Wealth Management Advisor
$28k - $125kEquitable Advisors LLC
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
- ## Wealth Management AdvisorApplyremote type: Hybrid Flexlocations: Dallas, TX, USAtime type: Full timeposted on: Posted 8 Days Agotime left... ...Mission. Powered by Your Practice.**As a **Wealth Management Advisor**, you will develop a high-quality wealth management practice...SuggestedFlexible hours
- ...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
- Teachers Insurance and Annuity Association of America is seeking a Wealth Management Advisor in Dallas, Texas. In this role, you will focus on developing a high-quality wealth management practice by deepening relationships with high-net-worth clients while providing tailored...Suggested
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...capabilities, and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...Suggested
- Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth... ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...SuggestedFull timeWork at office
$105.16k
...Overview Job Description: At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting,...Full timeWork at officeFlexible 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...
- ...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...
$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...- ...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
- Equitable Advisors is seeking dedicated individuals in Dallas, Texas, to build client relationships and offer personalized financial... ...with clients and ensure effective communication and portfolio management. Ideal candidates will hold a Bachelor's degree or equivalent,...Work at officeFlexible 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...
- ...Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers! In this role, you’ll manage a book...Work at officeRemote workRelocation packageMonday to Friday
$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...- ...bodily injury claim decisions Ensure compliance with state regulations, internal guidelines, and industry best practices Monitor and manage performance metrics including cycle time, severity, quality audit results, and customer satisfaction Provide advanced technical...
$75k - $125k
...Regional VP, Wealth Management Consultant Allworth Financial is an independent investment financial advisory firm that specializes in retirement... ..., private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is...Full timeContract workTemporary workPart timeInternshipLocal areaRemote workFlexible hours- ...Senior Asset Management Consultant Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life...
$150k
...Special Assets Manager Locations: DFW, Austin, or Lubbock, TX Position Overview A growing Texas-based financial institution is seeking an experienced Special Assets Manager to lead the management and resolution of troubled commercial and consumer credit...- ...We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms... ...growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for...Local areaRemote workHome officeVisa sponsorship
$85k - $105k
...Asset Manager Genstone is the holding company within The Fay Group, providing a broad suite of property services solutions to homeowners and real estate investment services to institutional clients nationwide. Through its network of specialized subsidiaries, Genstone...Remote workFlexible hoursShift work- ...leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain... ...career. ESSENTIAL DUTIES AND RESPONSIBILITIES Perform all asset management functions of the assigned loan servicing portfolio, including...Work at officeVisa sponsorship
$75k
...skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth... ...will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales...Full timeTemporary workLocal areaFlexible hours- A leading global financial services firm seeks a Mortgage Transaction Manager in Dallas, Texas. This role plays a critical part in delivering an exceptional mortgage experience for clients by managing the mortgage process end-to-end. Ideal candidates will have at least...
- Jobtailor seeks an experienced Private Wealth Manager in Dallas to lead investment relationships and assets in alignment with client objectives. You will focus on client retention and drive Net Portfolio growth while collaborating with PWM teams. Ideal candidates have...
- Description Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business...Work at office
- ...Role Summary Knightvest is seeking a motivated and analytically driven Multifamily Asset Manager to help oversee a growing portfolio of multifamily investments following acquisition. This role will work closely with leadership and cross-functional teams including property...For contractors
- ...Manager, Investment Ownership Built on a foundation of integrity, respect, and commitment, JPI stands out as one of the most active real estate developers and builders in the nation. For more than 35 years, JPI has designed and developed communities with best-in-class...Work experience placementWork at officeFlexible hours
$70k
...KPMG is seeking a Tax Manager to join our Business Tax Services practice as a Tax Manager – Asset Management Responsibilities. The position is full‑time. Annual Salary: $70,000.00 Responsibilities Provide tax compliance and advisory services to pass‑through entities and...Full timeLocal area- ...Overview The Asset Manager position provides the opportunity to work with a well-established real estate investment team with 37 years... ...litigation and mediation efforts, in coordination with external tax advisors. Prepare and forecast property-level distributions, analyzing...Contract workCasual workWork at office
- The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. As a modern and technology-first RIA... ...operations, client services, and in house marketing to power advisors and accelerate business growth. This high-impact role is...
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