Wealth Management Financial Associate

Job Title: Client Service AssociateLocation: Downtown NorfolkWe are seeking a passionate and enthusiastic associate to join our dynamic team at Lineage Wealth Management Inc. as a Client Service Associate.This is an exceptional opportunity for an individual who excels at delivering outstanding client service, building relationships, and solving problems in a...

Lineage Wealth Management Inc. is a growing boutique wealth management practice seeking a dedicated and enthusiastic Client Service Associate to support our clients in Downtown Norfolk.The estimated salary for this role is $55,000 - $70,000 per year, commensurate with experience.Job Overview:This role involves providing exceptional support to our clients,...

Job Description: As a Client Service Associate at Lineage Wealth Management Inc., you will play a critical role in delivering exceptional client service and support. Your responsibilities will include serving as the primary point of contact for clients, addressing inquiries and resolving issues efficiently, managing client accounts, and collaborating with...

We are seeking a talented Financial Services Support Specialist to join our team at Lineage Wealth Management Inc. in Downtown Norfolk.The estimated salary for this role is $50,000 - $65,000 per year, based on experience.Job Description:This role involves serving as the primary point of contact for clients, addressing inquiries and resolving issues...

About Disability SolutionsDisability Solutions is a leading provider of comprehensive wealth management and investment products and services. Our mission is to empower individuals, companies, and institutions to achieve their financial goals through personalized guidance and expert advice.Job SummaryAs a Wealth Management Client Associate, you will play a...

Become a Wealth Accumulation SpecialistWe are seeking ambitious and driven individuals to join our team as Wealth Accumulation Specialists.As a Wealth Accumulation Specialist, you will be responsible for selling life insurance policies, annuities, and other financial products to clients, focusing on wealth accumulation strategies. You will work closely with...

Job Title: Business Development AssociateThe successful candidate will be a key member of our client services team at LINEAGE WEALTH MANAGEMENT INC in Downtown Norfolk. As a Client Service Specialist, you will provide exceptional support to our clients, ensuring their needs are met with professionalism and care. The ideal candidate is an enthusiastic...

Job Summary:Lineage Wealth Management Inc. is seeking a motivated and detail-oriented Client Service Associate to join our team. As a key member of our client services team, you will provide exceptional support to our clients, ensuring their needs are met with professionalism and care.Responsibilities:Manage client accounts and provide administrative...

At Lineage Wealth Management Inc., we are seeking a highly skilled and motivated Client Service Representative to join our dynamic team in Downtown Norfolk. This role offers an exceptional opportunity for growth and development in the financial services industry.The estimated salary for this position is $45,000 - $60,000 per year, depending on experience.Job...

Job Summary:We are seeking a motivated and detail-oriented Wealth Management Assistant to join our team at LINEAGE WEALTH MANAGEMENT INC in Downtown Norfolk. This role involves providing exceptional support to our clients, ensuring their needs are met with professionalism and care. The ideal candidate is an enthusiastic individual who is eager to grow and...

OverviewBuckingham Strategic Wealth is a business dedicated to designing, building, and protecting financial lives. As an Office & Administrative Support Associate (OASA), you will play a critical role in delivering an unparalleled client experience.SalaryWe offer a competitive salary of $50,000 - $65,000 per year, commensurate with experience.Job...

We are seeking a skilled and dedicated Wealth Management Client Support Professional to join our team at Bank of America. This role is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate completion of tasks, and promoting operational excellence.This position requires strong communication skills,...

About the RoleAs a Wealth Creation Consultant with Global Financial Impact - Marco Esquivel, you will have the opportunity to shape the financial futures of our clients and drive business growth for our organization. Your expertise in financial products and services will enable you to develop customized solutions that meet the unique needs of each...

Job Title: Client Service ProfessionalLINEAGE WEALTH MANAGEMENT INC is seeking a passionate and detail-oriented Client Service Professional to join our dynamic team in Downtown Norfolk. As a key member of our client services team, you will provide exceptional support to our clients, ensuring their needs are met with professionalism and care.We estimate the...

Diedre Moire Corp. is seeking a seasoned Financial Contract Risk Manager to join their team in Norfolk, NE.Estimated Salary: $80,000 - $110,000 per yearJob DescriptionAs a Financial Contract Risk Manager at Diedre Moire Corp., you will be responsible for analyzing and managing financial risks associated with construction contracts. This includes assessing...

**Job Overview:**Ironclad Defense Works Inc. is seeking a skilled Financial Manager to join our team in Norfolk, VA.The ideal candidate will have a strong background in financial record-keeping, be detail-oriented, and possess a working knowledge of contracts in the defense industry. Key Responsibilities:Bookkeeping: Manage and maintain financial records,...

Job DescriptionAt A & Associates, we are seeking a highly skilled and experienced Financial Director to lead our Accounting Department. As the Senior Accounting Manager, you will be responsible for managing the overall financial activities related to our organization, including payroll, fixed assets, financial analysis, and accounting. You will work closely...

About Norfolk Waterside MarriottNorfolk Waterside Marriott is a prestigious hotel located in Norfolk, Virginia. Our commitment to excellence and exceptional customer service has made us a leading choice for travelers and locals alike.Job SummaryWe are seeking an experienced Chief Financial Officer to join our team. This key role will be responsible for...

Job OverviewMHI Ship Repair & Services, a leading marine repair and conversion contractor, is seeking an experienced Staff Accountant to join its financial team. Located in the Mid-Atlantic region at the port of Hampton Roads, Norfolk Virginia, our company serves the U.S. Navy, Military Sealift Command, Maritime Administration, and Commercial ship owners and...

Job DescriptionThe Nicholson Companies Inc. is seeking a highly skilled Financial Accounting Specialist to join our team.As a key member of our accounting team, you will be responsible for maintaining accurate and up-to-date financial records for multiple entities. This includes generating financial reports, budgeting, and forecasting.Duties and...