Financial Advisor
$24kEquitable Advisors
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance: Flexible schedule to maximize productivity and personal time Location: Working outside the office in local schools and municipalities Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Base Salary : After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional. Commissions and Bonus : In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to effect. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like \"1,000 Hours of Giving Back,\" sponsored by our Women's Network, and \"Equitable Excellence,\" which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29) #J-18808-Ljbffr Equitable Advisors
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFull timeContract workFor contractorsWork at office$65k - $80k
...Position Title : Financial Advisor Salary Range: $65,000-$80,000 DOE, plus commission and revenue-sharing potential Walk into a full calendar of qualified prospects-not a cold-call list. A growing registered investment advisory firm is seeking a confident, sales...SuggestedRelocation packageAfternoon shift$60k
...$90,000 Year 3 | $107,000 - $135,000 Year 5 |$150,000 - $260,000 Year 10 | $300,000+ Region: The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual...SuggestedBase plus commissionTemporary work$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$16.5 - $24 per hour
...Financial Aid Advisor The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and...SuggestedImmediate startFlexible hours- ...Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Temporary workWork at officeShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...make an impact. Join us!Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Full timeWork at officeImmediate startMonday to FridayDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- ...Financial Counselor As a first point of access for Lee Health customers this position completes and assists with registration, insurance verification, authorization, price estimation, denial prevention, claims processing, and financial screening to secure maximum reimbursement...
$24k
About Equitable Advisors Equitable Advisors is a leader in the wealth‑management industry that embraces the power of positive impact.... ...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can...Full timeWork experience placementLocal areaRemote workFlexible hours$18.93 - $31.56 per hour
Location: Florida Oncology and Hematology Pay Range: $18.93 - $31.56 Job Description Summary A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...Immediate startRemote workMonday to FridayShift workWeekend work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Wealth Advisor Regal Securities, Inc. and Regal Advisory Services, Inc. Glenview, IL, Orlando, FL, Fort Myers, FL Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth...Full timeWork at office
- ...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursWeekend workDay shift
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
$350k
...Florida market. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain... ...specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit,...Full time$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- Northwestern Mutual is seeking College Financial Representatives for an internship program in Fort Myers, Florida. This role mimics the full-time Financial Representative career, focusing on business strategy development, client engagement, and financial planning tools....Full timeInternshipFlexible hours
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$250k
Job Title PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We offer a wide variety of products and we...Work at officeHome office- Description Position at MSC Mortgage Position Summary: The Joint Venture Loan Consultant is responsible for cultivating loan referrals through outside sales meetings with builders, realtors, and consumers. Examines, evaluates, and documents customer applications for...Local areaRemote work
- ...accurately Follow safety, security, and compliance requirements Qualifications Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma...
- ## Information Security Analyst IIApplylocations: Main Campustime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0007487**Job Summary**The Information Security Analyst II supports and strengthens the university’s information security program by implementing...Full timeLocal area
- ...referrals (purchase and refinance) from realtors, builders and other parts of the community Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc. Provide necessary...Local area
$86k - $118k
...Major Responsibilities/Accountabilities:Track project-level spend across the global capital portfolio, ensuring alignment between financial systems and project reporting toolsPerform variance analysis on actual vs. forecasted capital spend and proactively identify trends...Full timeFor contractorsWork experience placementWork at officeWorldwide- ...diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!Tellers perform the following functions:Provide excellent service by completing transactions and...Part timeWork at officeMonday to FridayShift work
$41.03k
...for a FA Specialist I position to join our team of exceptional employees. This is an entry-level position in the Office of Student Financial Services. Individuals in this position are trained in all aspects of the Student Financial Services operation. The SFS Specialist...Full timePart timeWork experience placement- The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build... ...Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be...Full timeContract workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial advisor development program Fort Myers, FL
- financial associate Fort Myers, FL
- jde finance consultant Fort Myers, FL
- wealth advisor Fort Myers, FL
- financial consultant Fort Myers, FL
- finance associate Fort Myers, FL
- financial planning administrator Fort Myers, FL
- financial advisor Fort Myers, FL
- financial planning associate Fort Myers, FL
- financial counselor Fort Myers, FL


