Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Retirement Wealth Advisor (Licensed) | Client-Focused

$50k - $80k

FIG Talent Solutions

A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized investment recommendations for clients. The ideal candidate will possess strong interpersonal skills and integrity while assisting with client relations and financial operations. This full-time role presents opportunities for professional growth in wealth management. The salary ranges from $50,000.00 to $80,000.00 depending on experience. #J-18808-Ljbffr FIG Talent Solutions

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Retirement Wealth Advisor (Licensed) | Client-Focused in Stafford, VA vacancy
  •  ...company in Fredericksburg, Virginia is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include...  ...will possess or be able to acquire necessary financial licenses and demonstrate strong sales and client service skills. This... 
    Suggested

    Bankers Life

    Fredericksburg, VA
    4 days ago
  • $54k - $76k

     ...the well-being of our clients, communities, and colleagues...  ...support a Financial Advisor in the office and...  ...strongly preferred FINRA Licensing: Must obtain the SIE,...  ...Our motto of Building Wealth Together not only...  ...to our associates. Our retirement plan provides annual contributions... 
    Retirement
    Full time
    Work experience placement
    Casual work
    Summer internship
    Work at office
    Local area

    Davenport & Co.

    Fredericksburg, VA
    3 days ago
  •  ...ensure retirees reach their retirement goals of financial security is seeking a licensed Servicing Advisor to join our team. They will conduct...  ...for the existent clients with the guidance of the lead...  ...growth and development in the wealth management industry. If you have... 
    Retirement
    Full time

    FIG Talent Solutions

    Stafford, VA
    3 days ago
  • A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. This...  ...years of experience in financial advising, possess necessary licenses, and demonstrate strong client acquisition skills. The... 
    Suggested

    JPMorgan Chase & Co.

    Fredericksburg, VA
    1 day ago
  •  ...is seeking candidates for their Financial Advisor Development Program. As a wealth management trainee, you will engage with clients to provide personalized financial solutions...  .... The program emphasizes easy access to licensing support and a bonus upon exam completion.... 
    Suggested
    Traineeship

    Bankers Life

    Fredericksburg, VA
    2 days ago
  •  ...company, we answer our clients, not our shareholders, allowing us to focus on long-term relationships...  ...team includes advisors recognized on the 2024...  ...insurance, investments, retirement) Recommend and implement...  ...Willingness to obtain licenses (training and sponsorship... 
    Retirement
    Work at office
    Local area
    Work from home
    Flexible hours

    Northwestern Mutual

    Fredericksburg, VA
    3 days ago
  •  ...and customized solutions to clients, triaging leads, making referrals...  ...requires completing required licenses and training, and may involve...  ...(CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained...  ...Customer and Client Focus Oral Communications Active... 
    Retirement
    Temporary work
    Bank staff
    Shift work
    Day shift

    Bank of America

    Dumfries, VA
    1 day ago
  • Apella Wealth is an employee‑owned, wealth...  ...develop world‑class, client‑relevant...  ...seasoned team of wealth advisors. You will be charged...  ...advisement across retirement planning, investments...  ...an unrelenting focus on follow‑through...  ...Current Series 65 license or willingness to... 
    Retirement
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Apella Wealth

    Fredericksburg, VA
    2 days ago
  • J.P. Morgan Chase is looking for a Private Client Advisor in Fredericksburg, Virginia. The role involves delivering personalized investment...  ...least 2 years of relevant experience and necessary financial licenses including Series 7 and Series 66. The position emphasizes... 

    Leading Age Virginia

    Fredericksburg, VA
    3 days ago
  • JPMorganChase in Fredericksburg is seeking a Private Client Advisor to offer exceptional financial planning and advice to clients. The role...  ...years of experience in financial advisory roles and relevant licenses such as Series 7 and Series 66. Competitive rewards and a... 

    JPMorganChase

    Fredericksburg, VA
    1 day ago
  • A leading financial institution is seeking a Personal Banker in Fredericksburg, VA. This role focuses on enhancing customer loyalty and driving sales through proactive engagement. Candidates should have at least 3 years of related experience, strong communication skills... 

    PNC

    Fredericksburg, VA
    4 days ago
  •  ...Description Financial Advisor Jobs at First Command:...  ...principles and a client-first philosophy. We inspire...  ...military families, you will focus on financial plans that...  ...banking Investments/wealth management Insurance...  ...Training and licensing support: ~ First Command... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Stafford, VA
    3 days ago
  •  ...Overview Bankers Life Financial Advisors help clients live more and worry less through personalized...  ...Ideal candidate Active Life & Health license, Series 6, Series 63 and Series 65, or...  ...Progressive advancement opportunities Retirement savings program and more Company and inclusivity... 
    Retirement
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Fredericksburg, VA
    3 days ago
  •  ...effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation...  ...expect our employees to be: Customer Focused - Knowledgeable of the values and...  ...No Required Certification(s) Licenses Candidates being considered for this... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Stafford, VA
    2 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...As a Private Client Advisor in Chase Wealth Management, you will...  ...with a consistent focus on relationship management...  ...Series 66 (63/65) license is required or must...  ...wellness centers, a retirement savings plan, backup... 
    Retirement

    TwinThread LLC

    Fredericksburg, VA
    2 days ago
  • A reputable employer in Stafford, Virginia, is seeking a candidate to join their cyber team. The role involves providing support focused on ongoing ATO activities, managing hardened containers, and ensuring compliance with CI/CD requirements. The ideal candidate will possess... 

    Military, Veterans and Diverse Job Seekers

    Stafford, VA
    1 day ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...As a Private Client Advisor in Chase Wealth Management, you will...  ...with a consistent focus on relationship management...  ...Series 66 (63/65) license is required or must...  ...wellness centers, a retirement savings plan, backup... 
    Retirement

    JPMorgan Chase Bank, N.A.

    Fredericksburg, VA
    1 day ago
  • TwinThread is seeking a Private Client Advisor to join its team in Fredericksburg, Virginia. The role requires building strong client relationships and delivering tailored investment solutions. Candidates should have experience in client acquisition and a commitment to... 

    TwinThread

    Fredericksburg, VA
    3 days ago
  • $25.32 - $36.57 per hour

     ...Licensed Veterinary Technician (LVT) This posting will remain open for a minimum of two...  ...expertise in a way that benefits pets, clients, teams, and communities. Whether you'...  ...vision care covered. Generous Retirement Plans (401(k) and Roth): Invest in your... 
    Retirement
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours

    Banfield

    Stafford, VA
    11 hours ago
  • $28 - $32 per hour

     ...teammate feels valued and can focus on providing exceptional...  ...Clinic is looking for a full-time licensed Veterinary Technician to join...  ...and careers. Partner with Clients: You'll be a key point of...  ...for your future with our 401k retirement options and additional financial... 
    Retirement
    Hourly pay
    Full time
    Local area
    Monday to Friday

    Mission Pet Health

    Fredericksburg, VA
    4 days ago
  •  ...with Specialists (Financial Advisors, Mortgage Bankers, and Business...  ...success in establishing new clients, deepening customer relationships...  ...or 66 if required), and Life licenses are required. All unlicensed...  ...and wellness centers, a retirement savings plan, backup childcare... 
    Retirement
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Fredericksburg, VA
    11 hours ago
  •  ...Ideal candidates will have a background in banking coupled with client loyalty skills and experience in customer service. The position offers a comprehensive range of benefits, including health coverage, retirement plans, and generous paid time off. #J-18808-Ljbffr PNC
    Retirement

    PNC

    Stafford, VA
    2 days ago
  •  ...creating memorable experiences for our clients and employees, making them feel welcomed...  ...this position requires National Mortgage Licensing System and Registry (NMLS) registration...  ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Retirement
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Fredericksburg, VA
    1 day ago
  •  ...attentive service. You will welcome and assist clients that walk into our branches using your...  ...position requires National Mortgage Licensing System and Registry (NMLS) registration...  ...on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Retirement
    Immediate start
    Afternoon shift

    JPMorganChase

    Fredericksburg, VA
    1 day ago
  •  ...Job Description First Command Financial Advisors coach military families in their pursuit...  ...unexpected. Engage the community to bring new clients with support from local district teams...  ...insurance. What We Offer Specialized licensing and training program for veterans,... 
    Hourly pay
    For contractors
    Work at office
    Local area
    Home office

    First Command Financial Services

    Stafford, VA
    3 days ago
  •  ...Financial Advisor First Command Financial Services, Inc. – Quantico, VA A unique opportunity...  ...First Command was founded in 1958 by a retired military officer committed to helping...  ...transition to your next career. A specialized licensing and training program to prepare veterans... 
    Retirement
    Full time
    Temporary work
    Internship

    First Command Financial Services

    Quantico, VA
    4 days ago
  • $60 - $70 per hour

     ...emphasizes a collaborative team environment. Ideal candidates are licensed hygienists with a proven understanding of dental practices and...  ...passion for patient care. Benefits include health insurance, retirement plans, and continued education opportunities, all within a... 
    Retirement
    Hourly pay
    Full time

    Heartland Dental LLC

    Stafford, VA
    4 days ago
  •  ...deliver safe and effective treatments while supporting client confidence. This position requires a Current Licensed Practical Nurse (LPN) license and emphasizes...  ...Attractive benefits include health insurance, a retirement plan, and free services for employees. #J-18808-... 
    Retirement

    Milan Laser Hair Removal

    Fredericksburg, VA
    2 days ago
  • $25.32 - $36.57 per hour

     ...Position Summary Licensed Veterinary Technician (LVT) – Full‑time and Part‑time positions...  .... Commitment to preventive pet care and client education. Benefits Comprehensive Medical...  ..., and Vision Insurance. 401(k) and Roth retirement plans with company match. Paid Time Off... 
    Retirement
    Hourly pay
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours

    VCA

    Fredericksburg, VA
    2 days ago
  •  ...Authority and the Commonwealth of Virginia. Valid driver's license in the Commonwealth of Virginia. Applicant must pass a criminal...  ...Bonus of $2,000.00 Cost effective Health Care Benefits Retirement (457 Mission Square, IRA, Virginia Retirement System) Life... 
    Retirement
    Permanent employment
    Temporary work
    Night shift

    Rappahannock

    Stafford, VA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Wealth Advisor (Licensed) | Client-Focused. Be the first to apply!