Wealth Advisor: Client-Focused Growth & Licensing Support
Equitable Advisors
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 : 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 : Comprehensive 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. Position Expired 4/29. #J-18808-Ljbffr Equitable Advisors
$120k
Guerra Wealth Advisors in Miami, FL, is seeking a dedicated Wealth Advisor to help clients navigate their financial journeys. The role focuses on developing tailored financial plans, managing portfolios... ...lead flow, mentorship, and growth opportunities. Earnings are expected...Suggested$61k - $119k
...Becoming a financial advisor at Northwestern... ...you can help your clients achieve their goals... ...representative focused on client-building and obtaining licenses. Our award-winning... ...including investments for growth, insurance for... ...with clients to support them through every...SuggestedFor contractorsWork at office- BankUnited is seeking a proactive Teller to handle daily transactions and support the Platform operations, focusing on 100% client satisfaction while maintaining accuracy and efficiency. You will process deposits, withdrawals, checks, and balance cash drawers, and promote...Suggested
$110k - $215k
...responsible for expanding client relationships by... .... The primary focus is on advising... ...Client Experience to support client... ...willing to obtain licenses within a standard... ...investments, trust and wealth transfer Desired... ...to the sustainable growth of our business and...SuggestedShift workDay shift- A prominent bank in Florida seeks a Private Wealth Advisor Senior to consult clients on financial goals. The role involves providing wealth advisory and investment management solutions, ensuring compliance with regulations while exceeding sales goals. Candidates should...Suggested
$200k - $400k
...Description Meet Guerra Wealth Advisors At Guerra... ...serving clients in South Florida and... ...while a fully built support infrastructure handles... ...structure allows you to focus on what matters... ...(2-14 or 2-15) license required (to obtain... ...Consistent asset growth through referrals,...Full timeWork at officeHome officeAfternoon shiftWeekday work- A leading financial services firm is seeking a Private Client Advisor in Miami to provide personalized investment solutions and comprehensive financial planning. Candidates should have a minimum of 2 years' experience in a Financial Advisory role and possess strong client...
- A leading financial institution is seeking a Private Banker in Miami to advise clients on managing their wealth. The role requires over three years of experience in Private Banking or Financial Services, strong sales skills, and the ability to develop client relationships...
$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth... ...create long-term client relationships, we... ...designed so you can focus on what you do best... ...mentorship Clear growth opportunities... ...Health (2-14 or 2-15) license required (to obtain... .... Advisor Support Infrastructure (...Full timeWork at officeAfternoon shiftWeekday work- JPMorgan Chase is looking for a Private Client Banker in Miami, Florida, to enhance client relationships and deliver exceptional banking solutions. The role focuses on creating memorable experiences and managing complete banking relationships for affluent clients and other...
- ...services firm in Miami is seeking a Private Client Advisor to provide comprehensive financial... ...in a financial advisor role, relevant licenses, and a strong ability to build relationships... ...package and opportunities for professional growth. #J-18808-Ljbffr JPMorganChase
- A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment...Full timeWork at office
$200k - $300k
...complex world. We develop client‑centric solutions for their long‑term growth and pave the way for... ...global vision. Our bankers support a wide range of... ...Relationship Manager will be focused on both existing and new... ...market clients. FINRA Licensing - SIE, Series 63 & 79 (current...Full timeLocal areaOverseasFlexible hours- ...fosters a collaborative and supportive culture where employees can thrive... ..., ultimately elevating client loyalty. Deliver a full PNC conversation... ...Expectations Customer Focused – Knowledgeable of the values... ...No Required Certification(s) Licenses Candidates being considered...Full timeTemporary workWork experience placementWork at officeShift work
- Morgan Stanley in Miami seeks a Client Service Associate to support Financial Advisors and client relationships. You will handle day-to-day service, account inquiries and digital tools, while assisting with onboarding and administrative tasks. The role emphasizes bilingual...Work at office
- ...is looking to hire a Financial Advisor in Miami, Florida. This role... ...involves developing and managing client relationships, offering... ...least 4 years of experience in wealth management. CAPTRUST offers comprehensive... ...opportunities for personal growth and employee ownership. #J-18...
- Truist is seeking a Financial Advisor in Miami, Florida to provide personalized investment advice tailored to individual client goals and needs. The role involves deepening client... ...will hold a Bachelor's degree, relevant licensing, and have experience in securities sales...
$105k - $250k
Citizens Bank in Miami, Florida is seeking a Wealth Advisor to develop tailored wealth management strategies, enhance... ...with key partners, and proactively engage clients. Applicants should have active financial licenses and a minimum of two years' experience in financial...Flexible hours- ...primary relationship advisor for high net worth and ultra‑high net worth wealth clients. Responsible for developing... ...Meet revenue growth, profitability and client... ...banking relationships. Focus on targeted prospecting... ...’s Degree. FINRA licenses including Series 7, Series...Work at officeLocal area
$115k - $140k
Join to apply for the Wealth Advisor role at Calamos Investments... ..., and UCITS funds. Clients include major... ...Strategies teams. This role focuses on deepening existing... ...relationships, identifying growth opportunities, and... ...preferred) Series 65 license required; CFP or related...Temporary workFlexible hours- TD Bank is actively seeking a Financial Advisor in Miami Beach, FL to provide financial planning guidance and investment management... .... In this role, you will be the primary contact for TD Wealth clients and ensure a comprehensive onboarding experience, managing client...
$79k - $127k
Wealth Enhancement Group in Miami, Florida is looking for a Financial Advisor to join their advisory team. This role involves managing client relationships, facilitating the financial planning process, and assisting senior advisors. The expected pay range for this position...- ...looking for a primary relationship advisor for high net worth clients. You will develop client relationships... ...deliver the full suite of Truist Wealth solutions. The role requires strong... ...a Bachelor's Degree, relevant FINRA licenses, and at least eight years of experience...
$200k
Guerra Wealth Advisors in Miami, FL is seeking a Senior Wealth Advisor to... ...for complex, high-net-worth clients. This role demands 7+ years of... ...candidates will leverage a robust support infrastructure to deliver... ...professional standards with a focus on mentoring junior advisors....- ...Banker is a trusted advisor who engages clients in meaningful,... ...you will drive growth by actively... ...proactive sales while supporting the banking... ...Bank. Growth Focus: Actively identify... ...limited to mortgage, wealth, private client,... ....A.F.E Mortgage Licensing Act of 2008 and...Temporary workWork at officeMonday to Friday
- ...Wealth Advisor Serve as primary relationship... ...net worth wealth clients. Responsible for... ...* Meet revenue growth, profitability and... ...relationships. * Focuses on targeted prospecting... ...designated to support client service... ...Maintains proper licenses including Series...Work at officeLocal area
- A large US wealth management firm with offices across most States has... ...a seasoned private wealth advisor (PWA) currently managing the assets... ...0m for at least 5 years. Our client has offices across the United... ...front-office position firstly focused on business development,...For contractorsLocal area
- ...Management Sales Officer in Miami responsible for identifying and supporting cash management products for business customers. The ideal... ...officers, perform financial analyses, and contribute to the Bank’s growth strategies. You will need a Bachelor’s degree, three years of...
- ...involves providing exceptional customer service, educating clients on banking products, and maximizing sales opportunities... ...skills are vital for success in this role. Valley Bank offers a dynamic work environment focused on professional growth. #J-18808-Ljbffr Valley Bank
- ...have 2-4 years of banking experience and a strong sales background. Responsibilities include greeting clients, managing transactions, promoting bank services, and supporting team goals. This full-time position offers opportunities to enhance client relationships and...Full time
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