- Raymond James Financial, Inc. (Reston, VA)
- …through on- going education. **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial...retirement and estate planning field or in marketing these services . * OR ~ * Any equivalent combination of… more
- 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 ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Sedgwick (Alexandria, VA)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To ... serve as the subject matter expert (SME) of a single line of business; disability, leave of absence or ADA, and responsible for the implementation of the line of business for new or existing clients ensuring product quality and regulatory standards compliance.… more
- Edward Jones (Salem, 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 ... see them coming a mile away. You and your financial advisor are essential in working together...+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling… 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 ... projects and operations. Build and maintain strong relationships with financial institutions, and other service providers. +...the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff.… 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 ... 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 (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 ... and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the region. Essential Duties and… more
- Raymond James Financial, Inc. (Richmond, VA)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service ... and client-specific reporting as needed for review by the financial advisor . * Oversees the process of...or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent… more
- Truist (Richmond, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
- Organization of the Joint Chiefs of Staff (VA)
- …and maintenance of the directorate's resource program. Serve as the key financial advisor to the Director, Vice Director, Deputy Directors/Division Chiefs ... Management Office and Military Secretariat) Division and the principal advisor to the DJ-1 and VDJ-1 on all Directorate...HQs admin. support functions for members of all four Services & civil service employees in the… more