Financial Planning Specialist

5 days ago


Virginia Beach, Virginia, United States Ameriprise Financial - Virginia Full time
Job Overview

Ameriprise Financial - Virginia is seeking a highly motivated and dedicated Associate Financial Advisor to join our team. As a key member of our advisory practice, you will play a vital role in helping clients achieve their financial goals and secure a confident retirement.

Key Responsibilities:

  • Provide personalized financial advice to clients to help them achieve their current and future goals.
  • Work closely with clients to identify their financial objectives and develop tailored plans to achieve them.
  • Utilize advanced financial planning tools and techniques to help clients navigate complex financial situations.
  • Collaborate with colleagues to ensure seamless delivery of financial services to clients.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.

Requirements:

  • Bachelor's degree in a related field.
  • Full licensure (Series 7, 66, and VA Life/Health; CFP preferred).
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Highly proficient in MS Office tools.
  • Strong personal and professional ethics and integrity.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • A chance to make a meaningful impact on clients' lives.


  • Virginia Beach, Virginia, United States Ameriprise Financial - Virginia Full time

    Job OverviewAmeriprise Financial, a reputable and expanding financial advisory firm, is in search of a dedicated and licensed Paraplanner to join our team. Our mission is to empower individuals and families to achieve their financial aspirations through comprehensive planning and investment strategies.Role Objective:The Paraplanner will play a crucial role...


  • Virginia Beach, Virginia, United States Valkyrie Enterprises Full time

    Job SummaryValkyrie Enterprises is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key support to the Accounting Team and Financial Planning and Analysis Team, this role will be responsible for managing a broad range of complex and complicated accounting and financial tasks.Key ResponsibilitiesReview and manage...


  • Virginia Beach, Virginia, United States Valkyrie Enterprises Full time

    Job SummaryValkyrie Enterprises is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key support to the Accounting Team and Financial Planning and Analysis Team, this role will be responsible for managing a broad range of complex and complicated accounting and financial tasks.Key ResponsibilitiesFinancial Planning and...


  • Virginia Beach, Virginia, United States Ameriprise Financial - Virginia Full time

    Job OverviewAmeriprise Financial, a reputable and expanding financial advisory firm, is on the lookout for a dedicated and licensed Paraplanner. Our mission is to empower individuals and families to navigate their financial futures with confidence through comprehensive planning and investment strategies.Role Summary:The Paraplanner will play a crucial role...


  • Virginia Beach, Virginia, United States Ameriprise Financial - Virginia Full time

    Job OverviewA reputable and expanding financial advisory firm is in search of a dedicated, full-time licensed Paraplanner. At Ameriprise Financial, we empower individuals and families to achieve their financial aspirations through comprehensive planning and investment strategies.Role Summary:The Paraplanner will deliver exceptional, friendly, and...


  • Virginia Beach, Virginia, United States Nexus Direct Full time

    Job OverviewFinancial Operations SpecialistNexus Direct, a reputable marketing firm with a focus on non-profit organizations across the nation, is seeking to enhance our Finance Team. We are in search of a meticulous and highly organized professional who can proficiently manage a variety of financial and administrative responsibilities. The ideal candidate...


  • Virginia Beach, Virginia, United States Nexus Direct Full time

    Financial Operations SpecialistNexus Direct is on the lookout for a motivated Financial Operations Specialist to become a part of our vibrant team of direct response fundraisers. If you excel in a challenging yet rewarding environment, this role may be a perfect fit for you.Location:This position is remote, but candidates must be able to attend weekly...


  • Virginia Beach, Virginia, United States Michael Page Full time

    The Senior Financial Reporting Specialist plays a crucial role in ensuring precise financial consolidation and overseeing the preparation of consolidated financial statements.Client OverviewOur client is a reputable commercial general contractor with a diverse and expanding portfolio.Key ResponsibilitiesDirects the Financial Reporting team responsible for...


  • Virginia Beach, Virginia, United States Financial Growth Partners Full time

    Job OverviewAre you looking for a fulfilling career that offers you the freedom to manage your time, finances, and relationships while pursuing your passions?As a Financial Solutions Consultant with Financial Growth Partners, you will play a pivotal role in assisting individuals, families, and businesses in realizing their financial aspirations. This...


  • Virginia Beach, Virginia, United States TechWish Full time

    Job Title: Oracle Cloud Financials Integration Specialist Location: RemoteDuration: Long term Background TechWish is undergoing a transition from Oracle e-Business Suite (EBS) R12 to Oracle Fusion Cloud. The new Oracle Fusion Cloud system is designed to provide ongoing vendor support, enhance automation of various business processes, leverage modern...


  • Virginia Beach, Virginia, United States Regent Services Full time

    Job Title: Financial Support SpecialistCompany: Regent ServicesBenefits: Regent Services provides a comprehensive benefits package that includes health, life, and disability insurance; flexible spending accounts; tuition incentives; fully vested retirement plans; and generous time off policies. All regular staff members working a minimum of 30 hours per week...


  • Virginia Beach, Virginia, United States Navy Exchange Full time

    Job Title: Senior Facility Planning SpecialistJob Overview:The Senior Facility Planning Specialist plays a pivotal role within the facility planning and programming division of the organization. This position is responsible for overseeing and coordinating facility projects at a corporate level, specifically focusing on Navy Exchange Lodge and NGIS...


  • Virginia Beach, Virginia, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Wealth Strategist III to join our team at Truist. As a key member of our Wealth Management and Estate Planning team, you will be responsible for delivering advanced estate and financial planning advice to high net worth clients.Key ResponsibilitiesUtilize complex financial planning techniques to deliver advanced...


  • Virginia Beach, Virginia, United States Regent Services Full time

    Job Title: Financial Support SpecialistLocation: Virginia Beach CampusBenefits: Regent Services provides a comprehensive array of benefits, including health, life, and disability insurance; flexible spending accounts; tuition incentives; fully vested retirement plans; options for life and disability insurance; generous time off, and more. All regular faculty...


  • Virginia Beach, Virginia, United States Nexus Direct Full time

    Finance CoordinatorNexus Direct is on the lookout for a motivated Finance Coordinator to enhance our vibrant team of direct response fundraisers. If you excel in a dedicated yet enjoyable atmosphere, this role is tailored for you.Key Responsibilities:1. Oversee financial operations and ensure accurate reporting.2. Collaborate with various departments to...


  • Virginia Beach, Virginia, United States Fulton Bank Full time

    About the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our operations team, you will play a critical role in providing exceptional support to our Financial Advisors and their clients.Key ResponsibilitiesProvide daily administrative support to assigned Financial Advisors,...


  • Virginia Beach, Virginia, United States LMR Technical Group Full time

    Job DescriptionJob Summary:LMR Technical Group is seeking a highly skilled Structural Planning and Estimation Specialist to join our team. As a key member of our organization, you will be responsible for planning and estimating repair items and ship alterations, including work definition, material identification, and cost estimation.Key...


  • Virginia Beach, Virginia, United States Financial Growth Partners Full time

    Job OverviewAre you looking for a fulfilling career that offers flexibility in time, financial success, meaningful relationships, and a sense of purpose?As a Business Development Associate at Financial Growth Partners, you will have the opportunity to assist individuals, families, and businesses in realizing their financial aspirations while pursuing your...


  • Virginia Beach, Virginia, United States Nexus Direct Full time

    Finance CoordinatorNexus Direct is in search of a motivated Finance Coordinator to become a vital part of our energetic team focused on direct response fundraising. If you excel in a dedicated yet enjoyable atmosphere, this role is tailored for you.Key Responsibilities:1. Oversee financial operations and ensure accuracy in financial reporting.2. Collaborate...


  • Virginia Beach, Virginia, United States The Piedmont Group Full time

    Job OpportunityWe are seeking a skilled Financial Services Professional to join our team at The Piedmont Group. As a Wealth Management Specialist, you will have the opportunity to work with a large book of clients and generate new business opportunities.Key ResponsibilitiesAssist an experienced financial advisor in managing existing accounts and generating...