Senior Financial Advisor
4 weeks ago
Your Opportunity
At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. As a Financial Consultant, you'll provide personalized financial guidance and support to help individuals achieve their long-term goals.
Key Responsibilities:
- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement comprehensive financial plans to help clients achieve their objectives.
- Stay up-to-date on market trends and regulatory changes to provide expert advice to clients.
- Collaborate with colleagues to share knowledge and best practices.
What You'll Need:
- A valid and active FINRA Series 7 license.
- Ability to build trust and rapport with clients.
- Strong communication and interpersonal skills.
- Passion for helping others achieve their financial goals.
What's in it for you:
We offer a competitive benefits package, including a base salary, 401(k) with company match, and paid time off. You'll also have the opportunity to advance your career and earn bonus or incentive opportunities.
Why work for us?
At Charles Schwab, we're committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
-
Senior Financial Advisor
4 weeks ago
Virginia Beach, Virginia, United States The Piedmont Group Full timeJob OpportunityWe are seeking a licensed financial advisor to join our team at The Piedmont Group. As a local financial services firm, we offer a unique opportunity for a licensed financial advisor to work with a $28 million book of clients and gain mentorship from top advisors.This role has full benefits, including medical, dental, 401k, Profit sharing, and...
-
Financial Aid Advisor
4 weeks ago
Virginia Beach, Virginia, United States ECPI University Full timeFinancial Aid AdvisorECPI University is seeking a highly skilled Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will play a critical role in helping students achieve their academic and career goals by providing guidance on financial aid eligibility, application procedures, and financial assistance programs.Responsibilities:Advise...
-
US Experienced Financial Advisor
3 weeks ago
Virginia Beach, Virginia, United States Edward Jones Full timeJob OverviewWe're seeking a skilled Financial Advisor to join our team at Edward Jones. As a financial advisor, you'll have the opportunity to develop and grow your own practice, supported by a team of experienced professionals.With over 100 years of history, Edward Jones is a leading financial services firm with a strong reputation for providing exceptional...
-
Financial Planning Associate
4 weeks ago
Virginia Beach, Virginia, United States Ameriprise Financial Full timeAmeriprise Financial Advisory Practice OpportunityWe are seeking a dedicated and analytical Associate Financial Advisor to join our team at Ameriprise Financial. As a key member of our practice, you will play a vital role in helping clients plan for a confident retirement and beyond.Our firm is committed to providing personalized financial advice to help...
-
Financial Assistance Advisor
4 weeks ago
Virginia Beach, Virginia, United States ECPI University Full timeJob SummaryWe are seeking a highly skilled Financial Assistance Advisor to join our team at ECPI University. As a key member of our Student Support and Reentry advising teams, you will play a critical role in facilitating outstanding service to returning students.Your primary responsibility will be to work cohesively with our teams to ensure seamless support...
-
Financial Services Paraplanner
4 weeks ago
Virginia Beach, Virginia, United States Ameriprise Financial - Virginia Full timeJob DescriptionAmeriprise Financial, a well-established financial advisory practice, is seeking a full-time licensed Paraplanner to join their team in Virginia. As a Paraplanner, you will play a crucial role in providing exceptional service to clients and assisting Financial Advisors in managing workflow.Key Responsibilities:Gathering client data and...
-
Senior Financial Analyst
4 weeks ago
Virginia Beach, Virginia, United States ECPI University Full timeJob SummaryECPI University is seeking a highly skilled Senior Accountant to join our team. As a key member of our financial operations team, you will be responsible for maintaining accurate and up-to-date financial records, analyzing financial data, and preparing reports to ensure the university's financial health.Key ResponsibilitiesManage and maintain...
-
Senior Financial Operations Specialist
3 weeks ago
Virginia Beach, Virginia, United States Abacus Full timeJob Summary:Abacus is seeking an experienced Senior Financial Operations Specialist to join our team. This role is responsible for providing financial and technical support for the payment of HRSD's financial obligations in a team environment.About the Role:The Senior Financial Operations Specialist will be responsible for:Providing Financial and Technical...
-
Tax Advisor
4 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title:Associate Client Advisor-Small Bus & TaxAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor-Small Bus & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and financial planning services to our clients.Key Responsibilities:Prepare and submit tax...
-
Senior Financial Analyst
4 weeks ago
Virginia Beach, Virginia, United States Zim² Full timeMain Responsibilities:As a Senior Financial Analyst at Zim², you will be responsible for applying principles of accounting to research, review, and analyze financial information. Your tasks will include reconciling and analyzing general ledger accounts, preparing journal entries, and creating audit work papers. You will also be responsible for preparing...
-
Senior Financial Professional
3 weeks ago
Virginia Beach, Virginia, United States DesRoches & Company, CPAs Full timeJob DescriptionDesRoches & Company CPAs, P.C. is seeking an experienced senior level accountant for audit, tax and accounting services. We are a well-established CPA firm located in Virginia Beach, VA and work with various industries, including real estate, medical and legal professionals, restaurants and community associations.Key Responsibilities:Provide...
-
Senior Financial Data Analyst
3 weeks ago
Virginia Beach, Virginia, United States Zim² Full timeMain Responsibilities:As a key member of the Zim² team, the Senior Financial Data Analyst will be responsible for analyzing financial data and providing forecast support to drive business growth. The ideal candidate will have a strong background in finance and be able to prepare reports, presentations, and data analysis to inform business decisions.Key...
-
Financial Aid Advisor
4 weeks ago
Virginia Beach, Virginia, United States ECPI University Full timeTransform Your Career at ECPI UniversityAt ECPI University, we are dedicated to helping students achieve their academic and career goals through our unique education model. Our culture prioritizes student success through the support of our dynamic team and industry-focused curriculum.We offer a stable work environment with professional growth opportunities...
-
Senior Financial Operations Manager
4 weeks ago
Virginia Beach, Virginia, United States Haulotte US, Inc. Full timeWe are seeking a highly skilled Senior Financial Operations Manager to support our local entities by ensuring adherence to financial and operational standards. This role will provide essential insights into the functioning of accounting and controls across the organization. The position requires travel to our subsidiaries in Chile, Argentina, Brazil, and...
-
Senior Program Manager
3 weeks ago
Virginia Beach, Virginia, United States Dexis Consulting Group Full timeJob DescriptionDexis Consulting Group is seeking a highly skilled Senior Program Manager to join our team. As a Senior Program Manager, you will be responsible for developing best practices for the DPS Project Management Unit (PMU) in areas such as project management, recruitment, staff care, and operations.Key Responsibilities:Develop and implement best...
-
Financial Analyst
3 weeks ago
Virginia Beach, Virginia, United States RST Development (Real Estate Company) Full timeJob DescriptionRST Development, a leading real estate company, is seeking a highly skilled Financial Analyst to join our team. As a key member of our financial department, you will play a critical role in analyzing financial performance, supporting investment decisions, and providing strategic insights to optimize our real estate portfolio.Key...
-
Financial Analyst
4 weeks ago
Virginia Beach, Virginia, United States RST Development (Real Estate Company) Full timeJob OverviewRST Development is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in analyzing financial performance, supporting investment decisions, and providing strategic insights to optimize our real estate portfolio.Key Responsibilities:Financial Modeling and...
-
Financial Leader for Manufacturing Growth
3 weeks ago
Virginia Beach, Virginia, United States Jobot Full timeSenior Accountant Position OverviewWe are seeking a highly skilled and experienced Senior Accountant to join our team at Jobot. As a key member of our finance department, you will be responsible for delivering high-quality financial statements and managing the general ledger.About the RoleThis is an excellent opportunity for a progressive accountant to take...
-
Parts Advisor/Parts Counterperson
3 weeks ago
Virginia Beach, Virginia, United States MileOne Autogroup Full timeWe are seeking a skilled Parts Advisor/Parts Counterperson to join our team at MileOne Autogroup. As a key member of our Parts department, you will play a vital role in providing exceptional customer service and support.Key Responsibilities:Assist customers and internal teams with parts-related questions in person, via email, and/or on phone.Effectively...
-
Senior Financial Professional
4 weeks ago
Virginia Beach, Virginia, United States DesRoches & Company, CPAs Full timeJob OverviewDesRoches & Company CPAs, P.C. is seeking an experienced senior level accountant to join our team in Virginia Beach, VA. As a well-established CPA firm, we offer a supportive professional environment and opportunities for career growth.We value our employees and provide them with the tools and resources needed to succeed. Our philosophy is to...