- Equitable (Roanoke, VA)
- Entry Level - Wealth Manager - VA, Roanoke (6000) ( 2400004C ) **Primary Location** : UNITED STATES-VA-Roanoke **Organization** : Equitable Advisors ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** :… more
- Truist (Fredericksburg, VA)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... novo circumstance [limited established portfolio of clients upon job entry ], serves to establish new managed portfolio of financially...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- Atria Wealth Solutions (Richmond, VA)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial… more