• 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 (09/03/25)
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  • Financial Advisor - Fredericksburg,…

    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 (08/22/25)
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  • Premier Banker or Advisor

    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 (08/22/25)
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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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  • 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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  • Brokerage Registered Client Service Associate

    Truist (Lynchburg, VA)
    …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing...transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to… more
    Truist (08/16/25)
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  • Team Director - Virginia

    Truist (Richmond, 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 (08/08/25)
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  • Brokerage Regional Director

    Truist (Vienna, VA)
    …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... Life & Health insurance licenses. + A thorough understandingof a broad range of financial planning and investment concepts. + Successful track record of sales… more
    Truist (07/30/25)
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  • Wealth Regional Supervisor Specialist Team Leader

    Truist (Richmond, VA)
    …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
    Truist (07/08/25)
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  • Senior Fixed Income Analyst

    Truist (Richmond, VA)
    …standard and customized Fixed Income asset allocation strategies and investment portfolios and prepares related analytical studies. Also develops framework ... the entire fixed income universe and risks. Interfaces with client facing investment professionals and clients in support of business development and retention… more
    Truist (06/11/25)
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