Top 307 Sales advisor Jobs in Richmond Va

Director of Wealth Services
Bill Good Marketing —Richmond, VA
- $80,000 - $98,000 a year
- Full-time
- Office
- Team management
- Financial services
- Paid holidays
- Disability insurance
Quick Apply
Licensed Funeral Director/Outside Sales Advisor-**$2,500 Sign on BONUS**
Cremation Society of Virginia —Richmond, VA
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Driver's License
- Driving
- Health savings account
- Paid holidays
Quick Apply
Automotive Consultant- Car Dealership Retail Sales! Chevrolet Buick GMC
Rick Hendrick Chevrolet Buick GMC —Henrico, VA
- Up to $180,000 a year
- Full-time
- Background check
- Dealership
- Military encouraged
- Paid training
- Paid holidays
Quick Apply
Software Sales Representative
SWIPEBY —Richmond, VA
- $80,000 - $140,000 a year
- Full-time
- Customer service
- Mid-level
- Communication skills
Quick Apply
10d
Sales Manager (Veterinary Sales) - Richmond, VA
Nestlé Purina —Richmond, VA
- $80,000 - $100,000 a year
- Mid-level
- Driver's License
- Bachelor's degree
- Health insurance
- 401(k) matching
14d
Senior Inside Sales Advisor (Remote/Eastern Time)
A Place for Mom —Richmond, VA
- $24.76 an hour
- Weekends as needed
- Remote
- Bachelor's degree
- US work authorization
- Senior level
- Health insurance
- Dental insurance
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Product Development Coordinator
McKesson —Richmond, VA
- $32.00 - $45.68 an hour
- Monday to Friday
- Hybrid work
- Microsoft Word
- Office
- Bachelor's degree
Customer Specialist
Trane Technologies —Midlothian, VA
- $41,000.00 - $82,809.99 a year
- Full-time
- Pass drug screening
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Customer Success Manager
3E —Richmond, VA
- $74,000 - $84,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
10d
Tesla Advisor, Sales
Tesla —Glen Allen, VA
- Weekends as needed
- Dealership
- Driver's License
- 1 year
- Commuter assistance
- Health savings account
Enterprise Customer Success Manager
MariaDB plc —Richmond, VA
- $70,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
Rx Product Sales Manager, Vaccines
McKesson —Richmond, VA
- $142,500 - $237,500 a year
- Clean driving record
- Marketing
- Driver's License
11d
Licensed Health Insurance Agents Wanted
Advocate Health LLC —Richmond, VA
- $1,000 - $100,000 a year
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Customer Engagement Advisor
CLEAResult Consulting Inc. —Richmond, VA
- $57,000 - $83,500 a year
- Full-time
- Clean driving record
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Automotive Express Lane Service Advisor
Whitten Brothers —Richmond, VA
- $17 - $20 an hour
- Full-time
- Clean driving record
- Sales
- Dealership
- Paid training
- Health insurance
Quick Apply
Business Development Manager
Lyra Technology Group —Richmond, VA
- $80,000 - $90,000 a year
- HIPAA
- Mid-level
- Office
Quick Apply
Financial Advisor
Edward Jones —Midlothian, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d
Automotive Service Advisor
Audi Richmond —Richmond, VA
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Paid holidays
- Health insurance
3d
Wireless Sales Consultant
Wireless Nation - Verizon Wireless-Zone Authorized Retailer —Henrico, 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
Wealth Management Trainee (VA)
Bankers Life —Richmond, VA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply

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Director of Wealth Services

Bill Good Marketing
Richmond, VA

Quick Apply

Job Details

Full-time
$80,000 - $98,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Investment firm experience
Financial services

Full Job Description

Overview

You've probably tried the other side of this industry. The prospecting, the cold calls, the pressure to eat what you kill. And somewhere along the way, you realized that what you actually love is the client relationship itself. The meeting. The follow-through. Making someone feel genuinely cared for.

If that sounds like you, keep reading.

A growing independent wealth management firm in Richmond is looking for a Director of Wealth Services to own the client experience for their individual wealth book. This is a service role, not a sales role. You will not be asked to build a book of business or hunt for new clients. What you will be asked to do is run a tight, high-touch client service operation for about 175 households and free up the lead advisor to focus on what he does best.

The firm manages close to a billion dollars across two divisions. You will be focused entirely on the individual wealth side, roughly $300 million, and you will lead a small pod that includes a paraplanner, a client service manager, and a client service specialist. These are tenured people. They know their jobs. They need someone in the middle who can make sure everything gets done and clients feel taken care of.

The Role

Your responsibilities will include:

Leading the weekly planning meeting every Monday, briefing the team on upcoming client cases including agendas, prior meeting recaps, recommended changes, supporting reports, and next steps
Opening and closing client meetings Tuesday through Thursday, handling administrative items like beneficiary updates and scheduling, taking notes, and ensuring clients feel genuinely cared for throughout
Producing executive summaries after each meeting and delegating action items to the appropriate team members
Responding to all client communication within 24 hours and maintaining accurate CRM records
Keeping client tier classifications current and proactively flagging anything that needs attention
Using Fridays for cleanup, prep, and setting the following week up for success
Over time, developing a client appreciation program and adding light referral support to meetings

What Success Looks Like

Success in this role means clients feel like the most important people in the world every time they interact with this firm. It means the lead advisor can walk into a meeting fully prepared without having to worry about the details and walk out knowing everything will be handled. It means the team runs smoothly, action items get done, and nothing falls through the cracks.

The right person will own this role fully. They will come to the lead advisor with options, not problems, and will build the kind of client trust that keeps relationships strong for years.

Requirements

Who You Are

You have worked on the service side of a financial advisory or wealth management firm and you know the rhythms of the work. You understand how to prepare for a client meeting, what happens after one, and how to communicate with clients who expect a high level of professionalism and care.

You will thrive here if you:

Bring solutions, not problems, and make decisions with confidence
Stay calm and organized when the week gets full
Genuinely enjoy the relationship side of this work and make clients feel valued
Run independently without needing to be managed

This is not the right role if you are looking to eventually go independent, build your own book, or use this as a stepping stone to partnership.

Qualifications

Required:

Financial services experience at a financial advisory, RIA or wealth management firm with real working knowledge of wealth management operations
Strong written communication skills; you will produce executive summaries and client correspondence regularly
High emotional intelligence; clients at this level expect to feel like the most important person in the room
Professionalism and warmth in equal measure
Comfortable running independently in a fast-moving environment

Strongly preferred:

eMoney experience
Experience with SmartOffice, Vanilla, Holistiplan, or YCharts
Series 65, Series 7, or other financial services licensing
Comfort with AI tools; the firm actively uses AI for meeting notes and summaries

Benefits

What You Get

Salary: $80K - $98K plus an annual performance bonus (eligible after your first year).
15 days PTO per year to start, with accrual tied to tenure
12 paid holidays
Medical coverage through United Healthcare; dental, vision, and supplemental options also available (employee-paid premiums)
Basic life insurance and short-term disability covered by the firm
401(k) with matching
Full-time, in-office | Richmond, VA | Monday through Thursday 8 AM to 5 PM, Friday 8 AM to 4 PM

To Apply

Please submit your resume along with a brief letter introducing yourself and your interest in the role.

Pay: $80,000.00 - $98,000.00 per year

Quick Apply

Refine Your Search

sales advisor jobs in richmond va

Director of Wealth Services

Licensed Funeral Director/Outside Sales Advisor-$2,500 Sign on BONUS

Automotive Consultant- Car Dealership Retail Sales! Chevrolet Buick GMC

Software Sales Representative

Sales Manager (Veterinary Sales) - Richmond, VA

Senior Inside Sales Advisor (Remote/Eastern Time)

Product Development Coordinator

Customer Specialist

Customer Success Manager

Tesla Advisor, Sales

Enterprise Customer Success Manager

Rx Product Sales Manager, Vaccines

Licensed Health Insurance Agents Wanted

Customer Engagement Advisor

Automotive Express Lane Service Advisor

Business Development Manager

Financial Advisor

Automotive Service Advisor

Wireless Sales Consultant

Wealth Management Trainee (VA)

I want to receive the latest job alert for sales advisor in richmond va

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