Wealth Management Advisor
1 week ago
We are seeking a highly skilled Wealth Advisor to join our team at Old Point. As a Wealth Advisor, you will be responsible for providing expert financial guidance and investment management services to our clients.
Key Responsibilities- Develop and implement personalized financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
- Provide ongoing investment management and portfolio rebalancing services to ensure clients' financial goals are met.
- Conduct regular reviews and analysis of clients' financial progress, making adjustments as needed to ensure they remain on track.
- Collaborate with internal and external referral sources to identify new business opportunities and expand our client base.
- Meet or exceed established sales goals, while maintaining a high level of customer satisfaction and compliance with regulatory requirements.
- Bachelor's degree from a four-year college or university.
- FINRA Series 7, Series 66 (or Series 63 and Virginia Life and Health Insurance licensing) and a minimum of three years' experience in the financial services industry.
- Strong technical knowledge of investments, markets, and high net worth portfolio management.
- Excellent written and verbal communication skills, with the ability to distill complex financial information into clear, actionable advice.
- Ability to work collaboratively with clients, colleagues, and external partners to achieve shared goals.
- Generous Paid Time Off (PTO) and 11 paid holidays.
- Comprehensive medical, dental, and vision benefits.
- Health Savings Account with company match.
- Flexible Spending Account.
- Free short-term and long-term disability insurance.
- Employee Assistance Program.
- Free life insurance.
- 401(k) with company match.
- Company stock purchase plan.
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Wealth Management Advisor
2 weeks ago
Chester, Virginia, United States The Old Point National Bank Full timeJob Title: Wealth AdvisorAt The Old Point National Bank, we are seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key Responsibilities:Develop and implement comprehensive...
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Wealth Management Advisor
2 weeks ago
Chester, Virginia, United States Old Point Full timeJob SummaryThe Wealth Advisor is a registered representative responsible for client acquisition, growth, and servicing by providing a balanced combination of professional investment management and personalized financial advice. This role shares the organization's commitment to understanding, caring for, and guiding financial decisions involving asset...
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Wealth Management Consultant
1 month ago
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Trailer Shop Service Manager
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Financial Consultant
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Trailer Service Manager
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Risk Management Vice President
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Trailer Shop Operations Manager
1 month ago
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Wealth Management Associate
3 weeks ago
West Chester, Pennsylvania, United States Atria Wealth Solutions Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Atria Wealth Solutions. As a key member of our wealth management team, you will play a vital role in building and maintaining strong client relationships, working closely with our financial advisors to enhance and grow their...
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Wealth Management Associate
4 weeks ago
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Associate- Advisor
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Client Relationship Manager in Wealth Management
1 month ago
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Financial Operations Specialist
3 weeks ago
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Senior Operations Associate
2 weeks ago
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Financial Operations Associate
2 weeks ago
Chester, New Jersey, United States Gladstone Wealth Partners Full timeAbout Gladstone Wealth PartnersGladstone Wealth Partners is a leading provider of wealth management services, founded in 2012 and launched its RIA in 2015. With over $13 billion in assets under management, the company is known for assisting advisors in setting up and establishing their own independent advisory practices. This includes helping advisors better...
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Financial Services Associate
2 weeks ago
Chester, New Jersey, United States Gladstone Wealth Partners Full timeAdvisor Operations AssociateGladstone Wealth Partners is seeking a highly skilled Advisor Operations Associate to support the growth of our advisor teams. As a key member of our operations team, you will play a crucial role in ensuring smooth operations and efficient support for our advisors.Key Responsibilities:Portfolio system data entry and reviewAssist...
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Financial Services Associate
2 weeks ago
Chester, New Jersey, United States Gladstone Wealth Partners Full timeAbout Gladstone Wealth PartnersGladstone Wealth Partners is a leading independent distributor of life, health, and wealth insurance products, driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services...
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Financial Operations Associate
3 weeks ago
Chester, New Jersey, United States Gladstone Wealth Partners Full timeGladstone Wealth Partners is a leading independent distributor of life, health and wealth insurance products. Our mission is to help people protect their life, health and wealth so they can prepare for the good days ahead. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. As a key member of...
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Wealth Management Professional
3 weeks ago
West Chester, Pennsylvania, United States Gpac Full timeFinancial Advisor OpportunityGpac, a recruitment company with over 30 years of experience, is partnering with a rapidly growing RIA to find exceptional wealth management professionals to join their team. This award-winning company is known for providing excellent client experiences, achieving outstanding results, and fostering the growth of their team and...
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Wealth Management Professional
3 weeks ago
West Chester, Pennsylvania, United States Gpac Full timeUnlock Your Potential as a Wealth Management ProfessionalGpac, a renowned recruitment company, is partnering with a rapidly growing RIA to find exceptional wealth management professionals to join their team. This award-winning company is known for providing unparalleled client experience, achieving outstanding results, and fostering collective growth.Key...
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Wealth Management Professional
1 month ago
West Chester, Pennsylvania, United States Gpac Full timeAbout the RoleGpac is seeking an exceptional wealth management professional to join their team. As a key member of the financial advisory team, you will be responsible for providing customized financial solutions to current and potential customers.Key ResponsibilitiesActively solicit new and existing financial planning and investments solutions from business...
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Client Relationship Manager
1 month ago
West Chester, Pennsylvania, United States Atria Wealth Solutions Full timeJob OverviewThe Financial Services Representative position at Atria Wealth Solutions offers a unique opportunity to play a key role in the success of the organization.Key ResponsibilitiesBuild and nurture strong client relationships through exceptional customer serviceProcess new account applications and financial requests with accuracy and...
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Financial Services Associate
1 month ago
West Chester, Pennsylvania, United States Atria Wealth Solutions Full timeJob OverviewThe Financial Services Associate position at Atria Wealth Solutions offers a unique opportunity to play a key role in the success of the organization.Key ResponsibilitiesBuild and nurture strong client relationships through exceptional member service and financial expertiseProcess new account applications and financial requests with accuracy and...
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Fiduciary Officer
2 weeks ago
West Chester, United States First Financial Bancorp Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank...
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Senior RIA Compliance Consultant
2 weeks ago
West Chester, Pennsylvania, United States STP Management Corporation Inc. Full timeJob DescriptionSTP Management Corporation Inc. is seeking a highly skilled Senior RIA Compliance Consultant to join our team. As a Senior RIA Compliance Consultant, you will provide expert advice to our clients regarding Advisers Act concepts and compliance with regulatory requirements applicable to private fund advisers, institutional advisers, and wealth...
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Regional Vice President
4 months ago
Chester Township, United States Mercer Advisors Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...
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Relationship Manager
1 month ago
Chester Springs, Pennsylvania, United States Fifth Third Bank Full timeJob Summary:Fifth Third Bank is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining relationships with our Preferred Program customers and mass affluent prospects.Key Responsibilities:Proactively contact and service customers to acquire, grow, and retain bank...
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Preferred Relationship Manager
3 months ago
West Chester Township, United States Fifth Third Bank Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent...