Client Advisor Salaries in Midlothian, VA

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and…

$100,000 - $275,000 a year

3 days ago

The ones who think that a car dealership's first priority should be the guest. Provide accurate cost estimates and obtain customer authorization before…

$80,000 - $120,000 a year

Exposure to M&A or integration environments is a strong plus. Stratus® designs spaces, systems, and solutions that perform, endure, and make an impact,…

$138,000 - $142,000 a year

9 days ago

Conduct client appointment reminder calls, and check-in calls on follow up items. Answering calls to the office. Set up and maintain client management system.

$20 - $25 an hour

Coordinate scheduling of client meetings, reviews, and onboarding calls. Assist clients in navigating online account platforms and financial tools.

$50,000 - $75,000 a year