- Truist (Winchester, VA)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- 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 ... Since this position requires SAFE Act registration, employees are required to register and to submit to the ...all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager… more
- City of Norfolk, Virginia (Norfolk, VA)
- …in a Bachelor's degree or equivalent. Required : + Five years of experience in municipal finance, including debt issuance, financial modeling, and familiarity ... Work closely with various City departments and the City's Financial Advisor to understand their financial...04 Do you have at least five years of experience in municipal finance, including debt issuance, financial… more
- Wells Fargo (Suffolk, 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
- 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
- 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 ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Truist (Norfolk, 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 ... a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America)...and grow revenue. Provide leadership to the Financial Advisor team and contribute to the… more
- City National Bank (Richmond, VA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more
- Battelle Memorial Institute (Arlington, VA)
- …the Human Performance (HP) and POTFF teams, and serves as an advisor on injury prevention, rehabilitation, and program administration, including equipment reviews, ... pharmaceuticals, and referrals to specialty providers, with consistent, appropriate, and required documentation + Directly supervise the PT Tech, PT Assistant,… more
- CVS Health (Arlington, VA)
- …** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience...you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable… more