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

Financial Advisor

Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time 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: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals 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 time. Our Impact & Culture 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 is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Wyoming, OH vacancy
  •  ...helping clients make thoughtful, informed decisions about their financial lives. We view planning as an ongoing relationship, not a one-...  ...decisions with confidence. Role We are looking for a Financial Advisor who has a strong foundation in financial planning and is ready... 
    Suggested
    Work at office

    Stratos

    Blue Ash, OH
    2 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Deer Park, OH
    3 days ago
  •  ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... 
    Suggested
    Local area

    Modern Woodmen

    Wyoming, OH
    4 days ago
  • $48k - $100k

     ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Cincinnati, OH
    2 days ago
  •  ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and...  ...old, Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan... 
    Suggested
    Immediate start

    Skylight Financial Group

    Cincinnati, OH
    2 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities... 
    Work at office
    Flexible hours

    Bankers Life

    Cincinnati, OH
    4 days ago
  • The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients... 
    Full time
    Work at office

    WesBanco

    Newport, KY
    2 days ago
  • Overview Job Title: Wealth Management Advisor Location: United States (Remote) Company Overview: This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their... 
    Remote work
    Flexible hours

    The Agency Recruiting

    Cincinnati, OH
    2 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cincinnati, OH
    2 days ago
  •  ...Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall...  ...advanced degree. ~ Industry designation required: CERTIFIED FINANCIAL PLANNERTM ~3+ years of client-facing experience in the... 
    Contract work
    Work at office

    Truepoint Wealth Counsel

    Blue Ash, OH
    1 day ago
  •  ...Bank of America, through Merrill Wealth Management, offers an Advisor Development Program for individuals transitioning into a Financial Advisor career, working with high-net-worth clients, and mentored by Merrill advisor teams. You’ll build a book of business, develop... 

    94-1687665 Bank of America, National Association

    Deer Park, OH
    2 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals... 

    WealthBridge Financial Group

    Blue Ash, OH
    5 days ago
  • $60k - $120k

     ...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that allows them to make a meaningful impact, build professional independence, create... 
    Immediate start
    Remote work

    Career Headhunter LLC

    Cincinnati, OH
    4 days ago
  • A tech firm specializing in AI is looking for a Wealth Manager to help train AI models with financial expertise. This remote position offers flexibility in scheduling and allows professionals to work part-time or full-time. Ideal candidates should have advanced degrees... 
    Remote job
    Full time
    Part time

    DataAnnotation

    Wyoming, OH
    1 day ago
  • Job Title: Financial Services Advisor (Entry-Level to Experienced) Location: Cincinnati, Ohio (Hybrid / Remote Options Available) About Us Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners... 
    Full time
    Part time
    Remote work
    Flexible hours

    Atlasfinancialsolutions Co

    Cincinnati, OH
    1 day ago
  •  ...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 placement
    Work at office

    Dormont Manufacturing Company

    Wyoming, OH
    5 days ago
  • $41.25k - $68.75k

     ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Sharonville, OH
    3 days ago
  •  ...Financial Counselor - Bethesda North Hospital Join a team dedicated to serving patients with compassion, respecting every individual’s needs, and engaging with professionalism and empathy. As a Financial Counselor at Good Samaritan Hospital, you will play a vital role... 
    Full time
    Work experience placement
    Day shift

    TriHealth

    Cincinnati, OH
    3 days ago
  •  ...Organization : Name CINCINNATI-WEST OH Default: Location : City CINCINNATI Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation... 
    Work at office
    Local area

    Western & Southern Life

    Cincinnati, OH
    4 days ago
  •  ...Job Description Job Summary A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature. Reports to: Manager of... 
    Work at office
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    LifePoint Health

    West Chester, Butler County, OH
    5 days ago
  •  ...Job Summary A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature. Reports to: Manager of Patient Access, CFO Job Requirements... 
    Work at office
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    LifePoint Health

    West Chester, Butler County, OH
    3 days ago
  •  ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can... 

    The Western and Southern Life Insurance Company

    Cincinnati, OH
    3 days ago
  •  ...Lifepoint Health® is seeking a Financial Counselor in Olde West Chester, Ohio. The role involves processing patient accounts, providing counsel regarding payments, and ensuring compliance with regulations. The ideal candidate has a high school diploma, strong customer... 
    Work at office
    Shift work

    LifePoint Health

    West Chester, Butler County, OH
    3 days ago
  • $40 per hour

    A cybersecurity firm is seeking experienced professionals to evaluate AI-generated security content and solve technical problems. This role offers flexibility, allowing you to work remotely on your own schedule, while contributing to improving AI security models. Ideal ...
    Remote job
    Hourly pay

    DataAnnotation

    Wyoming, OH
    2 days ago
  • $95k - $105k

    This range is provided by ComResource. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $95,000.00/yr - $105,000.00/yr Direct message the job poster from ComResource As an Information Security Analyst,...
    Full time
    Shift work

    ComResource

    Blue Ash, OH
    3 days ago
  • $18.25 per hour

     ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate... 
    Local area

    Community-Financial-System,-Inc.

    Sharonville, OH
    4 days ago
  •  ...Job Description Job Description Description We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and... 

    The Misch Group

    Cincinnati, OH
    3 days ago
  • ## TellerApplylocations: Buffalo, WYtime type: Full timeposted on: Posted Todayjob requisition id: 2026-15239## ***\*\*If you are a current FIB employee, please apply through the Career Worklet in the*** ***Employee Portal******.***This position is located at our Buffalo...
    Night shift

    First Interstate

    Wyoming, OH
    3 days ago
  • $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. Qualifications Are you a fit for this internship... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    4 days ago
  • $100k - $130k

    Hybrid, Construction Estimator role with Employer Assisted Benefits, 401k, Quarterly Bonuses, Vacation / Sick Time, etc. This Jobot Job is hosted by: Jennifer Sabo Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $...
    Permanent employment
    Full time
    For subcontractor
    Local area

    Jobot

    Cincinnati, OH
    3 days ago

Do you want to receive more vacancies?

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