Client Advisor Jobs in Virginia
Client Advisor jobs in Virginia are concentrated in wealth management, banking, and insurance, with the market among the most active on the East Coast for professionals at every level from entry-level associate to senior relationship manager. The heaviest hiring is in the Northern Virginia corridor, Richmond, and Virginia Beach, where established employers such as Capital One, Navy Federal Credit Union, and Truist maintain significant operations. The most in-demand specialties are private banking, investment advisory, and commercial lending. Scan the live roles below and apply to whichever ones fit.
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The Client Advisor - Commercial Lines serves as a trusted resource for individuals and families by delivering personalized insurance solutions. This role is responsible for advising clients on personal insurance products, building and maintaining client relationships, and supporting the growth of a developing book of business. The ideal candidate is detail‑oriented, service‑driven, and motivated to grow within a collaborative, fast‑paced insurance environment.
Duties and Responsibilities:
- Proactively identify and acquire new commercial insurance business through outbound calls, emails, networking, referrals, and in‑person appointments.
- Conduct client and prospect consultations to analyze business operations, risk exposures, and insurance needs.
- Present insurance proposals, renewals, and coverage options, clearly explaining terms, limits, deductibles, and pricing.
- Submit, rate, quote, and bind new and renewal business in accordance with agency standards and carrier underwriting guidelines.
- Assemble and submit accurate, complete insurance applications and underwriting documentation, including loss runs and exposure data.
- Collaborate with insurance carriers, internal marketing teams, and service teams to negotiate coverage terms and pricing.
- Develop professional insurance proposals and maintain ongoing communication throughout the sales and renewal process.
- Support cross‑selling opportunities through coordination with Commercial Lines, Personal Lines, and other agency departments.
- Build and maintain strong, long‑term relationships with clients, prospects, and carrier partners.
- Achieve established sales and production goals.
- Maintain accurate, timely documentation in the agency management system and CRM platforms (e.g., AMS360 or equivalent).
- Complete required activity, pipeline, and production reports and attend agency sales and training meetings.
- Stay informed on industry trends, insurance products, and regulatory requirements through continuing education and community involvement.
- Comply with all state licensing, continuing education, and insurance regulatory requirements.
- Perform additional duties and special projects as assigned by agency management.
- Working knowledge of commercial lines insurance products and policy structures.
- Ability to evaluate risk exposures and recommend appropriate insurance solutions.
- Strong interpersonal, communication, and consultative sales skills.
- Ability to prospect, qualify leads, and maintain a developing book of business (typically under $250k).
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office and agency management / CRM systems.
- Strong organizational skills with attention to detail and accuracy.
- Ability to work independently while contributing to a team‑based environment.
- Active Property & Casualty insurance license (state‑specific).
- Limited to no prior experience in a producing or sales role required (experience preferred but not mandatory).
- Proficient in Microsoft Windows and related business applications.
- Ability to travel locally during business hours (up to approximately 60%).
- Must possess a valid U.S. driver’s license and minimum state‑required auto insurance.
- Competitive Base Compensation
- Uncapped Commission Potential
- Bonus Opportunities
- Long-Term Career Growth
- Leadership Development Opportunities
- Access to Coaching, Mentorship, and Development
Benefits
- Competitive Compensation Structure
- Paid Training and Onboarding
- Medical, Dental, Vision
- 401(k)
- Generous PTO
- Life and Disability Insurance
Equal Opportunity Employer
Apply today and explore what’s possible at King Risk Partners!
The Client Advisor - Commercial Lines serves as a trusted resource for individuals and families by delivering personalized insurance solutions. This role is responsible for advising clients on personal insurance products, building and maintaining client relationships, and supporting the growth of a developing book of business. The ideal candidate is detail‑oriented, service‑driven, and motivated to grow within a collaborative, fast‑paced insurance environment.
Duties and Responsibilities:
- Proactively identify and acquire new commercial insurance business through outbound calls, emails, networking, referrals, and in‑person appointments.
- Conduct client and prospect consultations to analyze business operations, risk exposures, and insurance needs.
- Present insurance proposals, renewals, and coverage options, clearly explaining terms, limits, deductibles, and pricing.
- Submit, rate, quote, and bind new and renewal business in accordance with agency standards and carrier underwriting guidelines.
- Assemble and submit accurate, complete insurance applications and underwriting documentation, including loss runs and exposure data.
- Collaborate with insurance carriers, internal marketing teams, and service teams to negotiate coverage terms and pricing.
- Develop professional insurance proposals and maintain ongoing communication throughout the sales and renewal process.
- Support cross‑selling opportunities through coordination with Commercial Lines, Personal Lines, and other agency departments.
- Build and maintain strong, long‑term relationships with clients, prospects, and carrier partners.
- Achieve established sales and production goals.
- Maintain accurate, timely documentation in the agency management system and CRM platforms (e.g., AMS360 or equivalent).
- Complete required activity, pipeline, and production reports and attend agency sales and training meetings.
- Stay informed on industry trends, insurance products, and regulatory requirements through continuing education and community involvement.
- Comply with all state licensing, continuing education, and insurance regulatory requirements.
- Perform additional duties and special projects as assigned by agency management.
- Working knowledge of commercial lines insurance products and policy structures.
- Ability to evaluate risk exposures and recommend appropriate insurance solutions.
- Strong interpersonal, communication, and consultative sales skills.
- Ability to prospect, qualify leads, and maintain a developing book of business (typically under $250k).
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office and agency management / CRM systems.
- Strong organizational skills with attention to detail and accuracy.
- Ability to work independently while contributing to a team‑based environment.
- Active Property & Casualty insurance license (state‑specific).
- Limited to no prior experience in a producing or sales role required (experience preferred but not mandatory).
- Proficient in Microsoft Windows and related business applications.
- Ability to travel locally during business hours (up to approximately 60%).
- Must possess a valid U.S. driver’s license and minimum state‑required auto insurance.
- Competitive Base Compensation
- Uncapped Commission Potential
- Bonus Opportunities
- Long-Term Career Growth
- Leadership Development Opportunities
- Access to Coaching, Mentorship, and Development
Benefits
- Competitive Compensation Structure
- Paid Training and Onboarding
- Medical, Dental, Vision
- 401(k)
- Generous PTO
- Life and Disability Insurance
Equal Opportunity Employer
Apply today and explore what’s possible at King Risk Partners!
See All 13 Client Advisor Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Virginia
Where Virginia roles are concentrated, by current openings.
Client Advisor Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Virginia Employers Look For
The qualifications that appear most often in client advisor jobs across Virginia.
- Active FINRA Series 7 or Series 66 license or ability to obtain licensure in Virginia
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of experience in client-facing financial services or advisory roles
- Demonstrated ability to manage a book of business and grow client relationships
- Proficiency with CRM platforms such as Salesforce or similar relationship management tools
- Strong communication skills with the ability to explain complex financial products clearly
Client Advisor Jobs in Virginia: Frequently Asked Questions
How do you become a client advisor in Virginia?
Most client advisor roles in Virginia require a bachelor's degree in finance, business, or economics combined with relevant licensing. For investment-focused positions, candidates typically need FINRA Series 7 and Series 66 registrations, which are obtained by passing exams administered through FINRA and sponsored by a registered employer. Virginia does not require a separate state-issued advisor license beyond federal registration, but insurance-focused roles require a Virginia insurance producer license issued by the Virginia Bureau of Insurance.
Which companies hire client advisors in Virginia?
Employers hiring client advisors in Virginia right now include JPMorganChase, Bank of America, and Trucordia, based on current listings on Migrate Mate as of August 2026. Virginia's concentration of defense contractors, federal agencies, and large financial institutions makes it a consistently strong market for client advisor hiring throughout the year.
Which Virginia cities have the most client advisor jobs?
Richmond, McLean, and Chester account for the largest share of client advisor openings in Virginia. Northern Virginia's proximity to Washington, D.C. drives demand from financial services firms and government contractors, Richmond anchors the state's banking and insurance sector with several major headquarters, and Virginia Beach draws hiring from military-affiliated financial institutions such as Navy Federal Credit Union.
Are there remote client advisor jobs in Virginia?
Yes, but they're less common than in purely analytical roles, since client advisory work often involves in-person relationship building. About 0% of client advisor openings tied to Virginia are remote or hybrid as of August 2026, reflecting the role's shift toward digital client engagement. Portfolio review, financial planning support, and inside sales advisory functions are the segments most likely to offer remote or hybrid arrangements.
How can I get hired as a client advisor in Virginia with little or no experience?
The most realistic entry path is through a financial services associate or personal banker role at one of Virginia's large retail banks, which regularly hire candidates without prior advisory experience and provide internal training toward FINRA licensing. Capital One and Truist both run structured associate development programs in Virginia. Lateral moves from customer service, loan processing, or insurance service representative roles are common stepping stones. Obtaining a Virginia insurance producer license or completing the FINRA Series 6 exam before applying gives candidates a measurable edge over those without credentials.
Where can I find and apply to client advisor jobs in Virginia?
You can find and apply to client advisor jobs in Virginia on Migrate Mate, which lists current Virginia openings updated in real time. Search the roles available, identify the ones that match your experience and target location, and apply directly to the employers posting them.
See All 13 Client Advisor Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
Find Client Advisor Jobs