Financial Advisor
Equitable Advisors LLC
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. 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 $31,700 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
- ...Overview Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.... ...development, marketing, technology, engagement, and experienced advisors—as you build your business. Requirements Bachelor’s degree or...Suggested
$50k
...relationships and elevate your impact. Your experience matters - and we're ready to help you achieve what's next. Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home‑office team and other...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Description Financial Advisor - Experienced in the Industry - Northern Colorado We're looking for an ambitious individual who is motivated by financial rewards to join us in their next, and ideally final, stop in the financial services industry! Our ideal candidate...SuggestedLive inLocal area
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...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...SuggestedFull timeContract workFor contractorsWork at office- ...A financial services staffing company is seeking an Entry-Level Financial Professional to work primarily online, build relationships, and help clients achieve their financial goals. This role offers the flexibility to work remotely, set your own hours, and transition from...SuggestedFull timePart timeRemote work
- ...insurance Transition Your Management Experience into a Career in Financial Services with Yoder District - Northwestern Mutual! Your... .... Ryan Yoder - Managing Director, Partner, & Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 31 years....InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$80k - $90k
...Advisor Development Program- Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
- ...and maintains customer portfolio. Responsible for comprehensive financial planning for clients. RESPONSIBILITIES AND DUTIES Prospects new... ...and solicits new business with assistance from Financial Advisor Officer or manager. Cross-sells other banking services to new and...
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Fort Collins, Colorado. This opportunity provides students a chance to learn valuable skills in financial planning and networking while having the flexibility to manage their schedules...Full timeInternship
- ...their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual...InternshipWork at officeVisa sponsorshipFlexible hours
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...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial...Visa sponsorshipFlexible hours
$95k - $110k
...role: We're seeking an FP&A Analyst to serve as a critical financial partner driving revenue accounting accuracy and operating expense... ...leaders in Sales, Marketing, and R&D as a dedicated financial advisor, translating complex financial data into clear, decision-ready...WorldwideShift work$95k - $110k
...the Role We are seeking an FP&A Analyst to serve as a critical financial partner driving revenue accounting accuracy and operating expense... ...‑making. Partner with L1 leaders as a dedicated financial advisor, translating complex financial data into clear, decision‑ready...Worldwide$34 - $60 per hour
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Temporary workWork experience placementImmediate start$19 - $23 per hour
...initial interview). This is a great fit for a customer-focused go-getter who enjoys building relationships, helping people with their financial needs, and being a key part of a supportive branch team. Responsibilities Greet customers and process transactions accurately...$20 - $27 per hour
...decision‑making and hometown involvement, setting our community bank apart from the rest. Our Mission Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience. Our...Bank staffLocal area$24 - $27 per hour
GENERAL SUMMARY In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating and ...Hourly pay16 hoursTraineeshipBank staffImmediate startFlexible hours- U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full-spectrum client experience and collaborate with mortgage, small business banking and personal trust services. The role focuses on developing, managing, and retaining relationships...
$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 area$89.83k - $148.22k
...Senior Advisor – Commercial Banking Relationship Manager FNBO’s community banking division in Fort Collins, CO, is seeking a Senior Advisor to serve as a Commercial Banking Relationship Manager. The role focuses on delivering strategic advice and value to a portfolio of...Temporary work$250k
...fits into our organization’s success.Summary of the Job:This Sr. Advisor position, also known as “Commercial Banking Relationship... ...relationships.Deliver consultative advice and value based on the customers financial needs and goals by;50% time spent acquiring new business25%...Work experience placement$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$15 - $23 per hour
...features. Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeInternshipLocal area$19 per hour
...Ideal Candidate for This Role: High school diploma or GED Excellent interpersonal communication skills Desire to meet the financial needs of our customers and community Ability to stand for long periods of time Desired Ability to lift and carry 25...Full timeTemporary workPart timeFor contractorsWork experience placementFlexible hours- ...'s growth strategy by soliciting, developing, and servicing a wide variety of commercial loans. This individual will act as a financial advisor and trusted partner to members and prospects, managing relationships throughout the entire loan process-from origination to closing...Full timeWork at officeLocal area
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$31.53k
...for: We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring...Temporary work$85.38k - $106.73k
...Loan Officer is needed to join a dynamic lending team in Fort Collins, Colorado. This is an excellent opportunity for a motivated financial professional to make a meaningful impact by helping local businesses secure the funding they need to grow, expand, and thrive. Fort...Local areaFlexible hours
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