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
$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...SuggestedWork at office$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...SuggestedFull timeTemporary workPart timeWork at officeImmediate startFlexible hours$65k - $140k
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...SuggestedContract workPart timeLocal area$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...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedFull timeInternshipWork at officeVisa sponsorshipFlexible hours- ...Financial Advisor At BMO Bank In Cedar Rapids, IA LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Cedar Rapids, IA would allow you to join the Investment Program at BMO Bank...Local area
- ...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....Full timeInternshipWork at officeLocal areaFlexible hours
- 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 timeWork at office
- ...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 timeInternshipLocal area
$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 timeInternshipLocal area$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$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 timePart timeAfternoon shift$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 timeInternshipLocal areaFlexible hours- ...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 timeWork at officeImmediate start
- BMO in Cedar Rapids, IA, is seeking an experienced advisor to deliver comprehensive banking solutions and investment guidance. You will... ...to support branch goals and customer success. Industry licenses and a strong financial background are required. #J-18808-Ljbffr BMO
$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 timeBank staffWork at officeMonday to FridayNight shiftDay shift- ...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 officeFlexible hours
- ...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...
- ...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 timeSummer workInternshipWork at office
- ...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...
$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 workWork experience placementWork at officeRemote workFlexible hours- 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 timeWork at office
$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 workH1bWork at office- 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 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
- ...Credit Portfolio ManagerGreatAmerica 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 operating...Casual workWork at office
$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 timeContract workWork at officeFlexible hours$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 workWork at officeFlexible hours- Turn Funding Opportunities Into Real Impact.Four Oaks is looking for an experienced Grant Manager who knows that a successful grant program is about more than writing a strong proposal. It takes strategy, research, organization, collaboration, data, and the ability to see...Immediate start
- ...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 timeCasual workH1bImmediate startWorldwideVisa sponsorshipWork visa
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