Financial Services Advisor II
Carter Bank
Carter Bank is looking for a Financial Services Representative II in Fredericksburg, Virginia. This role involves building strong customer relationships, identifying financial needs, and providing exceptional service. You will engage customers in meaningful discussions to enhance their banking experience and drive business growth. The ideal candidate should have a high school diploma, strong customer service skills, and experience in a retail banking environment. Join Carter Bank to contribute to the overall financial well-being of our customers while meeting sales goals. #J-18808-Ljbffr Carter Bank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor II in Fredericksburg, VA vacancy
- Job Description It’s about helping others establish a financial foundation and build their dreams. Are you... ...over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II , you will work with our clients to help them develop...Suggested
- Dormont Manufacturing Co is seeking a Financial Advisor II based in Fredericksburg, Virginia. In this role, you will help clients develop financial plans and provide tailored advice while building lasting relationships with them. Your expertise in financial planning along...Suggested
- ...Financial Services Representative II As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers while helping them achieve their financial goals. You'll take a proactive approach...SuggestedContract work
$77.9k - $129.15k
...we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. The Financial Planning and Analysis (FP&A) division is seeking a Financial Analyst II - FP&A to join the Agency and Specialty Finance team. This position will prepare and analyze...SuggestedHourly payFull timeWork experience placementWork at officeLocal area- Carterbankandtrust is seeking a Financial Services Representative II in Fredericksburg, VA to build and maintain strong customer relationships. Key responsibilities include delivering exceptional customer service, meeting sales goals, and assisting with complex banking...Suggested
$105k - $115k
A veteran-owned small business in Virginia is seeking an Acquisition Analyst II to support the Defense Threat Reduction Agency. The role requires active Top Secret clearance and entails reviewing acquisition documents, conducting market research, and supporting small business...- Annereeves in Fredericksburg, Virginia is seeking a Financial Services Representative for their State Farm Agent Team. The representative will effectively market financial products and provide consultative financial advice to customers, addressing their everyday risks...
- ...Ensemble Health Partners is seeking an Inpatient Financial Counseling Specialist for its onsite role at Mary Washington Hospital in Fredericksburg... ...should have at least a High School diploma and customer service experience. Ensemble offers comprehensive benefits, bonus...
Ensemble Health Partners
Fredericksburg, VA5 days ago $61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...Work at officeNorthwestern Mutual
Fredericksburg, VA4 days ago- ...Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business... ...independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What...Full timeWork at officeFlexible hours
Bankers Life
Fredericksburg, VA4 days ago - ...the bank manager to new business customers for the day-to-day servicing of their relationships. Executes joint sales activities and ongoing... ...transactions. It is important that they are knowledgeable in financial services outside sales, business-to-business sales, and...Work at officeLocal area
Burke & Herbert Bank
Fredericksburg, VA3 days ago - Northwestern Mutual in Fredericksburg, Virginia, is seeking a passionate financial advisor to help clients achieve their financial goals through personalized plans. The role emphasizes relationship-building, continuous learning, and entrepreneurial ambitions. Financial...
- ...A financial services firm with a mission to ensure retirees reach their retirement goals of financial security is seeking a licensed Servicing Advisor to join our team. They will conduct financial analyses and make customized investment recommendations for the existent...Full time
FIG Talent Solutions
Stafford, VA3 days ago - ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of...Full timeTemporary workWork experience placementWork at officeShift work
Fairygodboss
Fredericksburg, VA3 days ago $22.5 - $26.5 per hour
...you'll play a key role in helping clients take control of their financial future. You'll partner closely with individuals to understand... ...meaningful, long‑term relationships by delivering exceptional service and tailored financial solutions that truly make a difference....Hourly payPermanent employmentFull timeTemporary workMonday to FridayWeekend workShore United Bank
Fredericksburg, VA4 days ago- A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. This role involves building relationships and providing investment solutions while supporting a diverse culture. Candidates should have...
- Bankers Life in Fredericksburg, VA is seeking candidates for their Financial Advisor Development Program. As a wealth management trainee, you will engage with clients to provide personalized financial solutions, establish valuable relationships, and carve out a fulfilling...Traineeship
- A financial services company in Fredericksburg, Virginia is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building a client base, presenting financial solutions, and developing team leadership. The ideal candidate...
- ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenfield, Wisconsin. The role is vital for managing customer relationships, ensuring excellent service, and educating clients on banking products and technology. Successful candidates will have...
Huntington Bancshares, Inc.
Fredericksburg, VA2 days ago - Burke & Herbert Bank & Trust is seeking a Business Banking Officer in Fredericksburg, Virginia. In this role, you will establish and manage new banking relationships with businesses, targeting those with up to $10 million in annual revenue. You'll be responsible for achieving...Local area
- TwinThread is seeking a Private Client Advisor to join its team in Fredericksburg, Virginia. The role requires... ...client acquisition and a commitment to exceptional service. The advisor will provide comprehensive financial planning to a range of clients, facilitating their...
- ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built... ...licensing and training program for veterans, transitioning service members, and military spouses. Full sponsorship for...Hourly payFor contractorsWork at officeLocal areaHome office
First Command Financial Services
Stafford, VA4 days ago $105k - $115k
...Acquisition Analyst II / Small Business Specialist Location: Fort Belvoir, VA (On-site at Government Customer Location) Clearance:... ...About Polaris Consulting Group, Inc. Polaris is an 8(a) certified, Service‑Disabled Veteran‑Owned Small Business headquartered in...Work at officePolaris Consulting Group
Fredericksburg, VA4 days ago- ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ..., Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive...Part timeWork experience placement
Dormont Manufacturing Company
Fredericksburg, VA3 days ago - ...variety of customer interactions and transactions; Identify banking opportunities and refer to branch staff; Engage lobby customers to connect them with PNC products and services; Maintain accurate branch operations and apply product knowledge to solve customer problems...Part time
PNC
Fredericksburg, VA1 day ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Stafford, VA4 days ago - ...Teller I SUMMARY This position is responsible for providing exceptional service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL...Work experience placementNight shift
Dormont Manufacturing Company
Fredericksburg, VA2 days ago - ...joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are: As a Teller , you are our director of first impressions. You are the first point of contact for many of our...Monday to Friday
Dormont Manufacturing Company
Fredericksburg, VA3 days ago - J.P. Morgan Chase is looking for a Private Client Advisor in Fredericksburg, Virginia. The role involves delivering personalized investment... ...and building strong client relationships through comprehensive financial planning. Candidates should have at least 2 years of relevant...
- ...their goals. In this role, you'll build long-term relationships, provide personalized banking solutions, and ensure excellent customer service. This position requires a high school diploma and 3 years of banking experience, with a focus on consumer lending and customer...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Advisor II. Be the first to apply!
Related searches
- financial planner Fredericksburg, VA
- financial planning associate Fredericksburg, VA
- financial advisor associate Fredericksburg, VA
- jde finance consultant Fredericksburg, VA
- finance associate Fredericksburg, VA
- estate planning consultant Fredericksburg, VA
- financial planning assistant Fredericksburg, VA
- financial counselor Fredericksburg, VA
- financial advisor Fredericksburg, VA
- financial associate Fredericksburg, VA