Top 243 Advisor Jobs in Williamsburg, Va

Portfolio Associate
Cornerstone Wealth —Williamsburg, VA
- $60,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Research
- Office
- Health savings account
- Disability insurance
Quick Apply
Financial Representative
Northwestern Mutual —Williamsburg, VA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
1d
Service Advisor
Casey Honda —Newport News, VA
- $40,000 - $125,000 a year
- Full-time
- 18 years or older
- Clean driving record
- Dealership
- Health savings account
- Paid holidays
Service Advisor
Southern Ford —Newport News, VA
- $45,000 - $100,000 a year
- Full-time
- Dealership
- Computer literacy
- High school diploma or GED
- 401(k)
- Paid time off
Quick Apply
Service Advisor
Casey BMW —Newport News, VA
- $40,000 - $125,000 a year
- Full-time
- 18 years or older
- Clean driving record
- Dealership
- Health savings account
- Paid holidays
Line Leader
O-I —Toano, VA
- $85,000 - $100,000 a year
- Full-time
- Mid-level
- Microsoft Office
- 3 years
- AD&D insurance
- Paid holidays
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Academic Advisor
Bryant & Stratton, Inc. —Hampton, VA
- Full-time
- Customer service
- Writing skills
- Public speaking
3d
Service Advisor
Meineke - 2972 —Newport News, VA
- $600 - $2,500 a week
- Full-time
- Sales
- Mid-level
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Quick Apply
13d
Academic Coach & Advisor - Nursing
Riverside College of Health Sciences —Newport News, VA
- $76,400 - $105,050 a year
- Full-time
- Classroom
- Nursing
- RN License
Quick Apply
Admissions Representative
ECPI University LLC —Newport News, VA
- $21.25 - $26.50 an hour
- University
- Bachelor's degree
- Computer skills
Quick Apply
Production Shift Supervisor - Hot End
O-I —Toano, VA
- $90,000 - $100,000 a year
- Full-time
- Computer literacy
- Mid-level
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
Financial Aid Advisor
Bryant & Stratton Inc. —Hampton, VA
- Microsoft Word
- Microsoft Excel
- Customer service
Assistant Director for Academic Resilience
William & Mary —Williamsburg, VA
- Up to $58,000 a year
- On call
- Remote
- Background check
- Management
- Mid-level
- Health insurance
- Dental insurance
NISSAN Service Advisor 62k - 100k to the best candidates
Nissan Williamsburg —Williamsburg, VA
- $62,000 - $100,000 a year
- Full-time
- Sales
- Dealership
- Mid-level
- Paid training
- Health insurance
Quick Apply
Contracts Manager
Rapid Offset Technologies, LLC —Hampton, VA
- $175,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- 11+ years
- Analysis skills
- Health savings account
- 401(k)
Quick Apply
8d
Vice President, Practice Head, Auto (Sales /Account Management)
Bill Gosling Outsourcing Corp. (US) —Hampton, VA
- $140,000 - $180,000 a year
- Full-time
- Bachelor's degree
- Travel
- Experience equivalent to degree accepted
- Paid training
- Opportunities for advancement
Quick Apply
Automotive Technician
Suttle Motors —Newport News, VA
- $50,000 - $150,000 a year
- Full-time
- ASE Certification
- Background check
- Dealership
- Health savings account
- Health insurance
Quick Apply
4d
Foreign Trade, Logistics & Compliance Manager Americas
Liebherr USA Co. —Newport News, VA
- $160,000 - $200,000 a year
- Online Application
- Management
- English
- Office
- Health insurance
- Dental insurance
Experienced Automotive Technician
Pearson Toyota —Newport News, VA
- $17 - $40 an hour
- Full-time
- ASE Certification
- Background check
- Clean driving record
- Paid training
- Health insurance
Quick Apply
Wireless Sales Consultant
Wireless Nation - Verizon Wireless-Zone Authorized Retailer —Williamsburg, VA
- $28,000 - $70,000 a year
- Weekends as needed
- 18 years or older
- 11+ years
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply

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advisor jobs near williamsburg, va

Portfolio Associate

Cornerstone Wealth -
Williamsburg, VA

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Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Series 7
Data interpretation

Full Job Description

Position Overview

Cornerstone Wealth is seeking a Portfolio Associate to support the firm’s portfolio management, investment analysis, and client service functions. This is a support role combining portfolio and investment responsibilities with client service.

Financial plans serve as the foundation for all portfolio construction and investment decisions at Cornerstone. While this role will not initially be responsible for creating or updating financial plans, the ideal candidate understands and values the role planning plays in shaping investment strategy. This position works closely with the Director of Portfolio Strategy, while also supporting Wealth Advisors and collaborating with Client Service Associates.

Key Responsibilities

Portfolio Management & Investment Support

Assist with trading and rebalancing portfolios in alignment with firm models and client objectives
Support portfolio construction and implementation for new and existing clients
Review portfolios in advance of client meetings, to include allocation, risk exposure, and performance analysis
Evaluate portfolios in the context of known client cash needs and financial planning objectives
Assist in monitoring and maintaining the firm’s model portfolios
Support investment research and due diligence on mutual funds, ETFs, SMAs, direct indexing, and alternative strategies
Support the Director of Portfolio Strategy with ad hoc analysis, research projects, and investment committee preparation
Assist with investment presentations and market commentary used in advisor and client communications
Participate in internal meetings and contribute to firm-wide dialogue around markets and portfolios
Utilize tools such as Morningstar Advisor Workstation, YCharts, CFRA, and Argus Research
Maintain strict adherence to firm policies, compliance requirements, and industry regulations

Client Service & Advisor Support

Support Wealth Advisors with portfolio‑related client service requests
Prepare and support client‑facing materials, including portfolio reports and investment summaries
Assist with client meeting preparation, including contributing analysis and supporting agenda development
Respond to client inquiries related to accounts, portfolios and investment strategy
Collaborate closely with Client Service Associates to ensure timely and accurate execution of client requests and tasks
Assist with gathering and organizing client information used in planning and portfolio discussions
Build familiarity with firm planning tools, including MoneyGuidePro, eMoney, and RightCapital

Required Qualifications

Active Series 7 and Series 66 (or Series 7 with Series 63 & 65)
Bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent experience)
1+ years of experience in wealth management, investment research, portfolio analysis, trading, or a related field
Strong analytical skills and attention to detail
Clear written and verbal communication skills

Preferred Qualifications

3+ years of experience in wealth management, investment research, portfolio analysis, trading, or a related field
Experience with the LPL Financial Ecosystem
Experience using Morningstar Advisor Workstation, YCharts, or similar analytical tools
Experience using Microsoft 365 tools including Excel, Copilot & other AI tools
Understanding of portfolio construction concepts and Modern Portfolio Theory
Comfort working with financial planning software such as Money Guide Pro or Right Capital

Key Characteristics for Success

Curiosity about markets and investment strategy
Comfort supporting advisors and processes while developing expertise
Respect for structure, discipline, and repeatable processes
Strong belief in financial planning as the foundation for sound investment decisions
Interest in long-term development as a Wealth Advisor or investment professional

Compensation & Benefits

Cornerstone Wealth offers a competitive compensation package that includes:

Competitive pay based on experience
401(k) with company match
Medical, dental, and vision insurance
Health Savings Account
Paid time off
Paid lunches
Long-term disability insurance
Team activities and a collaborative firm culture

Why Cornerstone Wealth

Cornerstone Wealth is a growing, team-oriented advisory firm. We emphasize thoughtful planning, disciplined investment management, and strong internal collaboration. This role offers meaningful exposure to portfolio strategy, financial planning, and client service, with a clear development path as the firm continues to grow.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

advisor jobs in williamsburg, va

Portfolio Associate

Financial Representative

Service Advisor

Service Advisor

Service Advisor

Line Leader

Academic Advisor

Service Advisor

Academic Coach & Advisor - Nursing

Admissions Representative

Production Shift Supervisor - Hot End

Financial Aid Advisor

Assistant Director for Academic Resilience

NISSAN Service Advisor 62k - 100k to the best candidates

Contracts Manager

Vice President, Practice Head, Auto (Sales /Account Management)

Automotive Technician

Foreign Trade, Logistics & Compliance Manager Americas

Experienced Automotive Technician

Wireless Sales Consultant

I want to receive the latest job alert for advisor in williamsburg, va

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