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Full Time Wealth Management Operations Jobs in Virginia

PNC Bank

Wealth Advisor - PNC Wealth Management

Norfolk, VA

$63K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Depending on your eligibility, options for full-time employees include: medical/prescription drug ...

PNC

Wealth Advisor - PNC Wealth Management

Norfolk, VA

$63K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Depending on your eligibility, options for full-time employees include: medical/prescription drug ...

Truist

Wealth Advisor III

Richmond, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ... Using sound judgment on expense and operational efficiency QUALIFICATIONS Required Qualifications:

Truist

Wealth Advisor III

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ... Using sound judgment on expense and operational efficiency QUALIFICATIONS Required Qualifications:

Truist

Wealth Advisor III

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ... Using sound judgment on expense and operational efficiency QUALIFICATIONS Required Qualifications:

Truist

Wealth Advisor III

Richmond, VA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ... Using sound judgment on expense and operational efficiency QUALIFICATIONS Required Qualifications:

W3Global Inc.

Wealth Advisor

Mclean, VA · On-site

$100K - $250K/yr

Role Description This is a full-time, on-site Wealth Advisor role based in Northern Virginia. The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ...

CAPTRUST

Wealth Client Management Consultant

Alexandria, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several ... operational teams at various custodians. Primary responsibilities may include the following ...

Heritage Wealth Advisors, LLC

Wealth Advisor

Charlottesville, VA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Planning and Tax Status: Full-Time | Hybrid Work Environment FIRM OVERVIEW Heritage ... CRM. * Partner with Operations to support smooth onboarding, paperwork completion, account ...

D.A. Davidson

DIA - Operations Manager

Richmond, VA · On-site

  • Medical

  • Dental

  • Vision

  • PTO

A. Davidson Companies is an employee-owned financial services firm providing wealth management ... Summary: The Operations Manager is responsible for the administration of day-to-day operational ...

D.A. Davidson

DIA - Operations Manager

Richmond, VA

  • Medical

  • Dental

  • Vision

  • PTO

A. Davidson Companies is an employee-owned financial services firm providing wealth management ... Summary: The Operations Manager is responsible for the administration of daytoday operational ...

Heritage Wealth Advisors, LLC

Wealth Advisor

Richmond, VA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Planning and Tax Status: Full-Time | Hybrid Work Environment FIRM OVERVIEW Heritage ... CRM. * Partner with Operations to support smooth onboarding, paperwork completion, account ...

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Showing results 21-40

All JobsWealth Management Operations JobsFull Time Wealth Management Operations JobsFull Time Wealth Management Operations Jobs in Virginia

Full Time Wealth Management Operations information

What is full time wealth management operations?

Full Time Wealth Management Operations refer to the teams and professionals who support the day-to-day administrative and logistical activities of wealth management firms or divisions. These operations ensure that client accounts are properly managed, trades are processed, compliance regulations are met, and client inquiries are handled efficiently. Their work is crucial for maintaining the smooth functioning of investment portfolios, record keeping, reporting, and regulatory adherence. People in these roles often collaborate closely with financial advisors and clients to deliver high-quality service and efficient financial solutions.

What are some typical challenges faced in a full time wealth management operations role, and how can they be addressed?

In a full-time Wealth Management Operations role, professionals often encounter challenges such as managing complex client requests, ensuring compliance with evolving regulations, and maintaining data accuracy across multiple platforms. Addressing these challenges requires strong organizational skills, attention to detail, and effective communication with both internal teams and clients. Leveraging technology solutions and staying updated on industry best practices can help streamline processes, reduce errors, and improve client satisfaction. Collaboration with advisors, compliance officers, and IT specialists is also key to successfully navigating operational complexities.

What are the key skills and qualifications needed to thrive in full time wealth management operations, and why are they important?

To excel in Full Time Wealth Management Operations, you need a strong understanding of financial products, investment operations, and regulatory compliance, typically supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial reporting software, and industry-standard tools like Bloomberg or SWIFT is commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are essential for ensuring accuracy, regulatory adherence, and seamless client service in a fast-paced financial environment.

What is the difference between Full Time Wealth Management Operations vs Wealth Management Associate?

AspectFull Time Wealth Management OperationsWealth Management Associate
Primary RoleOversees back-office functions, account processing, and compliance tasksSupports client advisors, assists with client onboarding and service
Required CredentialsTypically no specific certifications, but familiarity with financial systems helpsOften requires FINRA Series 7 or 66, and relevant financial certifications
Work EnvironmentBack-office, administrative, and operational settings within financial firmsClient-facing, support roles within wealth management teams
Employer & Industry UsageUsed across banks, brokerages, and financial advisory firmsCommonly found in similar firms supporting client-facing teams

In summary, Full Time Wealth Management Operations focuses on back-office functions like processing and compliance, while Wealth Management Associates work directly with clients and advisors. Both roles are essential in wealth management firms but differ in responsibilities and required credentials.

What are the most commonly searched types of Wealth Management Operations jobs in Virginia?

The most popular types of Wealth Management Operations jobs in Virginia are:

What cities in Virginia are hiring for Full Time Wealth Management Operations jobs?

Cities in Virginia with the most Full Time Wealth Management Operations job openings:

Full Time Wealth Management Operations jobs near you

Registered Wealth Management Client Associate

Bank of America

Virginia Beach, VA • On-site

$26.50 - $45/hr

Full-time

PTO

Re-posted 20 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - VA - Virginia Beach - 208 GOLDEN OAK CT - REFLECTION III (VA3208)
Pay and benefits information
Pay range
$26.50 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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