Financial Professional
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, 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 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 $34,500 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. 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. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. 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. #J-18808-Ljbffr
$93k - $191k
...Transformation Office (TTO) requires hands-on understanding of professional services, models for third-party relationships, and relevant... ...Management Professional (PMP)Preferred:Experience in a tax, financial services, or professional services environment, with exposure...SuggestedWork at officeLocal areaVisa sponsorshipShift work$148.09k - $182.64k
...vary by role and will be assessed during the interview process.About the Role:Gusto is looking for an experienced financial services compliance professional to lead product compliance support across our consumer financial products, commercial financial services,...SuggestedFull timeWork at officeLocal area2 days per week3 days per week$78.63k - $160.75k
...and special tax related projectsThe TeamWe have dedicated tax professionals that are committed to executing on implementing our firm... ...AgentCertifications:Project Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerGRIPreferredAdvanced degree...SuggestedWork at officeWorldwide- ...starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design... ....Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-...SuggestedFull timeWork at officeLocal area
$78.68k - $160.75k
...opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance.Recruiting... ...AgentProject Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerPreferred:Advanced degree in...SuggestedWork at officeLocal areaVisa sponsorship- ...starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design... ...in Accounting or equivalent field 3+ years of progressive financial service tax experience Experience working with asset manager...Full timeLocal area
$207.2k - $259k
...and overall — coaching them, giving feedback, and owning their professional development — and you provide input on Consultant hiring.... ...HaveDeep expertise in at least one enterprise vertical (Consumer, Financial & Professional Services, Healthcare & Life Sciences) — the...Full timeWork experience placement$285k - $310k
...human resources information systems, project management, and professional development and learning management. In addition, the Office... ...in a dynamic environment. Strong critical thinking and financial analysis skills with experience analyzing data and budgets to...Work at office- ...Position Title: Financial Professional (Entry-Level) Company: Hi+Tegrity (In partnership with The Broker Group) Status: 1099 Independent Contractor Location: Fully Remote Hi+Tegrity is a California registered sole proprietorship dedicated to helping individuals build...Hourly payExtra incomeFull timePart timeFor contractorsRemote workFlexible hours
$15 per hour
...Finance & Accounting team. This internship offers hands‑on experience in core accounting functions and exposure to financial operations within our professional sports and entertainment properties, including the Philadelphia Flyers and Xfinity Mobile Arena. Job Description...Work experience placementInternship- ...starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design... ...team, who will play a key role in supporting day-to-day financial operations for our clients, ensuring accuracy, efficiency and...Full timeLocal areaRemote workWeekend work
$36k - $125k
...About the job PT/FT Financial Professional (Remote) Job brief PLEASE READ JOB DESCRIPTION BEFORE APPLYING OUR MISSION: Helping everyday families get financially educated and servicing the community on topics we should of learned in school. Looking to get out...Hourly payFull timePart timeRemote work- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You MUST live and work in the United States to be considered for this opportunity ---PLEASE do NOT apply for this opportunity...Hourly payFull timePart timeFor contractorsImmediate startRemote work
- ...ABOUT US Our firm has been leading the financial services industry for many years, and we are rapidly expanding. We are a non-captive... ...and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department...Full timePart timeRemote workWork from homeFlexible hours
- ...Fifth Avenue Financial, a MassMutual firm, is seeking Financial Services Professionals to join our team. Our most successful professionals have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based. As part of...Internship
- ...Are you keeping your options open? Here at Transamerica Financial Advisors / World Financial Group (WFG), we are searching for motivated... ...or full-time, Entry-Level or Experienced Financial Service Professional positions available. This is a performance- and commission-...Full timePart timeRemote workWork from home
- ...David Dworsky Financial Services United States 2 days ago Be among the first 25 applicants About the Job This is a REMOTE opportunity... ..., management, retail, restaurant, etc.) As a Financial Professional, you’ll have the rewarding opportunity to promote financial literacy...Full timeTemporary workPart timeWork at officeRemote workWork from homeFlexible hours
- ...Description 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, ...Work experience placementLocal areaFlexible hours
- ...solutions that best meet the client's needs. The ADII/AII provides professional architectural consultation in the planning, design, and... ...insurance, 401(k), and a number of ancillary benefits as well as financial incentives for licensure, professional certifications, and...Full timeWork at office
$180k - $247.5k
...identify and cultivate champions, and establish yourself as a trusted advisor. You will report to a Field Engineering Manager within the Financial Services team at Databricks.The impact you will have:Partner with the sales team to help customers understand how Databricks can...Local areaWorldwide$17 per hour
...continued growth is opening up new opportunities for all levels within our firm, particularly in healthcare, technology, financial and professional services and social purpose. We are always looking for team members who are passionate about our industry, our clients and...Full timeInternshipWork at officeLocal areaFlexible hours- A leading financial services firm in New York is seeking candidates for its Accelerated Path to Management Program. This opportunity allows candidates to begin as financial professionals, gaining essential skills in sales and client management, with a clear path to transitioning...
$60k - $150k
...propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and...Full timeContract workFor contractorsWork at office$20 per hour
...External Candidates must be authorized to work in the US to qualify for a Central Support Role*** Are you an experienced financial technology professional passionate about education and making an impact? Do you enjoy empowering others to discover life-changing...Hourly payPart timeRemote workWorldwideFlexible hoursShift work- An established industry player seeks motivated individuals to join their team as Financial Professionals. This entry-level role offers an exciting opportunity to help clients achieve their financial goals while receiving comprehensive training and support. You will engage...Remote job
- Job Title: Financial Professional (REMOTE) Location: Remote (Work from Home) About Us: We are on a mission to empower individuals, families, and businesses with modern-day financial education. We operate as a non-captive broker dealer, partnering with industry leaders...Full timePart timeRemote workWork from homeFlexible hours
$60k - $150k
...propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and...Contract work- A leading financial services firm in New Jersey is looking for a highly motivated individual to join their team as a Regional Director. In this role, you will build client relationships, assist in retirement preparation, and develop financial plans. This position offers...Full timePart time
- ...broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority...Work at officeHome office
- ...leading insurance firm in New York is seeking candidates for its Accelerated Path to Management Program. This role begins as a financial professional and includes comprehensive training in sales and business development, transitioning to management. Ideal applicants will...
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