serp_jobs.error_messages.no_longer_accepting
Financial Advisor
Bank of ClarkeWinchester, VA, USjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionCollege degree or equivalent experience required. 1-5 years relevant experience. Certification / License : Series 7, 66 and life insurance licenses required; additional licensure is encouraged. Ability to foster and cultivate relationships with prospective and existing customers. Excellent presentation skills to enhance the organization’s image to prospective customers. Ability to communicate effectively and clearly. Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. Innovation and flexibility are essential to meet the demands of an ever-changing market. Excellent analytical skills are needed to recommend the appropriate products and services to customers. Ability to work with a team and share knowledge and skills. Ability to conduct business in a highly ethical and collegial manner consistent with regulatory requirements. Ability to build positive and collaborative relationships with colleagues within the Bank. Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off Supporting associates and their families; we embrace the importance of caring for oneself and our families Surrounding ourselves with smart, driven, and diverse individuals Valuing integrity, commitment regarding our daily duties, and the Bank as a whole Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value Bank of Clarke is “Great Place to Work” Certified through June 2025 “Top Virginia Employer for Interns” award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP)
Job Description
Job Description
Description :
Position Purpose : This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.
What you’ll do
- Determines specific customer financial and investment needs.
- Provides advice to customers on personal investment product purchases.
- Maintains a high level of profitable sales which meet or exceed goals.
- Keeps all required licenses in good standing.
- Maintains expertise with current investment product portfolio.
- Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business.
- Keeps informed of industry product trends and issues.
- Engages in proactive learning to stay apprised of tax and investment updates.
- Acts as a resource to other licensed Investment Associates and Wealth Management professionals.
Requirements : Where you’ll shine
Where we shine
Working Conditions :
The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge / skills section are representative of the knowledge, skill set, and / or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EEO M / F / V / D
PI5f0ecd81acd6-25405-38071882
serp_jobs.job_alerts.create_a_job
Financial Advisor • Winchester, VA, US
Job_description.internal_linking.related_jobs
Do you love solving problems and helping people? Are you curious about how things workespecially the newest technology in autonomous equipment? If so, this might be the perfect opportunity for you....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Setting : Outpatient, Orthopedics, Aquatics .Compensation : $1,833 - $2,149 estimated weekly pay .Start : ASAP | open to 1-2 months out .
Duration : 13 weeks | potential to extend .Benefits : Blue...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized are...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Transformations Care Network (TCN), as we embark on an exciting journey to empower.We are committed to improving access to mental health care in our communities which means we are committed to bein...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
- serp_jobs.job_card.promoted
Service Advisor
Wright ManufacturingMyersville, MD, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Drive with DoorDash - Be Your Own Boss
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data AnnotationLeesburg, Virginiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Dashers - Sign Up and Start Earning
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Physical Therapist
Delta CompaniesHagerstown, MD, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Restaurant Delivery - Be Your Own Boss
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Drive with DoorDash - Sign Up in Minutes
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Financial Advisor
Bank of ClarkeWinchester, VA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Service / Benefits Advisor (Work from home)
Professional Career SolutionsLeesburg, Virginiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Mental Health Therapist - Aldie
Columbia Mental Health, Columbia Mental HealthLinden, VA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data AnnotationHagerstown, Marylandserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Drive with DoorDash - Onboarding / Onboard
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Drive with DoorDash - Choose your own hours
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data AnnotationLeesburg, Virginiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data AnnotationLeesburg, Virginiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Restaurant Delivery - Onboarding / Onboard
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Drive with DoorDash - Flexible Onboarding
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data AnnotationLeesburg, Virginiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Drive with DoorDash - Flexible Schedule
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Restaurant Delivery - Flexible Onboarding
DoorDashFalling Waters, WV, United Statesserp_jobs.job_card.full_time +1