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
- ...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedFull timeLocal area
$51.8k - $95.9k
...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 through 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$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- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...SuggestedFull timeTemporary workFlexible hours
- ...Description At New York Life, we're committed to empowering you to build a fulfilling career as a Financial Advisor. You'll be part of a team that's among the strongest and most respected financial companies globally. We provide an inclusive work environment where...
$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...Work at officeWork from homeHome officeFlexible hours- ...Join New York Life, a company that stands tall with a legacy of excellence in the insurance industry. As an Entry-Level Financial Advisor, you'll be part of a team that values your unique contributions and empowers you to grow your career. We're committed to fostering...Flexible hours
- Aogarciaagency, located in Cedar Rapids, Iowa, is seeking a passionate individual for a client-focused role. This position offers flexibility and growth opportunities, allowing you to balance personal and professional life. You will conduct virtual consultations, assess...Remote workFlexible hours
- ...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 provide them with tailored advice and...
- ...Rapids, Iowa. This role offers flexibility to work from home while conducting virtual consultations with clients, helping secure their financial well-being. Key responsibilities include building client relationships, assessing needs, and performing administrative tasks....Weekly payRemote workWork from homeFlexible hours
- ...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
$300k
...Job Description Job Description As an Experienced Financial Advisor with New York Life, the role focuses on helping individuals, families, and business owners achieve their financial goals through personalized financial planning and risk-management strategies. The...Full timePart timeImmediate start$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$132.03k - $161.37k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client...Temporary workWork experience placementLocal area$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Work experience placementFlexible hours
- ...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
- ...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 operating approach are key...Temporary workCasual workWork at officeWork visaFlexible hours
$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- ...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...Full timeContract workWork at officeWorldwide
- ...Patient Financial Representative The Physicians' Clinic of Iowa Central Business Office is seeking a full-time Patient Financial Representative to support our mission of delivering exceptional healthcare through outstanding patient financial services. Primary duties...Full timeWork at officeWeekend work
- Performs teller duties, both routine and complex accurately and professionally. Assists with customer inquiries/problem solving. PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES: Receiving and processing Teller transactions accurately and timely. Follows...Flexible hoursNight shift
- ...digital tools, self-service options, or the appropriate team member. Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers. Identify potential product or service needs...Part timeWork experience placement
$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- ...Commercial Loan Officer RESPONSIBILITIES: The Commercial Loan Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell other products and services as appropriate to client requirements...Local area
$150k - $180k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...Full timeContract workWork at officeRemote workWorldwideRelocation package$173k - $215k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...Full timeContract workWork at officeRemote workWorldwideWork visaRelocation package3 days per week$88.4k - $150.7k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture...Full timeWork experience placementInternshipWork at officeLocal areaWork from home$165k - $195k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...Full timeWork at officeRemote workWorldwide
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