Wealth Management Associate
2 weeks ago
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
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Wealth Management Associate
2 weeks ago
Roanoke, VA, United States Equitable Services Full timeWealth Management Associate - VA, Roanoke (3542) ( PIN_38702 ) Primary Location : UNITED STATES-VA-Roanoke Organization : Equitable Advisors 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...
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Entry Level
2 days ago
Roanoke, VA, United States Equitable Services Full timeEntry Level - Wealth Manager - VA, Roanoke (6000) ( 2400004C ) Primary Location : UNITED STATES-VA-Roanoke Organization : Equitable Advisors 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...
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Client Associate/Registered Client Associate
2 weeks ago
Roanoke, VA, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...
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Client Associate/Registered Client Associate
2 weeks ago
Roanoke, VA, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...
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Customer Service Associate I
2 days ago
Roanoke, VA, United States Dollar Tree Full timeWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep the store...
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Customer Service Associate I
2 weeks ago
Roanoke, VA, United States Dollar Tree Full timeWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep the store...
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Customer Service Associate I
5 days ago
Roanoke, VA, United States Dollar Tree Full timeWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep the store...
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Customer Service Associate I
2 days ago
Roanoke, VA, United States Family Dollar Full timeWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep the...
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Customer Service Associate I
2 weeks ago
Roanoke, VA, United States Family Dollar Full timeWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep the...
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Sales Associate Metro By TMobile
2 days ago
Roanoke, VA, United States Wireless Management LLC Full timeJob Summary Looking for a fresh start or a new challenge? We’re on the hunt for friendly, customer-focused Sales Associates to join our team at multiple locations in the Roanoke area! ✅ No experience? No problem — we’ll train the right people! 💬 Great attitude & love for helping others is a must. 🛍️ Responsibilities: assisting customers,...