Client-Focused Financial Planner - Chesapeake, VA

Only for registered members Chesapeake, VA , United States

2 weeks ago

Default job background

Job summary

The Branch Financial Planner is a client-facing, planning-first leader responsible for delivering comprehensive financial plans and helping convert prospects into long-term wealth management clients.
What Success Looks Like (First 6–12 Months)
  • Run high-quality discovery and planning meetings that move prospects from first meeting → second meeting → onboarding.
  • Produce clear, client-ready plans and action items with consistent documentation.
  • Become the \
    Lorem ipsum dolor sit amet
    , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

    Donec lacinia nisi nec odio ultricies imperdiet.
    Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

    Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
    , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
    Get full access

    Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Chesapeake, VA

    + The principal purpose of this position is to serve as the business manager for the category team and translate the merchant's strategy and vision into viable plans and profitable results. · Bachelor's Degree (BA / BS / BFA) or equivalent. · 3-6 years of related experience. · ++ ...

  • Only for registered members Chesapeake, VA

    +The principal purpose of this position is to serve as the business manager for the category team and translate the merchant's strategy and vision into viable plans and profitable results. · + · +Providing input to the Category Director and Category Merchants to define category s ...

  • Only for registered members Chesapeake Full time

    The principal purpose of this position is to serve as the business manager for the category team and translate the merchant's strategy and vision into viable plans and profitable results. · ...

  • Only for registered members Chesapeake

    The principal purpose of this position is to serve as the business manager for the category team and translate the merchant's strategy and vision into viable plans and profitable results. · ...

  • Only for registered members Virginia Beach

    This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting and then leading client relationships.We are looking to build our advisory team and mentor the person who is as excited to help clients as much as we are. · ...

  • Only for registered members Virginia Beach, , United States

    This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting, and then leading, client relationships. · Serve as a primary point of contact for client questions, coordination, and ongoing needsPrepare for and follow up on client ...

  • Only for registered members Chesapeake, VA

    The Merchandise Planner develops strategic merchandise financial plans that support the company's financial and product objectives; · responsible for driving top line financial plans for a book of business from a category to class/season level; strategically managing the business ...

  • Only for registered members Chesapeake, VA

    The Merchandise Planner develops and executes strategic merchandise financial plans to support the company's financial objectives. They are responsible for driving top line financial plans and strategically managing the business to maximize sales and margin. · Develop sales, gros ...

  • Only for registered members Chesapeake, VA Full time

    We're focused on providing the tools and support you need to succeed, both personally and professionally. MBP offers a comprehensive benefits package including 100% employer-paid medical, dental, vision, life, · and disability insurance (for individual employees), a 401(k) profit ...

  • Only for registered members Norfolk Full time $60,076 - $102,130 (USD)

    The Norfolk facility team at BAE Systems strives for superior customer satisfaction and on-time delivery of a quality product. · High School Diploma or equivalent plus additional 6 years relevant experience in a planning/coordinating function; or relevant Associate's degree plus ...

  • Court Reporter

    5 days ago

    Only for registered members Progressive Dr, Chesapeake, VA, United States

    We are seeking a highly skilled Court Reporter to join our team at ProSidian Consulting. · ...

  • Only for registered members Progressive Dr,, Chesapeake, VA, United States

    We are seeking a Court Transcriptionist [Legal Transcriber] to support an engagement for 0 at ProSidian. · ...

  • Only for registered members Norfolk, VA

    The Material Control Planner is responsible for assisting programs and operations and craft personnel in identifying material problems. · ...

  • Only for registered members Norfolk, VA

    The Senior Planner/Strategist plays a key role in advancing Sentara's strategic goals through data-driven planning, analysis, · and execution of enterprise-level strategic and business initiatives.Ledsupports complexstrategicandbusinessplanningprojects. · Facilitatescross-functio ...

  • Only for registered members Norfolk, VA

    We are looking for a Material Planner and Coordinator to join our teams working aboard ship vessels and in the shop. · ...

  • Site Engineer

    1 month ago

    Only for registered members Portsmouth

    Moffatt & Nichol is seeking an Onsite Project Engineer / Field Engineer to join us in February or March 2026. · ...

  • Only for registered members Norfolk Full time

    The Senior Planner/Strategist plays a key role in advancing Sentaras strategic goals through data-driven planning, analysis, and execution of enterprise-level strategic and business initiatives.This role partners closely with leaders across the organization to support strategic p ...

  • Only for registered members Norfolk, VA

    The Senior Planner/Strategist plays a key role in advancing Sentara's strategic goals through data-driven planning analysis and execution of enterprise-level strategic and business initiatives. · Master's Level Degree (Preferred) in one of the following fields: Business Administr ...

  • Only for registered members Portsmouth, VA, United States

    Provide tailored education to pediatric patients and their families about clinical findings, safe use of medications, wound care and responsibilities of the patient in the patient's care. · ...

  • Only for registered members Portsmouth, VA, United States

    We are hiring a Registered Nurse- Pediatric to join our team of talented professionals providing healthcare services to Military Service Members and their families at Naval Medical Center, Portsmouth VA. · Provide tailored education to pediatric patients and their families about ...