Insurance & Financial Services Advisor
Tamika Walker - State Farm Agent
Tamika Walker - State Farm Agent is seeking an Insurance and Financial Services professional to join the team as a State Farm Agent Team Member. You will grow the agency through meaningful customer relations and by aligning customer needs with agency offerings. You will assist clients with retirement planning, investment management, and insurance options while staying current with market trends and product offerings to best serve the community. #J-18808-Ljbffr Tamika Walker - State Farm Agent
- ...Health Partners is seeking an Inpatient Financial Counseling Specialist for its onsite role... ...their financial obligations, accessing insurance information, and collecting payments. Candidates... ...a High School diploma and customer service experience. Ensemble offers...Suggested
- ...Fredericksburg, Virginia, is seeking driven individuals for an entry-level Insurance Sales Representative position. Candidates will work closely... ..., purpose, and meaningful relationships in the insurance and financial sectors. Apply today to begin a rewarding career with great...SuggestedTraineeship
- ...Fredericksburg, VA invites you to join as an Agent Team Member. Build customer relationships, educate clients about auto, home, and life insurance, and help promote State Farm products while gaining hands-on agency experience. This role offers salary plus commission/bonus,...SuggestedImmediate start
- 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...Suggested
$16.38 - $25.62 per hour
Carter Bank is seeking a Financial Services Representative II in Fredericksburg, Virginia. In this role, you will build and maintain strong customer relationships and assist them with their financial goals. You'll proactively engage customers, handle transactions, and...SuggestedHourly pay- Carter Bankshares is seeking a Financial Services Representative II in Fredericksburg, Virginia. This role requires building strong customer relationships and helping clients achieve their financial goals through proactive engagement. Responsibilities include managing...
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work- ...dedicated to putting client service first in all they do. We compete... ....At Apella, we do meaningful financial planning with people we... ...of a seasoned team of wealth advisors. You will be charged with assisting... ..., estate management, and insurance. Apella’s centralized planning...Temporary workWork at officeRemote workFlexible hours
- ...We are a law firm that seeks a Leveraged Finance Associate in Fredericksburg, VA. The firm offers a dynamic practice representing financial institutions, private equity sponsors, borrowers, and private credit lenders, providing exposure to a wide range of deal activities...
- ...Overview Bankers Life Financial Advisors help clients live more and worry less through personalized... ...in sales, competitive roles, client services, or client-facing roles Desire for... ...opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63,...Full timeWork at officeFlexible hours
- Davenport & Company LLC in Fredericksburg is looking for a Client Service Associate to support Financial Advisors and help foster a positive client relationship. The successful candidate will handle tasks such as answering calls, submitting requests, and assisting clients...Full timeWork at office
$23.28 per hour
...Bank Teller to start with a Fortune 100 Financial Institution. Main Branch Location: South... ...members the full range of products and services offered by the client, including depository... ...post‑tax contributions available. Life Insurance (Voluntary Life & AD&D for employee and...Hourly payFull timeContract workTemporary workCurrently hiringMonday to Friday- ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ..., Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging... ...and vision options; employee life insurance; 401(k) with PNC match, pension and stock...Full timePart timeWork experience placementWork at officeShift work
$45.38k - $75.63k
...through a variety of proactive sales and service activities. Manages the customer... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...options; employee and spouse/child life insurance; short and long-term disability protection...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Description This position is responsible for providing a best in class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals. Position Accountabilities Provide excellent customer experience...Work experience placementFlexible hours
- 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...
- A financial services firm with a mission to ensure retirees reach their retirement goals of financial... ...is seeking a licensed Servicing Advisor to join our team. They will conduct financial... ...Series 65 or 66 Life and health insurance license - preferred not required...Full time
- Merrill Wealth Management is seeking an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) in the Fredericksburg area to begin licensing and build lifelong client relationships. You will learn securities basics and advisory processes while supporting...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...
- BCG Attorney Search is seeking a Leveraged Finance Associate for a Fredericksburg, VA position. The role involves representing lenders and borrowers in commercial senior secured financings, with exposure to acquisition finance and private equity-backed deals. You will draft...
- 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
- ...supplier of building materials, value-added components and building services to the professional market. You'll feel proud of the work you... ...customer payment plans and participates in development of financial packages. Monitors credit activity including monthly review of...
$23.28 per hour
...Bank Teller to start with a Fortune 100 Financial Institution! Main Branch Location: South... ...members the full range of products and services offered by the client including... ...contributions available * Life Insurance (Voluntary Life & AD&D for the employee...Full timeContract workTemporary workCurrently hiringMonday to Friday$28.85 - $33.65 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role... ..., legacy, and other life goals. Role Specifics As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), you will begin...Hourly payTraineeshipWork at officeShift workDay shift$65k - $85k
Apella Wealth is seeking a Financial Planning Associate to support wealth advisors with holistic financial planning. The role requires critical-thinking skills and a team-oriented mindset. You will assist in preparing meeting agendas, client analyses, and presenting financial...- 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...
$28.85 - $33.65 per hour
...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ...Associate Relationship Banker in Fredericksburg, Virginia. In this role, you will represent the brand by providing exceptional customer service and using banking technology to assist clients effectively. The ideal candidate will have over a year of experience in banking or...
- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients...Afternoon shift
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Fredericksburg, VA to act as a trusted advisor and deliver customer-focused financial solutions. The role emphasizes proactive sales, service excellence, and collaboration with ecosystem partners to deepen...
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