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

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. R ole Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure 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: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: C omprehensive 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 Impact & Culture 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-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Cedar Rapids, IA vacancy
  • $61k - $119k

     ...Overview 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 advisor, you start as a financial representative... 
    Suggested
    Work at office

    Unavailable

    Cedar Rapids, IA
    4 days ago
  • $300k

     ...Job Description Job Description Join the New York Life Iowa General Office as an Experienced Financial Advisor and be part of a team that's committed to excellence, integrity, and client satisfaction. In this pivotal role, you'll empower clients to navigate the complexities... 
    Suggested
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start
    Flexible hours

    New York Life Iowa General Office

    Cedar Rapids, IA
    19 days ago
  • $61k - $119k

    Overview 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 advisor, you start as a financial representative... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cedar Rapids, IA
    2 days ago
  • $63k - $85k

     ...band or a title. Real mentorship: Learn directly from advisors who've built successful practices, not just a manual or a manager...  ..., as our own team demonstrates. About the Role As a Financial Advisor, you'll work with clients to understand their financial... 
    Suggested
    Full time
    Internship
    Work at office
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Cedar Rapids

    Cedar Rapids, IA
    4 days ago
  •  ...Health insurance Opportunity for advancement Training & development Vision insurance The Northwestern Mutual College Financial Advisor internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company.... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Flexible hours

    Northwestern Mutual - Cedar Rapids

    Cedar Rapids, IA
    16 days ago
  • As a Financial Advisor at New York Life’s Iowa General Office, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based... 
    Full time
    Work at office

    WizeHire, Inc

    Cedar Rapids, IA
    4 days ago
  •  ...features. Direct message the job poster from Modern Woodmen of America Managing Partner at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America... 
    Full time
    Internship
    Local area

    Modern Woodmen

    Cedar Rapids, IA
    3 days ago
  •  ...Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one...  ...Keele, CHFC, CLU, RICP – Managing Partner/Wealth Management Advisor: Time with NM: 20 years. Prior Experience: Kalvin began... 
    Internship
    Work at office
    Local area
    Overseas
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Cedar Rapids

    Cedar Rapids, IA
    a month ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    5 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area

    Unavailable

    Cedar Rapids, IA
    4 days ago
  • $19 per hour

     ...Job Description Job Description Housing & Financial Wellness Counselor Horizons – Cedar Rapids, Iowa Full-Time or Part-Time $19/hour + $1/hour increase upon obtaining HUD Certification Make a difference with your financial knowledge. Horizons is looking... 
    Full time
    Part time
    Afternoon shift

    Horizons, A Family Service Alliance

    Cedar Rapids, IA
    14 days ago
  • $60k - $125k

     ...part of our Carson Wealth family. Who We Want The Wealth Advisor position is the backbone of the practice. This position is an integral...  ...and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available... 
    Temporary work
    Work at office
    Flexible hours

    Carson Group Holdings LLC

    Cedar Rapids, IA
    a month ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    2 days ago
  •  ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial... 
    Full time
    Work at office
    Immediate start

    U.S. Department of Housing and Urban Development

    Cedar Rapids, IA
    2 days ago
  •  ...We are seeking a highly analytical and detail-oriented Senior Credit Analyst to support commercial lending through comprehensive financial analysis, credit underwriting, risk assessment, and portfolio monitoring. This position plays a critical role in evaluating commercial... 

    collinscu

    Cedar Rapids, IA
    1 day ago
  • $17 per hour

     ...effort. Direct sales goals may be established by management for such items as referrals for other bank products.Identify customer's financial services needs and cross-sell services to meet those needs.Advise customers on promotional items and services. Give referrals to... 
    Full time
    Bank staff
    Work at office
    Monday to Friday
    Night shift
    Day shift

    Hills Bancorporation

    Cedar Rapids, IA
    2 days ago
  •  ...in the products we offer and the clients we serve. They assist our customers in identifying which of our products best fits their financial needs and the right person on our team who can assist them with achieving their financial goals. Our Tellers are detail-oriented individuals... 
    Work at office
    Flexible hours

    Central State Bank

    Cedar Rapids, IA
    2 days ago
  •  ...Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and... 

    WealthBridge Financial Group

    Hiawatha, IA
    19 days ago
  • $86.8k - $165.2k

     ...the world? If you’re nodding your head in agreement keep reading.The SAP Finance position will be part of the Digital Technology Financial Applications organization at Collins Aerospace and recognized as IT professional with good hands-on experience in SAP FI functionality... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Raytheon

    Cedar Rapids, IA
    2 days ago
  •  ...practical experience of analyzing businesses across a variety of industries by evaluating their credit, economic conditions, and financial situation. You will have the exiting challenge of making actual decisions on extending credit. Do you want to work in a fast paced... 
    Full time
    Summer work
    Internship
    Work at office

    GreatAmerica Financial Services Corporation

    Cedar Rapids, IA
    3 days ago
  • Job Description Job Description Come join our team and become a BankIowan! We are currently looking for a Full-Time Client Serving Teller for our Corridor Market.   Client Servicing Teller: Tier I Title: Client Servicing Teller Department: Consumer Reports...
    Full time
    Work at office

    BankIowa

    Cedar Rapids, IA
    10 days ago
  • $73.8k - $92.3k

     ...SUMMARY   Mortenson is currently seeking an experienced Project Financial Controls Specialist who will be responsible for applying cost control procedures, best practices and analysis to projects while supporting, assisting and training project team members in the Project... 
    Contract work
    H1b
    Work at office

    Mortenson

    Cedar Rapids, IA
    2 days ago
  • Bankers Trust in Cedar Rapids, IA is seeking a Consumer Services Rep to provide superior customer service, process transactions accurately, and identify cross-sell opportunities. The role involves cash handling, daily balancing, and branch transactions in a community-focused...

    Bankers Trust

    Cedar Rapids, IA
    5 days ago
  • Bankers Trust is seeking a Consumer Services Representative in Cedar Rapids, IA. This full-time role focuses on delivering exceptional customer service, accurate transaction processing, and identifying referral opportunities for cross-selling bank products. Responsibilities...
    Full time

    BANKERS TRUST COMPANY

    Cedar Rapids, IA
    5 days ago
  •  ...Credit Portfolio Manager GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based... 
    Temporary work
    Casual work
    Work at office
    Flexible hours

    GreatAmerica Financial Services

    Cedar Rapids, IA
    5 days ago
  • $60k - $70k

     ...Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services... 
    Full time
    Contract work
    Work at office
    Flexible hours

    Federal Guardian LLC

    Cedar Rapids, IA
    more than 2 months ago
  • $60k - $125k

     ...part of our Carson Wealth family. Who We Want The Wealth Advisor position is the backbone of the practice. This position is an integral...  ...and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available... 
    Temporary work
    Work at office
    Flexible hours

    Carson Group Holdings LLC

    Cedar Rapids, IA
    11 days ago
  • # Grant ManagerCollins - Cedar Rapids, IA 52402## OverviewLevelExperiencedPosition TypeFull TimeJob Shift1st ShiftEducation LevelBachelor's DegreeTravel PercentageUp to 50%## Grant Manager-Cedar Rapids# ***Turn Funding Opportunities Into Real Impact.***Four Oaks is looking...
    Immediate start

    Paycom

    Cedar Rapids, IA
    3 days ago
  • $63.24k - $82.23k

     ...Job Description Job Description Ready to see your financial analysis influence real-world operations? Join a team where your insights help move freight, support customers, and drive business success every day. WHO WE ARE Headquarters: Cedar Rapids, IA Position... 
    Bi-weekly pay
    For contractors
    Work experience placement
    Work at office
    Local area
    Monday to Friday

    CRST Expedited, Inc.

    Cedar Rapids, IA
    24 days ago
  •  ...Job Description Job Description The Financial Analyst plays a critical role in supporting the company’s financial health and strategic decision-making. This role is responsible for assisting with budgeting, forecasting, variance analysis, and providing actionable insights... 
    Full time
    Casual work
    H1b
    Immediate start
    Worldwide
    Visa sponsorship
    Work visa

    Fluid Quip Technologies, LLC.

    Cedar Rapids, IA
    a month ago

Do you want to receive more vacancies?

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