Personal Banker: Guide Clients to Financial Goals
$22.5 - $26.5 per hourShore United Bank
Shore United Bank is seeking a Personal Banker at the Downtown Fredericksburg Branch to help clients manage their financial futures. In this full-time role, you will assist customers with account management, provide exceptional service, and process loans. You will need a high school diploma and at least 3 years of banking experience. The position offers a competitive hourly pay range of $22.50 to $26.50, alongside a comprehensive benefits package, including health insurance and a 401k plan. Join a supportive and community-oriented workplace! #J-18808-Ljbffr Shore United Bank
$22.5 - $26.5 per hour
...Personal Banker Shore United Bank is seeking a Personal Banker to join our team.... ...you'll play a key role in helping clients take control of their financial future. You'll partner closely with... ...individuals to understand their unique goals and provide personalized guidance...FinancialHourly payPermanent employmentFull timeTemporary workMonday to FridayWeekend work- 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...Financial
- ...memorable experiences for our clients and employees, making them... ...inclusion. As a Private Client Banker in a Chase Branch, you will... ...banking solutions and cutting‑edge financial technology combined with... ...communication skills, both in person and over the phone, with...FinancialImmediate startAfternoon shift
- Job responsibilities Put clients first and exceed their expectations... ...and services for their financial needs. Engage in clear, polite... ...relationships. 1+ year Branch Banking Banker or equivalent experience in... ...skills, both in person and over the phone, with proven...FinancialImmediate startAfternoon shift
- A leading financial services firm located in Fredericksburg, VA, is seeking a Relationship Banker to enhance customer experiences and build lasting relationships. This role requires at least one year in retail banking sales and effective communication skills. The successful...Financial
- 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...Financial
- 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,... ...competitive commission structure and extensive training. #J-18808-Ljbffr Bankers LifeFinancial
- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client...Financial
- ...provide help and inspire confidence in our clients, associates, and communities everywhere... ...assist our clients in reaching their financial goals year-round. It would be even better if... ...Ability to effectively communicate in person and virtually Comfort working with...Financial
- DAVENPORT & CO LLC is seeking a detail-oriented Client Service Associate to support financial advisors and maintain a positive client relationship in Fredericksburg, VA. The ideal candidate will possess a background in financial services, exceptional communication skills...Financial
- A leading financial services provider in Fredericksburg, Virginia is looking for a candidate to enhance customer loyalty through proactive... ...customer experience by identifying opportunities to improve clients' financial wellbeing and educating them on PNC's products and services...Financial
- ...enthusiastic about helping our clients, supporting our employees,... ...investment solutions to meet their financial needs. Job Responsibilities... ...teammates’ success and the goals of the bank, while fostering... ...book of business and deliver personalized investment solutions to...Financial
- 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...Financial
$50k - $80k
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...FinancialFull time- Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial... ...of self-motivation; ability to accomplish goals independently History of success in sales,...FinancialFull timeWork at officeFlexible hours
- A financial services institution seeks a Registered Client Assistant III to act as a liaison between clients, Financial Advisors, and back-office operations. This role requires at least 5-7 years of experience in financial services, including 2+ years as a Registered Client...Financial
$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... ...providing a great client experience Build personalized, holistic financial plans tailored...FinancialWork at office- A leading financial services firm is seeking a motivated and competitive Insurance Agent in Fredericksburg, Virginia. This role involves... ..., and car insurance policies, handling claims, and maintaining client records. The ideal candidate will have 2+ years of experience,...FinancialWork at office
- Carter-Bank is seeking a Financial Services Representative II located in Fredericksburg, VA. This role focuses on building strong relationships with customers while assisting them with their financial needs. The representative will engage in meaningful conversations, identify...Financial
- ...Universal Banker C&F Bank is a growing financial services company focused on creating remarkable... ...benefits package and the personal service, you would expect... ...that individual and team goals are met through required... ...and prospecting for new clients and relationship building...FinancialTemporary workWork at officeDay shift
- ...in Fredericksburg, Virginia seeks a Banking Advisor to exceed client expectations and manage their banking relationships. This role... ...communication and problem-solving skills, along with experience in financial services. The ideal candidate will have a high school degree...Financial
- Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg... ...for acting as a liaison between clients, Financial Advisors, and back-office operations.... ...all candidates find great careers is our goal. The information you provide here is secure...FinancialWork experience placementWork at office
$54k - $62k
...Adolescent Mental Health Support & Travel Guide Are you passionate about making a real... ...Health Support Guide to provide in-person and remote support to our patients and their... ...each patient's self-identified needs and goals Utilize app-based messaging and phone...Full timeLocal areaRemote workLong distanceNight shift3 days per week- ...Job Description Financial Advisor Jobs at First Command... ...principles and a client-first philosophy. We inspire... ...'ll do: As the personal coach to our Nation's... ...and long-term financial goals. You will provide guidance... ...tools and resources to guide you through the process...FinancialHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Carter Bank is looking for a Financial Services Representative II in Fredericksburg, Virginia. This role involves building strong customer... ...Bank to contribute to the overall financial well-being of our customers while meeting sales goals. #J-18808-Ljbffr Carter BankFinancial
- J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Fredericksburg, Virginia. The... ...advisor will build client relationships and deliver personalized investment solutions while demonstrating a deep...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... ...recommendations for the existent clients with the guidance of the lead Advisor. This...FinancialFull time
- ...Universal Banker (Chancellor) The position is an all-encompassing role which requires... ...opportunities to contribute to personal and branch sales goals Promote the branch's overall... ...of 1 year experience in banking or financial services preferred Minimum of 1 year...FinancialWork experience placementFlexible hoursShift work
- ...by identifying opportunities to improve financial wellbeing. Collaborate with ecosystem partners... ...a complete PNC conversation with every client interaction to identify appropriate... ...employment opportunity to qualified persons regardless of race, color, sex, religion...FinancialFull timeTemporary workWork experience placementWork at office
$13.5 - $16 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent... ...the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more....FinancialHourly payLocal areaFlexible hours
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