Top 24 Personal financial advisors Jobs in Roanoke, Va

Entry Level - Wealth Manager
Equitable Advisors —Roanoke, VA
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Tax Expert - Local Tax Office
Intuit —Roanoke, VA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local
Intuit —Roanoke, VA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - On-Site
Intuit —Roanoke, VA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Local Branch
Intuit —Roanoke, VA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Expert Center (Northeast)
Intuit —Roanoke, VA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8d
Financial Assistance Advisor
ECPI University LLC —Roanoke, VA
- Writing skills
- Mid-level
- Office
Quick Apply
Wealth Management Associate
Equitable Advisors —Roanoke, VA
- $36,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Professional
Equitable Advisors —Roanoke, VA
- $36,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Director of Finance
Botetourt County Board of Supervisors —Daleville, VA
- $132,692.60 - $205,514.40 a year
- Full-time
- CPA
- 5 years
- ERP systems
Beauty Advisor, Valley View Mall - Flex
Macy’s —Roanoke, VA
- $15.00 - $22.08 an hour
- Part-time
- Merchandising
- English
- Cleaning
- Store discount
- Paid holidays
Key Accounts Executive
MSC Industrial Supply Co. —Roanoke, VA
- $38,724 - $60,852 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
1d
Financial Services Professional - Hybrid Remote (VA)
Bankers Life —Roanoke, VA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

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Director of Finance
Botetourt County —Daleville, VA
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personal financial advisors jobs near roanoke, va

Entry Level - Wealth Manager

Equitable Advisors -
Roanoke, VA

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Job Details

Benefits

Employee stock purchase plan
Disability insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Series 66
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Entry Level - Wealth Manager - VA, Roanoke (6000)

(2400004C)

Primary Location : UNITED STATES-VA-Roanoke

Organization : Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Apply Now

Refine Your Search

personal financial advisors jobs in roanoke, va

Entry Level - Wealth Manager

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - On-Site

Tax Expert - Local Branch

Tax Expert - Expert Center (Northeast)

Financial Assistance Advisor

Wealth Management Associate

Financial Professional

Director of Finance

Beauty Advisor, Valley View Mall - Flex

Key Accounts Executive

Financial Services Professional - Hybrid Remote (VA)

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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