Norfolk, VA

Finance Jobs in Norfolk, VA

2 jobs found

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4mo ago

Financial Advisor

Truist Bank Norfolk, VA

Norfolk, VA

4mo ago Closed

Full time Advisor Analytical Skills Client Relations

This position is no longer accepting applications (closed Jul 22, 2026).

Job Description

The Financial Advisor role at Truist Bank provides tailored investment guidance and manages client relationships to grow assets under management. The position requires aligning financial strategies with clients' goals and risk tolerance through ongoing planning and engagement.

Responsibilities

Provide tailored investment guidance to help clients pursue their long-term financial objectives.
Define the strategic direction for the Financial Advisor team to drive growth in assets under management, sales, and service levels.
Build and sustain a profitable mix of securities and insurance sales by pursuing opportunities identified through external networking and internal referrals, while aligning with the client segmentation model and the client's best interests.
Apply a consultative approach to partner with clients in reviewing investment plans on a regular basis.
Lead client relationship management programs to deepen engagement and loyalty.
Ensure accurate recording of transactions and inquiries, and maintain customer files in compliance with regulatory policies.
Maintain up-to-date knowledge of all Truist Wealth products and complete continuing education requirements.
Foster strong partnerships with Wealth and Commercial teams and other internal partners to identify and fulfill unmet client financial needs.
Conduct investment product educational seminars for clients and prospects.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

A bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
FINRA licenses Series 7 and 66, or Series 63 and 65 in lieu of 66.
Applicable state licenses for health and life insurance.
Experience in securities sales and client relationship management.
Organized, self-motivated professional with strong analytical, problem-solving, interpersonal, persuasive, and relationship-management skills.
Proficiency with Microsoft Office software.

Technologies

Microsoft Office

Benefits

Health, dental, and vision coverage
Life and disability insurance
Accidental death and dismemberment coverage
Tax-advantaged savings accounts
401(k) plan
Paid vacation, sick leave, and holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

REGULAR OR TEMPORARY

Regular

LANGUAGE FLUENCY

English (Required)

WORK SHIFT

1st shift (United States of America)

General Benefits Overview

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, with eligibility determined by the division offering the position. Truist provides medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-advantaged savings accounts, and a 401(k) plan to teammates.

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5mo ago

Finance Consultant

Sentara Health Norfolk, VA

Norfolk, VA

5mo ago Closed

Full time Budgeting Financial Analysis Financial Consultant

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

Based in Norfolk, Virginia with a hybrid work arrangement, the Finance Consultant role at Sentara Health focuses on delivering financial, analytical, and business management guidance to assigned departments. The position centers on reviewing monthly revenue and expenses, performing revenue and product-line analyses, and assisting with budgets, benchmarking performance, and evaluating new programs. This role combines quantitative analysis with practical program assessments to support financial decision-making within a healthcare setting.

Responsibilities

Provide financial, analytical, and business management consulting support for assigned departments or business units
Analyze monthly revenue and expense statements
Conduct revenue analyses
Perform product line and case-mix analyses
Assist with budgets
Benchmark performance
Evaluate new programs
Assess feasibilities

Requirements

Bachelor's degree in Accounting, Finance, or Business Administration
CPA certification preferred but not required
4 years accounting and/or finance experience required
1 year healthcare experience required

Experience

4 years Accounting and/or Finance experience required
1 year Healthcare experience required
Hybrid position at Sentara Health Corporate Office

Education

Bachelor's degree in Accounting, Finance, or Business Administration

Certification / Licensure

CPA certification preferred but not required

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Finance Jobs in Norfolk, VA

Financial Advisor

Finance Consultant

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