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Accountability Advisor Jobs in Virginia (NOW HIRING)

Serrato Corp.

Residential Advisor - Senior

Blue Ridge, VA

$14 - $16/hr

Screens, interviews, and recommends the hiring of all Residential Advisors (RAs). * Reports to the ... Ensures student accountability. * Coordinates building, and equipment use. * Maintains a safe and ...

Serrato Corporation

Residential Advisor - Senior

Marion, VA · On-site

$15.50 - $17.75/hr

Screens, interviews, and recommends the hiring of all Residential Advisors (RAs). * Reports to the ... Ensures student accountability. * Coordinates building, and equipment use. * Maintains a safe and ...

Serrato Corporation

Senior Residential Advisor

Marion, VA · On-site

$15.50 - $17.75/hr

Ensures student accountability.Coordinates building, and equipment use.Maintains a safe and ... ExperienceMinimum of two years related experience as Residential Advisor or related supervisory ...

SmartBank

Financial Advisor

Franklin, VA · On-site

This unique combination allows advisors to deliver comprehensive financial guidance while ... Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace ...

Aecon Group, Inc.

Advisor, EHS

Mineral, VA · On-site

Accountability. We're passionate about delivering on our commitments. * Inclusion. We provide ... The EH&S Advisor will audit the Project EH&S Programs and work with the line organization to ...

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Accountability Advisor information

What cities in Virginia are hiring for Accountability Advisor jobs?

Cities in Virginia with the most Accountability Advisor job openings:

Infographic showing various Accountability Advisor job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Associate Advisor

Arlington, VA • On-site

Raymond James Financial, Inc.
Finance and Insurance • 1 - 10 employees
Learn more about Raymond James Financial, Inc.external

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Job Description
Essential Duties and Responsibilities
  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by note taking, handling documentation, and email management.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
  • AI tools and agents

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications
  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • L&H strongly preferred

Education/Experience Requirements
  • 2+ years of industry experience

Workstyle: Hybrid (1 week in office per month)
Travel: None required
Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO.
Compensation: $90,000 - $120,000, based on experience and geographic location, + discretionary bonus
Case Study, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Salary Range
$35,568.00-$120,000.00
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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