Richmond, Virginia, United States · On-site
$80k–$98k/yr
Overview You've probably tried the other side of this industry. The prospecting, the cold calls, the pressure to eat what you kill. And somewhere along the way, you realized that what you actually love is the client rela…
Skills: Client Relationship Management, Wealth Management Operations, Team Leadership, Executive Summaries, CRM Management
Richmond, Virginia, United States · On-site
POSITION DESCRIPTION St. Catherine's School is an Episcopal day school in Richmond, Virginia, founded in 1890 enrolling roughly 950 girls age 3 through grade 12. Located on a 16-acre campus in the western part of the cit…
Skills: Accounts Payable, Vendor Management, General Accounting, Bookkeeping, Financial Reporting
Petersburg, Virginia, United States · On-site
$100k–$120k/yr
At GoldOller, "This is Home" is more than a motto; it's a promise. A promise of leadership that empowers, teamwork that inspires, and a culture where every voice matters. Here, you won't just manage properties, you'll sh…
Skills: Strategic Leadership, Budget Preparation, NOI Performance, People Leadership, Portfolio Management
Richmond, Virginia, United States · On-site
Description Who We Are – About Us At CSC, we equip innovators with the tools they need to accelerate progress and build a better future. CSC Leasing is an organization of innovators dedicated to meeting the equipment fin…
Skills: Project Management, Strategic Planning, Data Analysis, Executive Communication, Operational Rigor
Richmond, Virginia, United States · Hybrid
$85k–$127k/yr
Position: Sr. Analyst, Corporate Financial Planning & Analysis Location/Department: Richmond, VA (Hybrid – 3 days onsite / 2 days remote)/Liaison Status: Full-Time/Salaried Exempt Reports To: Director, Internationa…
Skills: Financial Planning & Analysis, Cash-flow Modeling, Budgeting, Forecasting, Variance Analysis
Richmond, Virginia, United States · On-site
$55k–$65k/yr
COMPLIANCE ANALYST Location: On-site in Richmond, VA Department: Compliance Hiring Range: $55,000 – $65,000 OVERVIEW: The Compliance department provides regulatory guidance, advice, and support to Davenport, a dually reg…
Skills: Analytical Skills, Communication Skills, AML Account Reviews, Vendor Management, Internal Control Reviews
Richmond, Virginia, United States · On-site
$55k–$90k/yr
POSITION PURPOSE: The AVP, Banking Center Manager is responsible for leading the branch team to deliver excellent customer service, grow deposit and loan relationships, and drive sales through both in-branch activity and…
Skills: Branch Management, Customer Service, Sales, Relationship Building, Compliance
Richmond, Virginia, United States · On-site
Description At New Horizon, we’re building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better — for our clients and for each other. This isn’t a place…
Skills: Microsoft Windows, Microsoft 365, Active Directory, Networking Fundamentals, Endpoint Management
Richmond, Virginia, United States · On-site
Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth fa…
Skills: Customer Service, Microsoft Excel, Microsoft Outlook, Microsoft Word, Financial Math
Richmond, Virginia, United States · Remote OK
$90k–$150k/yr
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…
Skills: Financial Planning, Investment Solutions, Consultative Sales, Customer Service, Risk Mitigation
Richmond, Virginia, United States · Hybrid
$165k–$190k/yr
Title: Chief Operations Officer State Role Title: Gen Admin Manager IV Hiring Range: $165,000 - $189,750 Pay Band: 8 Agency: Department of Motor Vehicles Location: COMMISSIONER'S OFFICE Agency Website: www.dmv.virginia.g…
Skills: Executive Leadership, Strategic Planning, Public Administration, Budgetary Management, Policy Development
Richmond, Virginia, United States · Hybrid
$86k–$128k/yr
8901 - Corp Office West Crk - 12800 Tuckahoe Creek Parkway, Richmond, Virginia, 23238 CarMax, the way your career should be! Senior Analyst, Financial Reporting About this job The Financial Reporting Senior Analyst will …
Skills: SEC Reporting, U.S. GAAP, Financial Statement Preparation, Technical Accounting, XBRL
Richmond, Virginia, United States · Hybrid
Title: UAT Coordinator State Role Title: Policy Planning Spec II Hiring Range: Commensurate with experience Pay Band: 5 Agency: Department of Taxation Location: Main Street Centre Agency Website: https://www.tax.virginia…
Skills: SQL Queries, User Acceptance Testing, Data Analysis, Microsoft Excel, Microsoft Word
Richmond, Virginia, United States · On-site
$127k–$211k/yr
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here…
Skills: Oracle EPM, FCCS, ARCS, PBCS, EPM Automate
Richmond, Virginia, United States · On-site
$90k–$105k/yr
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Underwriting, Financial Analysis, Income Calculation, Title Report Analysis, Pipeline Management
Richmond, Virginia, United States · Remote OK
$500/hr–$20k
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 ability to make an i…
Skills: Appointment Setting, Financial Research, Client Presentation, Underwriting Coordination, Sales
Richmond, Virginia, United States · On-site
$90k–$105k/yr
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Underwriting, Financial Analysis, Income Calculation, Title Report Analysis, Pipeline Management
Richmond, Virginia, United States · On-site
$53k–$82k/yr
Title: Accounting Supervisor: Central Administration #01241 State Role Title: Financial Services Spec I Hiring Range: $52,612 - $82,077 Pay Band: 4 Agency: Dept of Corr - Central Admin Location: DOC Headquarters Agency W…
Skills: GAAP, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word
Richmond, Virginia, United States · Hybrid
Description At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better—for our clients and for each other. This isn't a place f…
Skills: Commercial Loan Closing, Loan Documentation, Due Diligence, Compliance, Transaction Coordination
Richmond, Virginia, United States · On-site
$65k–$97k/yr
The Capital Markets Sales & Support Senior Specialist (the “Specialist”) provides comprehensive operational and client support for specialty groups or products within the Group. The Specialist manages more co…
Skills: Microsoft Excel, Accounting, Economics, Finance Principles, Client Engagement
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Lead a client service pod to manage the experience for approximately 175 households in an individual wealth book. Responsibilities include coordinating weekly planning meetings, managing client communications, and producing executive summaries to support the lead advisor.
Requires professional experience in wealth management operations at an RIA or financial advisory firm with strong written communication skills. Preference is given to candidates with financial licenses (Series 7/65) and experience with tools like eMoney and AI productivity software.
You've probably tried the other side of this industry. The prospecting, the cold calls, the pressure to eat what you kill. And somewhere along the way, you realized that what you actually love is the client relationship itself. The meeting. The follow-through. Making someone feel genuinely cared for.
If that sounds like you, keep reading.
A growing independent wealth management firm in Richmond is looking for a Director of Wealth Services to own the client experience for their individual wealth book. This is a service role, not a sales role. You will not be asked to build a book of business or hunt for new clients. What you will be asked to do is run a tight, high-touch client service operation for about 175 households and free up the lead advisor to focus on what he does best.
The firm manages close to a billion dollars across two divisions. You will be focused entirely on the individual wealth side, roughly $300 million, and you will lead a small pod that includes a paraplanner, a client service manager, and a client service specialist. These are tenured people. They know their jobs. They need someone in the middle who can make sure everything gets done and clients feel taken care of.
The RoleYour responsibilities will include:
Success in this role means clients feel like the most important people in the world every time they interact with this firm. It means the lead advisor can walk into a meeting fully prepared without having to worry about the details and walk out knowing everything will be handled. It means the team runs smoothly, action items get done, and nothing falls through the cracks.
The right person will own this role fully. They will come to the lead advisor with options, not problems, and will build the kind of client trust that keeps relationships strong for years.
Who You AreYou have worked on the service side of a financial advisory or wealth management firm and you know the rhythms of the work. You understand how to prepare for a client meeting, what happens after one, and how to communicate with clients who expect a high level of professionalism and care.
You will thrive here if you:
This is not the right role if you are looking to eventually go independent, build your own book, or use this as a stepping stone to partnership.
QualificationsRequired:
Strongly preferred:
Please submit your resume along with a brief letter introducing yourself and your interest in the role.
We help advisors systematically grow their practice while reducing the complexity of practice management.
Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base. If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals. And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice. Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed. We'd love to see you do it too. The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel. The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.
Offices: 10610 S Jordan Gateway, 220 3rd Floor, South Jordan, Utah 84095, US
There are currently 498 open finance & accounting positions in Richmond, VA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Capital One, CoStar Group, Virginia Information Technologies Agency, Truist, Bank of America, among others. Browse the listings above to see every active employer.
Yes — 167 of the 498 open finance & accounting positions offer remote or hybrid work (58 remote, 109 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
