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 Equitable Advisors LLC
- Our client, one of the fastest-growing independent RIAs in North Texas, is seeking an experienced Wealth Management Advisor to join their expanding team. This is an excellent opportunity for a client-focused advisor who thrives on delivering comprehensive financial planning...SuggestedImmediate start
- ...personalized investment strategies and retirement planning. The role requires licenses, strong ethics, and a client-first approach. You will manage portfolios, build relationships, and collaborate with Retail Branch, Commercial Banking, BPAS, and OneGroup Insurance partners to...Suggested
- Job Description The Regional Advisor Enablement Associate / Vice President will support the delivery and execution of regional advisor development initiatives across Private Wealth Management. This role serves as a key connector between advisors, regional leadership, and...SuggestedWork at office
- PNC Wealth Management seeks a Financial Advisor based in Richardson, TX to develop personalized financial plans, grow a client book, and provide ongoing advice on investments and insurance. The role emphasizes teamwork within a branch network and a strong client experience...Suggested
$120k - $140k
...Asset Manager | New York City | Mixed Use Portfolio | Fully Remote Ready to make your application Please do read through the description at least once before clicking on Apply. A growing regional property management firm is seeking an Associate Asset Manager (AAM...SuggestedFor contractorsLocal areaImmediate startRemote workWork from home$80k - $105k
...Debt Asset Manager (Commercial Real Estate) Location: Southern U.S. | Hybrid Compensation: $80K – $105K + bonus A variety of... ...portfolio Collaborate with legal, finance, and third-party advisors on active investment matters What They're Looking For ~3...- ...Ability to read and interpret construction plans, specifications, selections, and cost information. Strong organizational and time-management skills. Ability to manage multiple priorities and meet established deadlines. Strong communication and problem-solving...Contract workWork at office
- ...Job Description Job Description Essential Functions and Purpose: The Special Assets & Portfolio Supervisors is a key manager of portfolio management and SBA loan liquidation across the life of a SBA 7(a) loan. This position requires detailed knowledge of SBA industry...Bank staffWork at officeLocal area
- ...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...- ...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...
- Third Act Wealth Management is a boutique wealth management firm in Dallas serving pre-retirees, retirees, and business owners. We're hiring... ...a client pod here before stepping into one. This is for the advisor who wants real upside out of a role. You'll spend your first...
- Texas Capital Bank is seeking a Sr. Portfolio Manager to own the underwriting process for Private Wealth credit requests, working with Analysts, Associates and Relationship Managers to assess risks and drive opportunities from initial review to close with minimal oversight...
- Texas Capital Bank, headquartered in Dallas, seeks a Sr. Portfolio Manager to own the underwriting process for the Private Wealth line, working with Analysts, Associates, and Relationship Managers to evaluate risks and identify cross-sell opportunities. You will drive...
- ...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...Remote jobLocal areaHome officeVisa sponsorship
$112.73k - $139.26k
...injuries in accordance with the Texas Workers' Compensation Act, rules of the Division of Workers' Compensation and internal procedures. Manages the personnel, equipment, facilities and finances of assigned operations. Ensures coordination and support of the overall goals and...Work at officeLocal areaRemote workFlexible hours- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...
- ## Wealth and Investment Portfolio Manager IIIApplyremote type: Officelocations: Dallas Uptowntime type: Full timeposted on: Posted Todayjob requisition id: R0071841# **Description*** Manages medium/large and complex portfolios based on client and corporate investment objectives...Work at officeRemote workWork from homeFlexible hours
- ...Job Description Life Insurance Consulting Managers lead critical workstreams within complex transformation programs across the Life & Annuity value chain. They help clients move from strategic ambition to measurable outcomes by translating business objectives into...Live inWork at officeLocal area
$40 - $45 per hour
...experience Experience supervising auto appraisals, physical damage, and liability claims. Exceptional organizational, people and time management skills Preferred Qualifications College Degree About TheBest Claims Company TheBest Claims is the leading provider of insurance...Hourly payTemporary workWork at officeLocal areaImmediate start- ...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...
$80k
...Job Description Job Description Company Description At Cirrus Asset Management, we are dedicated to providing exceptional property management services. With our expertise and passion for real estate, we strive to create a seamless and rewarding experience for...Work at officeMonday to Friday- EY is seeking an experienced insurance claims Manager in the United States to lead complex engagements for property, business interruption, cyber, and other commercial losses. You will work with clients, brokers, insurers, and attorneys to drive claims from loss assessment...
$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...- Opened Areas Of Consideration Opened Area(s) of Consideration: 1, 2, 3 Definition Of Area(s) Of Consideration: Area 1 - AKNG Permanent or Indefinite Technicians. Area 2 - All AKNG Members. Area 3 - All Other Current Military Members Who Are Eligible To Join...Permanent employment
- The Claims Manager supports TCR’s risk management function through the management of insurance claims and related litigation across development, construction, and operational activities. This role serves as a key liaison among business leaders, Legal, insurers, brokers,...Work at office
- ...multifamily units in 13 communities. Location: Dallas, Texas (onsite & market experience required) Position The Asset Manager will lead the hands-on leasing and management of a portfolio of commercial assets in greater Dallas, while participating in due diligence...For contractorsFlexible hours
- ...collaborating with diverse grantee partners across various program areas. The PFS Team, comprised of Program Officers and Grants Managers provides guidance and support to clients and internal partners around grant making and family philanthropy. The group provides grant...Local area
$104.8k - $192.3k
...pandemics. As a leading professional services firm, we offer grants management, compliance, and insurance claims services to some of the most... ...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 officeLocal areaFlexible hours- National Life Group is looking for an Insurance Investment Portfolio Manager to lead the investment portfolio for optimal risk-adjusted returns. Responsibilities include managing fixed income, equity, and alternative investments, while ensuring compliance with regulatory...
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