Top 147 Investment Jobs in Wv

Financial Planner
Hoxton Planning & Management LLC —Shepherdstown, WV
- $75,000 - $150,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
4d
Manager Trainee (Fast Track)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Morgantown, WV
- $75,044.12 - $141,472.49 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- Mentoring
- Health savings account
- Health insurance
Quick Apply
12d
Financial Client Support Advisor
Beacon Wealth Management —Clarksburg, WV
- $45,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
3d
Financial Representative
Northwestern Mutual Wealth Management Company —Morgantown, WV
- $75,000 - $95,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Disability insurance
- Health insurance
Quick Apply
11d
Financial Representative - Entry Level
Slone Region - Modern Woodmen of America —Charleston, WV
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Management
- Children
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
Senior Manager, Strategic Planning (IC)
CVS Health —West Virginia
- $67,900 - $199,144 a year
- Full-time
- Remote
- 6 years
- Bachelor's degree
- Fair chance
- Health insurance
- Dental insurance
10d
Policy Consultant
Amyand Consulting —West Virginia
- $40,000 - $47,000 a year
- Contract
- Remote
- Analysis skills
- Senior level
- Communication skills
Quick Apply
Backend Capability Product Specialist
CVS Health —West Virginia
- $106,605 - $284,280 a year
- Full-time
- Remote
- HIPAA
- High school diploma or GED
- AWS
- Health insurance
- Dental insurance
Premium Auditor
ARMStrong Insurance Services —Charleston, WV
- $44 - $50 an hour
- Full-time
- Remote
- Microsoft Word
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Senior Analyst, Actuarial
CVS Health —West Virginia
- $64,890 - $158,620 a year
- Full-time
- Remote
- Mid-level
- 3 years
- SQL
- Health insurance
- Dental insurance
10d
Financial Consultant II
TIAA —Morgantown, WV
- $72,700 - $95,500 a year
- Online Application
- Mid-level
- Business development
- Travel
- 403(b)
- Life insurance
Financial Analyst, Operations Support
Destination Pet LLC —West Virginia
- $85,000 - $90,000 a year
- Full-time
- Remote
- Hospitality
- Mid-level
- Disability insurance
- Dental insurance
Quick Apply
12d
Portfolio Data Analyst
United Bank —Morgantown, WV
- Full-time
- Mid-level
- Office
- Analysis skills
3d
Actuarial Analyst
Centene Corporation —West Virginia
- $56,200 - $101,000 a year
- Full-time
- Remote
- SQL
- Math
- Bachelor's degree
- Paid holidays
- Health insurance
1d
Pharmacy Benefits Management (PBM) Underwriting, Senior Analyst
CVS Health —West Virginia
- $46,988 - $122,400 a year
- Full-time
- Remote
- Mid-level
- Finance
- Master's degree
- Health insurance
- Dental insurance
Enterprise Development Manager
Treplar Inc —Martinsburg, WV
- Data analysis skills
- Finance
- Analysis skills
Quick Apply
Sr. Actuarial Analyst - Risk Adjustment
Centene —West Virginia
- $70,100 - $126,200 a year
- Full-time
- Remote
- Mid-level
- SQL
- Math
- Paid holidays
- Health insurance
12d
Trust Solutions Advisor
United Bank —Charleston, WV
- Full-time
- Office
- Master's degree
- Bachelor's degree
VP, Head of Investment Accounting
Reinsurance Group of America —West Virginia
- $180,220 - $268,400 a year
- Full-time
- Microsoft Word
- CPA
- 5 years
- Health insurance
4d
Associate Actuary
Centene —West Virginia
- $87,700 - $157,800 a year
- Full-time
- Remote
- Research
- Mid-level
- SQL
- Paid holidays
- Health insurance

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investment jobs near wv

Financial Planner

Hoxton Planning & Management LLC
Shepherdstown, WV

Quick Apply

Job Details

Full-time
$75,000 - $150,000 a year
4 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Life insurance

Qualifications

Teamwork
Research
Income tax planning
Customer relationship management
Cash management
Series 65

Full Job Description

Job Summary

We are seeking a dynamic and knowledgeable Certified Financial Planner(R) professional to join our team and help clients achieve their financial goals through comprehensive planning and expert advice. In this role, you will develop tailored financial strategies, provide investment guidance, and ensure clients are well-informed about their financial options. Your expertise in estate planning, risk management, tax strategies, and wealth management will be essential in delivering exceptional service. This position offers an exciting opportunity to make a meaningful impact on clients’ financial futures while working within a collaborative and growth-oriented environment. This is not a sales position.

Responsibilities

Develop personalized financial plans that encompass investment management, estate planning, risk management, tax strategies, and retirement solutions..
Conduct thorough financial analysis and research to identify suitable investment opportunities aligned with client objectives.
Manage client relationships by providing ongoing communication, updates on market trends, and adjustments to financial plans as needed.
Stay current with industry knowledge of financial regulations, market developments, and new financial software tools to enhance service delivery.
Collaborate with cross-functional teams to ensure comprehensive client support in areas like cash management and portfolio management.

Skills

Proven experience practicing in the securities industry with a strong understanding of financial concepts and industry regulations.
Expertise in wealth management, investment advisory services, and financial analysis techniques.
Strong client relationship management skills with the ability to communicate complex financial concepts clearly.
Familiarity with financial software applications (eMoney) and research tools used within the industry.
Certifications such as Certified Financial Planner (R), Series 65 license are required.
Ability to analyze financial markets and develop compliant investment solutions tailored to client needs.

Join us if you’re passionate about empowering clients through expert financial guidance! We value energetic professionals eager to grow their careers while making a positive difference in people’s lives through strategic wealth management and comprehensive financial planning.

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

investment jobs in wv

Financial Planner

Manager Trainee (Fast Track)

Financial Client Support Advisor

Financial Representative

Financial Representative - Entry Level

Senior Manager, Strategic Planning (IC)

Policy Consultant

Backend Capability Product Specialist

Premium Auditor

Senior Analyst, Actuarial

Financial Consultant II

Financial Analyst, Operations Support

Portfolio Data Analyst

Actuarial Analyst

Pharmacy Benefits Management (PBM) Underwriting, Senior Analyst

Enterprise Development Manager

Sr. Actuarial Analyst - Risk Adjustment

Trust Solutions Advisor

VP, Head of Investment Accounting

Associate Actuary

I want to receive the latest job alert for investment in wv

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