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Financial Group Jobs in Virginia (NOW HIRING)

Life Insurance Sales Agent

Roanoke, VA ยท On-site +1

$30K - $160K/yr

The Dinwiddie Agency within Symmetry Financial Group continues to grow, and we need driven individuals looking to learn, build, and inspire others while helping families live life and protect their ...

Life Insurance Sales Agent

Lynchburg, VA ยท On-site +1

$30K - $160K/yr

The Dinwiddie Agency within Symmetry Financial Group continues to grow, and we need driven individuals looking to learn, build, and inspire others while helping families live life and protect their ...

Assists the VP Financial Intelligence Group (FIG) Coordinator -BSA Team with performing information and data analysis and recordkeeping and government reporting functions for S&T Bank (S&T) in ...

Entry Level Sales

Richmond, VA ยท On-site

$10K - $20K/mo

Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest asset: the ...

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Financial Group information

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.

How does collaboration typically work within a financial group?

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 are the key skills and qualifications needed to thrive in a financial group role?

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.

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.

Infographic showing various Financial Group job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Services Agent

LegacyBridge Financial Group

Norfolk, VA โ€ข On-site

Full-time

Medical, Life, Retirement

Re-posted 11 days ago


Job description

Financial Services Agent
We’re not looking for perfect. We’re looking for purpose. At LegacyBridge Financial Group, we believe this work is bigger than sales. It’s about helping families protect what they’ve built, prepare for what’s ahead, and make better decisions for the people they love most.
Description
Some come into the financial industry with years of experience, and some come in with none at all. What matters most to us is not where you’ve been — it’s who you are, how you care about people, and whether you’re willing to grow.
Our agents are trained to deliver multiple financial services, creating a true one-stop financial experience for every client.
Responsibilities
  • Offer Life Insurance & Final Expense Planning
  • Provide Health Insurance & Medicare Solutions
  • Assist with Retirement Planning & Income Strategies
  • Work with Annuities and Estate Planning
  • Create Trusts & Asset Protection Strategies
  • Prepare Legal Documents (wills, trusts, POA, etc.)
  • Facilitate Business Funding & Personal Loans
  • Provide Credit Repair & Business Credit Building Services
  • Handle Tax Preparation & Strategies
  • Offer Bookkeeping & Payroll Services
  • Guide clients through Business Formation & Structuring
  • Provide Notary Services
Requirements
  • Must be a U.S. Citizen or Permanent Resident
  • Coachable and willing to learn
  • Strong desire to help others
  • Driven to grow personally and financially
Why LegacyBridge
  • Real mentorship (not just contracts)
  • Multiple income streams
  • One-stop service model
  • Meaningful, purpose-driven work
  • Opportunity to build something long-term
Come build with people who care. Come grow where your heart and your hustle both matter.
???? Send your resume today: reachus@legacybridgefg.com