Financial Advisor Jobs in Richmond, Virginia
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...
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...
ThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the mos...
Description Provides investment advice primarily on fixed income, mutual fund, insurance, and annuity investment products. Advises clients and prospective clients with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the client's needs and then sells those products and services as appropriate. Also, responsible for the continue...
The Business Transformation team is setting the path for an incredible opportunity and journey ahead for the entire U.S. Enterprise organization. Business Transformation is a critical strategic investment to stay ahead of customer needs and sell to them the way they want to buy. The Financial Services Practice Advisor will identify customer business imperatives through consultative/discovery selli...
CUNA Mutual Group Richmond, VA, 23234
Work Location: Richmond, Virginia, United States We are seeking an uncommon professional to join our team as a Financial Advisor . Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/...
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...
Axa Equitable Life Insurance Richmond, VA, 23234
Company Description AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-bas...
Medical Careers Institute Richmond, VA, 23234
Do you want to make a difference? If so, then ECPI University may be the place for you. We are seeking professionals with the experience and knowledge to help transform the lives of our students. ECPI University, with campuses in Virginia, North Carolina, South Carolina and Online, is a nationally ranked, regionally accredited, private institution offering Master’s, Bachelor’s, and Associate’s deg...
MetLife Field Office Richmond, VA
Description Summary of Responsibilities: An Experienced Financial Services Representative (EXP) is an individual or an entity that is entrusted with the task of providing advice or counsel in order to aid the process of investment and asset management. The role has grown with today’s current environment. Previously focused solely on investments, the role has evolved to understanding and dealing...
MetLife, Inc. Richmond, VA, 23234
Summary of Responsibilities : An Experienced Financial Services Representative (EXP) is an individual or an entity that is entrusted with the task of providing advice or counsel in order to aid the process of investment and asset management. The role has grown with today’s current environment. Previously focused solely on investments, the role has evolved to understanding and dealing with insura...
TIAA-CREF Richmond, VA
Job Description POSITION TIAA-CREF's Individual Advisory Services Business offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professionals who have expertise in a variety of financial disciplines and who work seamlessly together to meet our clients' needs. We a...
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...
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds....
Description Directly administers Personal Trust accounts including personal trusts, estates, investment management, custodial and guardianship accounts in conformance with SunTrust policies and procedures, applicable laws, and the terms of the underlying document. Serves as a part of the Relationship Management Team working closely with client advisor's, wealth strategists, portfolio managers and...
Description Manages a portfolio of approximately 50-100 HNW clients. Develops and deepens relationships through proactive financial planning and advice for all clients. Develops overall client strategy to meet investment, trust, risk management, credit and banking needs. Partners with other STI product specialists, including investments, trust, mortgage, insurance, etc, using a team approach to d...
Description Manages a portfolio of Medical clients, both physicians and their practices. Develops and deepens relationships through proactive financial consulting for all clients. Develops overall client strategy to introduce all appropriate financial solutions and STI specialists to the client to deepen client relationships. Partners with other STI product specialists, including investments, tru...
Description Manages a portfolio of affluent/wealthy legal professionals and practices (Law firms with revenues >$5MM, attorneys in those firms, and HNW attorneys with investable assets> $1MM). Develops and deepens relationships through proactive financial consulting for all clients. Develops overall client strategy to introduce all appropriate financial solutions and STI specialists to the client...
Description Responsible for the fiduciary management of the client relationship within Private Wealth Management and is charged with retaining and growing the assets under management, providing financial solutions and mitigating the risk associated with fiduciary relationships. Expectations are that the client relationship will be expanded in terms of revenue and assets under management, that act...
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Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Richmond
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
Analyzes financial information obtained from clients to determines strategies for meeting clients' financial objectives.
Interviews clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
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