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

Financial Advisor

Equitable Advisors LLC

**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

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus : In addition to an annual salary, 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 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- .1(4/25)(Exp.4/29)

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Birmingham, AL vacancy
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Birmingham, AL
    1 day ago
  •  ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera...  ...we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve... 
    Suggested
    Full time
    Contract work
    Work at office
    Remote work
    Monday to Friday

    Cetera Financial Group

    Birmingham, AL
    5 days ago
  •  ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    Eagle Strategies

    Birmingham, AL
    3 days ago
  •  ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful...  ...to serve as a general overview.Summary Of Position:A Financial Advisor should demonstrate commitment to delivering distinctive service... 
    Suggested
    Work at office

    Pinnacle Bank

    Birmingham, AL
    3 days ago
  •  ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a...  ...7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over... 
    Suggested

    Thrivent Financial for Lutherans

    Birmingham, AL
    4 days ago
  • $150k - $300k

     ...Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K- 300K+ Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to... 
    For contractors
    Night shift

    United Placement Group

    Birmingham, AL
    4 days ago
  •  ...Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!Financial Advisors: Stop Chasing Leads. Start Serving Clients.Are you a driven, results-focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding... 
    Live in
    Work at office

    United Placement Group

    Birmingham, AL
    3 days ago
  •  ...Financial Advisor Elmira, NY We are seeking an experienced Certified Financial Planner to join our team in the greater Elmira, NY area. In this role, you will serve as a trusted advisor to high net-worth clients, delivering comprehensive financial planning and wealth... 
    Local area
    Relocation
    Relocation package

    Insight Global

    Birmingham, AL
    4 days ago
  •  ...Job Summary The Financial Counselor I supports patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating all aspects of patient account management. This role serves as a key resource for patients by... 
    Full time
    Work at office
    Shift work

    CHS Career Site

    Birmingham, AL
    1 day ago
  •  ...87Job Description:Senior Analyst FP&ALocation: Birmingham, Alabama (Hybrid)Role OverviewThis position oversees the organization's financial planning and analysis, providing critical analytical support. The Senior Analyst will support the IT department, acting as their dedicated... 

    Apex Systems

    Birmingham, AL
    3 days ago
  • WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach... 

    WealthBridge Financial Group

    Mountain Brook, AL
    4 days ago
  •  ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Alabama.PNC is...  ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Birmingham, AL
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Birmingham, AL
    3 days ago
  •  ...Senior Financial StrategistA Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial... 
    Work at office

    Stifel Financial

    Birmingham, AL
    5 days ago
  • The team you'll be working with:UK Sovereign SOCSecurity Analyst (Level 2)Role DescriptionThe SOC Analyst (L2) plays a critical role in the detection, investigation, and management of security alerts and incidents escalated from SOC Analyst (L1) teams. The position focuses...
    Work at office
    Shift work
    Night shift

    NTT DATA

    Birmingham, AL
    5 days ago
  •  ...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears... 

    Valley National Bank

    Birmingham, AL
    4 days ago
  • $50k

     ...Job Description Join The Piedmont Group, where we're not just a financial planning and wealth management firm—we're a family that thrives...  ...and togetherness. As an Entry-Level or Experienced Financial Advisor, you'll play a vital role in helping individuals, families, and... 
    Local area
    Visa sponsorship

    The Piedmont Group

    Birmingham, AL
    7 days ago
  •  ...Position Type: Regular Your opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including... 

    Charles Schwab Careers

    Birmingham, AL
    3 days ago
  • $75k - $137.5k

     ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Live in
    Work at office
    Shift work

    The PNC Financial Services Group

    Birmingham, AL
    5 days ago
  • $90k - $110k

     ...Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment platforms...  ...: We're a specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family... 

    Next Level Recruiting, LLC

    Birmingham, AL
    1 day ago
  •  ...Experience Banker in Birmingham, AL to deliver outstanding customer service and deepen client relationships. You will proactively identify financial goals and match customers with suitable deposit, loan, and digital banking solutions. The role emphasizes relationship growth,... 

    Huntington Bank

    Birmingham, AL
    1 day ago
  •  ...PNC Financial Services Group, Inc. is seeking a Personal Banker in Birmingham, AL. You will acquire and deepen the branch customer base, manage the customer experience, and collaborate with ecosystem partners to grow share of wallet. The role emphasizes proactive sales... 

    PNC Financial Services Group

    Birmingham, AL
    3 days ago
  •  ...certification to advance within the Retail Personal Banker family. The role emphasizes consultative sales to identify and meet customers' financial needs, acquiring new households, deepening relationships, cross‑selling, and processing teller transactions as part of the... 

    Fifth Third

    Vestavia Hills, AL
    1 day ago
  •  ...certification to advance within the Retail Personal Banker family. The role emphasizes consultative selling to identify and meet customer financial needs, acquiring new households and deepening relationships through lobby leadership or aisle time, and supporting cross-sales... 

    Fifth Third

    Birmingham, AL
    5 days ago
  • Fifth Third Bank in Vestavia Hills, AL seeks a Personal Banker Associate I as part of a 4-8 week onboarding program with rotations in operations and Sales & Service. You will work toward becoming a Retail Personal Banker I, building customer relationships and handling ...

    Fifth Third

    Vestavia Hills, AL
    3 days ago
  • Sterling Search Partners is seeking recent bachelor’s degree graduates for an entry-level role in personal and business banking in Birmingham, Alabama. This position provides hands-on training and exposure to client-facing banking activities. You'll conduct conversations...

    Sterling Search Partners

    Birmingham, AL
    3 days ago
  •  ...Regions Financial Corporation in Homewood, Alabama is seeking a Senior Consumer Relationship Banker to meet with customers to determine financial needs and proactively offer Regions products and guidance. The role emphasizes deepening relationships with Preferred Banking... 

    Regions Bank

    Homewood, AL
    3 days ago
  •  ...plus Why Join: Full training provided for both personal and business banking Hands-on experience with client-facing responsibilities Professional environment and mentorship opportunities Ideal first step for a career in financial services #J-18808-Ljbffr
    Internship
    Work at office

    Sterling Search Partners

    Birmingham, AL
    3 days ago
  • $46.12k - $55.16k

     ...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals... 
    Flexible hours

    Regions Bank

    Birmingham, AL
    4 days ago
  •  ...Fifth Third Bank in Birmingham, AL seeks a Personal Banker Associate I to engage customers with consultative sales and financial needs assessments. You will learn and rotate through operations and sales/service to deliver holistic financial solutions. The role emphasizes... 

    Fifth Third

    Birmingham, AL
    1 day ago

Do you want to receive more vacancies?

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