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. 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. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr
$51.8k - $95.9k
...Application Deadline: 07/23/2026 Address: 700 First Ave. NE Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest...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$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Northwestern Mutual is seeking College Financial Representatives for their internship program in Cedar Rapids, Iowa. This role offers students the chance to build a financial planning practice with guidance from industry leaders. Interns will develop their business strategies...SuggestedInternshipFlexible hours
- ...Description 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...Full timeWork at office
- ...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...
- ...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
- ...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
$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 Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$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- ...Northwestern Mutual in Cedar Rapids, Iowa, is offering an internship for College Financial Representatives. This role provides guidance and a framework to build a financial planning practice with support from experts. Interns will learn to prospect, network, and develop...InternshipFlexible hours
$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- ...Medium is looking for qualified candidates for a part-time position in financial services, fully remote, based in Marion, Iowa. This role provides an opportunity to earn an extra $1,000-$2,000 each month while maintaining your current job's security. Your responsibilities...Part timeRemote work
$1,000 - $2,000 per month
...The AO Garcia Agency in Marion, Iowa is seeking qualified candidates for a part-time remote role in financial services, offering potential earnings of $1,000-$2,000 monthly. You’ll converse with clients and provide personalized financial strategies while working in a dynamic...Weekly payPart timeRemote work- ...Overview Job Summary: The Associate Wealth Advisor is responsible for providing customized, comprehensive financial management services and solutions to clients. This position will engage with clients to seamlessly deliver financial planning, trust, investment and fiduciary...Work at office
- ...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 his...Full timeInternshipWork at officeLocal areaWork from homeOverseasVisa sponsorshipFlexible hours
- ...EDUCATION PROFILES AFTER CLICKING SUBMIT 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....Full timeWork at officeWeekend work
$17 per hour
.... 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...Full timeBank staffWork at officeMonday to FridayNight shiftDay shift- Performs teller duties, both routine and complex accurately and professionally. Assists with customer inquiries/problem solving. Willing rotates between locations, as needed. PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES: Receiving and processing Teller transactions...Flexible hoursNight 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
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift- ...Financial Analyst II The City of Cedar Rapids is seeking a highly skilled and self-driven Financial Analyst II to join our Finance team... ..., and various accounting tasks. You'll serve as a trusted advisor to departments, helping shape strategic decisions through data,...Work at officeMonday to Friday
- ...of the Company's Accounting Team, responsible for developing complex models and high-level dashboards, tracking the company's financial performance against plan, analyzing business performance and market conditions to create forecasts/budgets, and helping management...Seasonal work
$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...H1b$17.93 per hour
...Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that...Hourly payPart timeWork experience placementWork at officeLocal areaFlexible hours$23.42 - $29.3 per hour
...other non‑merit factor. Salary Range $23.42 - $29.30 Beyond competitive health and retirement benefits with immediate 401(k) vesting, Segra also invests in your total well-being through programs supporting physical, mental, financial, and social wellness. #J-18808-Ljbffr...Full timeWork at officeImmediate startRemote workFlexible hours2 days per week$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$52.94k
...goals, interests and prior experiences and education. The academic advisor advises students concerning their academic plans, progress, and... ...focus on career opportunities, transfer admissions procedures, financial literacy, cultural education activities, and social and...Full timeWork at officeMonday to Friday- ...Overview The PFC/CAC assesses patients’ financial and insurance information in order to determine Medicaid, Marketplace, or other Community Programs or Resources. Assists with the actual insurance enrollment processes. Manages accounts that require a detailed, large...Daily paidTemporary workWork at office
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