Financial Advisor Jobs in Glen Allen, Virginia
It is the mission of the Mutual of Omaha Don Lilly Agency to be the company of choice for the communities we serve. For over a century Mutual of Omaha has been in the business of providing quality insurance and investment products to individuals and small businesses. Over the last 102 years Mutual of Omaha representatives have helped millions of families get the protection and advice they need to...
A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You’ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover ...
Move your career to Nationwide Financial Network® · Cross-selling to established relationships is much easier than starting cold. Leverage our established Property and Casualty (P&C) relationships to cross-sell financial products to who need them. We can offer you: · About 93% of Nationwide’s policy holders don’t yet have a life insurance or annuity product from Nationwide® · Brand recognitio...
We're looking for a select few Insurance Agents and/or Financial Advisors to work our extensive client base cultivating a variety of different Senior Market sales opportunities. Based on your overall experience, comfort and skill level, this will include selling such products as Annuities, Final Expense, Life Insurance, Long-Term Care, and more. There is absolutely NO PROSPECTING involved with th...
LOOKING FOR THE BEST OF THE BEST! We are seeking top talent in the Richmond, Charlottesville & Roanoke VA areas to explore our career opportunity. Must be a successful, driven, entrepreneurial-minded individual who desires to be an Expert in the Financial Services Field. Recent College Grads, Career Changers, and Experienced Producers all thrive in our organization. Not all financial services co...
Thrivent Financial for Lutherans Richmond, VA
Help Connect Faith and Finances as a Thrivent Financial advisor What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career. Why Thrivent? We believe money is a too...
Lincoln Financial Group Richmond, VA
About The Company Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by ov...
Financial Advisor/ Planner Position in Richmond, Virginia This is a terrific full time position with a full time salary and commission. We are looking for candidates that have their Series 7, Series (63 and 65) or 66, and Life/Health. We offer strong technology, marketing, resources, and benefits to our Financial Advisors. Responsibilities: • Cultivate strong relationships with clients by consi...
Financial Advisor/Insurance Agent Do you want a career with unlimited income potential, the freedom to set your own hours and the ability to help other achieve their dreams? A career opportunity with Mutual of Omaha can provide you with: • Unlimited income potential, plus bonuses and other awards • Financial support during your first two years to help you build your business • Worldwide incen...
RESPONSIBILITIES: Our client in Glen Allen, Virginia (VA) is seeking a Customer Service Associate with a finance background. The Customer Service Associate will take inbound calls from financial advisors and sales assistants and will be responsible for maintenance work and program set up. REQUIREMENTS: The qualified individual will have a financial background with a strong emphasis on customer ...
RESPONSIBILITIES: Our client is seeking a Securities Specialist/Dividend Processor for their Glen Allen, VA location who will: Monitor and match dividend announcement and process with correct foreign withholding rates Maintain extensive telephone contact with internal Team Members in other departments as well as Financial Advisors Differentiate, process and reconcile transactions Research com...
RESPONSIBILITIES: Our client in Glen Allen, VA is seeking an individual that has a financial background with a strong emphasis on customer service ie Bank Teller or Financial Services background. This is a 6 month project opportunity. During training the hours are: 9:00 am - 5:00 pm with a 1 hour lunch. After the training period, the working hours could fall between 8:30 am- 6:00 pm. Job Scope: ...
Insight Global is looking for an Account Set-up Representative. This person will need to have call center and customer service experience in a banking environment, and have an understanding of brokerage concepts. The daily will include receiving calls from financial advisors, sales representatives, and third party money managers. The representative will assist with the account set-up, processing a...
This position is specific to International Dividends processing. The ideal candidate would perform a variety of operational tasks for complex securities transactions or processes that require extensive knowledge of unit functions and systems. Team members in this department are responsible for all the processes that support foreign securities specifically related to dividend and income payments. T...
Ajilon Professional staffing currently has an exciting job available for an Investment Advisor in the Richmond, VA area. If you have a minimum four years’ experience in a client-focused role, and hold Series 7 & 65 or 66 licenses, then you may be the perfect candidate! Add your ability to be a “hunter” and your drive to bring in new business, and we definitely want to speak with you. You will have...
POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posse...
RBC Richmond, VA
City: Richmond Address: RBC Work Hours/Week: 40 Work Environment: Regional Office Employment Type: Regular - U.S. Pay Type: Salaried Exempt/Non-Exempt: Non-Exempt % Travel Required: 0 People Manager: No Job Posting End Date: 10/18/2014 Position Purpose: Love what you do and do what you love! Become a Branch Service Manager/Client Associate with RBC. Have you provided work direction to b...
Step 7 Richmond, VA
JOB DESCRIPTION Maverick Trading, established in 1997, is an award-winning trading firm that focuses primarily on equities, equity options and index options. We are currently seeking Online Traders to be trading representatives on behalf of the firm. We have some of the greatest traders in the business with backgrounds ranging from former floor traders, stock brokers and financial planners to sal...
SunTrust Richmond, VA
Teller 2 or 3 PT (35 Hours) Petersburg, VA - Walnut HillBranch SunTrust Richmond, VA, United States Our Branch Banking Teammates are often the first to meet new clients and the ones who start them on the path to reaching their financial goals. We help them buy homes, grow businesses, send kids to college and build their futures. By having a conversation, we can understand what our clients nee...
We’re looking for a few select experienced Outside Sales Representatives. Our organization is a planning firm focused on marketing an estate-planning program to seniors, ages 60-80. What we sell are services aimed at helping these consumers secure an estate plan designed to efficiently transfer assets to their family at death, without the typical expense and delays associated with estate settleme...
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Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Glen Allen
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Answers clients' questions about the purposes and details of financial plans and strategies.
Reviews clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
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