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

Financial Professional

Equitable Advisors LLC

Financial ProfessionalEquitable 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 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 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 $35,500 annually.Commissions and Bonus: In 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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Professional in New York, NY vacancy
  • $78.68k - $160.75k

     ...opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance.Recruiting...  ...AgentProject Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerPreferred:Advanced degree in... 
    Suggested
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    New York, NY
    2 days ago
  •  ...starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design...  ...in Accounting or equivalent field 3+ years of progressive financial service tax experience Experience working with asset manager... 
    Suggested
    Full time
    Local area

    EisnerAmper

    New York, NY
    2 days ago
  • $207.2k - $259k

     ...and overall — coaching them, giving feedback, and owning their professional development — and you provide input on Consultant hiring....  ...HaveDeep expertise in at least one enterprise vertical (Consumer, Financial & Professional Services, Healthcare & Life Sciences) — the... 
    Suggested
    Full time
    Work experience placement

    Scale AI

    New York, NY
    1 day ago
  • $93k - $191k

     ...Transformation Office (TTO) requires hands-on understanding of professional services, models for third-party relationships, and relevant...  ...Management Professional (PMP)Preferred:Experience in a tax, financial services, or professional services environment, with exposure... 
    Suggested
    Work at office
    Local area
    Visa sponsorship
    Shift work

    Deloitte

    New York, NY
    3 days ago
  • $148.09k - $182.64k

     ...vary by role and will be assessed during the interview process.About the Role:Gusto is looking for an experienced financial services compliance professional to lead product compliance support across our consumer financial products, commercial financial services,... 
    Suggested
    Full time
    Work at office
    Local area
    2 days per week
    3 days per week

    Gusto

    New York, NY
    13 hours ago
  • $78.63k - $160.75k

     ...and special tax related projectsThe TeamWe have dedicated tax professionals that are committed to executing on implementing our firm...  ...AgentCertifications:Project Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerGRIPreferredAdvanced degree... 
    Work at office
    Worldwide

    Deloitte

    New York, NY
    3 days ago
  •  ...starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design...  ....Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-... 
    Full time
    Work at office
    Local area

    EisnerAmper

    New York, NY
    3 days ago
  • $285k - $310k

     ...human resources information systems, project management, and professional development and learning management. In addition, the Office...  ...in a dynamic environment. Strong critical thinking and financial analysis skills with experience analyzing data and budgets to... 
    Work at office

    City University of New York

    New York, NY
    2 days ago
  •  ...Position Title: Financial Professional (Entry-Level) Company: Hi+Tegrity (In partnership with The Broker Group) Status: 1099 Independent Contractor Location: Fully Remote Hi+Tegrity is a California registered sole proprietorship dedicated to helping individuals build... 
    Hourly pay
    Extra income
    Full time
    Part time
    For contractors
    Remote work
    Flexible hours

    Hi+Tegrity (in partnership with The Broker Group)

    New York, NY
    1 day ago
  •  ...starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design...  ...team, who will play a key role in supporting day-to-day financial operations for our clients, ensuring accuracy, efficiency and... 
    Full time
    Local area
    Remote work
    Weekend work

    EisnerAmper

    New York, NY
    2 days ago
  •  ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You MUST live and work in the United States to be considered for this opportunity ---PLEASE do NOT apply for this opportunity... 
    Hourly pay
    Full time
    Part time
    For contractors
    Immediate start
    Remote work

    GFI Pros

    New York, NY
    3 days ago
  •  ...ABOUT US Our firm has been leading the financial services industry for many years, and we are rapidly expanding. We are a non-captive...  ...and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department... 
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    Lighthouse Co. Financial

    New York, NY
    3 days ago
  •  ...Fifth Avenue Financial, a MassMutual firm, is seeking Financial Services Professionals to join our team. Our most successful professionals have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based. As part of... 
    Internship

    Fifth Avenue Financial

    New York, NY
    1 day ago
  • $15 per hour

     ...Finance & Accounting team. This internship offers hands‑on experience in core accounting functions and exposure to financial operations within our professional sports and entertainment properties, including the Philadelphia Flyers and Xfinity Mobile Arena. Job Description... 
    Work experience placement
    Internship

    Comcast

    New York, NY
    4 days ago
  •  ...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... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    New York, NY
    3 days ago
  •  ...Are you keeping your options open? Here at Transamerica Financial Advisors / World Financial Group (WFG), we are searching for motivated...  ...or full-time, Entry-Level or Experienced Financial Service Professional positions available. This is a performance- and commission-... 
    Full time
    Part time
    Remote work
    Work from home

    World Financial Group

    New York, NY
    3 days ago
  •  ...David Dworsky Financial Services United States 2 days ago Be among the first 25 applicants About the Job This is a REMOTE opportunity...  ..., management, retail, restaurant, etc.) As a Financial Professional, you’ll have the rewarding opportunity to promote financial literacy... 
    Full time
    Temporary work
    Part time
    Work at office
    Remote work
    Work from home
    Flexible hours

    David Dworsky Financial Services

    New York, NY
    3 days ago
  • $36k - $125k

     ...About the job PT/FT Financial Professional (Remote) Job brief PLEASE READ JOB DESCRIPTION BEFORE APPLYING OUR MISSION: Helping everyday families get financially educated and servicing the community on topics we should of learned in school. Looking to get out... 
    Hourly pay
    Full time
    Part time
    Remote work

    Global Financial Impact

    New York, NY
    1 day ago
  • $35 - $45 per hour

     ...sharing a specialised part-time consulting opportunity for finance professionals with strong expertise in Danish accounting, auditing, and...  ...will design realistic exam-style problems based on Danish financial and regulatory practice, develop challenging answer options,... 
    Part time
    For contractors
    Remote work

    24-MAG LLC

    New York, NY
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here,... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    New York, NY
    4 days ago
  •  ...Description 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, ​... 
    Work experience placement
    Local area
    Flexible hours

    Equitable Advisors

    New York, NY
    1 day ago
  •  ...Job Title: Financial Professional (REMOTE) Location: Remote (Work from Home) About Us We are on a mission to empower individuals, families, and businesses with modern-day financial education. We operate as a non-captive broker dealer, partnering with industry... 
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    Tomlin Financial

    New York, NY
    3 days ago
  •  ...solutions that best meet the client's needs. The ADII/AII provides professional architectural consultation in the planning, design, and...  ...insurance, 401(k), and a number of ancillary benefits as well as financial incentives for licensure, professional certifications, and... 
    Full time
    Work at office

    MORRIS ADJMI ARCHITECTS

    New York, NY
    13 hours ago
  • $180k - $247.5k

     ...identify and cultivate champions, and establish yourself as a trusted advisor. You will report to a Field Engineering Manager within the Financial Services team at Databricks.The impact you will have:Partner with the sales team to help customers understand how Databricks can... 
    Local area
    Worldwide

    DataBricks

    New York, NY
    3 days ago
  • A leading financial services firm in New York is seeking candidates for its Accelerated Path to Management Program. This opportunity allows candidates to begin as financial professionals, gaining essential skills in sales and client management, with a clear path to transitioning... 

    New York Life

    New York, NY
    3 days ago
  • $17 per hour

     ...continued growth is opening up new opportunities for all levels within our firm, particularly in healthcare, technology, financial and professional services and social purpose. We are always looking for team members who are passionate about our industry, our clients and... 
    Full time
    Internship
    Work at office
    Local area
    Flexible hours

    The Bliss Group

    New York, NY
    13 hours ago
  • $15 per hour

    Business Development Manager at Prudential Advisors Explore a career as a Financial Professional. Take your career to the next level at Prudential Advisors. We have an immediate opening for a highly motivated analytical individual to join us in The Greater New Jersey Financial... 
    Minimum wage
    Full time
    Contract work
    Part time
    Internship
    Work at office
    Immediate start

    Prudential Financial

    New York, NY
    3 days ago
  • A prominent financial services company in New Jersey is seeking motivated individuals for the role of Financial Professional. The position involves developing client relationships, gathering information for financial planning, and assisting with retirement preparations... 

    Prudential Financial

    New York, NY
    3 days ago
  • $85k

    Financial Operations Event Management - NYC - REMOTE - 7+ RTH - W2 ONLY Financial Operations Event Management - NYC - REMOTE - 7+ RTH...  ...-oriented and organized • Conduct email communications in a professional manner • Knowledge of Client @ Work Corporate Account Reconciliation... 
    Remote job
    Contract work
    Part time
    Work at office

    Atlantic Partners Corporation

    New York, NY
    3 days ago
  • $60k - $150k

     ...propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and... 
    Contract work

    New York Life

    New York, NY
    3 days ago

Do you want to receive more vacancies?

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