Wealth Management Specialist
1 week ago
The Wealth Advisor is a key member of our team at Old Point, responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients. As a registered representative, you will be responsible for client acquisition, growth, and servicing, leveraging your expertise in investment management and financial planning to drive business results.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, incorporating investment, insurance, and wealth management strategies.
- Build and maintain strong relationships with clients, understanding their unique needs and goals, and providing personalized advice and guidance.
- Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.
- Collaborate with internal teams to identify new business opportunities and develop strategies to drive growth and revenue.
- Ensure compliance with regulatory requirements and maintain accurate records of client interactions and transactions.
- Bachelor's degree from a four-year college or university.
- FINRA Series 7, Series 66 (preferably) or Series 63, and Virginia Life and Health Insurance licensing.
- Minimum of three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC).
- Generous Paid PTO
- 11 Paid Holidays
- Medical, Dental and Vision
- Health Savings Account with Company Match
- Flexible Spending Account
- Free Short-term and Long-term Disability
- Employee Assistance Program
- Free Life Insurance
- 401K with Company Match
- Company Stock Purchase
Old Point is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
-
Wealth Management Associate
4 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...
-
Wealth Management Professional
1 month 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...
-
Senior RIA Compliance Consultant
3 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...
-
Senior RIA Compliance Consultant
2 days ago
West Chester, Pennsylvania, United States STP Management Corporation Inc. Full timeJob SummaryWe are seeking a highly experienced Senior RIA Compliance Consultant to join our team at STP Management Corporation Inc. As a key member of our compliance team, you will provide expert advice to our clients on Advisers Act concepts and regulatory requirements applicable to private fund advisers, institutional advisers, and wealth managers.Key...
-
Certified Nursing Assistant
4 weeks ago
West Chester, Pennsylvania, United States Senior Living Recruiting Specialist Full timeSenior Living Caregiver Job DescriptionWe are seeking a compassionate and dedicated Caregiver to join our team at Senior Living. As a Caregiver, you will play a vital role in providing exceptional care and support to our residents, ensuring their physical, emotional, and social needs are met.Key Responsibilities:Assist residents with daily living activities,...
-
Financial Planning Specialist
3 days ago
West Chester, Pennsylvania, United States gpac Full timeJob Title: Financial AdvisorGPAC is seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their unique financial goals and develop personalized strategies to help them achieve success.Key Responsibilities:Develop and maintain strong relationships with clients, providing...
-
Financial Services Specialist
9 hours ago
West Chester, Pennsylvania, United States Virginia Department of Human Resource Management Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at the Virginia Department of Emergency Management. The successful candidate will provide financial, administrative, and clerical support to the Accounting Department, ensuring accuracy and timeliness in processing payments and refunds to vendors and state agencies.Key...
-
Fiduciary Officer
1 week ago
West Chester, Pennsylvania, United States Aquarius Professional Staffing Full timeFiduciary Officer Job DescriptionAquarius Professional Staffing is seeking a highly skilled Fiduciary Officer to join our team. As a Fiduciary Officer, you will be responsible for the efficient administration of Trust Accounts for our wealth management clients.Key Responsibilities:Administer Trust Accounts in accordance with legal requirements and business...
-
Housing Specialist
1 day ago
West Chester, Pennsylvania, United States The Housing Authority of Chester County Full timeJob SummaryThe Housing Authority of Chester County seeks a highly skilled Housing Specialist to join our team. As a key member of our staff, you will be responsible for managing a caseload of Housing Choice Voucher (HCVP) participants, ensuring compliance with federal regulations and guidelines.Key Responsibilities:Manage a caseload of HCVP participants,...
-
Collections Specialist
2 weeks ago
West Chester, Pennsylvania, United States CORT Full timeJob Title: Collections SpecialistCORT, a leading provider of transition services, is seeking a skilled Collections Specialist to join our team in West Chester, OH.About the Role:We are looking for an experienced Collections Specialist to evaluate customer information, make payment arrangements, and resolve customer service issues. As a key member of our...
-
Housing Specialist
3 weeks ago
West Chester, Pennsylvania, United States The Housing Authority of Chester County Full timeJob SummaryThe Housing Authority of Chester County seeks a highly skilled Housing Specialist to join our team. As a key member of our Housing Choice Voucher (HCVP) program, you will be responsible for managing a caseload of HCVP participants, ensuring compliance with federal, state, and local regulations, and providing exceptional customer service.Key...
-
Senior Payroll Specialist
2 days ago
West Chester, Pennsylvania, United States Virginia Department of Human Resource Management Full timeJob SummaryWe are seeking a highly skilled Senior Payroll Specialist to join our team. As a key member of our Human Resources department, you will be responsible for ensuring the accurate and timely processing of payroll for our salaried and wage employees.Key ResponsibilitiesProcess payroll for salaried and wage employees in accordance with state and...
-
Inventory Management Specialist
3 weeks ago
West Chester, Pennsylvania, United States Crescent Park Full timeJob SummaryWe are seeking a highly organized and detail-oriented Inventory Control professional to join our team at Crescent Park. As an Inventory Control specialist, you will be responsible for maintaining accurate inventory levels, performing cycle counts, and ensuring that our facility is running efficiently.Key ResponsibilitiesMaintain accurate inventory...
-
Dental Care Specialist
4 weeks ago
West Chester, Pennsylvania, United States Afinia Dental- West Chester Full timeAbout Afinia Dental - West ChesterAfinia Dental - West Chester is a unique dental practice that serves the community with exceptional care and expertise.Job SummaryWe are seeking a skilled General Dentist to join our team. As a leader in your supported office, you will have the opportunity to provide comprehensive dentistry services to patients while...
-
Warehouse Operations Manager
1 month ago
West Chester, Pennsylvania, United States FX Staffing Full timeSenior Operations SpecialistAt FX Staffing, we are seeking a highly skilled Senior Operations Specialist to join our team. This role is responsible for aligning warehouse strategies with corporate objectives and goals, implementing best practices for inventory management, and analyzing warehouse costs to optimize expenses.Key Responsibilities:Collaborate...
-
HR Compliance Specialist
4 weeks ago
West Chester, Pennsylvania, United States Krapf Group Full timeJob Title: Unemployment SpecialistAbout the Role:We are seeking a highly skilled Unemployment Specialist to join our team at Krapf Bus Companies. As an Unemployment Specialist, you will play a critical role in ensuring compliance with human resources policies and regulations, particularly related to driver qualifications and employee background checks.Key...
-
Meter Installation Specialist
3 weeks ago
West Chester, Pennsylvania, United States Scope Services Full timeJob Title: Meter Installation SpecialistScope Services is seeking a skilled Meter Installation Specialist to join our team. As a Meter Installation Specialist, you will be responsible for installing and exchanging electric and gas meters, as well as performing routine maintenance tasks.Key Responsibilities:Install and exchange electric and gas metersPerform...
-
Investment Operations Specialist
3 weeks ago
West Chester, Pennsylvania, United States STP Management Corporation Inc. Full timeJob Title: Investment Operations AnalystWe are seeking a highly skilled Investment Operations Analyst to join our team at STP Management Corporation Inc.Job Summary:The Investment Operations Analyst will be responsible for servicing clients with their account needs, managing day-to-day middle office operational deliverables, and designing and implementing...
-
Security Operations Specialist
3 weeks ago
West Chester, Pennsylvania, United States Comcast Full timeJob SummaryThe Security Operations Specialist will support the monitoring and response to internal and external security events with potential impact on senior leadership, staff, business assets, reputation, and facilities. This role will assist in conducting video patrols, monitoring security camera feeds, and investigating security alarms. The Specialist...
-
Security Operations Specialist
1 month ago
West Chester, Pennsylvania, United States Comcast Full timeJob SummaryThe Comcast Security Operations Center (SOC) is seeking a highly skilled and detail-oriented Security Operations Specialist to join our team. As a Security Operations Specialist, you will play a critical role in monitoring and responding to internal and external security events that may impact senior leadership, staff, business assets, reputation,...