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Button Finance Jobs in Virginia (NOW HIRING)

Truist

If you want to apply, click the Apply Now button at the top or bottom of this page. After you click ... Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and ...

Regional Finance

Assistant Branch Manager

Springfield, VA · On-site

$46K/yr

Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro At RMC, the Assistant Manager ...

Regional Finance

Assistant Branch Manager

Leesburg, VA · On-site

$46K/yr

Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro At RMC, the Assistant Manager ...

Regional Finance

Assistant Branch Manager

Leesburg, VA · On-site

$46K/yr

Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro At RMC, the Assistant Manager ...

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Button Finance information

What types of teams and departments does a professional at Button Finance typically collaborate with, and how does this impact day-to-day responsibilities?

Professionals at Button Finance often collaborate closely with cross-functional teams such as product development, engineering, compliance, and customer service. This collaboration ensures that financial products are developed efficiently, regulatory requirements are met, and customer feedback is integrated into ongoing improvements. Daily responsibilities may include joint meetings, project planning sessions, and regular communication with other departments to align on goals. Such teamwork not only helps streamline workflows but also provides valuable exposure to various aspects of the business, supporting professional growth and a holistic understanding of the financial technology sector.

What is Button Finance?

Button Finance is a financial technology company that specializes in home equity products, primarily offering home equity lines of credit (HELOCs) and home equity loans. They partner with lenders to streamline the application and approval process, making it easier and faster for homeowners to access the equity in their homes. Button Finance leverages technology to provide competitive rates, transparent terms, and a user-friendly experience for borrowers.

What is the difference between Button Finance vs Bookkeeper?

AspectButton FinanceBookkeeper
Required CredentialsFinancial certifications, accounting knowledgeBasic accounting skills, sometimes certifications
Work EnvironmentFinancial firms, startups, online platformsSmall businesses, accounting firms, offices
Employer & Industry UsageFintech companies, online financial servicesBusinesses across various industries

Button Finance typically involves managing online financial transactions and providing financial services, often requiring advanced financial knowledge and certifications. Bookkeepers focus on recording and maintaining financial records for businesses, often with basic accounting skills. While both roles handle financial data, Button Finance professionals usually work in fintech environments, whereas bookkeepers are found in diverse business settings.

What are the key skills and qualifications needed to thrive as a finance professional at Button Finance, and why are they important?

To thrive as a finance professional at Button Finance, you need strong analytical skills, a background in finance or accounting, and a relevant degree such as a bachelor’s in finance, business, or a related field. Familiarity with financial modeling tools, Excel, and industry-specific software like QuickBooks or Salesforce is typically required. Excellent communication, problem-solving abilities, and attention to detail set top performers apart. These skills ensure accurate financial analysis, effective collaboration, and sound decision-making in a dynamic fintech environment.
What are popular job titles related to Button Finance jobs in Virginia? For Button Finance jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Button Finance jobs in Virginia look for? The top searched job categories for Button Finance jobs in Virginia are:
What cities in Virginia are hiring for Button Finance jobs? Cities in Virginia with the most Button Finance job openings:
Button Finance jobs near you
Financial Advisor, Truist Investment Service, Richmond, VA

Financial Advisor, Truist Investment Service, Richmond, VA

Truist

Richmond, VA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Truist rating

8.0

Company rating: 8.0 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description:Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
5. Lead overall client relationship management strategies to deepen client connections and loyalty.
6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
9. Conduct investment product educational seminars for clients and prospects.
10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Competent skills in Microsoft Office software products
Preferred Qualifications:
1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
2. Banking experience helpful
This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019

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