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
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork 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$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 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...SuggestedWork at office- ...Description Join us as an Entry-Level Financial Advisor at New York Life, where you'll have the unique opportunity to empower clients with strategies that secure their financial futures, all while advancing your own career. You'll manage your own practice, backed...Suggested
$75k - $150k
...tools and support needed to elevate your career as a Personal Financial Planner. By joining our team, you'll tap into the strength and... ..., including medical, dental, and vision coverage. As a trusted advisor, you'll play a vital role in shaping the financial futures of the...Start working today- ...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 strategies...
- ...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
- 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
$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$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 Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...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
- ...Primary Duties Provide financial counseling and follow-up on account balances. Patient collections and setting up payment plans. Work with Patient Responsibility Pricer software to obtain procedure pre-payments. Answer patient account billing questions both by telephone...Work at officeWeekend work
- ...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
$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...Hourly payFull timeBank staffWork at officeMonday to FridayNight shiftDay shift- ...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...InternshipWork at officeLocal areaWork from homeOverseasVisa sponsorshipFlexible hours
- ...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing the District financial management program. Analyzing the District's financial obligations and expenditures to ensure compliance...
$63.24k - $82.23k
...Ready to see your financial analysis influence real-world operations? Join a team where your insights help move freight, support customers, and drive business success every day. CRST The Transportation Solution, Inc. CRST is celebrating 70+ years of grit, growth, and forward...Bi-weekly payWork at officeLocal areaMonday to Friday$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular 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...- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative...RelocationVisa sponsorshipRelocation package
$53k - $70k
...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...Contract workWork experience placementWork at officeRemote workWorldwideVisa sponsorship$53k - $70k
...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...Contract workWork experience placementWork at officeRemote workWorldwideVisa sponsorship$41 - $48 per hour
...Senior Financial Analyst Location: Remote (Cedar Rapids, IA) Job ID: #72854 Pay Range: $41-48 The deadline to apply is 08/04/2026 Job Description We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team. Reporting...Work experience placementRemote work$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$105k - $125k
## Lead Financial AnalystApplylocations: Cedar Rapids, IAtime type: Full timeposted on: Posted 9 Days Agotime left to apply: End Date: June... .... The Lead Financial Analyst serves as a strategic financial advisor, shaping recommendations, influencing decisions, and supporting...Flexible hours$53k - $70k
...work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Transamerica is organized... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...Work experience placementWork at officeRemote work- ...: * We Solve It * We Are All One Team * We Do What We Say * We Grow Or We Die * We Commit And Never Quit Automotive Parts Advisor Responsibilities: * Order, receive, stock, and process parts * Supply technicians with automotive parts * Assist with inventory...Summer workLocal area
$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
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