Current jobs related to Financial Services Professional - Norfolk, Virginia - Insight Financial Planning

  • Financial Services Representative

    6 days ago

    Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionAt Global Financial Impact, we are seeking a skilled Financial Services Representative to join our team. As a Financial Professional, you will help clients and businesses achieve their financial goals by providing advice and solutions. You will act as a liaison between clients and financial institutions, leveraging your knowledge of financial...

  • Financial Services Representative

    1 month ago

    Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...

  • Financial Services Representative

    5 days ago

    Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionAt Global Financial Impact, we are seeking a highly motivated and ambitious Financial Services Representative to join our team. As a Financial Professional, you will play a crucial role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Obtain and maintain professional...

  • Financial Services Representative

    2 months ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionWe are seeking a highly motivated Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying new opportunities and building strong relationships with clients.The ideal candidate will have a...

  • Senior Financial Consultant

    1 week ago

    Norfolk, Virginia, United States Insight Financial Planning Full time

    Job OverviewInsight Financial Planning is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key Responsibilities:Advising clients on...

  • Sales Professional

    4 weeks ago

    Norfolk, Virginia, United States Chung Financial Group Full time

    Unlock Your Earning PotentialImagine a career where you can earn $75K per year as an average performer, $150K per year as a good performer, and $300K per year as a top performer, all while working just 2-3 days a week.This is a 100% commission, 1099 contract role with the option to work part-time or full-time. You will need to have your life/health insurance...

  • Insurance Professional

    4 weeks ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Agent PositionWe're seeking a skilled and detail-oriented professional to join our team as an Insurance Agent at Alchemy Financial Group. As an Insurance Agent, you'll play a crucial role in selling policies to clients, handling claims, and maintaining policy renewals.Key Responsibilities:Identify opportunities to sell life, health, or...

  • Insurance Professional

    2 weeks ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Agent PositionWe're seeking a highly motivated and competitive professional to join our team at Alchemy Financial Group as an Insurance Agent. As an Insurance Agent with our company, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.Key Responsibilities:Identify opportunities to...

  • Insurance Sales Professional

    4 weeks ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionWe are seeking a highly motivated Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying new opportunities and building strong relationships with our clients.The ideal candidate will...

  • Insurance Sales Professional

    2 months ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative Position at Alchemy Financial GroupWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Alchemy Financial Group. As an Insurance Sales Representative, you will play a crucial role in expanding our business by identifying new sales opportunities and building strong...

  • Financial Services Representative

    7 days ago

    Norfolk, Virginia, United States Wells Fargo Full time

    Job SummaryAs a Client Associate at Wells Fargo, you will play a vital role in providing exceptional service to our clients. Your primary responsibility will be to assist Financial Advisors with service and operational related activities, ensuring seamless client experiences.Key ResponsibilitiesProvide top-notch service to clients via telephone, direct...

  • Sales Professional

    1 month ago

    Norfolk, Virginia, United States Chung Financial Group Full time

    Unlock Your Earning PotentialImagine a career where you can earn $75K per year if you're average, $150K per year if you're good, and $300K per year if you're a superstar, all while working just 2 to 3 days a week.This is a 100% commission, 1099 contract role with the option to work part-time or full-time. You'll need to have your life/health insurance...

  • Financial Services Representative

    2 weeks ago

    Norfolk, Virginia, United States Wells Fargo Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Associate to join our team at Wells Fargo. As a Client Associate, you will play a critical role in providing exceptional service to our clients, working closely with Financial Advisors to facilitate client requests and ensure seamless account management.Key ResponsibilitiesProvide...

  • Insurance Sales Professional

    6 days ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    We are seeking a highly motivated Insurance Sales Representative to join Alchemy Financial Group. As a key member of our team, you will play a vital role in expanding our business by providing exceptional service to senior citizens within their community.Key responsibilities include:Developing and implementing effective sales strategies to meet customer...

  • Insurance Sales Professional

    1 month ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative position at Alchemy Financial GroupWe are seeking a skilled Insurance Sales Representative to join our team and contribute to our growth by identifying new business opportunities and building strong relationships with clients.The ideal candidate will have a strong understanding of insurance plans and policies,...

  • Insurance Sales Professional

    6 days ago

    Norfolk, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Agent PositionWe're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with Alchemy Financial, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.Our ideal candidate will have excellent customer service skills for working with a...

  • Relationship Manager III

    1 month ago

    Norfolk, Virginia, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Relationship Manager III to join our Commercial Banking team in Norfolk, VA.This is a challenging and rewarding role that requires a strong understanding of financial services, excellent communication skills, and the ability to build and maintain strong relationships with clients.Key...

  • Night Auditor

    4 weeks ago

    Norfolk, Virginia, United States Professional Hospitality Resources, Inc. and Ocean Beach Club LLC Full time

    Job SummaryWe are seeking a highly skilled Night Auditor to join our team at Professional Hospitality Resources, Inc. and Ocean Beach Club LLC. As a Night Auditor, you will be responsible for ensuring the accuracy and integrity of our financial operations, particularly in the areas of cash handling, revenue management, and financial reporting.Key...

  • Senior Financial Services Manager for Student Aid

    5 days ago

    Norfolk, Virginia, United States Old Dominion University Full time

    Old Dominion University seeks a highly skilled and experienced Senior Financial Services Manager for Student Aid to lead the Student Accounts, Third Party Billing and Cashiering team. The selected candidate will develop and implement short- and long-range departmental goals, objectives, policies, and operating procedures.The Senior Financial Services Manager...

  • Relationship Manager III

    1 month ago

    Norfolk, Virginia, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Relationship Manager III - C&IB to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...

Financial Services Professional

2 months ago

Norfolk, Virginia, United States Insight Financial Planning Full time
Job Summary

Insight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Research and recommend investment products and funds
  • Trade securities and manage client portfolios
  • Assist in pre-appointment and post-appointment activities
  • Process and complete client applications and forms
  • Develop and implement marketing strategies to attract new clients

Requirements:

  • Must be a college graduate
  • Must obtain Series 7 and Series 66 licenses
  • Must have obtained or be able to obtain appropriate state insurance license
  • Ability to create a positive work environment
  • Ability to effectively function as a team player
  • Ability to follow a systemized workflow
  • Ability to organize, prioritize, and handle multiple tasks
  • Ability to work required hours and beyond when needed
  • Ability to work under pressure and meet deadlines
  • Ability to be at work on a regular basis
  • Strong verbal and written communication skills
  • Detail-oriented