4 wealth planner jobs found in Richmond

Operations Associate: ATM & Cash Process, Controls & Support Team (Work from Home) As a Capital One associate supporting a Retail Bank Operations Production Team, you will be part of a talented team responsible for executing activities in a fast-paced environment. You will contribute to a customer-centric culture, drive continuous improvement, innovation and be a champion for change. An associate in this role will be expected to support operational processes while maintaining focus on risk reduction, control adherence and delivery of an exceptional customer experience.  General Responsibilities: Execute on operational processes with a high level of accuracy and efficiency as established by KPIs Monitor and document incoming inquiries, troubleshoot issues, identify root cause and coordinate remediation  Support processes connected to internal and external systems leveraged across the ATM & Cash environment Review profile onboarding...

Principal Process Manager - ATM & Cash Operations (Work from Home) As a Process Manager (Principal Associate) at Capital One, you will be part of a smart, talented team responsible for creating and enhancing processes that deliver excellence to your customer each time. The Process Manager Associate will play a key role in delivering processes that impact the company’s bottom line. In this position you will contribute immediately while strengthening your process management best practices.    We are seeking dedicated, disciplined, process professionals who excel in a team environment. This person will have excellent communication skills, attention to detail, and can adapt to change quickly. The ability to influence up is key to success in this position. This is an excellent opportunity to continue your career in the field of Process Management.    General Responsibilities:  Develop a subject matter expertise of processes connected to internal and external systems...

Work from Home - Senior Customer Service Coordinator - Partnership Servicing (Overnight) Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice. 23060 (Richmond, VA) 23320 (Chesapeake, VA) 33634 (Tampa, FL) 89144 (Las Vegas, NV) 75024 (Plano, TX) 19801 (Wilmington, DE)  68521 (Lincoln, NE) 56301 (St. Cloud, MN) More than just a bank, more than just a career The best people listen and then say, “How can I help?”  That’s what we do at Capital One. It’s how we take care of our customers.  It’s how we’re changing banking for good—with compassion and real solutions.  Money can be stressful; getting help shouldn’t...

Associate - Talent Acquisition Risk Operations The Talent Acquisition (TA) Risk team is part of Human Resources and includes Policy & Control Management, Quality Assurance, Candidate Integrity & Investigations, and Issue & Event Management for the Talent Acquisition organization and processes spanning the candidate lifecycle. We partner across the organization to surface problems early, contain risk before it escalates, and influence lasting solutions that enable a frictionless candidate experience. You’ll work alongside passionate teammates who are united by a commitment to process excellence, risk mitigation, and continuous improvement. As a Risk Associate, you will leverage your risk expertise to provide guidance to TA leaders and recruiters, drive project initiatives within the Risk team ensuring well managed execution and contribute to the creation of efficient processes focused on risk mitigation.   Primary Responsibilities: Manage the TA Risk...