Time
FINRA SIE, Series 7 and Series 63 required; financial services or banking experience preferred; strong organization, communication, customer service, and Microsoft Office skills; ability to follow compliance and bookkeeping processes.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
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.
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
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.
Microsoft Office, Online systems
5d
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Private Client Banker - Village Center @ Dulles - Herndon, VA
Herndon, Virginia, United States
OnsiteFull Time
1+ YOE1+ year branch or financial services sales experience; high school/GED; SIE, Series 6/63 and life licenses or ability to obtain; NMLS registration; strong communication and client relationship skills.
Chase Mobile App, Chase.com, ATMs
1w
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Financial Advisor - Midlothian, VA - Market 34, Region 044
Midlothian, Virginia, United States
$45k-$100k/yr OnsiteFull Time
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.
1w
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Experienced Associate – Investment Banking, Healthcare Services (Pharma Services)
Richmond, Virginia, United States
$175k-$200k/yr OnsiteFull Time
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.
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Client-service experience in financial services preferred; strong verbal/written communication, organization, problem-solving, CRM familiarity, ability to prepare meeting materials and manage account paperwork; SIE preferred; associate or bachelor’s degree preferred.
1mo
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Senior Premier Banker Somerset
Somerset or Alaska or Alabama or Connecticut or Delaware or Hawaii or Iowa or Idaho or Indiana or Kansas or Maryland or Michigan or Minnesota or Mississippi or Montana or North Carolina or North Dakota or Nebraska or New Mexico or Oregon or South Carolina or South Dakota or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin or Wyoming
$37-$66/hr OnsiteFull Time
4+ YOE3–4+ years experience building customer relationships and recommending financial products; FINRA Series 6 & 63 (and possibly Series 65/SIE) and state insurance licenses required; SAFE registration and LO/CFPB requirements apply.
1mo
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Premier Banker- Leesburg
Leesburg, Virginia, United States
$28-$42/hr OnsiteFull Time
2+ YOEHS diploma required, 2+ years financial/banking experience, consultative sales experience, must maintain active NMLS registration, SIE strongly preferred, knowledge of banking and credit products, ability to meet compliance and regulatory requirements.
1mo
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External Wholesaler - Mid-Atlantic
Virginia or Maryland or Washington, D.C. or Baltimore
$100k/yr FieldFull Time
2+ YOESIE, Series 7 and Series 63 & 65 or 66 required; minimum 2 years external wholesaler experience (3 years internal wholesaler acceptable); proven sales presentation and territory management skills; bachelor’s degree or equivalent preferred.
CRM
1mo
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Managing Director & Head of Security and Defense, Public Sector Banking
New York City or Reston
$250k-$500k/yr OnsiteFull Time
10+ YOESenior banking leader with 10+ years corporate finance and credit experience, client relationship and people management experience, knowledge of defense/security sectors, FINRA licenses (SIE, S79, S63, S24) and active security clearance or ability to obtain.
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