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Financial Group Jobs in Virginia (NOW HIRING)

Adkins Financial Group

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Business Support Coordinator

Virginia Beach, VA · On-site

$38K - $40K/yr

Adkins Financial Group (AFG) provides comprehensive financial planning and wealth management solutions to individuals and their families. We are professional fiduciaries with an entrepreneurial ...

Stbancorp

Assists the Financial Intelligence Group Senior Coordinator - High Risk Customer Team in performing investigations for unusual/suspicious activity to ensure S&T Bancorp, Inc (S&T) operates in ...

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What are the key skills and qualifications needed to thrive in a Financial Group role, and why are they important?

To thrive in a Financial Group position, you need strong analytical abilities, financial modeling skills, and a solid educational background in finance, accounting, or economics. Familiarity with financial software such as Excel, Bloomberg Terminal, and ERP systems, along with relevant certifications like CFA or CPA, is typically required. Excellent communication, problem-solving, and teamwork skills set high performers apart in this field. These competencies are crucial for accurate financial analysis, effective decision-making, and successful collaboration within financial organizations.

How does collaboration typically work within a financial group, and what should new team members expect when joining?

Within a financial group, collaboration is key to ensuring that complex financial solutions meet client needs and regulatory standards. New team members can expect to work closely with professionals from various disciplines, such as analysts, advisors, compliance officers, and client relationship managers. Regular team meetings, project-based assignments, and cross-departmental communication are common, fostering a collaborative environment where ideas and expertise are shared. This structure not only helps new hires quickly integrate but also provides opportunities to learn from experienced colleagues and contribute to group objectives.

What is a Financial Group?

A Financial Group is an organization that provides a variety of financial services, such as banking, investment management, insurance, and wealth planning, often under one corporate structure. These groups may own multiple subsidiaries that operate in different segments of the financial industry, allowing them to serve a wide range of individual and corporate clients. Financial Groups are designed to help clients manage, grow, and protect their assets by offering expert advice and tailored financial solutions.

What is the difference between Financial Group vs Financial Analyst?

AspectFinancial GroupFinancial Analyst
CredentialsVaries; often includes degrees in finance, accounting, or related fieldsTypically requires a bachelor's degree in finance, accounting, or economics
Work EnvironmentCorporate offices, financial institutions, consulting firmsBanking, investment firms, corporate finance departments
Industry UsageUsed broadly across finance sectors for teams or divisionsSpecific role focusing on analyzing financial data and trends
Common Search/ComparisonOften compared for organizational structure or team rolesCompared for individual financial analysis tasks

Financial Group refers to a team or division within a company or organization involved in various financial activities, while a Financial Analyst is an individual role focused on analyzing financial data to support decision-making. The two are related but differ in scope: one is a collective entity, the other a specific job position.

What are popular job titles related to Financial Group jobs in Virginia? For Financial Group jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Financial Group jobs in Virginia look for? The top searched job categories for Financial Group jobs in Virginia are:
Financial Group jobs near you
Infographic showing various Financial Group job openings in Virginia as of May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution.
Business Support Coordinator

Business Support Coordinator

Adkins Financial Group

Virginia Beach, VA • On-site

$38K - $40K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 28 days ago

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Job description

About Adkins Financial Group:
Adkins Financial Group (AFG) provides comprehensive financial planning and wealth management solutions to individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. Our mission is to provide clients with tailored financial solutions and exceptional service, supported by a team of experienced professionals committed to excellence and integrity. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships, and assist in growing the firm.

Position Summary:
Adkins Financial Group is seeking Business Support Staff to support our growing operations. A truly effective Business Support Staff should be self-regulating, possess both reliability and consistency, be able to learn and problem solve well, and have strong organizational skills.

  • Ability to juggle multiple projects with various advisors.

  • Exceptional customer service skills, over the phone and in person with prospects and clients.

  • Strong sense of urgency and problem-solving skills

  • Provide general administrative and clerical support including but not limited to mailing, scanning, faxing, and copying.

  • Maintain electronic and hard copy filing system.

  • Manage and scheduling calendar for Advisors.

  • Answer calls from potential clients regarding inquiries.

  • Prepare and modify documents including but not limited to applications, reports, spreadsheets, and emails.

  • Schedule and coordinate meetings, appointments and travel arrangements.

  • Review applications for completeness. Obtain additional information if necessary.

  • Attend and assist with client events and workshops.

Key Responsibilities:

  • Communication skills - written and verbal
  • Planning and organizing
  • Prioritizing
  • Problem assessment and problem solving
  • Information gathering and information monitoring
  • Attention to detail and accuracy
  • Flexibility
  • Maintain accurate records and documentation within the firm’s case management systems.
  • Adaptability
  • Customer service orientation
  • Teamwork
  • Assist in the development and implementation of process improvements to enhance efficiency.
  • Adding notes into firms CRM after communication with clients.

Qualifications/Experience:

  • Bachelor’s degree in Business, Finance, or related field preferred; relevant experience may be considered in lieu of degree.
  • 2+ years of experience in insurance, financial services, or brokerage operations preferred.
  • Familiarity with life insurance, annuities, and/or wealth management products strongly preferred.
  • Life and Health License at a minimum, preferred fully licensed (S6/S7, L&H, S65/S66)
  • Excellent organizational skills with strong attention to detail and accuracy.
  • Ability to prioritize and manage multiple tasks within deadlines.
  • Strong interpersonal and professional communication skills.
  • Proficiency in Microsoft Office Suite; experience with CRM or case management systems preferred.
  • Strong proficiency in Microsoft Office Suite especially in Excel.
  • Ability to work independently.
  • Ability to organize and present data.

What We Offer:

  • Compensation: Base Salary - commensurate with experience starting at $40,000 with Bonuses.
  • Opportunities for professional development and career growth.
  • A collaborative and professional work environment.
  • Benefits: Medical, Dental and Vision
  • The ability to contribute to the growth and success of a respected financial services firm.

HOW DO YOU APPLY:

· For immediate consideration, please submit your resume in MSWord or PDF format.

Job Type: Full-time

Work Location: In person

Company Description

Adkins Financial Group (AFG) provides comprehensive financial planning and wealth management solutions to individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. Our mission is to provide clients with tailored financial solutions and exceptional service, supported by a team of experienced professionals committed to excellence and integrity. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships, and assist in growing the firm.