Current jobs related to Financial Services Coordinator - Virginia Beach, Virginia - Alera Group, Inc.

  • Financial Services Paraplanner

    1 week ago

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

    Job 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...

  • Paraplanner - Financial Services Professional

    4 weeks ago

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

    Job OpportunityAmeriprise Financial, a well-established financial advisory practice, is seeking a full-time licensed Paraplanner to join their team in Virginia.Job Purpose:The successful candidate will serve as a Paraplanner, providing exceptional service to clients and assisting Financial Advisors in managing workflow at an intermediate level. The role...

  • Financial Services Professional

    2 weeks ago

    Virginia Beach, Virginia, United States Ameriprise Financial Full time

    Ameriprise Financial Advisory Practice OpportunityWe are seeking a dedicated and analytical Associate Financial Advisor to join our team. As a key member of our practice, you will work closely with clients to help them achieve their financial goals and plan for a secure retirement.Key Responsibilities:Provide personalized financial advice to clients to help...

  • Financial Advisor

    3 weeks ago

    Virginia Beach, Virginia, United States Truist Financial Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Truist Investment Services in Virginia Beach, VA. As a Financial Advisor, you will be responsible for providing personalized investment advice and solutions to clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDeliver customized...

  • Paraplanner - Financial Services Industry

    3 weeks ago

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

    Job SummaryAmeriprise Financial is seeking a highly skilled Paraplanner to join our team in Virginia. As a Paraplanner, you will play a critical role in providing exceptional client service and supporting our Financial Advisors in managing and organizing workflow.Key ResponsibilitiesGather and analyze client data to inform financial planning...

  • Financial Services Professional

    1 week ago

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

    Job DescriptionAmeriprise Financial - Virginia is seeking a dedicated professional to help clients plan for a secure financial future.Our team provides personalized financial advice to help clients achieve their goals and overcome financial challenges.We use a collaborative approach to identify clients' needs and develop tailored solutions to address...

  • Financial Planning Specialist

    5 days ago

    Virginia Beach, Virginia, United States First Command Financial Services Full time

    Financial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Planning Specialist, you'll play a critical role in guiding our clients towards financial stability and success.Key Responsibilities:• Directly engage with the military community by...

  • Financial Planning Paraplanner

    2 months ago

    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...

  • Financial Assistance Coordinator

    4 weeks ago

    Virginia Beach, Virginia, United States ECPI University Full time

    Job SummaryECPI University is seeking a highly organized and customer-focused individual to join our Financial Assistance Department as a Financial Assistance Coordinator. This role will provide exceptional support to students and visitors, ensuring a seamless experience in our campus environment.Key ResponsibilitiesSupport the Financial Assistance...

  • Financial Planning Associate

    2 months ago

    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...

  • Financial Services Representative

    1 week ago

    Virginia Beach, Virginia, United States Santco Marketing Services Full time

    We are seeking a motivated individual to help us expand our US operations. As a Financial Services Representative, you will play a key role in promoting our unique savings plans to potential customers. No prior experience is necessary, as we provide comprehensive training to qualified candidates. Ideal candidates are outgoing and able to work independently....

  • Social Services Coordinator

    2 weeks ago

    Virginia Beach, Virginia, United States Spotsylvania County- VA Full time

    Job Title: Social Services CoordinatorSpotsylvania County- VA is seeking a highly skilled Social Services Coordinator to join our team. As a key member of our social services department, you will play a vital role in providing support to individuals and families in need of assistance.Job Summary:Under general supervision, the Social Services Coordinator will...

  • Financial Services Professional

    2 weeks ago

    Virginia Beach, Virginia, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our award-winning...

  • Dental Treatment Coordinator

    3 weeks ago

    Virginia Beach, Virginia, United States Behl Practice Services Full time

    Job SummaryThe Treatment Coordinator plays a vital role in supporting the orthodontist in delivering exceptional patient care. This position is responsible for presenting treatment plans and financials to patients and their families, ensuring a high level of customer service and patient satisfaction.Key ResponsibilitiesCommunicate effectively with patients,...

  • Social Services Coordinator

    2 weeks ago

    Virginia Beach, Virginia, United States Spotsylvania County- VA Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Social Services Coordinator to join our team at Spotsylvania County- VA. As a key member of our social services department, you will play a critical role in providing support and assistance to individuals and families in need.Key ResponsibilitiesManage a caseload of clients and provide case...

  • Career Opportunities in Financial Services

    2 weeks ago

    Virginia Beach, Virginia, United States The Hahnlen Agency Full time

    Job DescriptionFinancial Services Representative OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Representative. As a representative, you will have the opportunity to work with a dynamic and growing company, The Hahnlen Agency, and contribute to the success of our financial services...

  • Dental Treatment Coordinator

    2 weeks ago

    Virginia Beach, Virginia, United States Behl Practice Services Full time

    Job SummaryThe Treatment Coordinator plays a vital role in supporting the orthodontist in delivering exceptional patient care. This role involves presenting treatment plans and financials to patients and their families, engaging them in friendly conversation, and ensuring their comfort and satisfaction. The ideal candidate will possess excellent...

  • Financial Reporting Director

    2 weeks ago

    Virginia Beach, Virginia, United States Cordia Resources by Cherry Bekaert Full time

    Financial Reporting ManagerCordia Resources by Cherry Bekaert is seeking a highly skilled Financial Reporting Manager to join their team. This role is responsible for accurate financial consolidation and coordination of the consolidated financial statements of our client, as well as all other periodic financial filings with the SEC.Key Responsibilities:Leads...

  • Financial Reporting Manager

    3 weeks ago

    Virginia Beach, Virginia, United States Cordia Resources by Cherry Bekaert Full time

    Financial Reporting ManagerCordia Resources by Cherry Bekaert is seeking a highly skilled Financial Reporting Manager to join their team. This role is responsible for accurate financial consolidation and the coordination and compilation of the consolidated financial statements of our client, as well as all other periodic financial filings with the SEC.Key...

  • Senior Financial Services Representative

    4 weeks ago

    Virginia Beach, Virginia, United States Bank of America Full time

    About the Role:This position is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing tailored solutions to meet those needs. Key responsibilities include building strong relationships with clients, offering financial solutions and services, and connecting clients...

Financial Services Coordinator

2 months ago

Virginia Beach, Virginia, United States Alera Group, Inc. Full time
About the Role

We are seeking a highly skilled and motivated Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc.

Key Responsibilities
  • Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our clients, ensuring their needs are met and exceeded.
  • Seamless Onboarding: Facilitate the smooth onboarding of new clients, ensuring they feel welcomed and supported from day one.
  • Project Management: Help manage and track our team's open projects and client follow-ups, ensuring everything is completed on time and to the highest standard.
  • Research and Analysis: Conduct research and develop analyses to support our client recommendations and deliverables.
  • Client Deliverables: Prepare engaging and informative deliverables for client and prospect meetings, showcasing our value and expertise.
  • Day-to-Day Contact: Serve as a friendly and reliable point of contact for client support, addressing their needs promptly and professionally, as well as collaborating with our vendor partners.
  • Communication and Marketing: Support our ongoing client communications and contribute to our marketing efforts to attract prospective clients.
Why Join Us?
  • Impactful Work: Contribute to the financial security of employees across various organizations.
  • Professional Growth: Opportunities for continuous learning and career advancement within our supportive team.
  • Collaborative Culture: Be part of a team that values collaboration, innovation, and client satisfaction.
  • Rewarding Environment: Work in a role that combines technical skills with meaningful client interaction.
  • Requirements: 2+ years of experience in Client Service, Financial Services, or the Retirement Plan industry, preferred. Bachelor's degree required.
  • Skills: Strong organizational skills with the ability to manage multiple projects simultaneously without compromising quality. A passion for learning and growing within a collaborative, client-centric environment. Proficiency with computer applications and excellent people skills to build strong client relationships.
  • Mission-Driven: Excited to help evolve our clients' retirement plans and enhance the financial well-being of their employees.