Top 23 Wealth manager Jobs in Roanoke, Va

Entry Level - Financial Advisor - Roanoke, VA
Equitable Advisors —Roanoke, VA
- $36,500 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Trainee (VA)
Bankers Life —Roanoke, VA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry Level - Wealth Manager
Equitable Advisors —Roanoke, VA
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Equitable Advisors —Roanoke, VA
- $36,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA
Virginia Credit Union —Roanoke, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Retirement plan
Quick Apply
Financial Professional
Equitable Advisors —Roanoke, VA
- $36,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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Entry Level - Financial Advisor - Roanoke, VA

Equitable Advisors
Roanoke, VA

Quick Apply

Job Details

Full-time
$36,500 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Interpersonal skills
Sales
Business consulting
Bachelor's degree
FINRA License

Full Job Description

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)

Job Type: Full-time

Pay: $36,500.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Application Question(s):

Will you now or will you in the future require employment visa sponsorship?

Ability to Commute:

Roanoke, VA 24016 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in roanoke, va

Entry Level - Financial Advisor - Roanoke, VA

Wealth Management Trainee (VA)

Entry Level - Wealth Manager

Wealth Management Associate

VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA

Financial Professional

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