Top 349 Financial management specialist Jobs in Sandston Va

Director of Wealth Services
Bill Good Marketing —Richmond, VA
- $80,000 - $100,000 a year
- Full-time
- Office
- Team management
- Financial services
- Paid holidays
- Disability insurance
Quick Apply
23 HOUR CRISIS TEAM
Confidential —Petersburg, VA
- $18 - $20 an hour
- Part-time
- Background check
- CPR Certification
- Microsoft Excel
Quick Apply
Card Vertical Risk Manager, Card Data Controls, Script & Feature Governance - Principal Associate
Capital One —Richmond, VA
- Email
- Military
- Office
- High school diploma or GED
- Health insurance
CDO Operations Specialist
University of Richmond —Richmond, VA
- $21.09 - $27.95 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
1d
Financial Services Professional
MassMutual Greater Richmond —Glen Allen, VA
- $90,000 - $120,000 a year
- Full-time
- Sales
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
12d
Operations Specialist
HIGHLANDS VISTA GROUP MANAGEMENT —Richmond, VA
- $75,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- 5 years
Quick Apply
Director of Special Education
CCPS - Various School Locations —North Chesterfield, VA
- $112,172 - $190,693 a year
- Full-time
- Background check
- School experience
- Doctoral degree
- Health savings account
- Health insurance
Experienced Bank Secrecy Act Officer (5 YRS Required)
Henrico Federal Credit Union —Henrico, VA
- $62,096.73 - $77,620.91 a year
- Full-time
- Background check
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
VP, Financial Consultant - Richmond, VA
Charles Schwab —Glen Allen, VA
- $70,000 - $110,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Account Manager - Staffing - $70-$80k-Richmond, VA - Urgent Hiring!
Confidential —Richmond, VA
- $70,000 - $80,000 a year
- Extended hours
- Background check
- Spanish
- OSHA
- Health insurance
- Dental insurance
Quick Apply
4d
Manager, Healthcare Contracts
OrthoVirginia Inc —Richmond, VA
- $83,000 - $124,500 a year
- Full-time
- Research
- 3 years
- Bachelor's degree
Quick Apply
Principal Associate, Risk Management - Hybrid
Capital One —Richmond, VA
- Email
- Military
- Office
- Continuous improvement
- Health insurance
Operatory Surgical Coding Specialist
OrthoVirginia Inc —Midlothian, VA
- $24.23 - $36.35 an hour
- Full-time
- Surgery
- Mid-level
- Analysis skills
Quick Apply
2d
Operatory Surgical Coding Specialist
OrthoVirginia Inc —Henrico, VA
- $24.23 - $36.35 an hour
- Full-time
- Surgery
- Mid-level
- Analysis skills
Quick Apply
2d
Manager, Patient Collections
OrthoVirginia Inc —Richmond, VA
- $79,000 - $118,500 a year
- Full-time
- 3 years
- Finance
- Analysis skills
Quick Apply
Pest Control Service Specialist
ClearDefense Pest Control of Richmond —Richmond, VA
- $18 - $24 an hour
- Background check
- 18 years or older
- Clean driving record
- Paid training
- Paid holidays
Quick Apply
Secretary
COLON & RECTAL SPECIALISTS, LTD —Mechanicsville, VA
- Full-time
- Organizational skills
- In-person
- Entry level
- Free parking
- Disability insurance
Quick Apply
Lead Strategy Associate / Strategy Associate
Markel Service Inc. —Glen Allen, VA
- $92,880 - $127,710 a year
- Email
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- AD&D insurance
- Employee stock purchase plan
Quick Apply
Category Management Specialist (GLEN ALLEN, VA, US, 23060)
Dominion Energy —Glen Allen, VA
- $90,900 - $118,100 a year
- 5 years
- Data analysis skills
- Office
- Paid holidays
- Disability insurance
Human Services Program Coordinator
Virginia Department of Health —Richmond, VA
- $29.71 - $35.07 an hour
- Mid-level
- Office
- Military encouraged
- Paid holidays

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financial management specialist jobs near sandston va

Director of Wealth Services

Bill Good Marketing
Richmond, VA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 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 - $100,000.00 per year

Quick Apply

Refine Your Search

financial management specialist jobs in sandston va

Director of Wealth Services

23 HOUR CRISIS TEAM

Card Vertical Risk Manager, Card Data Controls, Script & Feature Governance - Principal Associate

CDO Operations Specialist

Financial Services Professional

Operations Specialist

Director of Special Education

Experienced Bank Secrecy Act Officer (5 YRS Required)

VP, Financial Consultant - Richmond, VA

Account Manager - Staffing - $70-$80k-Richmond, VA - Urgent Hiring!

Manager, Healthcare Contracts

Principal Associate, Risk Management - Hybrid

Operatory Surgical Coding Specialist

Operatory Surgical Coding Specialist

Manager, Patient Collections

Pest Control Service Specialist

Secretary

Lead Strategy Associate / Strategy Associate

Category Management Specialist (GLEN ALLEN, VA, US, 23060)

Human Services Program Coordinator

I want to receive the latest job alert for financial management specialist in sandston va

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