Financial Advisor
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. #J-18808-Ljbffr Equitable Advisors
$61k - $119k
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- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
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- ...is who's sitting across the table when they do. If you're an advisor who can close, you know the frustration of being good at the hardest... ...Active life insurance license Documented closing evidence — financial decisions you personally influenced and closed A credible...Work at officeRemote work
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$24k
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while... ...and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be...Work experience placementLocal areaRemote workFlexible hours- The Commas Financial Advisor is a CFP® professional who owns and leads a defined group of client relationships. This is a hands‑on, client‑facing role. You are responsible for guiding clients through financial decisions, leading meetings, and ensuring consistent follow‑...Work at office
- Financial Advisor Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our growing team in Cincinnati. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining...
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$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ## HFA Dedicated Financial Advisor - Advice CenterApplyremote type: Officelocations: Cincinnati, OH: Avery-Muirfield Dublin C Oh: Alpharetta, GA: CMV - North Canton Bo: Youngstown-BR2809time type: Full timeposted on: Posted Todayjob requisition id: R0073755# **Description...Full timeTemporary workH1bWork at officeRemote workWork from homeFlexible hours
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- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor 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 that align with their goals...
- About the job Financial Services Advisor Entry-Level to Experienced | Training Provided Chicago, IL (Hybrid & Remote Opportunities Available) Build a Career With Purpose, Flexibility, and Unlimited Growth Potential Atlas Financial Solutions is expanding and actively seeking...Full timePart timeRemote workFlexible hours
$150k
...Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across...Temporary workWork experience placementWork at officeLocal areaFlexible hours- Hondros College of Nursing in West Chester, OH, on-site with remote work up to 2 days per week, is seeking a Financial Aid Advisor. You will guide students and families through the financial aid process, review policies, and assist with aid processing and payment planning...Remote job2 days per week
- Hondros College of Nursing in West Chester, OH is seeking a Financial Aid Advisor to support our Cincinnati campus on-site with up to two remote days per week. You will provide information on financial aid options, eligibility, repayment options, and budget guidance to...Remote work2 days per week
- Huntington National Bank is seeking a Senior Financial Advisor - Branch partner to work with branch staff to identify client needs and offer the most suitable financial solutions for short- and long-term goals. The role emphasizes investment and insurance guidance within...Remote jobTemporary work
- Andy McMahon - State Farm Agent in Mason, OH is seeking a Financial Services Representative to market financial products, educate clients, and build lasting relationships. The role combines sales with advisory services to protect clients’ financial futures. The ideal candidate...Flexible hours
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