Financial Advisor Northwestern MutualFinancial AdvisorCharlottesvle, Virginia$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor - Charlottesville, VA Thrivent Financial for LutheransFinancial Advisor - Charlottesville, VACharlottesville, VAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Richmond And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Richmond And Surrounding AreaCharlottesville, VAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor United Bank, Inc.Financial AdvisorHarrisonburg, VA$50,000–$100,000 / yearIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstances.
Financial Advisor - NASA Federal Credit Union LPL FinancialFinancial Advisor - NASA Federal Credit UnionVirginia$60,000–$80,000 / yearThis employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to NASA Federal Credit Union for financial solutions.
GRASP College Financial Aid Advisor GRASPGRASP College Financial Aid AdvisorBuckingham, Virginia$21This Advisor would join with all staff in GRASP’s continuous development work in the areas of diversity, equity, and inclusion - with those efforts directly furthering GRASP’s mission. GRASP has an opening for a part-time college financial aid advisor to work at an assigned area high school(s) during the school year.
Trust Advisor II Truist Financial CorporationTrust Advisor IICharlottesville, VA$140,000–$160,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
NewOFFICE PROCESSOR / JUNIOR ADVISOR RWF FINANCIALOFFICE PROCESSOR / JUNIOR ADVISORHarrisonburg, VAMUST PRESENT AN EXCELLENT CLEAN PROFESSIONAL APPEARANCE WITH EXCELLENT COMMUNICATION SKILLS. MOST IMPORTANT IS T GREAT ATTITUDE AND ABILITY TO WORKWITH SENIORS.
NewInterim CFO – Nonprofit Cherry BekaertInterim CFO – NonprofitVirginiaThis is an opportunity for an accomplished nonprofit finance executive who can quickly assess the organization’s financial position, identify priorities and risks, strengthen financial operations, and provide trusted guidance to executive leadership and the Board. Our client, a well-established nonprofit organization, is seeking an experienced Interim Chief Financial Officer (CFO) to provide executive-level financial leadership during a period of transition.
Financial Representative Trainee (Sales) - Richmond, VA Careers Mutual Of OmahaFinancial Representative Trainee (Sales) - Richmond, VAVirginiaAs a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.
GEAR UP Advisor (Part - Time) James Madison UniversityGEAR UP Advisor (Part - Time)Harrisonburg, VirginiaGEAR UP Advisors work directly with students by assisting them with selecting and scheduling classes, delivering workshops, providing support in completing college admissions applications, exploring career options and navigating financial aid. GEAR UP Staunton serves a two-year cohort from the Staunton City Schools, starting in middle school and following the cohort two years after high school graduation.
Private Capital Advisor Booz Allen HamiltonPrivate Capital AdvisorUsa, VirginiaThis playbook will empower and align stakeholders to engage with private capital providers, and it will integrate investment and impact data to inform strategic decision-making surrounding the strengthening of the defense industrial base. Onsite : If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.
Business Banking Treasury Management Advisor II PNC BankBusiness Banking Treasury Management Advisor IIVirginiaThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Licensed Life and Health Insurance Advisor MCILicensed Life and Health Insurance AdvisorUNAVAILABLE, VARemoteMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramCharlottesvle, Virginia$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Resident Manager Morgan StanleyResident ManagerCharlottesville, VirginiaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Effectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs.
NewSenior Manager - University Debt Portfolio & Internal Bank University of VirginiaSenior Manager - University Debt Portfolio & Internal BankCharlottesville, VAThe Senior Manager owns the modeling of the University's Internal Bank-including its long-dated, 100-year debt portfolio horizon-serves as the primary liaison to UVA's Financial Advisors on that modeling, and functions as the institution's subject-matter expert in Debtbook and related debt-management systems. This is a builder's role for a technically exceptional financial modeler who is equally at home constructing multi-decade quantitative models and translating their results into a clear, compelling narratives and decks for executive leadership, Deans, and unit finance staff.
NewBusiness Development Officer, Truist Investement Services, Charlottesville VA Truist Financial CorporationBusiness Development Officer, Truist Investement Services, Charlottesville VACharlottesville, VA$57,800–$106,730 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
NewBusiness Development Officer, Truist Investment Services, Charlottesville VA Truist BankBusiness Development Officer, Truist Investment Services, Charlottesville VACharlottesville, VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 4. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateCharlottesville, VirginiaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.