- JPMorgan Chase (Richmond, VA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Elevance Health (Norfolk, VA)
- **Director, Client Advisor & Strategic Reporting** **Location:** **Atlanta, GA, preferred** . This role requires associates to be in-office **3** days per week, ... dynamic and adaptable workplace. Alternate locations may be considered. The **Director, Client Advisor & Strategic Reporting** will be responsible for overseeing… more
- Tiffany & Co. (Vienna, VA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Hendrick Automotive Company (Richmond, VA)
- …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
- Bank of America (Virginia Beach, VA)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Bank of America (Vienna, VA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Vienna, Virginia **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Truist (Roanoke, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- World Insurance Associates, LLC. (Alexandria, VA)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- Navy Federal Credit Union (Reston, VA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Navy Federal Credit Union (Merrifield, VA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... required regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds,… more
- Steampunk (Mclean, VA)
- …managing teams in digital transformation and implementation efforts. You will be a client -facing advisor , coach, mentor, and an accountable manager with a proven ... track record of leading deployments of solutions in a client environment. Key contributions of this role include: + Serving as a delivery leader, accountable for… more
- Steampunk (Arlington, VA)
- …managing teams in digital transformation and implementation efforts. You will be a client -facing advisor , coach, mentor, and an accountable manager with a proven ... track record of leading deployments of solutions in a client environment. Key contributions of this role include: + Serving as a delivery leader, accountable for… more
- Steampunk (Mclean, VA)
- …relationships with DHS HQ senior technical leaders and become a trusted advisor to client leadership and their staff. **Contributions** 1. **Technical ... and mentor other technical leaders and team members. 1. ** Client Engagement & Trusted Advisor :** + Build...team members. 1. ** Client Engagement & Trusted Advisor :** + Build andmaintaintrusted relationships with DHS HQ senior… more
- Mastercard (Arlington, VA)
- …as needed to support sales prospects and production client onboarding Work with Client Success Advisor team to help ensure successful new client ... to build confidence with prospective clients Ability to develop strong client relationships. Work involves extensive personal contact and frequent communication with… more
- Lithia & Driveway (Loudoun County, VA)
- …Sterling Looking to work in a highline dealership with an electric atmosphere? Become a Client Advisor at BMW of Sterling Today! We are looking to add motivated ... salespeople to our team! Ideal candidates will have an outgoing and engaging personality and enjoy working with customers directly to provide an exceptional customer service experience. BMW of Sterling is part of the Lithia & Driveway's family of dealerships,… more
- Steampunk (Mclean, VA)
- …modernization 2) DevSecOps and 3) and penetration testing. You will be a client -facing technical advisor , leader, coach, mentor, and an accountable program ... record of leading cybersecurity teams ensuring quality service delivery in a client environment. + Serving as the technical delivery leader, accountable for… more
- Raymond James Financial, Inc. (Richmond, VA)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...order from clients at the direction of the Financial Advisor . + Receives unsolicited orders from the clients; may… more
- Bank of America (Springfield, VA)
- Credit Solutions Advisor - Springfield Springfield, Virginia **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common ... of borrowing and banking offerings at each stage of client 's life plan. Key responsibilities include acquiring new and... Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank… more
- Bank of America (Richmond, VA)
- Market Leader - Advisor Development Program Richmond, Virginia;Charlottesville, Virginia; Norfolk, Virginia; Virginia Beach, Virginia; Newport News, Virginia **Job ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Edward Jones (Norfolk, VA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more