• Investment Advisor

    Navy Federal Credit Union (Vienna, VA)
    …services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial... investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors… more
    Navy Federal Credit Union (07/29/25)
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  • Financial Advisor

    Atria Wealth Solutions (Richmond, VA)
    Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
    Atria Wealth Solutions (06/04/25)
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  • Financial Advisor

    Navy Federal Credit Union (Fredericksburg, VA)
    …services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
    Navy Federal Credit Union (05/23/25)
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  • Premier Advisor or Premier Banker-…

    Truist (Arlington, VA)
    …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
    Truist (07/09/25)
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  • Wealth Advisor

    Truist (Mclean, VA)
    …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
    Truist (07/25/25)
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  • Trust Administration Advisor

    Truist (Richmond, VA)
    …of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying ... activities may change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal… more
    Truist (05/14/25)
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  • Business Development Officer, Truist…

    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 ... 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
    Truist (06/10/25)
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  • Investment Advisory Group (IAG) Content…

    Truist (Richmond, VA)
    Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . 7. Strong proficiency in basic computer applications, such ... and phases of content dissemination and management as needed on Investment Advisory Group initiatives, contributing meaningful insights and ensuring key initiatives… more
    Truist (07/08/25)
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  • Brokerage Client Service Associate

    Truist (Charlottesville, VA)
    …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing ... consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND... Financial Advisors in servicing clients including preparing financial plans and conducting investment research. 2.… more
    Truist (06/10/25)
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  • Team Director - Virginia

    Truist (Charlottesville, VA)
    …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
    Truist (05/09/25)
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