Wealth Advisor: Client Growth & Planning
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust seeks a Financial Advisor to partner with clients in Fredericksburg, VA, delivering tailored investment and financial planning guidance within Burke & Herbert Wealth Management. You will cultivate relationships, assess goals and risk tolerance, and execute prudent investment decisions in compliance with regulations, while collaborating with branch teams across the local area. Requires FINRA licenses and a college degree; offers salary plus commission and #J-18808-Ljbffr Burke & Herbert Bank & Trust
$350k
...others the basics of financial planning and making a positive... ...everyone you meet? If so, the Wealth Advisor II role might be for you! At... ...foundation. You will work with our clients to help them develop... ...visibility and drive business growth Always take action using Integrity...Suggested$50k - $60k
...application process. The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist... ...with investment and financial planning needs. This is a licensed position... ...to help add to the Bank’s growth. Meet with current and potential...SuggestedFull timeWork at officeLocal areaRemote work- Frost Wealth Management in Fredericksburg, VA seeks a Wealth Advisor II to help clients build financial plans and reach goals. You’ll provide sound advice, market Frost Banking products, and develop relationships with families, balancing retirement planning, investments...Suggested
- 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...Suggested
- 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 solutions with help from industry-leading training, mentors, and products. Responsibilities...SuggestedFull timeWork at officeFlexible hours
- ...skills. Our culture is competitive, team-first, and focused on growth. We enjoy team-building events, maintain a positive office... ...agency. RESPONSIBILITIES: Consult customers on financial planning, investment options, and life/health insurance coverage. Identify...Work at officeLocal areaFlexible hours
- 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
- ...financial advising firm is seeking Financial Advisors to coach military families toward... ...include personal coaching on financial planning, managing day-to-day finances, and engaging... ...allows for a flexible schedule and career growth opportunities across the United States....Flexible hours
$32 - $41 per hour
...Network, where trusted advice, disciplined growth, and long-term customer relationships... ...progress toward their financial goals through planning, digital engagement, and customized... ...seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver...Temporary workWork experience placementImmediate start- ...Financial Advisor Jobs at First Command: Shaping... ...principles and a client-first philosophy. We inspire... ..., and professional growth come together. Your experience... ...focus on financial plans that are constantly... ...banking Investments/wealth management Insurance...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...collecting payments. Candidates should have at least a High School diploma and customer service experience. Ensemble offers comprehensive benefits, bonus incentives, and a supportive culture focused on employee growth and development. #J-18808-Ljbffr Ensemble Health Partners
- ...finance and private equity-backed deals. You will draft and negotiate credit documents, advise on distressed matters, and collaborate with senior partners to deliver comprehensive counsel while contributing to client relationships. #J-18808-Ljbffr BCG Attorney Search
- ...security agreements, guaranty agreements, and related documentation. Handle project financings and mezzanine debt issuances. Counsel clients on distressed credit situations and restructuring matters. Advise on UCC Article 9 matters. Collaborate with senior attorneys to...
$45.38k - $75.63k
...appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care;...Full timeTemporary workPart timeWork experience placementWork at officeShift work$20 - $22 per hour
...product line specialists (e.g., mortgage, wealth management, business banking) when... ...products Will need to be able to assist clients in many aspects of their accounts, including... ...not limited to complete sales tracking, plans, follow up client calls, client onboarding...Hourly payWork at office$45.38k - $75.63k
...appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care;...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...seeking a Personal Banker in Fredericksburg, VA to act as a trusted advisor and deliver customer-focused financial solutions. The role... ...excellence, and collaboration with ecosystem partners to deepen client relationships. The position requires 3+ years in banking or...
$15.87 - $26.44 per hour
...this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying... ...insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement...Full timePart timeWork experience placementWork at office- ...at CMS Mortgage, you'll be the first point of contact for our clients, focusing primarily on inbound sales. You won't be chasing leads... ...our database to identify potential deals and opportunities for growth. # Collaboration: Work closely with Outside Loan Officers who...
$99k - $225k
...of complex and simple installation sites. You’ll work with your client to translate security concepts into actionable implementable solution... ...FISMA security documents, control implementation details, and Plan of Action and Milestones (POA&M) for the IT system or...Full timeContract workPart timeWork at officeLocal areaRemote work- ...Specialist. Provide guidance for logistics meetings such as Integrated Product Teams (IPT), working groups, technology transition planning, and life cycle related meetings. Provide acquisition life cycle product support to assist in the development, update, and...Contract workWork at office
- ...our employees and providing quality services to our government clients. Our employees have an entrepreneurial spirit, a passion for excellence... ...lifecycle. This position delivers high-quality acquisition planning, requirements development, market research, solicitation...Full timeContract workWork experience placementWork at office
- ...related to performance in relation to defense systems projects within a PAE Marine Corps program office. The purpose of this support is planning and control. The individual alerts leadership to potential causes for concern, which can in turn lead to revised and/or improved...Full timeContract workPart timeFor contractorsFor subcontractorWork at officeLocal area
$80k - $95k
...responsive, and effective in handling all customer communications and issues. Duties and Responsibilities Analyze current and historical Planning, Programming, Budgeting Execution (PPBE) data and extract, analyze, and submit financial data from the PPBE to build financial...Work at officeLong distance- ...building of the President's Budget (PB), and Financial Execution Reviews. Support Expended Funds Execution and Financial Performance to Plan by running and combining numerous CERBERUS, Power BI, and DAI Reports to provide a consolidated reference, variances to phasing...Work at office
- ...level acquisition and project management support for DoD programs and initiatives Provide analytical support in the execution and planning of DoD acquisition programs, to include logistics, program management, cost, financial, or management analysis Develop and/or...Work at office
- University of Mary Washington is seeking a Financial Aid Peer Counselor to handle basic financial aid inquiries by phone, email, and at the front desk. You will explain FAFSA basics and federal aid processes while ensuring confidentiality for student records under FERPA...
- PNC in Fredericksburg, VA seeks a Part Time Teller to deliver customer-focused banking services in office. You will handle a variety of customer interactions, educate customers on options, and refer opportunities to branch staff while supporting daily operations. No degree...Part timeWork at office
$56.38k - $101.48k
Why Join GEICO?At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation...Hourly payWork experience placementLocal area- ...financial and operations support to our CBP Office of Finance client. This includes reviewing and processing financial transactions.... ...submitting daily, weekly, and monthly reports detailing completed and planned work. Requirements Qualifications: Required 3 or more years...Work at office
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