Financial Advisor
Jobrapido
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance: Flexible schedule to maximize productivity and personal time Location: Working outside the office in local schools and municipalities 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 Compensation & Benefits Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to an annual salary, 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 Culture and Community Impact 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-7814452.1(4/25)(Exp.4/29)
$2,000 - $4,000 per month
...00.00 Commission/month Los Angeles - In office About 49 Financial At 49 Financial, we're passionate about developing the next... ...through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours- ...Bank of America in Culver City is looking for a Financial Solutions Advisor Stage I. This role involves obtaining industry licenses and providing tailored financial solutions to clients. You will engage with customers to understand their financial needs and deliver personalized...Suggested
- ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a... ...7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office- ...in alignment with goals & industry requirements.Duties and Responsibilities:Meet with existing and prospective clients to promote financial planning and investment services.Conduct educational seminars and workshops.Present client financial plan and investment proposals...SuggestedLocal area
$150k
...compensation, with potential starting base up to $250,000 for advisors bringing an established book, subject to approval. Base salary... ...year period as production-based earnings grow. Position Overview Financial Advisor An established Registered Investment Advisor serving...Temporary workPrivate practiceLocal areaFlexible hours$63.3k - $117.2k
...Wealth Sales & ServiceProvides 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...Part timeLocal area- ...opportunities for professionals to contribute to an evolving environment with room for professional development. Role Description The Financial Advisor is a full-time, remote role responsible for providing comprehensive financial guidance to individual and business clients. Day...Full timeRemote work
- ...As a financial advisor with MassMutual, your main role is to build relationships with individuals, families, and business owners to understand their financial goals. You'll analyze their current situations and develop personalized financial recommendations in areas like...
- ...Pacific is a high-performing, dynamic firm of MassMutual, a leading financial services organization with a long history of helping... .... The Opportunity: We are seeking a motivated Financial Advisor who is ready to take the next step in their financial services...Full time
- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...Full time
- Bank of America in Hawthorne, CA is seeking a licensed financial professional to advise clients, triage leads, and build financial plans with brokerage products. You will refer clients to partners, review goals, and ensure regulatory compliance by maintaining required licenses...Work at office
- Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training...Monday to FridayWeekend work
$22.39k - $136.47k
...compensation types Annual Bonus and Commission Director @ Thrivent | Financial Planning READ CAREFULLY *** US citizens and residents of... ...financial planning practice. We are looking for experienced advisors (bonuses) and non-experienced candidates. You don’t have to be...Full timeLocal area$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and build foundational skills in client relationship management and financial solutions. Successful candidates will progress through...Work at office
$70k - $80k
...position: FDIC; Safe Act; Loan Originators; FINRA. Company Purpose At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$20k - $100k
5 days ago Be among the first 25 applicants Join to save Financial Advisor at Taos Global Group Inc. Get AI-powered advice on this job and more exclusive features. Has entrepreneurial spirit and a desire to be successful; Be eager to help people, and cultivates and...Full time- Company Description Principal Financial Group® is a global leader committed to enhancing the financial security, wealth, and well-being... ...investment advisory solutions. Role Description The Financial Advisor role is a full-time, on-site position based in the Los Angeles...Full timeWorldwide
- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity... ...you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...Local area
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...seeking bilingual professionals who are committed to building a financial practice by influencing Christians to be wise with their money... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$164k - $250k
...About the Role Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds...Full timeTemporary workFlexible hours- ...New York Life Pasadena is seeking an Insurance Agent to help clients meet their financial goals while building a rewarding career. You will leverage our extensive product lines to guide individuals, families, and businesses toward suitable financial strategies and solutions...Local areaFlexible hours
- Join the Clean Energy RevolutionBecome a Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you will conduct research and analyses to facilitate the effective management of the Company's financial assets. As part of...Temporary workRemote work
$85k - $300k
...Job Description Job Description Financial Sales Representative - Interview with one of the Top New York Life Partners in Los Angeles... ...ll see more of the specifics below: Insurance & Financial Advisor $85,000 to $300,000+ Annually with an average first year...Fixed term contract- ...project assistance for investment products. The role requires a high school diploma or GED, Series 7/63/65/66 licenses, or bondability, with prior administrative experience in financial services preferred. Exceptional benefits accompany employment. #J-18808-LjbffrWork at office
$90k - $110k
...Job Description Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what...
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