Top 37 Financial advisor Jobs in Williamsburg, Va

Vice President or Senior Vice President of Client Administration
Skillcloud HCM —Williamsburg, VA
- $108,000 - $166,000 a year
- Full-time
- Office
- Business development
- Team management
- Employee stock ownership plan
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4d
Client Administration Associate
Skillcloud HCM —Williamsburg, VA
- $42,000 - $67,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Employee stock ownership plan
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Financial Representative
Northwestern Mutual —Williamsburg, VA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
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14d
Financial Consultant II (Williamsburg)
Atlantic Union Financial Consultants LLC —Williamsburg, VA
- Hybrid work
- Mid-level
- Analysis skills
- Math
- Profit sharing
Financial Advisor
First Command Financial Services, Inc. —Newport News, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
J.P. Morgan Wealth Management - Private Client Advisor - Newport News, VA
JPMorganChase —Newport News, VA
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
3d
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
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Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Vice President or Senior Vice President of Client Administration

Skillcloud HCM -
Williamsburg, VA

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Job Details

Full-time
$108,000 - $166,000 a year
4 days ago

Benefits

Employee stock ownership plan

Qualifications

Account management

Full Job Description

TCV Trust & Wealth Management / Vice President or Senior Vice President of Client Administration

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Vice President or Senior Vice President of Client Administration (title commensurate with experience) to join their team in Williamsburg, VA.

The Vice President or Senior Vice President manages and supervises the administration of assigned accounts and develops new business.

Benefits of the job:

Pay in the range of $108,000 – $166,000, offer commensurate with experience.

Majority employee-owned, ESOP eligibility after one year of service.

Comprehensive benefit package.

Strong company culture that supports community and charitable organizations.

Requirements:

Undergraduate degree required.

Significant trust administration experience. Incumbents must be able to manage even the most complex types of accounts and are trusted by the Management to make critical decisions independently.

Office based, 8:30am-5:00pm

Responsibilities:

Manage trust accounts by analyzing and studying trusts, wills and other instruments, to determine the duties of the company.

Manage IRA entities, Investment Accounts & Estates. Work with clients and attorneys to ensure that clients’ estate plans are up to date.

Monitor investment allocations, making sure they are in line with the client’s needs and goals.

Review accounts to understand and address tax issues.

Supervise office staff in the handling of administrative duties related to the accounts being managed

Arrange for the handling and protection of assets or other business interests, including assembly, appraisals, evaluations and transfers.

Oversee the set up and documentation of new accounts in the trust accounting system. Determine and implement payment schedules.

Maintain contact with customers. Correspond with customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.

Make court appearances at audits or other proceedings. Deal with realtors, attorneys, agents and others regarding trust assets and related business.

Manage estate settlements, including working with beneficiaries to manage and distribute assets.

Develop new business and confer with potential customers.

Advise and consult with other officers on complex administration issues and problems.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Refine Your Search

financial advisor jobs in williamsburg, va

Vice President or Senior Vice President of Client Administration

Client Administration Associate

Financial Representative

Financial Consultant II (Williamsburg)

Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Newport News, VA

Relationship Manager – Private Wealth & Tax Solutions

Empower Financial Planner

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