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TO SUCCEED IN THIS ROLE: Required Qualifications 1-3 years of client and/or service experienceBachelor’s Degree, preferably Dec 2023/May 2024 grad BONUS POINTS FOR THESE: Preferred Qualifications Certifications including Fundamental Payroll Certification (FPC) or Certified Payroll Professional (CPP.
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In addition to serving prospects referred by the owners of the Comma branch, Insurance Advisors build prospect pipelines through networking, client referrals, and social channels. Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Commas system.
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One financial advisor and one branch office administrator entirely focused on building client relationships. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors.
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At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total solutions" to our customers encompassing Products, Technology, Services, Furniture and Print offerings.
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Position Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.
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This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations.
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Primary ResponsibilitiesThe primary duties of the Pipeline/Pump Station Practice Leader are technical and client leadership relative to water, wastewater and stormwater hydraulic structures and pipelines as well serve as a company-wide mentor/advisor to more junior level staff on conveyance design and construction projects.
$130,410 - $242,190 a yearFull-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
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Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience.
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As a client-facing and office support fast-paced role, the RIA Compliance Associate will assist in helping the Network Compliance team in providing regulatory consulting and support to the rapidly growing Dynasty Network of registered investment advisers (RIAs), under the supervision of the leader of Network Compliance.
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The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minimization, risk management, budgeting, and generational wealth education.
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CALIBRE Systems Inc., an employee-owned Management Consulting and Digital Transformation company, is looking for a Master Benefits Advisor / Master Trainer to support our client at Naval Station Norfolk, VA. Conduct transition activities in support of the VA. Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one engagements, pre-separation counseling support, military life cycle (MLC) events, Capstone events, and warm-handover support.
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Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
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Wealth Management Client Associate. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.
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As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
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Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.
$45,000 - $50,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
client advisor jobs in Virginia Beach, VA
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