Wealth Management Associate — Licensing, Mentorship
Job in
Roanoke, Roanoke County, Virginia, 24000, USA
Listed on 2025-12-25
Listing for:
Equitable Advisors
Full Time
position Listed on 2025-12-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Roanoke, Virginia, seeks a Wealth Management Associate to build and nurture client relationships. The role involves developing personalized financial strategies and requires a Bachelor's degree and relevant licenses such as Series 7 and 66. Strong communication skills and a values-driven approach are essential. The firm offers comprehensive training, development opportunities, and benefits including commissions, bonuses, and health coverage.
Join a culture dedicated to social impact and community engagement.
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Position Requirements
10+ Years
work experience
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