NewCommercial Agency Support Representative GEICOCommercial Agency Support RepresentativeFredericksburg, VAUnder direct supervision, LEARNS processes for identifying, triaging and delivering solutions for sales and service inquiries related to Commercial Business-to-Business Relations via telephone calls associated with Commercial Truck Insurance. You’ll be the first contact for agents and their customers: answering coverage and underwriting questions, supporting policy changes, and providing troubleshooting support for both sales and service functions.
NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativeFredericksburg, VARemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
NewPharmaceutical Field Sales Representative Inizio EngagePharmaceutical Field Sales RepresentativeManassas, VAOur passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.
NewProSolutions Sales Representative Herc Rentals IncProSolutions Sales RepresentativeManassas, VAProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
Financial Services Representative II - Chatham Heights Carter Bank & TrustFinancial Services Representative II - Chatham HeightsFredericksburg, VAESSENTIAL JOB FUNCTIONS: Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners. Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorWarrenton, VA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorManassas, VAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Financial Advisor Shore United BankFinancial AdvisorWaldorf, MDCertified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.
Financial Advisor - Charles County, MD Corebridge FinancialFinancial Advisor - Charles County, MDWaldorf, MarylandRemoteCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Personal Financial Counselor, PFC-Fort Belvoir, VA Magellan Health IncPersonal Financial Counselor, PFC-Fort Belvoir, VAFort Belvoir, VAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Contact Representative (Benefits Coordinator) US Department of Health and Human ServicesContact Representative (Benefits Coordinator)Indian Neck, VA$45,409–$72,644 / yearGS-08: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the next lower grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: interpreting and applying federal, state, Tribal, and third-party program regulations to determine eligibility and ensure compliance for programs such as Purchase Referred Care, Medicare, Medicaid, Affordable Care Act, Veterans Affairs Healthcare, and other alternate resources; conducting in-depth patient interviews to assess eligibility, verify coverage, and complete applications; registering eligible patients in various assistance programs; resolving claim denials and eligibility issues through coordination with patients, healthcare providers, and outside agencies; reviewing Medicaid eligibility information and supporting billing requirements; and utilizing effective oral and written communication to explain program requirements, provide referrals, and resolve complex patient service issues. MINIMUM QUALIFICATIONS: GS-06: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-05 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: determining patient eligibility for alternate resources programs; interpreting and applying Medicare, Medicaid, VA, and other third-party payer policies and procedures; conducting patient interviews to identify available healthcare coverage and funding sources; assisting patients with enrollment and claims processes; researching and resolving eligibility, denial, and reimbursement issues; maintaining effective working relationships with patients and resource agencies; and safeguarding confidential patient information in accordance with Privacy Act and HIPAA requirements.
Contact Representative (PRC) US Department of Health and Human ServicesContact Representative (PRC)Indian Neck, VA$45,409–$72,644 / yearGS-08: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-07 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: applying and interpreting complex federal, state, Tribal, and private-sector regulations to make eligibility and funding determinations for programs such as Purchased/Referred Care, Medicare, Medicaid, Veterans Affairs healthcare, and Affordable Care Act plans; independently analyzing medical, financial, and eligibility documentation to resolve complex or controversial benefit issues; coordinating with agencies, providers, and patients to ensure fiscal accountability and continuity of care; issuing medical authorizations or denial determinations based on regulatory, clinical, and fiscal requirements; maintaining fund control records, monitoring expenditures, and applying appropriate accounting codes; identifying and resolving program or funding discrepancies; and compiling and analyzing reports related to program operations, funding, and utilization. MINIMUM QUALIFICATIONS: GS-06: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-05 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: identifying and verifying patient eligibility for Medicare, Medicaid, SSA benefits, private insurance, Tribal programs, and other assistance resources; interviewing patients to obtain required documentation; assisting individuals and families with benefit applications; reviewing records to determine the status of claims and applications; responding to inquiries regarding patient eligibility requirements, benefits, and program guidelines; and maintaining accurate patient records through data entry, discrepancy resolution, and follow-up on pending claims and missing documentation.
Registered Representative - State Farm Agent Team Member Philip Watson - State Farm AgentRegistered Representative - State Farm Agent Team MemberLa Plata, MDROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Philip Watson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Customer Service Representative - Patient Registration R1 RCM IncCustomer Service Representative - Patient RegistrationWarrenton, VA$16–$21.10 / hourWe are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law.
Part Time As Needed - Patient Registration Customer Service Representative R1 RCM IncPart Time As Needed - Patient Registration Customer Service RepresentativeWarrenton, VA$16–$21.10 / hourWe are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law.
Outside Sales Representative Luxury Bath TechnologiesOutside Sales RepresentativeStafford, VAFull timeWe are actively seeking experienced home improvement sales professionals with a proven track record of closing deals and delivering results in an in-home sales setting in the Richmond, Va market. If you’re a closer with experience in home improvement sales, apply today and start your path to a six-figure career right here in Richmond!
Insurance Sales Representative - Remote Unlock Potential 360Insurance Sales Representative - RemoteLa Plata, MDRemoteThis is a client-facing role focused on helping customers understand, and select appropriate financial protection solutions for their family and assets. We are an independent insurance agency seeking remote Insurance Sales Representative (Remote) to work with individuals and families who have requested information about coverage options.
Benefits Representative Charles County Public SchoolsBenefits RepresentativeLa Plata, MD$52,968–$84,402 / yearThe environmental factors and/or physical requirements of this position include the following: While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations; and the ability to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 10-50 pounds. Responsible for ensuring accurate and timely processing of all member transactions, including health care enrollments, retirements, terminations, deaths, retirement service purchases, family medical leave (FMLA), sick leave exchange, as well as peer reviewing benefit payments, adjustments, and other transactions.
Security Officer Access Control Representative Allied UniversalSecurity Officer Access Control RepresentativeFredericksburg, VAJoin Allied Universal as an Access Control Officer at a fast-paced logistics and distribution location, where you will monitor entry points, verify credentials, and help support smooth site operations. Conduct regular and random patrols around the business and perimeter, observing trailer areas, parking lots, gate locations, and high-traffic distribution spaces for unusual activity.
Route Sales Representative Frito-Lay IncRoute Sales RepresentativeFredericksburg, VAOur Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos, Fritos, and many more to local stores including gas stations, dollar stores, and large grocery stores. As a Route Sales Representative, you drive a FritoLay truck to different stores, work independently to unload orders, merchandise product, and partner with store managers to increase sales, order, and maintain records throughout the day.
Customer Service Representative - State Farm Agent Team Member Chris Vomund - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberFredericksburg, VARemoteThe successful Customer Service Representative builds strong rapport with customers through a conversation based on the customer’s needs and goals, processes customer transactions in a timely and accurate manner, and seeks opportunities to strengthen the customer relationship by serving unmet needs. In order to accomplish this, the Customer Service Representative cultivates strong relationships, seeking to know customers personally and understand their current needs, as well as future needs.
Account Representative - State Farm Agent Team Member Chris Vomund - State Farm AgentAccount Representative - State Farm Agent Team MemberFredericksburg, VAThe Account Representative asks qualifying questions to understand the prospect’s needs, wants, and dreams and builds a custom plan to manage the risks of everyday life, while working to realize their dreams. The Account Representative – Sales is primarily responsible for the acquisition of new customers through a customer centric, needs based conversation about insurance and financial services.
Customer Service Representative - State Farm Agent Team Member Trish Hulsey - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberCulpeper, VA$45,000–$55,000 / yearThe successful Customer Service Representative builds strong rapport with customers through a conversation based on the customer’s needs and goals, processes customer transactions in a timely and accurate manner, and seeks opportunities to strengthen the customer relationship by serving unmet needs. About Trish Hulsey, State Farm Agency Team: Trish Hulsey, State Farm is the fastest growing insurance agency in Culpeper County, winner of Best of Culpeper 2025 and 2026.
Customer Service Representative - Bryans Road WesBanco IncCustomer Service Representative - Bryans RoadBryans Road, MD$17–$20.50 / hourWesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions.
Sales Representative Bayside Auto GroupSales RepresentativeKing George, VAFull timeFormer military personnel plus individuals from retail, sales, customer service, real estate, hospitality, construction, restaurant, and banking industries are strongly encouraged to apply! Those with experience in customer service, account executive, financial services, mortgage and restaurant industries have proven to be very successful when switching careers to Auto Sales.
Automotive Sales Representative Bayside Auto GroupAutomotive Sales RepresentativeKing George, VAFull timeFormer military personnel plus individuals from retail, sales, customer service, real estate, hospitality, construction, restaurant, and banking industries are strongly encouraged to apply! Those with experience in customer service, account executive, financial services, mortgage and restaurant industries have proven to be very successful when switching careers to Auto Sales.
Branch Member Service Representative (Part-Time) Northwest Federal Credit UnionBranch Member Service Representative (Part-Time)Manassas, VirginiaOverview: The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or Recruitment@nwfcu.org.
Field Service Representative - Outside Sales Northern Tool + EquipmentField Service Representative - Outside SalesFredericksburg, VAThe sales rep delivers superior customer experience by engaging qualified leads through conducting consultative discovery, building rapport and validating buying intent and readiness to activate customers through their first transaction and handing off for long-term growth. With over 130 retail stores across 24 states, top national brands and global manufacturing operations designed to create our own specialized tools and equipment, we are busting our knuckles to deliver the products, prices and advice our customers need to succeed.
NewPatient Services Representative PRISM Vision GroupPatient Services RepresentativeFredericksburg, VAThe Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c) executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. Excellent interpersonal skills and ability to work effectively with physicians, co-workers, other departments and patients of all ages, and from across a broad range of cultural and social economic backgrounds.
NewField Service Representatives / Service Desk Specialists Ukpeagvik Inupiat CorpField Service Representatives / Service Desk SpecialistsQuantico, VASupport for the contract will consist of program management; logistics; asset management; engineering; customer service; research and development of new capabilities; test and evaluation; manpower, training, and personnel; new equipment fielding and training; financial management; information assurance; cybersecurity; and 24X7 enterprise services operations and sustainment. FIELD SERVICE REPRESENTATIVE / SERVICE DESK SPECIALIST (MIELS): Bowhead is seeking Field Service Representatives / Service Desk Specialist to support a customer in Stafford, VA.
Administrative Representative (Active TS/SCI w/ Poly Required) FluorAdministrative Representative (Active TS/SCI w/ Poly Required)Warrenton, VA$53,500–$99,500 / yearMarket Rate Statement: The market rate for the role is typically at the mid-point of the salary range; however, variations in final salary are determined by additional factors such as the candidate’s qualifications, relevant years of experience, geographic location, internal pay equity, and prevailing market conditions for the specific role. • Accredited four (4) year degree or global equivalent in applicable field of study and four (4) years of work-related experience or a combination of education and directly related experience equal to eight (8) years if non-degreed; some locations may have additional or different qualifications in order to comply with local requirements.
Remote Sales Representative -Entry Level Full Time & Part Time The Semler AgencyRemote Sales Representative -Entry Level Full Time & Part TimeWaldorf, MarylandRemoteYour level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work. Beeler Family Life is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities, and debt-free living.
Outside Sales Representative - UniFirst - Chantilly UniFirst CorpOutside Sales Representative - UniFirst - ChantillyManassas, VAAt UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work.
Outside Sales Representative - Manassas UniFirst CorpOutside Sales Representative - ManassasManassas, VAAt UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work.
Outside Sales Representative - UniFirst UniFirst CorpOutside Sales Representative - UniFirstManassas, VAAt UniFirst, were a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work.
Route Service Representative - UniFirst UniFirst CorpRoute Service Representative - UniFirstManassas, VASales & Upselling Mindset: You identify opportunities to introduce new garments, products and services that benefit the customer, driving additional revenue while enhancing the value you provide. Represent UniFirst on the Road: Operate a company walk-in truck along designated routes, delivering exceptional service, prioritizing safety at all times, and reinforcing strong customer relationships.
Field Service Representatives / Service Desk Specialists Bowhead / UIC Technical ServicesField Service Representatives / Service Desk SpecialistsQuantico, VASupport for the contract will consist of program management; logistics; asset management; engineering; customer service; research and development of new capabilities; test and evaluation; manpower, training, and personnel; new equipment fielding and training; financial management; information assurance; cybersecurity; and 24X7 enterprise services operations and sustainment. FIELD SERVICE REPRESENTATIVE / SERVICE DESK SPECIALIST (MIELS): Bowhead is seeking Field Service Representatives / Service Desk Specialist to support a customer in Stafford, VA.
Customer Service Representative in Waldorf, Maryland | Careers at Waldorf, MD UNAVAILABLECustomer Service Representative in Waldorf, Maryland | Careers at Waldorf, MDWaldorf, MD$17.40–$21.80 / hourHeadquartered in Whippany, New Jersey, Suburban Propane has been in the customer service business since 1928 and is a nationwide distributor of propane, renewable propane, renewable natural gas ("RNG"), fuel oil and related products and services, as well as a marketer of natural gas and electricity and producer of and investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million residential, commercial, governmental, industrial and agricultural customers through approximately 700 locations across 42 states. As a Customer Service Representative, you will serve as a main point of contact for our customers by handling inbound and outbound sales and service related calls and performing administrative functions ensuring the highest level of customer service, quality, efficiency and accuracy in all that you do.
Customer Service Representative GEICO GENERAL INSURANCE COMPANYCustomer Service RepresentativeFredericksburg, VATraining Schedule: Our paid training program lasts approximately 5 months and is designed to help you build the skills needed for success in the Customer Service Representative role. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
Commercial Sales Representative GEICO GENERAL INSURANCE COMPANYCommercial Sales RepresentativeFredericksburg, VA$50,000–$75,000 / yearOur Sales Representatives use compassion and persuasion skills to uncover customer needs, guide customers through relevant coverage options while preparing quotes, and convert quotes to policies. Total average first year earnings can range from $50K to $75K through a combination of base pay, bonus, and a department specific multi-product differential!
Commercial Agency Support Representative GEICO GENERAL INSURANCE COMPANYCommercial Agency Support RepresentativeFredericksburg, VAUnder direct supervision, LEARNS processes for identifying, triaging and delivering solutions for sales and service inquiries related to Commercial Business-to-Business Relations via telephone calls associated with Commercial Truck Insurance. You'll be the first contact for agents and their customers: answering coverage and underwriting questions, supporting policy changes, and providing troubleshooting support for both sales and service functions.
NewPatient Service Representative American Radiology ServicesPatient Service RepresentativeWaldorf, Maryland$17–$24 / hourWhen you join usas a Patient Service Representative,you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.
University Tennis Center Customer Service Representative University Of Mary WashingtonUniversity Tennis Center Customer Service RepresentativeFredericksburg, VAThis individual will assist with front desk operations, including-but not limited to-taking reservations, providing excellent customer service, processing payments and credit cards, handling reconciliations, and setting up tennis and pickleball courts. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly Certificate of Disability or COD) provided by the Department for Aging & Rehabilitative Services (DARS) or the Department for the Blind & Vision Impaired (DBVI).
Account Representative - State Farm Agent Team Member Buster Nelson - State Farm AgentAccount Representative - State Farm Agent Team MemberFredericksburg, VAFor our team, we offer a strong benefits package that includes holidays and birthdays off, an attractive PTO plan, maternity leave, Casual Fridays, free snacks and drinks, team outings and dinners, a flex week option, ongoing training and personal development, a Simple IRA, and health benefits. ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Buster Nelson - State Farm Agent, you are vital to our daily business operations and customers’ success.
Customer Service Representative - State Farm Agent Team Member Buster Nelson - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberFredericksburg, VAFor our team, we offer a strong benefits package that includes holidays and birthdays off, an attractive PTO plan, maternity leave, Casual Fridays, free snacks and drinks, team outings and dinners, a flex week option, ongoing training and personal development, a Simple IRA, and health benefits. As a Customer Service Representative - State Farm Agent Team Member with Buster Nelson - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency.
Premier Advisor - Warrenton, VA Truist Financial CorpPremier Advisor - Warrenton, VAWarrenton, VACompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - Warrenton, VA Truist BankPremier Advisor - Warrenton, VAWarrenton, VirginiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).