Financial Advisor
Equitable Advisors LLC
Job DescriptionEquitable 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 HighlightsClient Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingFinancial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services tailored to clients' unique situationsLocation: In-office presence requiredWork-Life Balance: Flexible schedule to maximize productivity and personal timeSkills & ExperienceEducation: Bachelor's degree or equivalent skills and work experienceLicensing: State Life & Health, SIE, Series 7, Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities with strong self-confidenceMindset: entrepreneurial spirit with a desire to positively impact others' livesCollaboration: ability to work with and learn from top performersWork Authorization: must be authorized to work in the United StatesTraining & DevelopmentFINRA Sponsorship: provided for required FINRA licensingPreliminary Employment Period (PEP): comprehensive 120-day hands-on trainingVirtual University: access to Equitable Advisors' Virtual University for continuous learningMentorship: opportunities for joint work and mentorshipPersonalized 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 succeedLeadership Development: access to Leadership Development School for those with management ambitionProfessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach programCompensation & BenefitsSign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEPStable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth managementCommissions 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 PurchasePlan (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 & CultureEquitable 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)
- ...state clientele that has been built over the last 29 years. The advisor partners closely with front line retail staff, commercial... ...branch leaders to foster warm internal introductions to focus on financial planning, not product sales. You will work alongside other experienced...SuggestedWork experience placement
- ...What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and...SuggestedFull timeFor contractorsWork at officeMonday to FridayFlexible hours
- ...roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and... ...offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business...SuggestedWork experience placementLocal area
$65k - $140k
...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 of the customer. Determines client needs and provides solutions though the sales of...SuggestedPart timeLocal area$55k - $85k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building...SuggestedWork at officeRemote workShift work$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...Full 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...Work at officeWork from homeHome officeFlexible hours- ...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine...Full timeTemporary workWork at office
$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$65k - $85k
...Financial Advisor Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we're the...Work at officeMonday to FridayWeekday work- Description Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...Local area
$20.54 - $27.78 per hour
...Region Locations Midwest Wisconsin - Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...Hourly payWork at officeMonday to FridayAfternoon shift- ...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison... ...Overview: Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial...Local area
$250k
...Financial Advisor At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported,...Local area- ...believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to...Bank staffWork at officeLocal area
- ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...Work experience placement
$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- ...Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll serve existing clients, expand your network through business development,...Full timeWork at officeMonday to FridayFlexible hours
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
- ...Job Description e 2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee...Full timeWork at officeMonday to Friday
- Overview 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
- ...People", join our team! Essential Responsibilities (65%) Direct Financial Advising - Financial Product Delivery and Technology... ...quality consistently maintained at an acceptable level. Financial Advisors in the FAS Contact Center will consistently demonstrate a strong...
$90.2k
Financial Advisor - Northern Highland Financial Advisors Location: Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving...Full timeLocal area$45k
Financial Aid Advisor Fort Lauderdale, FL Job description The Financial Aid Advisor works with prospective and current students and their family to assist them in the application process for financial aid programs. Responsibilities may include but are not limited to performing...Full timeWork at officeMonday to FridayFlexible hoursShift workAfternoon shift- Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where... ...7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of...Remote workFlexible hours
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs...
$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full time$61k - $119k
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. Our award-winning training program equips you with the education, skill-building, and development...Work at office$90k - $110k
Financial Advisor - Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next 4‑5 years. Salary & Compensation Base salary range: $90,000-$110,000, exclusive...Full timeTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial advisor Wisconsin
- financial associate Wisconsin
- estate planning consultant Wisconsin
- financial advisor associate Wisconsin
- financial planning associate Wisconsin
- financial planning assistant Wisconsin
- finance associate Wisconsin
- financial counselor Wisconsin
- financial planning administrator Wisconsin
- financial planner Wisconsin


