Financial Planner
Full-time
Equitable Advisors
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 may 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 including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
- Must , pass FINRA Series 24 exam prior to stepping into leadership
- 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®)
Compensation & Benefits
- 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 8204370.1(7/25)(Exp7/29)
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Raleigh, NC vacancy
- ...person who sees the full picture when others only see the numbers? Our client, Triangle Wealth Management is looking for a Senior Financial Planner who thinks in decades, not quarters. We look at a family's full financial life and build a plan that holds up against real...SuggestedFull timeTemporary workShift work
Nottingham & Associates
Raleigh, NC18 hours ago - ...established and highly respected independent wealth management firm located in Raleigh, NC, is seeking an analytical, detail-oriented Financial Planning Assistant to support the advisory team in delivering comprehensive financial planning and wealth management services.This...SuggestedWork at office
TalentWealth
Raleigh, NC1 day ago - ...procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team...SuggestedNight shift
The Fidelity Bank
Raleigh, NC3 days ago - ...SUMMARY: The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future...SuggestedFull timeWork at officeImmediate start
FirstBank
Raleigh, NC1 day ago - ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...SuggestedTemporary workWork experience placementLocal area
Chase Bank
Raleigh, NC4 days ago - Join Our TeamPosition Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible...Work at officeNight shift
First National Bank
Raleigh, NC18 hours ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Raleigh, NC5 days ago- ...Financial Advisor OpportunityWe are seeking a motivated, business-minded individual to join our team as a Financial Advisor. This opportunity offers the potential for professional growth, business ownership, and the ability to make a meaningful impact in the lives of others...
Cornerstone Advisor Group
Raleigh, NC1 day ago - ...of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across...Work at officeLocal areaDay shift
Bank OZK
Raleigh, NC18 hours ago $100k - $250k
...Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. About Wisepath Recruiting Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively...Work at officeLocal areaWisepath Financial Group
Raleigh, NC3 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... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company‑funded retirement package...Full timeContract workFor contractorsWork at officeUnavailable
Raleigh, NC3 days ago- ...Manager / Advisory Team Lead who wants to build more than a traditional AUM practice.Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team,...
Jobrapido
Raleigh, NC3 days ago - ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows...Full timeContract workWork at officeRemote workMonday to Friday
Cetera Financial Group
Raleigh, NC18 hours ago - ...Bank Of America Job Opportunity 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
Eagle Strategies
Raleigh, NC4 days ago - ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...Work at officeRemote workAQI Services LLC
Raleigh, NC3 days ago- ...Financial, affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to... ...Ability to work independently and remotely Certified Financial Planner (CFP) designation is a plus Bachelor's degree in finance, Economics...Full timeContract workLocal areaRemote work
1847Financial
Raleigh, NC1 day ago - ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the...Work at office
Pinnacle Bank
Raleigh, NC4 days ago - ...brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get: • Flexible branding — your identity, Prudential’s, or a hybrid...Flexible hours
Carolina Financial Group - Prudential Advisors
Raleigh, NC1 day ago - ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Testing Site - JPMC
Raleigh, NC18 hours ago - Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other...Temporary workWork at office
- F.N.B. Corporation seeks a Business Banker 3 in Raleigh, NC to grow commercial banking relationships and service existing clients. You will profile relationships, call on customers to assess needs, and promote the Bank's suite of products and services. You will work with...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$36k
...Bank Financial Adviser – Base + Commission – Raleigh, NC – 975 Who We Are Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our unique value proposition focuses on providing the best available banking...Work at officeThe Symicor Group
Raleigh, NC18 hours ago- ...Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals...Start working todayRemote work
Equitable Advisors LLC
Raleigh, NC2 days ago - * Simple Staffing is hiring for this position on behalf of Primerica Financial Services * Company description: Primerica is the largest independent financial services marketing organization in North America. For more than 40 years, our representatives have served Main...Full timePart timeFlexible hours
- The Financial Aid Counselor position serves as the primary point of contact for current main-campus undergraduate and graduate students. This position involves evaluating financial aid applications, determining eligibility for federal, state, and institutional aid programs...ApprenticeshipWork at officeLocal areaAfternoon shift
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- financial advisor associate Raleigh, NC
- financial planning associate Raleigh, NC
- financial consultant Raleigh, NC
- finance associate Raleigh, NC
- senior financial advisor Raleigh, NC
- associate leveraged finance Raleigh, NC
- project finance associate Raleigh, NC
- financial planner cfp Raleigh, NC
- financial planning administrator Raleigh, NC
- associate corporate finance Raleigh, NC