Entry-Level Financial Advisor
Equitable Advisors LLC
Job Description
Read all the information about this opportunity carefully, then use the application button below to send your CV and application.Overview
At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Raleigh, North Carolina.
The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
Responsibilities
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
- Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
- Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status.
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.
What it takes
- A four-year college degree
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Benefits and compensation
- Compensation you control and a comprehensive benefits package for eligible individuals
- Opportunity to work jointly with senior joint-work partners and to be coached by top performers
- Personalized and comprehensive training and support in all areas important to building your business
- A work-life balance and access to a full suite of remote-work technology solutions
- Advancement and management opportunities
- You can build your career on your own terms. No one-track path.
Note -- applicants must be authorized to work in the United States.
Equitable Advisors, LLC, (NY, NY View phone number on click.appcast.io) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. xuwmhxw
GE- 7283422.1 (11/24) (Exp.11/26)
- ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become... ...and results-driven Financial Advisor to join us. If you're passionate about helping... ...statements describe the general nature and level of the work being performed and are not...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
- ...Job Description About the job \n \n \n Equitable Advisor s 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...Entry levelWork at officeLocal areaFlexible hours
- ...as a point person Generate leads and drive SALES This opportunity is a strong fit if you’re someone who: Is looking for an entry point into marketing, sales, or business development Enjoys working in a customer-facing, team-driven environment Communicates...Entry levelTraineeship
- ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice... ...for a subset of the company's clients. · Execute delivery of financial plans and case preparation for client meetings. · Prepare the...SuggestedFull timeWork at office
- ...assisting our clients in every aspect of their financial lives. Our focus centers on our clients’... ...REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that... ...Mindset Desire to Help Others Highest Level of Integrity & Ethics Interpersonal &...SuggestedWork at office
- ...contribute to marketing campaigns that focus on customer acquisition and brand awareness across the Vegas area. \n \n This is an entry-level opportunity designed for people to gain sales and marketing experience by increasing brand visibility and supporting our clients'...Entry level
- ...Job Description Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing... ...recommendations \n • Develop and implement customized financial strategies and investment plans tailored to client objectives...
- ...Job Description About the Job \n \n Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested... ...and take your financial planning career to the next level! \n \n Featured Benefits \n \n \n ~ Medical...Worldwide
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs...
- ...Job Description About the Role: \n We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have...
$150k - $175k
...Job Description Senior Financial Advisor \n Established and respected fee-only RIA \n New York City, Hybrid (2 days in office / 3 days remote) \n \n An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated...Work at officeRemote work- ...Job Description Experienced Advisors — Build Your Practice Your Way \n \n You’ve already built a successful practice. The next... ...the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! \n \n What...Flexible hours
- ...wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in New York City... ...on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial...Private practice
- ...Job Description Financial Advisor Trainee – Build a Business, Not Just a Book \n Port Jefferson, Long Island, NY | In-Office \n 100... ...\n \n Who We're Looking For \n \n This is a trainee-level opportunity , so previous financial services experience is helpful...TraineeshipWork at office
- ...Job Description We are looking for Experienced Advisors to join our Team in the Omaha area. \n \n You've built a successful... ...that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as...Worldwide
$150k
...Job Description Position: Financial Advisor \n \n Locations: Phoenix, AZ | Denver, CO | Remote \n \n About AQI \n Gallacher Capital (GC) dba Forward Wealth \n Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed...Work at officeRemote work- ...Job Description Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned? \n \n The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely...Work at officeRemote workFlexible hours
- ...work. Rewarding career. \n Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- ...Job Description Role Overview \n We are seeking an experienced Financial Advisor to join our growing team and play a meaningful role in the next chapter of our firm's success. With nearly $1.5 billion in assets under management and continued momentum, this is a unique...Immediate startRemote workRelocation
- ...with a holistic approach to reaching their financial goals, integrating comprehensive planning... ...Role Description The Senior Financial Advisor is a full-time role, responsible for leading... ...client relationships and providing high-level financial guidance. Day-to-day...Full timeTemporary work
- ...Description Our client is a well-established, independent wealth management firm seeking an experienced and relationship-focused Financial Advisor to join its growing team. This individual will serve as the primary advisor for an established book of clients while playing...
$100k
...Job Description Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own.... ...of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go...Permanent employmentWork at officeLocal area- ...Job Description Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based. \n \n As...
- ...Job Description Financial Advisor \n Reports to: Commercial Head \n \n About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services...Temporary workWork experience placement
- ...Job Description We are looking for Experienced Advisors to join our Carolina Financial Group Team! \n \n You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients...Worldwide
- ...independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. \n \n This is an opportunity to... ...n \n ~5+ years of wealth management experience \n ~ Strong financial planning background with HNW clients \n ~ CFP® preferred (or...Full timeWork at office
- Job Description Now Interviewing December grads or Candidates with Sales Experience to Start in January 2027! \n \n IDR is an IT staffing firm that brings in recent college grads and early-career professionals who want to grow real sales skills and build their own...Entry level
- ...Job Description Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. \n \n Position... ...relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients....Interim role
- ...Entry-Level Brand Associate Catalyst Corporation | Oak Brook, IL | Full-Time | Entry-Level | In-Store Sales | Paid Training Catalyst Corporation is currently hiring Entry-Level Brand Associates to join our growing team in Oak Brook, IL . In this role, you’...Entry levelFull timeCurrently hiringImmediate startFlexible hours
- ...within. They're looking to add Associate Advisors to help convert this referral pipeline... ...opportunities \n Guide clients through financial planning needs, including wills, trusts,... ...be determined depending on experience level. \n \n For more information, or to...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Entry-Level Financial Advisor. Be the first to apply!
- estate planning consultant Mundelein, IL
- associate leveraged finance Mundelein, IL
- project finance associate Mundelein, IL
- financial planner cfp Mundelein, IL
- private wealth advisor Mundelein, IL
- financial consultant Mundelein, IL
- finance associate Mundelein, IL
- financial associate Mundelein, IL
- financial advisor development program Mundelein, IL
- financial planning administrator Mundelein, IL



