Search Results: 8 vacancies

 ...for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes... 
Suggested

ECPI University

Newport News, VA
1 day ago

$50k - $80k

Paraplanner We are seeking an organized and detail-oriented para-planner to join a growing private wealth management team. The para-planner will work closely with financial advisors to prepare financial plans, develop investment proposals, and ensure adherence to compliance... 
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Full time

Gpac

Newport News, VA
4 days ago
 ...Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM,... 
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Savvy Wealth

Newport News, VA
13 days ago
 ...by providing a balanced combination of professional investment management and personalized financial advice. The Wealth Advisor shares the...  ...involving asset management, planning, tax minimization, risk management, budgeting, and generational wealth education. The Wealth... 
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Holiday work
Temporary work
Flexible hours

The Old Point National Bank

Newport News, VA
5 days ago
Job Description Job Description Join Our Winning Team - Sales Agent Position with The Sullivan Agency Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than the Sullivan Agency! We specialize...
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Remote job

The Sullivan Agency

Newport News, VA
3 days ago
 ...and resetting passwords or security questions. * Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System. * Educate members on Langley products and services, making referrals to internal business... 
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For contractors

Langley Federal Credit Union

Newport News, VA
2 days ago
 ...communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors—those with a passion for people... 
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Full time
Immediate start
Shift work
Day shift

Bank of America Corporation

Newport News, VA
a month ago

$100k - $150k

 ...requires an existing book of business as you will be responsible for managing your own clients. Responsibilities: * Provide comprehensive...  ...and financial plans based on clients' investment objectives, risk tolerance, time horizon and financial situation * Regularly monitor... 
Suggested
Full time

Gpac

Newport News, VA
24 days ago