Financial Advisor
Equitable Advisors LLC
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
- Location: Working outside the office in local schools and municipalities
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
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus : In addition to an annual salary, 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 Culture and Community Impact
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.GE- .1(4/25)(Exp.4/29)
$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...Suggested- ...Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put...Suggested
$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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-centric approach to wealth management through...SuggestedWork at office
- ...Certified Financial Advisor Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. With competitive compensation, excellent benefits...SuggestedWork at officeRemote workRelocationMonday to Friday
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
- ...Our client is a rapidly growing wealth management firm located in the Greater Dallas, TX area. They are seeking a Senior Financial Advisor to join their team. If you've built a strong track record in financial or consultative sales but are still waiting for the...Work at officeVisa sponsorship
$10k
...WealthbuilderDo you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment...Work at officeWork from home- ...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 Wealth Management, you will be based in Richardson, TX. Financial Advisors are based within a bank branch...Full timeTemporary workPart timeWork experience placementWork at office
$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an...Work experience placementWork at officeWork from home- A leading fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role focuses on providing financial guidance and executing tailored plans for members. Candidates should demonstrate leadership skills...Full time
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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 timeContract workFor contractorsWork at office$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....Work at officeWork from home- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential Overview Are you early in your career and looking...Immediate startRemote workFlexible hours
$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote work$50k - $60k
...Job Description Job Description Position Title: Associate Financial Advisor Reports to: Partner Department: Sales Location: 5850 Granite Pkwy, Plano, Texas 75024 (in office position) Classification: Full-time; Exempt...Full timeWork at officeNight shift- West Coast University in Richardson, TX is seeking a Financial Aid Counselor to guide students and families through costs of attendance and aid options. You will assess eligibility, explain federal and institutional programs, and help students plan their financial future...
- ...Job Description Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce...Work at officeRemote work
- Gwen Candler - State Farm Agent is seeking an Insurance and Financial Services Team Member to help grow the agency by building meaningful customer relationships and aligning client needs with the right products and services. You will contribute as a sociable, sales-minded...
- A financial services organization is seeking a Regional Field Recruiter in Plano, Texas to provide financial guidance that helps families achieve their financial goals. The ideal candidate will have strong integrity, leadership skills, and enjoy building long-term relationships...Full time
$10k
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe...Work at officeWork from home- ...What to Expect from This Opportunity ~100% remote work environment. ~ Meaningful work helping members and their families pursue financial security. ~ Extensive training, daily coaching, mentorship, and ongoing support. ~ Competitive compensation structure with...Hourly payContract workFor contractorsLocal areaRemote work
- ...Senior Wealth Advisor We are seeking a Senior Wealth Advisor to serve as lead advisor within our growing wealth management practice... ...topics to clients in an effective manner. Explain to clients all financial planning topics including retirement, tax, estate, insurance,...Immediate start
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...
- ...Network in Plano, TX is seeking a Patient Benefits Representative to educate patients on insurance coverage and benefits, assess financial needs, and manage eligibility and approvals in the clinic's system. Responsibilities include obtaining pre-authorizations, calculating...
- A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have a...
$50k - $80k
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. Base pay range...Full timeWork at officeFlexible hours- Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) to prepare the next generation of Advisors. You will learn to balance new client development, sales, investment management, client service, and compliance under mentorship at...Traineeship
- Northwestern Mutual seeks aspiring financial advisors to build their own practice as independent contractors. You’ll acquire licenses, educate clients, and develop a holistic financial plan practice with the support of award-winning training. The role emphasizes client...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial counselor Plano, TX
- associate corporate finance Plano, TX
- financial advisor associate Plano, TX
- financial consultant Plano, TX
- financial advisor training program Plano, TX
- estate planning consultant Plano, TX
- financial planning administrator Plano, TX
- finance associate Plano, TX
- financial advisor Plano, TX
- wealth advisor Plano, TX



