Financial Planning Associate
Janney Montgomery Scott
A full-service financial services firm is seeking a Wealth Planning Associate in Roanoke, VA. Responsibilities include assisting Financial Advisors with client relationships and providing financial planning support. Required qualifications include a high school diploma, licensing, strong customer service skills, and proficiency in computer software. This is an entry-level, full-time position with various employee benefits and professional development opportunities. #J-18808-Ljbffr
$15 - $21.44 per hour
...Patient Financial Counselor Hourly Wage Estimate: $15.00 - $21.44 / hour Learn more about the benefits offered for this job. The... ..., life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical,...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hours- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where... .... We work to ensure that every associate embraces what makes Pinnacle different and... ...client in management of overall financial planning. Manage small investment portfolios for...SuggestedWork at office
- ...specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life... ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...SuggestedTemporary workNight shiftWeekend work
$24 - $35 per hour
...through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...SuggestedTemporary workWork experience placementImmediate start$20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our Manassas, VA financial center at 9012 Church Street. Must be available to be scheduled... ...eligible to participate in a short-term incentive compensation plan subject to individual and company performance. Benefits Additionally...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Personal Banker Join Beacon Credit Union and help us open a new branch! If you're passionate about helping people achieve their financial dreams, we want you on our Roanoke team as a dynamic and friendly Personal Banker. Be part of our history and make a difference in...Temporary work
- ...Credit Analyst to support commercial lending and credit quality. Located in Christiansburg, Roanoke or Lynchburg, you will analyze financial information and prepare reports for lending decisions. The ideal candidate has a bachelor’s degree in accounting/finance/economics...
$55k - $100k
...****@*****.***! Why join us? We offer a lucrative compensation plan along with full benefits and other incentives! Work with a... ...refinancing needs of each customer in order to determine which financial products best meets the customer’s needs and financial circumstances...Local areaRemote work- ...credit analysis of commercial loan requests and of all related financial information and for assessing the credit-worthiness of commercial... ...Employees are automatically enrolled in the bank's 401K/ESOP plan. First Bank and Trust provides basic life insurance coverage...Full time
- ...role, you will provide exceptional customer service, process financial transactions, and educate customers on our full range of deposit... ..., customer service, or similar experience. Education: Associate degree, business/trade school certification, or equivalent training...Full timeWork at officeMonday to Friday
- ...Freedomfirst is seeking a Full‑Time Teller at our Roanoke, VA location. You will deliver exceptional customer service, process financial transactions, and educate members on deposit and loan products on-site at the Towers location. This role uses consultative sales techniques...Full time
- ...work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found...Part timeWork experience placementFlexible hoursShift work
- ...work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found...Part timeWork experience placementFlexible hoursShift work
- ...Financial Specialist As a Financial Specialist at the GS-0501-9 level, some of your typical work assignments may include: Overseeing... ...USMS policies and procedures. Tracking the District work plan expenditures and other funding. Monitoring the District budget...
$180k - $200k
...clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance...Full timePart timeShift workDay shift$16.48 - $19.81 per hour
...owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on... ...serve our communities and understand the financial needs of every customer we serve. At Woodforest... .../or customer service experience; OR an Associate’s degree and 1 year of relevant and...Hourly payFull timeLocal area$15 - $19 per hour
...insurances ~ Up to 4% matching 401(k) ~ Employee Stock Purchase Plan (10% share discount) ~ Tuition reimbursement ~ Paid time... ...days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...Full timeTraineeshipWork experience placementLocal areaMonday to Friday- ...analyze performance and recommend action needed to maximize the financial return for the facility. Key Responsibilities Work under the... ...operating trends, customer profitability, capital projects, incentive plan calculations, budgeting & forecasting, special projects, and...Full timeTemporary workWork experience placementFlexible hoursShift work
- Role : Business Execution - Commercial Loan Specialist Location : Roanoke, VA (Hybrid) Duration : 12 Months (Contract-to-Hire) Interview: Only one 30 min round. Eligibility: BBA/MBA; 0-6 years of experience preferred, not more. Introduction Join ...Contract workWork experience placementWork at officeImmediate startRemote work
$83k - $110k
...Senior Financial Analyst We're looking for a Senior Financial Analyst to be the primary finance partner for our Roanoke manufacturing... ...drive smart business decisions through financial analysis, planning, and reporting. You'll help connect what's happening on the...- ...professional to provide accounting and analytical support for the plant. You will analyze performance, recommend actions to maximize financial return, and assist in budgeting, forecasting, and project initiatives. The role involves ensuring accurate daily financial...
$64.05k - $80k
...Segra is searching for a qualified and experienced Financial Analyst II to join us in a full-time capacity. Location Requirement The... ...supports the monthly financial analysis and reporting, the company's planning, budgeting, and forecasting cycles, while also working with...Full timeWork at officeImmediate startRemote workFlexible hours2 days per week- ...Virginia Tech is seeking a Research Financial Analyst II to support responsible stewardship of sponsored funds and ensure awards comply with sponsor regulations, university policy, and institutional procedures. The role manages post-award administration, forecasting, and...Work at office
$50k
Westlake Financial is seeking an experienced Automotive Floorplan Portfolio Manager in Roanoke, VA. This pivotal role involves managing a portfolio of automotive dealerships, driving sales, and ensuring excellent servicing of accounts. The ideal candidate has extensive...Remote job$20 - $22 per hour
...Lendmark Financial Services At Lendmark Financial Services, we believe the success of our company is specifically attributable to... ...Word Applications Preferred/Desired Qualifications Associates or Bachelor's Degree Bilingual, Spanish/English Compensation...Work at office$22 - $27 per hour
...branch team and make a difference. The Financial Services Specialist supports sales and... ...customer and the bank. Appropriately partners, plans, and prepares to ensure conversations... ...to ensure operational efficiency. Associates in roles defined to take deposits are accountable...Work at officeImmediate startShift work- ...Business Execution Consultant III will support our Fortune 500 financial client's enterprise-wide migration from AFS to Loan IQ (LIQ), helping... ...Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee's needs. We offer a 401k plan that...Contract workLocal areaRemote work
$64.05k - $80k
Segra is searching for a qualified and experienced Financial Analyst II to join us in a full-time capacity. Location Requirement The... ...supports the monthly financial analysis and reporting, the company's planning, budgeting, and forecasting cycles, while also working with...Full timeWork at officeImmediate startRemote workFlexible hours2 days per week- The City of Roanoke is seeking a Financial Analyst to perform a wide variety of analytical activities focused on re‑engineering financial/retirement processes to maximize quality of service and cost effectiveness. General areas of responsibility include financial/retirement...Work experience placementShift work
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