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By way of outbound phone calls, the CRO fosters a relationship with members and follows up as needed to ensure their Credit Union related needs are satisfied and to cross-offer them products and services they may benefit from. This sales role includes a base salary plus monthly incentive plan tied to new loan production goals, ancillary sales and closed referrals on other credit union products and services.

HOUR

Northwest Federal Credit Union

Consumer Relationship Officer

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Responsibilities include overseeing the branch staff and assisting with training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. The Assistant Branch Manager (ABM) is responsible for managing the facilitation of member service transactions and support services to positively impact member experience, sales and service expectations.

YEAR

Assistant Branch Manager

Assist the AVP Facilities, Real Estate & Operations Facilities in developing short and long-term goals and plans and in the completion of budget approved projects for all Credit Union departments and branches. Basic computer use to maintain logs, inventories; respond to service requests and emails; access the computerized maintenance management system; access automated control system.

Facilities Manager

Apply working knowledge of annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group Acquisition

Client Service Associate

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Wealth Enhancement Group LLC

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Fairfax, VA)

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That means working continuously with key leads across business, product, technology, risk, and legal - not as a status-collector, but as the person who surfaces where execution is at risk, resolves the cross-functional tradeoffs that block progress, and keeps the program moving toward business outcomes rather than activity. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Holdings Inc

VPII, Enterprise AI Portfolio Strategy Leader

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client relationships by taking advantage of the entire set of solutions; and by coaching to a process for Advisors and their teams to provide outstanding client service and care.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo & Co

Branch Complex Senior Manager

You will join the AWS WWPS U.S. Nonprofits Solutions Architecture organization - a team that has invested heavily in data-driven SA management, Kiro CLI / agentic-AI tooling for territory and account work, the GenAI Innovation Center (GenAIIC) accelerator mechanism for moving customer PoCs to production, and a strong Sales-SA partnership culture that treats AE quota success and SA technical-advisor outcomes as one shared mission. The right candidate brings 5+ years of customer-facing technical-advisor or Solutions Architect experience, deep multi-service AWS technical breadth with substantive depth in GenAI on AWS (Amazon Bedrock, AgentCore, Amazon Q, Amazon SageMaker), and the judgment and customer-advisor altitude to operate as the technical lead on multi-million-dollar customer relationships.

At Amazon, we don’t wait for the next big idea to present itself. We envision the shape of impossible things and then we boldly make them reality. So far, this mindset has helped us achieve some incredible things. Let’s build new systems, challenge the status quo, and design the world we want to live in. We believe the work you do here will be the best work of your life. 
Wherever you are in your career exploration, Amazon likely has an opportunity for you. Our research scientists and engineers shape the future of natural language understanding with Alexa. Fulfillment center associates around the globe send customer orders from our warehouses to doorsteps. Product managers set feature requirements, strategy, and marketing messages for brand new customer experiences. And as we grow, we’ll add jobs that haven’t been invented yet. 
It’s Always Day 1 
At Amazon, it’s always “Day 1.” Now, what does this mean and why does it matter? It means that our approach remains the same as it was on Amazon’s very first day – to make smart, fast decisions, stay nimble, invent, and stay focused on delighting our customers. In our 2016 shareholder letter, Amazon CEO Jeff Bezos shared his thoughts on how to keep up a Day 1 company mindset. “Staying in Day 1 requires you to experiment patiently, accept failures, plant seeds, protect saplings, and double down when you see customer delight,” he wrote. “A customer-obsessed culture best creates the conditions where all of that can happen.” You can read the full letter <a href="https://hiring.amazon.com/why-amazon/culture#/">here</a> 
Our Leadership Principles 
Our Leadership Principles help us keep a Day 1 mentality. They aren’t just a pretty inspirational wall hanging. Amazonians use them, every day, whether they’re discussing ideas for new projects, deciding on the best solution for a customer’s problem, or interviewing candidates. To read through our Leadership Principles from Customer Obsession to Bias for Action, visit <a href="https://www.amazon.jobs/principles" target="_blank">https://www.amazon.jobs/principles</a>

Amazon.com Inc

Senior Solutions Architect , Nonprofit Financial Institutions and Credit Unions

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Royal Bank of Canada

Client Associate

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Morgan Stanley

Vice President, Financial Planning Director (Southeast Region)

The ideal candidate will bring deep technical knowledge, a client-first mindset, and the ability to expand and help lead a sophisticated trusts and estates platform, including estate planning, estate and trust administration, tax planning, and related fiduciary litigation support. Key Responsibilities Advise high-net-worth individuals, families, fiduciaries, and closely held business owners on estate planning strategies, including tax-efficient wealth transfer, succession planning, and charitable planning.

Willcox Savage

Trusts & Estates/Tax Senior Associate or Partner

As an Account Manager at Range, you’ll play a crucial role in driving our sales efforts by engaging potential clients, qualifying leads, and ensuring a seamless transition to our advisory team. You will be responsible for managing inbound inquiries, re-engaging warm leads, and maintaining a strong sales pipeline to help grow our client base.

Range

Account Manager

A track record building consumer or prosumer products in fintech, wealthtech, or another regulated industry -- wealth management or financial planning experience is a strong plus. Work hand-in-hand with our financial planners and advisors to make sure product decisions reflect real advisory workflows, member needs, and regulatory realities.

Head of Product

As an Account Manager at Range, you'll play a crucial role in driving our sales efforts by engaging potential clients, qualifying leads, and ensuring a seamless transition to our advisory team. You will be responsible for managing inbound inquiries, re-engaging warm leads, and maintaining a strong sales pipeline to help grow our client base.

Range Finance, Inc.

As the Sales Enablement Director, you will build and build a comprehensive enablement strategy for our Development team, accelerating productivity, strengthening fundraising capabilities, and creating scalable onboarding and continuous learning programs that help our teams build meaningful, long-term partnerships. Significant firsthand experience in complex B2B sales, consultative solutions selling, strategic account management, major gifts fundraising or another relationship-driven sales environment, including experience carrying a 7-8 figure portfolio or managing professionals responsible for portfolios of that scale.

Stand Together

Sales Enablement Director

Owns the ACL process across all portfolios — consumer, indirect auto, real estate, commercial/member business, investments (AFS/HTM), and off-balance-sheet exposures — including model execution, qualitative factor framework, individually evaluated loans, and reasonable and supportable forecast selection. Directs all tax compliance for the Credit Union and related entities, including Form 990 and 990-T (unrelated business income tax) analysis and filings, payroll and information reporting oversight, state and local filings, and property/sales tax where applicable.

Langley Credit Union

Vice President, Accounting & Corporate Controller

The Business Banking Relationship Manager serves as the primary financial partner and trusted advisor for a portfolio of small-to-medium-sized businesses, owning each member relationship end to end, from the first conversation through long-term stewardship across the complete spectrum of Langley’s banking products and services, including deposits, cash management, lending, personal banking, and wealth management. Conducts in-depth discovery meetings with members and prospects to develop a comprehensive understanding of their business goals, challenges, and financial position, then builds tailored solutions drawing from Langley’s full product and service portfolio; proactively identifies and pursues new business opportunities through self-generated referrals and cultivated networks of CPAs, attorneys, business brokers, and commercial real estate and community development professionals.

Wealth Management Advisor Jobs in Virginia

Consumer Relationship Officer Northwest Federal Credit Union

Assistant Branch Manager Northwest Federal Credit Union

Facilities Manager Northwest Federal Credit Union

Client Service Associate Wealth Enhancement Group Acquisition

Client Service Associate Wealth Enhancement Group LLC

Director, Financial Planning (Fairfax, VA) Edelman Financial Engines

VPII, Enterprise AI Portfolio Strategy Leader LPL Financial Holdings Inc

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Branch Complex Senior Manager Wells Fargo & Co

Senior Solutions Architect , Nonprofit Financial Institutions and Credit Unions Amazon.com Inc

Client Associate Royal Bank of Canada

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

Trusts & Estates/Tax Senior Associate or Partner Willcox Savage

Account Manager Range

Head of Product Range

Account Manager Range Finance, Inc.

Head of Product Range Finance, Inc.

Sales Enablement Director Stand Together

Vice President, Accounting & Corporate Controller Langley Credit Union

Business Banking Relationship Manager Langley Credit Union

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