Financial Services Advisor
1 week ago
Investment Consultant
The Investment Consultant plays a pivotal role in acquiring and managing client relationships by delivering expert investment strategies and tailored financial guidance. They serve as reliable advisors who comprehend and fulfill the financial aspirations of their clientele.
Key Responsibilities:
- Engage with both new and existing affluent clients to offer investment solutions
- Assess potential clients and provide customized investment strategies
- Evaluate client portfolios and financial plans for necessary adjustments
- Leverage referral networks to enhance client base and assets under management
- Achieve or surpass sales targets while adhering to regulatory standards
- Maintain compliance with all regulatory obligations
- In-depth knowledge of investment vehicles, market trends, and portfolio oversight
- Proficiency in MS Office applications
- Excellent verbal and written communication skills
- Ability to foresee and address client needs
- Strong analytical and problem-solving capabilities
- Team-oriented mindset with a commitment to excellence
- Bachelor's degree in a relevant field
- Possession of FINRA Series 7, Series 66, or Series 63 licenses, along with Life and Health Insurance certifications
- A minimum of three years' experience in the financial services sector
- Additional professional certifications are advantageous
- Comprehensive Paid Time Off
- Health, Dental, Vision, and Life Insurance coverage
- 401K plan with Company Matching
- Stock Purchase Plan
Old Point is an Equal Opportunity Employer offering competitive benefits for its employees.
-
Client Service Associate
1 month ago
Newport News, Virginia, United States LPL Financial Full timeAre you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...
-
Accounting Professional
6 days ago
Newport News, Virginia, United States Creative Financial Staffing Full timeSeeking a Talented Staff Accountant to Support Our Financial Team!We are seeking a skilled and driven Staff Accountant to join our team of financial experts at Creative Financial Staffing. As a Staff Accountant, you will be responsible for supporting the accounting team with various tasks such as account reconciliations, accounts payable and receivable, and...
-
Financial Advisor
1 week ago
Newport News, Virginia, United States LifeSpan Full timeJob Summary:At LifeSpan, we are seeking a highly skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in providing exceptional financial counseling services to our patients, ensuring they receive the best possible care while maximizing reimbursement to the hospital.Key Responsibilities:Financial Counseling:...
-
Financial Planning Specialist
2 weeks ago
Newport News, Virginia, United States First Command Financial Services Full timePosition Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families make informed decisions about their financial futures.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve. Our team...
-
Wealth Management Advisor
4 days ago
Newport News, Virginia, United States The Old Point National Bank Full timeJob SummaryThe Old Point National Bank is seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing personalized financial advice and investment management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique...
-
Staff Accountant
6 days ago
Newport News, Virginia, United States Creative Financial Staffing Full timeSeeking a Talented Staff Accountant to Support Our Financial Team!We are seeking a skilled and driven Staff Accountant to join our team of financial experts at Creative Financial Staffing. As a Staff Accountant, you will be responsible for supporting the accounting team with various tasks such as account reconciliations, accounts payable and receivable, and...
-
Financial Counselor
4 days ago
Newport News, Virginia, United States LifeSpan Full timeJob Summary:LifeSpan is seeking a highly skilled Financial Counselor to join our Patient Financial Services team. As a Financial Counselor, you will play a critical role in ensuring that patients receive the financial support they need to access quality healthcare services.Key Responsibilities:Interview patients to determine their financial needs and...
-
Financial Services Associate
7 days ago
Newport News, Virginia, United States BayPort Credit Union Full timeJob SummaryThe BayPort Credit Union is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our Branch Operations team, you will be responsible for providing exceptional service to our members, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide quality...
-
Veteran Care Options Advisor
2 weeks ago
Newport News, Virginia, United States Peninsula Agency on Aging Full timeVETERAN CARE OPTIONS ADVISORPeninsula Agency on Aging (PAA) is actively seeking a dedicated individual to take on the role of Veteran Care Options Advisor, focusing on case management and service coordination for eligible veterans.OverviewSince 1974, Peninsula Agency on Aging has been committed to empowering older adults to maintain their independence. Our...
-
Veteran Care Options Advisor
2 weeks ago
Newport News, Virginia, United States Peninsula Agency on Aging Full timeVETERAN CARE OPTIONS ADVISORPeninsula Agency on Aging (PAA) is actively seeking a dedicated individual to fulfill the role of Veteran Care Options Advisor for the Veteran's Directed Care (VDC) Program. This position is essential for providing case management and service coordination tailored for eligible Veterans.About UsSince 1974, Peninsula Agency on Aging...
-
Financial Analyst
13 hours ago
Newport News, Virginia, United States Canon Virginia Inc Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at Canon Virginia, Inc. in Newport News, Virginia. As a Financial Analyst, you will play a critical role in planning, coordinating, and monitoring project schedules, budgets, resources, and other necessary tasks to ensure successful and timely completion of all projects.Key...
-
Financial Empowerment Coach
1 week ago
Newport News, Virginia, United States Brighton Center Inc Full timeAbout Brighton Center Inc: Brighton Center provides a supportive community for individuals and families facing challenges to self-sufficiency. We address the root causes of hardship, remove barriers, and empower people to achieve their goals and dreams. Our comprehensive programs encompass basic needs assistance, education (adult and early childhood), youth...
-
Financial Management Specialist
4 days ago
Newport News, Virginia, United States Dynamic Solutions Technology LLC Full timeDynamic Solutions Technology, LLC, a premier strategic services firm, is seeking a full-time Financial Management Analyst I to support its customer sites. This exempt position is responsible for providing financial management support to a branch, office, organization, or department.Key Responsibilities:Coordinate financial activities across various...
-
Financial Planning Specialist
4 days ago
Newport News, Virginia, United States Nexus Dynamics Full timeAbout Nexus DynamicsWe are a comprehensive financial services company that provides expert guidance to our clients in achieving their financial goals. Our team of professionals assists clients in obtaining the best possible conditions for their mortgage financing and offers a wide range of services in asset management for investors.Our company is your...
-
Disability Services Supervisor
6 days ago
Newport News, Virginia, United States BrightSpring Health Services Full timeJob SummaryThe Qualified Intellectual Disabilities Professional (QIDP) Manager oversees the delivery of consumer support services for assigned locations. This position supervises personnel to achieve service, clinical, and financial objectives within general resource and reimbursement models.Key ResponsibilitiesEnsures consumer and guardian participation in...
-
Financial Analyst III
4 days ago
Newport News, Virginia, United States Strategic Data Systems (SDS) Full timeJob SummaryStrategic Data Systems (SDS) is seeking a highly skilled Financial Analyst III to support the Naval Undersea Warfare Center in Newport, RI. As a key member of our team, you will be responsible for providing financial management support services to the Navy, including financial analysis, forecasting, and budgeting.Key ResponsibilitiesProvide...
-
Financial Wellness Specialist
2 days ago
Newport News, Virginia, United States Brighton Center Inc Full timeJob SummaryBrighton Center Inc is a private, non-profit organization dedicated to empowering individuals and families to achieve financial independence. We are seeking a highly motivated and experienced Financial Wellness Coach to join our team.Key ResponsibilitiesFinancial Education and Coaching: Provide personalized financial coaching and education to...
-
Fiduciary Services Consultant
1 week ago
Newport News, Virginia, United States Old Point Full timePosition Overview:The Trust Advisor at Old Point is a seasoned fiduciary expert who collaborates with Wealth Management and Banking professionals to provide exceptional guidance and service to individuals, families, and institutions.This role encompasses fiduciary administration, strategic planning, relationship management, and the enhancement of a High Net...
-
Senior Financial Management Consultant
1 week ago
Newport News, Virginia, United States Strategic Data Systems (SDS) Full timeStrategic Data Systems (SDS) is actively looking for a Senior Financial Management Consultant to enhance our team. In this role, you will play a crucial part in delivering financial oversight and support services, ensuring effective tracking of project costs, upholding quality standards, and generating comprehensive financial documentation.Key...
-
Senior Financial Analyst
2 weeks ago
Newport News, Virginia, United States Huntington Ingalls Industries Full timePosition OverviewAs a key member of the finance team, the Financial Analyst will engage in comprehensive economic analysis and research. This role focuses on evaluating financial metrics such as return rates, depreciation, working capital, and investment performance through detailed examination of profit and loss statements as well as income statements. The...