Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Associate in Roanoke, VA vacancy
  • $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,... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    The Woman's Hospital of Texas

    Salem, VA
    1 day ago
  •  ...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... 
    Suggested
    Work at office

    Pinnacle Bank

    Roanoke, VA
    5 days ago
  •  ...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... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Roanoke, VA
    4 days ago
  •  ...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... 
    Suggested
    Temporary work
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Salem, VA
    5 days ago
  • $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... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Salem, VA
    3 days ago
  • $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 pay
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Financial

    Roanoke, VA
    2 days ago
  •  ...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

    Beacon Credit Union

    Roanoke, VA
    5 days ago
  •  ...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... 

    First Bank & Trust Company

    Roanoke, VA
    5 days ago
  • $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 area
    Remote work

    Jobot

    Roanoke, VA
    1 day ago
  •  ...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

    First Bank & Trust Company

    Roanoke, VA
    2 days ago
  •  ...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 time
    Work at office
    Monday to Friday

    Freedom First Credit Union

    Salem, VA
    2 days ago
  •  ...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

    Freedomfirst

    Roanoke, VA
    4 days ago
  •  ...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 time
    Work experience placement
    Flexible hours
    Shift work

    Atlantic Union Bank

    Roanoke, VA
    4 days ago
  •  ...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 time
    Work experience placement
    Flexible hours
    Shift work

    Atlantic Union Bank

    Roanoke, VA
    4 days ago
  •  ...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... 

    Department of Justice

    Roanoke, VA
    3 days ago
  • $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 time
    Part time
    Shift work
    Day shift

    Truist

    Roanoke, VA
    3 days ago
  • $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 pay
    Full time
    Local area

    Woodforest National Bank

    Roanoke, VA
    9 hours ago
  • $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 time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    Roanoke, VA
    2 days ago
  •  ...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 time
    Temporary work
    Work experience placement
    Flexible hours
    Shift work

    International Paper

    Roanoke, VA
    8 hours ago
  • 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 work
    Work experience placement
    Work at office
    Immediate start
    Remote work

    Artech

    Roanoke, VA
    2 days ago
  • $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... 

    Marvin

    Roanoke, VA
    19 hours ago
  •  ...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... 

    International Paper

    Roanoke, VA
    4 days ago
  • $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 time
    Work at office
    Immediate start
    Remote work
    Flexible hours
    2 days per week

    Segra

    Roanoke, VA
    2 days ago
  •  ...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

    The Chronicle of Higher Education

    Roanoke, VA
    4 days ago
  • $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

    Westlake Financial

    Roanoke, VA
    3 days ago
  • $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

    Lendmark Financial Services

    Salem, VA
    1 day ago
  • $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 office
    Immediate start
    Shift work

    First Citizens Bank

    Roanoke, VA
    6 days ago
  •  ...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 work
    Local area
    Remote work

    Calculated Hire

    Roanoke, VA
    3 days ago
  • $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 time
    Work at office
    Immediate start
    Remote work
    Flexible hours
    2 days per week

    Segra

    Roanoke, VA
    5 days ago
  • 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 placement
    Shift work

    City of Roanoke, Virginia

    Roanoke, VA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Associate. Be the first to apply!