Find Richmond Area Jobs
Search Results for Licensed Financial Specialist
- STIS Operations Specialist 3
- SunTrust - Richmond, Virginia
- Banking / Mortgage
- Job Title: STIS Operations Specialist 3Profession: Banking -> Investment BankingIncumbent will be responsible for handling daily Margin / Risk / and Reorganization functions for STIS. Duties will include pulling and reviewing various reports from the system and taking action on the information found, including outbound emails/phone calls to clients, and inbound emails/phone calls from the field. Minimum Requirements for STIS Operations Specialist 3: College degree or equivalent work experience. 5 years experience in the Securities industry. NASD Series 7, 63/66 (see more)
- Mortgage Protection Specialist 138
- The Owens Group - Richmond, Virginia
- Banking / Mortgage
- Company Description: As a team member of The Owens Group you will be a part of the largest associations of agents and agencies of its kind. With representatives in all 50 states our annual financial services sales are over $100 million. This fast growth has been sustained through high customer satisfaction, innovative lead programs, referrals, and the most lucrative agent compensation program in the industry. Our secret is: we serve our clients. Our origins of organization and its relationships go back over 20 years, but we took on national prominence as a company in 2002. We have been growing (see more)
- Financial Advisor Trainee - Richmond, VA
- BOA - Richmond, Virginia
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and (see more)
- Financial Advisor Trainee - Richmond, VA
- Bank of America Corp. - Richmond, Virginia
- Banking / Mortgage
- Title: Financial Advisor Trainee - Richmond, VALocation: US-VA-RICHMONDOther Locations:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products (see more)
- Business Development Specialist
- Paul-Tittle Associates, Inc. - Virginia
- Executive Management
- Our client, a multi-billion dollar privately-held investment management firm for high net worth clients, is searching for a seasoned Series 65 or Series 7 (active or inactive) professional to support their Regional Vice Presidents by introducing new relationships with prospective clients. A qualified candidate has demonstrated success building relationships with high net worth individuals in any industry. Additionally, he or she is professional and has strong interpersonal skills. In this role, you have the opportunity to work with a prestigious institution while maintaining the flexibility of (see more)
- STIS Operations Specialist 3
- SunTrust Banks - Richmond, Virginia
- Banking / Mortgage
- Title: STIS Operations Specialist 3Location: Virginia-VA-Richmond-VA-Richmond-SunTrust SecuritiesIncumbent will be responsible for handling daily Margin / Risk / and Reorganization functions for STIS. Duties will include pulling and reviewing various reports from the system and taking action on the information found, including outbound emails/phone calls to clients, and inbound emails/phone calls from the field.Minimum Requirements for STIS Operations Specialist 3:College degree or equivalent work experience.5 years experience in the Securities industry.NASD Series 7, 63/66 licensed. (see more)
- Financial Advisor Trainee - Lynchburg, VA
- BOA - Virginia
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and (see more)
- Financial Advisor Trainee - Virginia Beach, VA
- BOA - Virginia
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and (see more)
- Financial Advisor Trainee - Leesburg, VA
- BOA - Virginia
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and (see more)
- Financial Advisor Trainee - Williamsburg, VA
- BOA - Virginia
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and (see more)
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