- Bank of America (Norfolk, VA)
- Private Client Advisor II Norfolk, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Fredericksburg, 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
- 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 (Alexandria, 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 Financial… 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
- TEKsystems (Herndon, VA)
- …by servicing the client 's needs and providing administrative support to the Advisor in their daily business practices. Skills series 6, series 63, series 65, ... not returned from clients, etc. * Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM * Management of the… more
- Raymond James Financial, Inc. (Manassas, VA)
- …needs and deliver tailored solutions, reinforcing the firm's commitment to a client -centric approach. + ** Advisor Support:** Support financial advisors by ... client 's unique needs allows you to deliver customized solutions, strengthening the advisor - client bond. + **Driving Firm Growth:** Satisfied clients are more… 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 (Charlottesville, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is...level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- HNTB (Arlington, VA)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... or unusual engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level for work… more
- Wells Fargo (Mclean, VA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… 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
- World Insurance Associates, LLC. (Virginia Beach, VA)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… more
- Navy Federal Credit Union (Springfield, 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
- 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
- IBM (Arlington, VA)
- …AI Technology Experience: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). IBM is ... their problems whilst delivering value to their business. * Client Portfolio Management: Manage a client portfolio,...business. * Client Portfolio Management: Manage a client portfolio, highlighting IBM's technical and business value. *… 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 (Chantilly, VA)
- …nation. Who are we looking for? + Automotive Sales BDC, Internet and/or Client Advisor experience is required + Customer-focused, energetic, and self-motivated + ... Outstanding follow up + Ability to convert internet leads to appointment/sales + Team player is a must + Strong communication skills -verbal and written + Excellent computer skills including CRM proficiency + Highly organized with attention to detail What do… 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
- Fiserv (Richmond, VA)
- …and the ability to build and sustain relationships at a senior level, gaining client trusted advisor status + Experience w/ eCRM tools, tracking and reporting ... this role, you will be required to have an in-depth understanding of the client 's business, goals, strategies and industry trends and directions as well as Fiserv… more