Financial Advisor Northwestern MutualFinancial AdvisorRichmond, 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, Truist Investment Service, Richmond, VA Truist Financial CorporationFinancial Advisor, Truist Investment Service, Richmond, VARichmond, VAGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Service, Richmond, VA Truist BankFinancial Advisor, Truist Investment Service, Richmond, VARichmond, VirginiaActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
Financial Advisor - Charlottesville, VA Thrivent Financial for LutheransFinancial Advisor - Charlottesville, VARichmond, 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 AreaRichmond, 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.
NewAssociate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorRichmond, VAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Advisor - Southstate Bank LPL Financial ServicesFinancial Advisor - Southstate BankRichmond, VA$42,000–$50,000 / yearThis employment opportunity at SouthState Bank in Richmond, VA would allow you to join the Investment Program at SouthState Bank 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 SouthState Bank for financial solutions.
VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA Virginia Credit UnionVACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VARichmond, VirginiaSell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Financial Advisor - SouthState Bank LPL FinancialFinancial Advisor - SouthState BankRichmond, Virginia$42,000–$50,000 / yearThis employment opportunity at SouthState Bank in Richmond, VA would allow you to join the Investment Program at SouthState Bank 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 SouthState Bank for financial solutions.
Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Mira Vista Financial CenterRichmond, VirginiaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor Series 7 San Blas SecuritiesFinancial Advisor Series 7Richmond, VAThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
J.P. Morgan Wealth Management - Private Client Advisor - Richmond, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Richmond, VARichmond, VAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Mechanicsville, VA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Mechanicsville, VAMechanicsville, VAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Advisor Assistant Corebridge Financial Inc.Advisor AssistantRichmond, VA$24–$26 / hourThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.
Associate Advisor WealthCrossingAssociate AdvisorRichmond, VA$75,000The Associate Advisor will focus on the following areas: Data Management and Client Coordination: Gather, organize, and maintain client data while proactively identifying missing information, planning opportunities, and follow up items. Relationship Management Development: Begin developing ongoing client relationship management skills through direct interaction with clients, responsiveness to client requests, and proactive communication alongside Advisors.
Trust Advisor II (Virginia Beach/ Richmond) (Hybrid) Atlantic Union BankTrust Advisor II (Virginia Beach/ Richmond) (Hybrid)Richmond, VAThe Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships. Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.
Trust Advisor II Truist Financial CorporationTrust Advisor IIRichmond, 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.
Senior Trust Advisor Truist Financial CorporationSenior Trust AdvisorRichmond, VA$180,000–$200,000 / yearProactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions. General 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.
NewService Advisor Midas of RichmondService AdvisorMidlothian, VirginiaSend your resume and a brief cover letter highlighting your management achievements to Mark Smith, MAS@MIDASOFCENTRALVA,COM, or call at 804-360-2211 and leave a message for me. Proven experience as a Store Manager, Assistant Store Manager or Service Writer in a busy automotive service center, although other retail experience will be considered.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIRichmond, VirginiaKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.