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
- Retirement Corporation of America Blue Ash, OH Financial Advisor with Path to Partnership At Retirement Corporation of America, we help clients make thoughtful, informed decisions about their financial lives through long-term planning relationships built on clarity, trust...SuggestedFull timeWork at office
- ...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...SuggestedWork at office
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
- 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...SuggestedWork at officeFlexible hours
$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...SuggestedFull timeContract workFor contractorsWork at office- Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...Immediate start
- 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 timeWork at office
- 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 workFlexible hours
$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...Work at officeShift workDay shift- ...Equitable Advisors is recruiting a Wealth Advisor in the United States to build client relationships, develop tailored financial strategies, and discuss products and services aligned with clients’ goals. You will work in-office with comprehensive training and FINRA sponsorship...Work at office
- ...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...
- ...care in 18 states and 80 markets, providing services that span the eye care continuum. For more information, visit . Job Title: Financial Counselor Must reside in the following states: AL, AZ, FL, GA, IL, IN, KS, KY, MI, MN, MO, NC, NJ, OH, OK, PA, TX, VA Job...Full timeWork at officeImmediate startRemote workHome officeFlexible hoursAfternoon shiftEarly shift
- ...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...Full timePart timeRemote work
- ...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
- ...Job Description Job Overview: Responsible for interviewing patients to determine financial assistance eligibility for various assistance programs. Able to work independently, managing a dynamic workload, while providing patients and families with outstanding customer...
- ...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...
$58.44k - $93.5k
...Overview This position provides personal financial services at assigned military installations. Core duties include comprehensive financial counseling, education, and referral services for service members and their families, as well as coordination of classes, workshops...Contract workTemporary workWork at officeImmediate startWork from home- ...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 officeShift workNight shiftWeekend workAfternoon shift
- ...Organization : Name CINCINNATI NORTH OH, WEST CHESTER 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; analyzing needs; and recommending and...Work at officeLocal area
- ...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 officeShift work
- JPMorganChase in Ohio is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful solutions using Chase mobile/app. You will build relationships, work with our team of experts, and help clients with banking solutions...Weekend workAfternoon shift
- ## 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
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area$77k - $202k
...delivering quality work even when the path forward isn’t clear.In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the...Full timeH1b- GENERAL SUMMARY Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. RESPONSIBILITIES AND...Trial periodFlexible hoursShift workNight shift
- 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...
- GENERAL SUMMARY Provides quality service by assisting customers accurately and efficiently, and develops long term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record keeping of deposits and withdrawals,...Bank staffFlexible hours
- ...strategy, terminal planning and design.Job SummaryAt Landrum & Brown (L&B), we help airports make some of the most important strategic, financial, and business decisions in the aviation industry. From major capital investment programs and airline negotiations to long-term...Full timeLocal area
- ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday WSS/CLM/Evisort Consultant,...Full timeWork experience placementLive inWork at officeLocal area
$16.5 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...Bank staffWork at officeLocal areaFlexible hoursNight shift
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