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

Wealth Advisor: Grow Client Relationships & Investments

JPMorganChase

JPMorganChase is looking for a Financial Advisor in Midlothian, Virginia. The role requires at least 2 years of financial services experience, with strong relationship management and integrity. Advisors will build personalized investment solutions and support team diversity while educating clients on financial products. Licenses for Series 7 and 66 are mandatory. A Bachelor's degree is preferred alongside CFP certification. The position offers competitive benefits and a commitment to diversity and inclusion. #J-18808-Ljbffr JPMorganChase

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Grow Client Relationships & Investments in Midlothian, VA vacancy
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Midlothian, Virginia, to offer...  ...beginning to save to those with significant wealth, delivering personalized investment solutions and fostering strong relationships. Ideal candidates will have at least 2 years... 
    Suggested

    JPMorgan Chase & Co.

    Midlothian, VA
    4 days ago
  •  ...no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a...  ...thoughtfully introduce your clients to different investment strategies and bring together additional client assets... 
    Suggested
    Work at office

    Fidelity Investments

    Midlothian, VA
    7 hours ago
  • $50 - $60 per hour

     ...financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so...  .... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits:... 
    Suggested
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Midlothian, VA
    a month ago
  •  ...Mortgage Loan Officer to assist members with obtaining first mortgage loans. This role includes interviewing clients, processing applications, developing relationships with realtors and builders, and ensuring compliance with all lending regulations. A strong background in... 
    Suggested

    Virginia Credit Union

    Midlothian, VA
    4 days ago
  •  ...and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it – Wells Fargo...  ...the appropriate team member. Build relationships, actively listen to understand everyday... 
    Suggested
    Part time
    Work experience placement

    Wells Fargo

    Midlothian, VA
    5 hours ago
  •  ...expanding our customer base and providing exceptional service to our clients. Your key responsibilities will include: # Sales and...  ...referrals, community involvement, and networking events. # Relationship Building: Building strong and lasting relationships with clients... 
    For contractors
    Work at office
    Weekday work

    Cindy Shumaker - State Farm Agent

    Midlothian, VA
    1 day ago
  • A financial services company located in Midlothian, Virginia, seeks a Loan Sales Specialist. In this role, you will empower customers by providing access to affordable financing while managing the life cycle of loans. Successful candidates will demonstrate strong multitasking...

    OneMain Financial

    Midlothian, VA
    3 days ago
  •  ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...  ...lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Midlothian, VA
    1 day ago
  •  ...lead others to implement new approaches, systems, structures, and methods. Ability to establish and maintain effective working relationships with others, both within VSP and externally. Excellent interpersonal skills, including active listening skills, as well as... 
    Work at office

    My3Tech Inc

    Midlothian, VA
    4 days ago
  •  ...creditworthiness Process loan applications Set up debt payment plans Report on financing decisions Complete loan contracts Assist clients in understanding the terms and conditions of their contracts Maintain up-to-date knowledge of current financial services and... 
    Remote work
    Flexible hours

    KORE MORTGAGE LLC

    Midlothian, VA
    1 day ago
  •  ...lines of business Ability to learn and adapt to changing digital channels Other duties as assigned Organizational Relationship This position is supervised by the Lead Teller and /or reports to the Branch Manager. Position Qualifications Education... 
    Work experience placement
    Flexible hours
    Shift work

    Atlantic Union Bank

    Midlothian, VA
    3 days ago
  •  ...the mortgage process through closing. Responsibilities Assist the producing loan officer or manager with daily operations and client communications. Respond to inquiries from customers, builders, and realtors during the application and processing phases.... 
    Traineeship

    C&F Mortgage Corporation

    Midlothian, VA
    2 days ago
  •  ...environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient... 
    Local area
    Monday to Friday

    OneMain Financial

    Midlothian, VA
    3 days ago
  • $17 - $20 per hour

     ...environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In The Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient... 
    Work experience placement
    Local area
    Monday to Friday

    Foursight Capital LLC

    Midlothian, VA
    5 days ago
  • Atlantic Union Bank is seeking a dedicated individual for a customer service position in Midlothian, Virginia. This role is responsible for enhancing customer experiences through effective transaction processing while contributing to branch sales goals. Ideal candidates...

    Atlantic Union Bank

    Midlothian, VA
    1 day ago
  • Atlantic Union Bank in Midlothian, Virginia is looking for a motivated individual to provide best-in-class customer service. Responsibilities include processing transactions, balancing cash, and identifying opportunities to contribute to branch goals. Ideal candidates will...
    Shift work

    Atlantic Union Bank

    Midlothian, VA
    5 days ago
  • Atlantic Union Bank is seeking a customer-focused individual for a position in Midlothian, Virginia. The role entails providing exceptional service while processing transactions and contributing to branch sales objectives. Candidates should have a high school diploma, solid...

    Atlantic Union Bank

    Midlothian, VA
    2 days ago
  • $44.3k - $69.8k

    Responsive Recruiter As a Financial Account Representative with Jason Claybrook - State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative...
    For contractors
    Work at office

    Jason Claybrook - State Farm Agent

    Midlothian, VA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Grow Client Relationships & Investments. Be the first to apply!