Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Equitable Advisors LLC

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 Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $24,000 annually. Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs 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. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Cleveland, OH vacancy
  •  ...Financial Solutions Advisor - Cleveland Market Cleveland, Ohio;Euclid, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Euclid, OH
    7 days ago
  • $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... 
    Suggested
    Work at office

    Unavailable

    Cleveland, OH
    2 days ago
  •  ...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... 
    Suggested
    Immediate start

    MassMutual

    Cleveland, OH
    1 day ago
  • $50k

     ...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Cleveland, OH
    5 days ago
  • $70k - $80k

     ...Job Description 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, teammates, communities and shareholders every day.... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Cleveland, OH
    4 days ago
  • $100k - $150k

     ...Financial Advisor – Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing... 
    Summer work
    Work at office

    The Strategic Implementer

    Independence, OH
    2 days ago
  •  ...Financial Advisor Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Property and Casualty Insurance Hantz Group is a Michigan-based financial company that works with individuals and businesses to help... 
    Work at office
    Flexible hours

    Hantz Group

    Independence, OH
    3 days ago
  • $75k - $150k

     ...FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition...  ...of trust and confidence with our client to serve as the main advisor for their wealth management needs* Discuss client investment... 

    Manning & Napier Advisors

    Cleveland, OH
    5 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Cleveland, OH
    3 days ago
  •  ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary... 

    Dollar Bank, FSB

    Cleveland, OH
    3 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Pepper Pike, OH
    2 days ago
  •  ...Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Cleveland, OH
    4 days ago
  • $61k - $250k

    Northwestern Mutual is hiring a Financial Advisor in Cleveland, Ohio. The role involves building client relationships and creating personalized financial plans. Candidates should have a Bachelor's degree and entrepreneurial ambitions, with excellent time-management and... 

    UNAVAILABLE

    Cleveland, OH
    5 days ago
  • $61k - $250k

    Northwestern Mutual is seeking a Financial Advisor in Cleveland, Ohio. This unique opportunity allows you to start a business focused on helping clients achieve their financial goals through personalized planning. The role involves growing your client base, building tailored... 

    Northwestern Mutual

    Cleveland, OH
    4 days ago
  • Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families... 

    Prudential Financial

    Cleveland, OH
    2 days ago
  • $70k - $80k

    Overview This position provides comprehensive financial advisory services to client based on their goals and needs, including building financial plans and recommending brokerage products. Responsibilities Triage client leads and make referrals to appropriate internal partners... 
    Monday to Friday
    Day shift

    Bank of America

    Cleveland, OH
    4 days ago
  •  ...passionate and self‑motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their... 
    Immediate start

    The Variable Annuity Life Insurance Company

    Cleveland, OH
    4 days ago
  • Northwestern Mutual in Beachwood, Ohio is seeking ambitious individuals to become financial advisors. You'll have the opportunity to help clients achieve their financial goals through strategic planning and comprehensive services. Our robust training programs support your... 

    Northwestern Mutual

    Beachwood, OH
    4 days ago
  • ## Financial Advisor - Greater Cleveland AreaApplylocations: Remote-OHtime type: Full timeposted on: Posted Todayjob requisition id: JR2600641Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals... 
    Local area
    Immediate start
    Remote work

    Corebridge Financial, Inc.

    Cleveland, OH
    3 days ago
  •  ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s...  ...Professional - Key Responsibilities & Qualifications Voya Financial Advisors®, Inc., a leading independent broker‑dealer in the defined... 
    Local area

    Voya Financial Advisors

    Independence, OH
    1 day ago
  • $28.85 - $33.65 per hour

     ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset... 
    Hourly pay
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Cleveland, OH
    4 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Experienced Financial 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... 

    WealthBridge Financial Group

    Cleveland, OH
    4 days ago
  • $75k

     ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Parmatown Branch. Financial Advisors are based within a bank branch and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Cleveland, OH
    4 days ago
  • Equitable Advisors in Cleveland, Ohio, is seeking dedicated Financial Professionals to build and nurture client relationships and develop personalized financial strategies. The role requires in-office presence and offers a flexible schedule to maximize productivity. Ideal... 
    Work at office
    Flexible hours

    Equitable Advisors

    Cleveland, OH
    3 days ago
  • Corebridge Financial, Inc. is seeking a Financial Advisor in the Greater Cleveland Area. The role focuses on providing personalized financial planning for clients, enabling them to achieve their financial goals. This position allows for flexibility in scheduling and the... 
    Remote job

    Corebridge Financial, Inc.

    Cleveland, OH
    3 days ago
  • $200k - $250k

    A dynamic wealth management firm in Cleveland is seeking driven Financial Advisors. This salaried-plus-bonus position allows advisors to focus on holistic financial planning with no pressure for cold prospecting. The role offers substantial first-year earnings between... 

    Makari Group, LLC

    Cleveland, OH
    4 days ago
  • Dormont Manufacturing Co is seeking a qualified individual for a financial advisory position. The role involves building tailored financial plans and strategies to meet client investment needs. Responsibilities include triaging client requests, making referrals, and enhancing... 
    Monday to Friday

    Dormont Manufacturing Co

    Euclid, OH
    1 day ago
  • $1,000 per month

    Northwestern Mutual is seeking College Financial Representatives for an internship program in Beachwood, Ohio. Interns will learn to build a financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking... 
    Internship
    Flexible hours

    Northwestern Mutual

    Beachwood, OH
    1 day ago
  • The Western and Southern Life Insurance Company is seeking a Financial Representative in Independence, Ohio. In this role, you will engage with clients to analyze their financial needs and offer tailored solutions, including life insurance. The company offers a competitive... 

    The Western and Southern Life Insurance Company

    Independence, OH
    1 day ago
  • HFA Financial Advisor Senior - Branch page is loaded## HFA Financial Advisor Senior - Branchremote type: Officelocations: Cleveland, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0065553# **Description****Summary:**The HFA Financial Advisor Senior -... 
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Cleveland, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!