Financial Advisor
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 Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring 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 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 $31,700 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. Legal 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) #J-18808-Ljbffr
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Thrivent Financial for Lutherans is seeking a Thrivent Financial Advisor in Fort Collins, Colorado. This role offers meaningful work in providing expert financial advice centered on generosity, helping clients build, grow, and protect their financial well-being. Advisors...Suggested
$150k
...Financial Advisor - Experienced in the Industry - Northern Colorado We're looking for an ambitious individual who is motivated by financial rewards to join us in their next, and ideally final, stop in the financial services industry! Our ideal candidate will have an avid...Suggested$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office- ...schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with Yoder District - Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: Build Direct...SuggestedWork at officeLocal areaFlexible hours
$50k - $80k
...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate...Full timeTraineeshipWork experience placementFlexible hours$80k - $90k
...Advisor Development Program- Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Financial Advisor Develops and maintains customer portfolio. Responsible for comprehensive financial planning for clients. Responsibilities and Duties Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager....
- ...Edward Jones is seeking financial advisors to partner with clients to help them achieve their long‑term financial goals including retirement, wealth building, estate strategies and education funding. Advisors will develop and grow their own practice, supported by their...Flexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full‑time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Equitable Advisors in Fort Collins is seeking motivated individuals to build client relationships and develop financial strategies. The role includes training and mentorship, with opportunities for professional growth and certifications. Applicants should possess a bachelor...TraineeshipWork at officeFlexible hours
- ...their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual...InternshipWork at officeVisa sponsorshipFlexible hours
$20 - $27 per hour
...decision‑making and hometown involvement, setting our community bank apart from the rest. Our mission Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience. Our...Bank staffLocal area$23.63 - $29.54 per hour
...Location: On site: Elevations Credit Union - Ft Collins Oldtown Branch Summary/Objective: As part of the branch team, the Financial Solutions Guide (FSG) meets with Elevation’s members and prospective members to provide account services, financial guidance and offer value...Hourly payFull timeWork at officeLocal area$95k - $110k
...role: We're seeking an FP&A Analyst to serve as a critical financial partner driving revenue accounting accuracy and operating expense... ...leaders in Sales, Marketing, and R&D as a dedicated financial advisor, translating complex financial data into clear, decision-ready...WorldwideShift work- ...the role We're seeking an FP&A Analyst to serve as a critical financial partner driving revenue accounting accuracy and operating expense... ..., and trends. Partner with L1 leaders as a dedicated financial advisor, translating complex financial data into clear, decision‑ready...
$23.63 - $29.54 per hour
...leadership team that strives to make this the best place you’ve ever worked! A focus on supporting our employees’ mental, physical, and financial well-being A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of...Hourly payFull timeWork at officeLocal area- ...This person will uphold a tradition of honesty and integrity as you provide financial transactions to existing and potential customers. We are looking for an experienced, dynamic, self‑motivated and results oriented personal banker. This position is responsible for processing...
$250k
...Sr. Advisor - Commercial Banking Relationship Manager At FNBO, our employees are the heart of our story—and we're committed to their... ...~ Deliver consultative advice and value based on the customers financial needs and goals by: ~50% time spent acquiring new business...Temporary workWork experience placement- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division. The ideal candidate will have at least 6 months of customer interaction experience and a commitment to integrity and professionalism. Joining the team comes with a comprehensive...
$19.23 - $28.37 per hour
...Loveland, Colorado 80537 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their... ...needs and provide guidance and solutions to assist in client’s financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift- Fnbo---First-National-Bank-of-Omaha-1 in Fort Collins, Colorado, is seeking a Teller who will provide exceptional service while processing customer transactions. The ideal candidate should excel in communication, embrace teamwork, and possess a high school diploma. This...
- ...'s growth strategy by soliciting, developing, and servicing a wide variety of commercial loans. This individual will act as a financial advisor and trusted partner to members and prospects, managing relationships throughout the entire loan process—from origination to closing...Full timeWork at officeLocal area
$85.38k - $106.73k
...Loan Officer is needed to join a dynamic lending team in Fort Collins, Colorado. This is an excellent opportunity for a motivated financial professional to make a meaningful impact by helping local businesses secure the funding they need to grow, expand, and thrive. Fort...Local areaFlexible hours$19 per hour
...Candidate for This Role Teller Qualifications High school diploma or GED Excellent interpersonal communication skills Desire to meet the financial needs of our customers and community Ability to stand for long periods of time Desired Ability to lift and carry 25 pounds...Full timeTemporary workPart timeFor contractorsWork experience placementFlexible hours$85.38k - $106.73k
...regulations and requirements. 3-5 years of experience in commercial or business lending and servicing within a progressive and driven financial services company. Proven success in a sales and production position within the financial services industry. Work Environment The...Full timeWork at office$83k - $106k
...regulations and requirements. 3-5 years of experience in commercial or business lending and servicing within a progressive and driven financial services company. Proven success in a sales and production position within the financial services industry. $83,000 - $106,000 a...Relocation package$19 per hour
...Teller Qualifications: High school diploma or GED Excellent interpersonal communication skills Desire to meet the financial needs of our customers and community Ability to stand for long periods of time Desired: Ability to lift and carry 25...Full timeTemporary workPart timeWork experience placementFlexible hours
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