Top 25 Wealth advisor Jobs in Norfolk, Va

Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Advisor
Total Quality Consulting —Virginia Beach, VA
- $59,000 - $88,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Chesapeake, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
10h
Wealth Management Trainee (VA)
Bankers Life —Chesapeake, VA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Norfolk, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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
2d
Client Service Associate
Morgan Stanley —Newport News, VA
- $33,280 - $85,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
6d
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
14d
Tax Coordinator
Clearstead Advisors LLC —Norfolk, VA
- Microsoft Outlook
- Computer literacy
- Office
- Disability insurance
- Dental insurance
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
Financial Services Professional - Hybrid Remote (VA)
Bankers Life —Chesapeake, VA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor, Truist Investment Services, Virginia Beach, VA
Truist Bank —Virginia Beach, VA
- Full-time
- English
- Finance
- Analysis skills
- AD&D insurance
- Paid holidays
Financial Advisor, Truist Investment Services, Norfolk, VA
Truist Bank —Norfolk, VA
- Full-time
- English
- Office
- Finance
- AD&D insurance
- Paid holidays
Trusts & Estates/Tax Senior Associate or Partner
Willcox Savage —Norfolk, VA
- $155,000 - $200,000 a year
- CPA
- 5 years
- Mentoring
- Paid holidays
- Dental insurance
Quick Apply
Client Service Associate - Newport News, Virginia
LPL Financial —Newport News, VA
- $23.52 - $39.17 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Sales & Operations Advisor in Training
DriveTime Car Sales, LLC —Newport News, VA
- $25 an hour
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Wellness program
- Disability insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
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Total Quality Consulting —Virginia Beach, VA
Identify and develop relationships with wholesalers. Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc.
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
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wealth advisor jobs near norfolk, va

Client Administrative Manager

Steward Partners Global Advisory LLC -
Chesapeake, VA

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Location:

This position can be based in Chesapeake, VA

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth advisor jobs in norfolk, va

Client Administrative Manager

Wealth Advisor

Financial Advisor

Wealth Management Trainee (VA)

Financial Advisor

Wealth Advisor - PNC Wealth Management

Client Service Associate

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

Tax Coordinator

Registered Wealth Management Client Associate

Financial Services Professional - Hybrid Remote (VA)

Financial Advisor, Truist Investment Services, Virginia Beach, VA

Financial Advisor, Truist Investment Services, Norfolk, VA

Trusts & Estates/Tax Senior Associate or Partner

Client Service Associate - Newport News, Virginia

Sales & Operations Advisor in Training

Relationship Manager – Private Wealth & Tax Solutions

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