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
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...helping clients make thoughtful, informed decisions about their financial lives. We view planning as an ongoing relationship, not a one-... ...decisions with confidence. Role We are looking for a Financial Advisor who has a strong foundation in financial planning and is ready...SuggestedWork at office
- Retirement Corporation of America Blue Ash, OH Financial Advisor with Path to Partnership At Retirement Corporation of America, we help clients make thoughtful, informed decisions about their financial lives through long-term planning relationships built on clarity, trust...SuggestedFull timeWork at office
$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- ...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
- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...Immediate start
- ...A bit about us: We are seeking a motivated and client-focused Financial Advisor to join our Wealth Management team. This individual will work closely with individuals, families, and business owners to understand their financial goals and develop personalized strategies...Local area
- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
- The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients...Full timeWork at office
- 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
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- Overview Job Title: Wealth Management Advisor Location: United States (Remote) Company Overview: This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their...Remote workFlexible hours
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ## 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
- ...care in 18 states and 80 markets, providing services that span the eye care continuum. For more information, visit . Job Title: Financial Counselor Must reside in the following states: AL, AZ, FL, GA, IL, IN, KS, KY, MI, MN, MO, NC, NJ, OH, OK, PA, TX, VA Job...Full timeWork at officeImmediate startRemote workHome officeFlexible hoursAfternoon shiftEarly shift
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship- Jobtailor in Cincinnati is seeking a client-focused financial professional to build bespoke financial plans and review investment goals with clients. You will triage leads, meet with clients, and recommend brokerage products while expanding your licenses through ongoing...
- Corebridge Financial, Inc. is seeking a Financial Advisor to assist clients in planning their financial futures. The ideal candidate will have 2+ years of experience, a strong sales background, and the necessary FINRA licenses. This position is remote with support for...Remote job
- 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
- Andy McMahon - State Farm Agent in Mason, Ohio, is seeking a Financial Services Representative to join their team. The ideal candidate will market financial products while providing excellent consultative support to customers on their insurance and investment needs. This...
$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 FridayShift workDay shift- A Fortune 500 financial services company in Cincinnati is seeking a motivated Financial Representative. This role involves working with clients to understand their financial needs and recommending tailored solutions, including life insurance. Ideal candidates will be customer...
- Financial Advisor & Director at Northwestern Mutual Entrepreneurship while making an impact. This is a career move that could redefine how you work and the legacy you leave. Overview As a Financial Representative, you will work with individuals, families, and small businesses...Full time
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Temporary workWork experience placementWork at office
- ...Job Description Job Overview: Responsible for interviewing patients to determine financial assistance eligibility for various assistance programs. Able to work independently, managing a dynamic workload, while providing patients and families with outstanding customer...
- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
- ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...
- JPMorganChase in Ohio is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful solutions using Chase mobile/app. You will build relationships, work with our team of experts, and help clients with banking solutions...Weekend workAfternoon shift
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area
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