Senior Financial Consultant

4 weeks ago


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

Insight 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 financial goals and developing financial plans
  • Researching investment products and funds
  • Trading and assisting in pre- and post-appointment activities
  • Completing and processing applications and forms
  • Marketing and promoting financial services

Requirements:

  • College graduate with a degree in finance or a related field
  • Series 7 and Series 66 licenses
  • Ability to create a positive work environment and work effectively as a team player
  • Ability to follow a systemized workflow and prioritize tasks
  • Ability to work required hours and adapt to changing circumstances

Benefits:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

  • Financial Consultant

    4 weeks ago


    Norfolk, Virginia, United States Meron Financial Agency Full time

    Unlock Your Potential at Meron Financial AgencyAre you a driven individual looking for a career that offers financial success and personal freedom? Look no further than Meron Financial Agency. As a leading firm in the industry, we empower individuals and businesses to achieve their financial goals through a client-centric approach, cutting-edge technology,...


  • Norfolk, Virginia, United States HBE LLP Full time

    HBE LLP is a leading provider of professional accounting and consulting services in Nebraska. Our team offers a complete range of financial management services for businesses, non-profit organizations, and individuals. These services include audit, tax, business consulting, outsourced accounting, and CFO solutions.The ideal candidate for the Senior...


  • Norfolk, Virginia, United States ADP - Automatic Data Processing, Inc Full time

    Senior Financial AnalystADP is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for creating financial models from scratch, building macros in Excel, and partnering with business units to provide critical analysis and support.Key Responsibilities:Operating Planning and Forecasting:...


  • Norfolk, Virginia, United States Colonna's Shipyard Full time

    Senior Accountant (CPA) Position Overview: Colonna's Shipyard is seeking a highly skilled Senior Accountant - CPA to join our dynamic team at our corporate location in Norfolk, VA. The Senior Accountant will play a pivotal role in our financial operations, with a primary focus on accurately tracking revenue recognition. Additionally, the Senior Accountant...


  • 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...


  • 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...


  • Norfolk, Virginia, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Senior Staff Accountant to join our dynamic finance team. The ideal candidate will have a proven track record in managing high-level accounting procedures and financial strategy. This role will be responsible for preparing financial reports, maintaining the general ledger, reconciling accounts, budgeting, and...


  • Norfolk, Virginia, United States Synectic Solutions Inc Full time

    Job SummaryAs a Senior Financial Systems Analyst at Synectic Solutions, Inc., you will provide financial and accounting support to the Accounting Department and Budget Department. Your primary functions will include providing advice and technical assistance in the preparation of annual budgets, measuring organizational performance, and assessing the effects...


  • 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...


  • Norfolk, Virginia, United States Insight Global Full time

    Job SummaryInsight Global is seeking a highly skilled Financial Data Manager to support a large federal client in Norfolk, VA. The client is undergoing a significant financial transformation for the Department of the Navy, involving the migration of legacy financial systems to Navy ERP. Key ResponsibilitiesSupport the client in preparing for the conversion...


  • Norfolk, Virginia, United States Cerity Partners Full time

    Job Summary:We are seeking a highly skilled Client Service Associate to join our team at Cerity Partners. As a Client Service Associate, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded. This is an excellent opportunity for a motivated and detail-oriented individual to grow their career in...


  • Norfolk, Virginia, United States Titan America Full time

    Senior Management AccountantTitan America LLC, a leading company in the heavy building materials industry, is seeking a skilled Senior Management Accountant to join its Management Accounting team. Located at the Corporate Center in Norfolk, Virginia, this role will assist with the consolidation and reporting of the Mid-Atlantic Business Unit (MABU) results...


  • Norfolk, Virginia, United States ADP - Automatic Data Processing, Inc Full time

    Job DescriptionADP is seeking a highly skilled Manager, Financial Planning and Analysis to join our team.Key ResponsibilitiesPartner with business units to provide critical analysis and support to drive business growth and margin improvements.Develop and maintain financial models to support operating planning, forecasting, and strategic planning.Provide...


  • Norfolk, Virginia, United States Gourmet Gang Full time

    Job Description: As a Senior Business Analyst, you will play a key role in driving business growth by developing and implementing financial planning and analysis strategies. You will work closely with cross-functional teams to identify areas of improvement and develop recommendations to optimize business processes. Key Responsibilities: • Identify and...


  • Norfolk, Virginia, United States Titan America Full time

    Senior Management AccountantWe are seeking a highly skilled and motivated Senior Management Accountant to join our Management Accounting team at Titan America LLC. This role will be responsible for assisting with the consolidation and reporting of our Mid-Atlantic Business Unit (MABU) results and developing insightful analysis for MABU senior leadership...


  • 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...

  • Senior Banker

    3 weeks ago


    Norfolk, Virginia, United States Bank of America Full time

    Job Title: Senior BankerAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Senior Banker, you will play a key role in providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Deepen client relationships through platform servicesSupport clients with self-service...

  • Senior IT Specialist

    4 weeks ago


    Norfolk, Virginia, United States Metronome LLC Full time

    Job SummaryWe are seeking a highly skilled Senior IT Specialist to join our team at Metronome LLC. The ideal candidate will have a strong background in IT and a proven track record of success in leading complex projects.Key Responsibilities:Provide consultation on complex projects and lead the work of others.Organize and direct the configuration and...


  • Norfolk, Virginia, United States Old Dominion University Full time

    Job SummaryWe are seeking a highly skilled Senior Fiscal Technician to join our team at Old Dominion University. The successful candidate will be responsible for processing, filing, and recording digital transformation and technology budgets and payroll records, as well as preparing and monitoring purchase orders, purchase requisitions, billings, and budget...


  • Norfolk, Virginia, United States PNC Full time

    Job DescriptionAs a Senior Relationship Manager at PNC, you will be responsible for building and maintaining strong relationships with clients in the Commercial Banking organization. This role requires a strong understanding of financial services and the ability to provide strategic advice to clients.Key Responsibilities:Develop and implement relationship...