Financial Services Professional
Equitable Advisors LLC
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 HighlightsClient Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingFinancial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services tailored to clients' unique situationsLocation: In-office presence requiredWork-Life Balance: Flexible schedule to maximize productivity and personal timeSkills & ExperienceEducation: Bachelor's degree or equivalent skills and work experienceLicensing: State Life & Health, SIE, Series 7, Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities with strong self-confidenceMindset: entrepreneurial spirit with a desire to positively impact others' livesCollaboration: ability to work with and learn from top performersWork Authorization: must be authorized to work in the United StatesTraining & DevelopmentFINRA Sponsorship: provided for required FINRA licensingPreliminary Employment Period (PEP): comprehensive 120-day hands-on trainingVirtual University: access to Equitable Advisors' Virtual University for continuous learningMentorship: opportunities for joint work and mentorshipPersonalized CoachingBenefit 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 succeedLeadership Development: access to Leadership Development School for those with management ambitionProfessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach programCompensation & BenefitsSign-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.Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $36,500 annually.Commissions and BonusIn addition to Stable Pay, 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 time.Our Impact & CultureEquitable 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.We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.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-7814315.1(4/25)(Exp.4/29)
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...strategies, offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services...SuggestedWork at officeLocal areaFlexible hours
- ...families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people... ...Eagle Strategies LLC, our registered investment advisor, and offer advisory services....Suggested
- ...Joining our team at Northwestern Mutual , as a Financial Sales Representative , you will work to build long lasting relationships... ...Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of...SuggestedContract workLocal area
- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully... ..., and Discipline. We hire experienced professionals who understand the industry and provide... ...who demonstrate a passion for client service. People who understand that distinctive...SuggestedWork at office
- ...REQUIRES AN ENLISTMENT IN THE U.S. ARMY OR ARMY RESERVE*** As a Financial Management Technician, you'll be managing resources and... ...financial advice and recommendations for units looking to purchase services and supplies for their missions. You'll also be in charge of...SuggestedFull timePart timeImmediate startRelocation package
$23 per hour
NOTE: THIS IS AN ENTRY LEVEL FINANCIAL ANALYST ROLE THAT IS CONTRACT (5-8 MONTHS) TO HIRE. MUST CURRENTLY RESIDE IN A COMMUTABLE DISTANCE... ...: This position is in the Securities Administration Services (SAS) group. Analysts are responsible for processing routine to...Permanent employmentContract workWork at office- ...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... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Work at officeFlexible hoursWeekend workDay shift
$25 - $30 per hour
...that creating and sustaining a culture of trust, integrity and professional growth starts with putting our people first. Our employees... ...tools such as Excel, Power Query, Power Pivot, and CRM systems. Financial Planning & Analysis: Support reporting and forecasting...InternshipWork at office- ...5% Incentive Bonus Prepare and update financial plans using client information and financial... ...Bonus Overview We are seeking a Service Advisor to support and manage relationships... ...to client questions and requests in a professional and timely manner. Build strong...Local area
- ...opportunity is designed for experienced financial advisors who have built an established... ...registrations required for the products and services they provide. We know moving an... ...management firm with over 4,500 financial professionals and advisors and more than $240 billion...Full time
$30k - $160k
...insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative... ...environment where ambitious, self-motivated individuals can thrive professionally, earn at a high level, and enjoy the freedom and flexibility...Full timePart timeFor contractors$31.25 - $33.65 per hour
...compliance issues, supports payroll tax operations for Financial Management Services (FMS) programs, and drives process improvements that enhance... ...discrepancies and complex tax scenarios. Clear and professional communication skills for collaborating with internal teams...Contract workTemporary workLocal area- ...brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their...Afternoon shift
- ...the UFD process. This position performs professional, full-time level of work examining,... ...Standards (GAS) to maintain the Agency's financial record, operational programs or procedures... ...an advisor for the Director of Fiscal Services Unit. Budget Management Maintains merit...Full timeContract workWork at officeLocal areaImmediate startRemote work
$75k - $85k
...Staff Accountant Food & Water Watch is looking for a Staff Accountant to join our Finance team and support the financial operations of the organization by performing accounting, reporting, and compliance functions. About Food & Water Watch: Food & Water...Full timeContract workWork at officeLocal areaRemote work- ...Beach and Orlando, FL with a team of 250 employees. NCI is a full-service general contractor focused on providing premier services in all... ...position is aimed at a mid to senior-level role in overseeing financial management for complex and large-scale commercial construction...Contract workFor contractorsFor subcontractorLocal area
- ...Staff AccountantSeeking a highly motivated individual to join the accounting group. A self-starter who can meet financial goals and deadlines.Job requirements:6 to 8 years progressive accounting experienceCostpoint accounting system preferredCostpoint Project and billing...
- ...Smith Staffing Services has Immediate need for the following Contract positions at one of our clients within the Howard County, Maryland... ...or longer contract position Job Description Prepare financial statements and supporting schedules according to monthly close...Contract workWork experience placementImmediate start
$40 - $50 per hour
...Accountant in Columbia, MD. Summary: We are seeking an experienced Senior Accountant to support general ledger accounting, financial reporting, reconciliations, and month-end close activities. This role is responsible for maintaining accurate financial records, preparing...Contract work$70k - $90k
...Portfolio Controller in ensuring integrity of financial information for a portfolio of... ...Certification(s) - CPA license or CPA candidate Professional Experience - A minimum of one to three... ...and analyze data. Strong customer service orientation for internal clients....Full timeContract workWork at officeLocal areaRemote workRelocationMonday to Friday$50k - $70k
...cost management reports. Ability to interact and communicate professionally and ethically with internal departments, corporate staff, site... ...and other vendors Employee Award and Recognition Programs Discounts on Financial Planning Tower Federal Credit Union Membership...Contract workTemporary workFor contractorsWork experience placementFor subcontractor$70.15k - $100.21k
...ourselves: What is our impact on the world? Across our diverse service lines, including Water, Architecture, Building Engineering Services... ...to provide timely contract performance data and resolve financial issuesCoordinate the project accounting system within the department...Contract work- ...Financial Professional - MD, Columbia Primary Location: UNITED STATES-MD Organization: Equitable Advisors Equitable Advisors is dedicated... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services...Work experience placementWork at officeLocal areaFlexible hours
$21.35 - $32.02 per hour
...As a Relationship Banker, you embrace SECU’s brand and deliver financial education to our members and communities. Your day may start... ...being authentic and knowledgeable about SECU banking products and services. Who knew being a Relationship Banker could be so much fun and...Hourly payFull timePart time- ...First Financial Federal Credit Union Job Description Job Title: Tax Preparer Temp / Contractor Enrolled Agent (EA) or Certified... ...oriented and ability to multi-task Good communication, customer service and interpersonal skills Ability to prepare federal and...Hourly payFull timeTemporary workPart timeFor contractorsWork at officeRemote work
$45k - $65k
...proactively marketing relevant products and services. Grow your career as you better your... ...attentive, sociable, and sales-minded professional, we are eager to have you on our team.... ...help customers with their insurance and financial services needs, including:Auto...For contractors$19 - $30.92 per hour
...Banking Teller Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the...Hourly pay$115k - $130k
...and Orlando FL with a team of 250 plus employees. NCI is a full-service general contractor focused on providing premier services in all... ...Nichols Contracting is seeking a highly analytical and driven Financial Planning & Analysis (FP&A) Manager to join our growing construction...Full timeFor contractorsFor subcontractorWork at officeLocal area- ..., and Orlando, FL with a team of 250 employees. NCI is a full-service general contractor focused on providing premier services in all... ...materials to enhance estimating accuracy. Participate in professional development and training opportunities. Desired Skills and...For contractorsFor subcontractorWork at officeLocal area
$85k - $105k
...integrates technology-driven solutions with specialty contracting services to improve, protect, and enhance the existing infrastructure... ...stakeholdersCorrespond with taxing authorities and prepare professional technical letters as neededPerform other duties as assignedQualificationsBachelor...For contractors
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