- Bank of America (Leesburg, VA)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- Edward Jones (Virginia Beach, VA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Edward Jones (Blacksburg, VA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Oracle (Richmond, VA)
- …on accurate infrastructure costs. + **Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity ... you thrive on the intersection of deep technical understanding and complex financial modeling? We are seeking a **Principal Cloud Infrastructure Cost Strategist** to… more
- Wells Fargo (Franklin, VA)
- …. **In this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information… more
- City of Norfolk, Virginia (Norfolk, VA)
- …Collaboration & Leadership: Work closely with various City departments and the City's Financial Advisor to understand their financial needs, provide ... + Coordinate the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff. This includes: + Analyzing cash flows… more
- Raymond James Financial, Inc. (Richmond, VA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Bank of America (Vienna, VA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wells Fargo (Mclean, VA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Truist (Virginia Beach, VA)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the… more