Wealth Management Advisor
$28k - $125kEquitable Advisors
This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $28,000.00/yr - $125,000.00/yr Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. Daily Activities include: Networking to discover new talent to grow your team Coaching from your experience & training to develop new Financial Professionals Collaborating with local leadership to strengthen values, mission and vision Committing to personal and district goals consistent with branch and company strategy Supervisory skills ensuring compliance and brand are met Fostering diverse talent and enabling an inclusive work environment Teambuilding through culture and events Requirements: Four-year college degree preferred but not required Complete 12 months as entry level Financial Professional meeting requirements and have a developed client base Must obtain licenses: State Life and Health, SIE, FINRA Series 7, 66, & 24 exams Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Desire to help others plan for and protect their financial futures Knowledge of our products & services • High degree of self-confidence but team first attitude Authorized to work in the United States Training & Support Leadership Development School Equitable Advisors' Virtual University Columbia Holistic Financial Coach Program Sponsorship for FINRA licensing Working closely with top leadership thru 1:1 coaching Joint work and mentorship opportunities Personalized training and support in all areas important to building your business Opportunity to earn specialized designations such as Certified Financial Planner (CFP) Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance Work-life balance and access to a full suite of remote-work technology solutions Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry! If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect! 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- 7559574.1(1/25)(Exp.1/29) Seniority level Entry level Employment type Full-time Job function Sales, Management, and Finance #J-18808-Ljbffr Equitable Advisors
$250k
Senior Wealth Management Advisor - C03 Location: Dallas, Texas, United States Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-20 years of successful sales experience as...Suggested- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...Suggested
- ...DESCRIPTION Manage and strengthen relationships within an existing book of business. This... ...client expectations and service standards. Wealth management experience with fee-based... ...planning best practices Serve as trusted advisor and thought leader advocating on behalf of...SuggestedFull timeWork at office
- ...nationally recognized, fee-only Registered Investment Advisor (RIA) seeking a Vice President, Wealth Advisor to join its growing Dallas team. This is an opportunity to work within an established wealth management platform that provides a steady flow of qualified prospective...Suggested
- ...about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas. In this role, you’ll make an impact in the following ways:Independently...SuggestedWork experience placementLocal areaWorldwideFlexible hours
- ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...
$142.83k - $208.17k
...Liability claims, including auto, premises, and personal liability. This role requires a strategic thinker with a proven ability to manage complex claim investigations and evaluations while ensuring optimal outcomes for our clients.*Please note this role a fully...Full timeWork at officeLocal area$104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hours- ...comprised of Program Officers and Grants Managers provides guidance and support to clients... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment... ...Asset Management provides individuals, advisors and institutions with strategies and...Local area
$99k - $266k
...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your... ...client relationships- Acting as a tax technical business advisor- Specializing in international insurance tax- Implementing technology...Full timeH1b$146k - $225k
...If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Senior Manager - Insurance Consulting (Life, Annuity & Retirement) to join our team in Dallas, Texas (US-TX), United States (US).Job Description:...Temporary workWork at officeRemote workFlexible hours- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development... ...we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:•...Full timeFor contractorsLive inWork at officeLocal area
- ...about shrink, safety, accuracy, and regulatory compliance. Makes recommendations and provides communication to Sr. Asset Protection Manager, and others; Initiates investigations and resolution of safety, regulatory compliance, and theft related issues. Discusses concerns...Full timeWork experience placementImmediate startNight shift
- Crow Holdings Capital (CHC) is a real estate investment management company specializing in multifamily, industrial, and specialty property types delivered through strategies that span the risk-return spectrum. For 25 years, CHC has sought out a diversified portfolio in...Full time
$130k - $194k
...belonging, purpose, and a team that welcomes you—because when you feel valued, you’re empowered to do your best work.Job SummaryThe Asset Manager, Fuel Cells and LDES sits within the Energy team and supports the lifecycle management of Equinix’s onsite and co-sited power...Full timeContract workWork at office$100k - $125k
...your relevant experience to a new industry, join our team as we help shape a brighter way forward. Summary/Objective:The Senior Asset Manager - Special Assets must demonstrate attention to detail, organization, analytical orientation, risk mitigation, and possess the...Full timeLocal areaNight shift- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and... ...the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project...Full timeFor contractorsLive inWork at officeLocal area
- ...diversity of ideas, experiences and backgrounds.You are a confident Manager who spots and stays ahead of the SAP platform , industry and... ...with clients or within AccentureBecome a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current...Full timeWork experience placementLive inWork at officeLocal area
$101.38k - $168.96k
...we can solve the world’s most complex challenges and deliver more impact together.Role description:We are seeking a Senior Asset Management Consultant to join our Resilience Water Team and work on a variety of engagements with our Asset Management practice in the West...Full timePart time- Job DescriptionLife Insurance managers are focused on developing new capabilities for our life and annuity industry and bringing those to our clients through delivery. This requires delivery leadership coupled with expertise in life and annuity business processes, operating...Full timeLive inWork at officeLocal area
- ...Private Wealth Director Northern Trust, a Fortune 500 company, is a globally recognized, award-winning... ...segments. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping clients navigate complex financial needs...Temporary workWork at officeFlexible hours
$70k - $85k
...Communicate information, suggestions and/or problem issues regarding audit status and critical findings throughout the assignments to the Manager. Create all work papers to show what was completed, the procedures and methods used, and the conclusion or the results of the work...Full timeWork experience placementSummer workWork at officeImmediate startMonday to FridayMonday to ThursdayFlexible hours$65k - $250k
Overview Ultimate goal: financial independence. Step One: Locate a well-defined path to business ownership. About: If you’re about to enter the workforce, or have recently graduated, there are good reasons why now is the perfect time to start a business. Launching a financial...- ...collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed.... ...Position Overview We are seeking a motivated, relationship-driven Wealth Manager to join our team. In this role, you will deliver personalized...
$97.1k - $161.8k
Overview:Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy... ...Wilmington Trust’s best thinking. Works with Investment Advisor to understand objectives, constraints, and tax budget of portfolio...Full timeWork experience placementWork at office$120k - $150k
...Claims Manager – Commercial Auto Lines – Global P&C Insurance Carrier Locations: Dallas or Philadelphia - (Hybrid) About the Opportunity James Search Group is proud to partner with a top-tier global property & casualty insurance carrier to recruit a Claims Manager specializing...- DescriptionSummary: The Portfolio Manager - Investor Real Estate is designated for those underwriters with the greatest responsibility for the most complex business loan relationships, and those with the highest credit exposure within the business segment.Duties and Responsibilities...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Holdings, a privately owned real estate investment and development firm with over 75 years of history, $34 billion of assets under management, and an established platform with a vision for continued success. For more information, please visit Position Summary...Work at officeLocal area
$124k - $186k
Title: Senior Product Manager, Insurance Products Location: Austin, TX / Dallas, TX / New Jersey, NJ / San Jose, CA (hybrid)Company: Hippo Insurance About Hippo Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure...Temporary workFlexible hours- ...: We are Advisory. Our vision is to become the world’s leading advisors in harnessing technology and innovation as a force to reinvent... ...implementing technology architectures that drive business value, manage complexity, and accelerate harmonization of the IT estate. We...Full timeLive inWork at officeLocal area
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