Top 41 Investment banking Jobs in Hampton Va

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Greater Virginia Market
Bank of America —Newport News, VA
- $36.06 - $40.87 an hour
- Full-time
- Background check
- Military
- Mid-level
Analyst- Investment Analytics
PRA Group —Norfolk, VA
- $103,700 - $162,100 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
2d
Sr. Cash & Investment Analyst
City of Norfolk, VA —Norfolk, VA
- $62,732.78 - $74,000.00 a year
- Full-time
- Office
- Finance
- Analysis skills
- Paid holidays
- Disability insurance
7d
PPBE Analyst
Tharros —Hampton, VA
- Full-time
- Research
- Office
- Bachelor's degree
- Relocation assistance
9d
Relationship Banker - Denbigh Financial Center
Bank of America —Newport News, VA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Relationship Banker - Richmond East Market - Hampton, VA area
Bank of America —Newport News, VA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Engineering Portfolio Manager
Govcio LLC —Hampton, VA
- $130,000 - $140,000 a year
- Full-time
- High school diploma or GED
- Analysis skills
- In-person
Business Banking Treasury Specialist
Langley Federal Credit Union —Newport News, VA
- $57,100 - $72,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Loan repayment program
Quick Apply
7d
Assistant Portfolio Manager
Thalhimer —Newport News, VA
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Health insurance
Quick Apply
Business Banking Support Specialist
Langley Federal Credit Union —Newport News, VA
- $19.90 - $24.62 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Loan repayment program
Quick Apply
7d
VP; Financial Consultant - Virgina Beach, VA
Charles Schwab —Virginia Beach, VA
- $70,000 - $110,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
14d
Registered Wealth Management Client Associate
Bank of America —Virginia Beach, VA
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Portfolio Analyst
Norfolk Redevelopment And Housing Authority —Norfolk, VA
- $70,173 - $112,295 a year
- Full-time
- Background check
- Microsoft Outlook
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
2d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Norfolk, VA
- $63,750 - $106,250 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
3d
IT Portfolio Budget Analyst
ZealRiver Technologies, Inc. —Virginia Beach, VA
- $80,000 - $85,000 a year
- Full-time
- Customer service
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
3h
Part Time (30 Hours) Associate Banker, Downtown Norfolk Branch, Norfolk, VA
JPMorganChase —Norfolk, VA
- $20.00 - $24.66 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
13d
Private Client Banker - Hampton Roads Market
JPMorganChase —Suffolk, VA
- $20.00 - $27.88 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Wealth Management Trainee (VA)
Bankers Life —Chesapeake, VA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Universal Banker (Deep Creek)
Atlantic Union Bank —Chesapeake, VA
- $41,208 - $61,771 a year
- Computer literacy
- Writing skills
- Office
- Profit sharing
Part Time (20 Hours) Associate Banker, Kings Grant Branch, Virginia Beach, VA
JPMorganChase —Virginia Beach, VA
- $20.00 - $24.66 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
8d

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investment banking jobs near hampton va

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Greater Virginia Market

Bank of America -
Newport News, VA

Apply Now

Job Details

Full-time
$36.06 - $40.87 an hour

Qualifications

Customer relationship building
Regulatory due diligence experience
FINRA
Securities Industry Essentials
Customer relationship management
Experience practicing in the securities industry
Experience conducting due diligence within finance

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with clients' goals. Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
Builds relationships with internal service providers based on client needs and asset thresholds
Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years experience in investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:

Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills and the ability to multitask in a demanding environment
Bachelor's Degree, preferably in business-related field
Proven ability to partner and promote lead generation
Experience balancing investment management, sales activities and new client development
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Skills:

Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory
Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

investment banking jobs in hampton va

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Greater Virginia Market

Analyst- Investment Analytics

Sr. Cash & Investment Analyst

PPBE Analyst

Relationship Banker - Denbigh Financial Center

Relationship Banker - Richmond East Market - Hampton, VA area

Engineering Portfolio Manager

Business Banking Treasury Specialist

Assistant Portfolio Manager

Business Banking Support Specialist

VP; Financial Consultant - Virgina Beach, VA

Registered Wealth Management Client Associate

Portfolio Analyst

Wealth Advisor - PNC Wealth Management

IT Portfolio Budget Analyst

Part Time (30 Hours) Associate Banker, Downtown Norfolk Branch, Norfolk, VA

Private Client Banker - Hampton Roads Market

Wealth Management Trainee (VA)

Universal Banker (Deep Creek)

Part Time (20 Hours) Associate Banker, Kings Grant Branch, Virginia Beach, VA

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