Financial Services Consultant
$24k - $125kEquitable Advisors
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 $24,000.00/yr - $125,000.00/yr About Equitable Advisors Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our People Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers, and experienced financial professionals. They all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and celebrations of cultures and accomplishments at the annual Diversity Summit. Social impact and community engagement prosper through programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence,” providing 200 college scholarships annually. Enjoy the flexibility for Work-Life Balance enabling us to identify with our authentic selves. Training and Support To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Benefits and Compensation Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors’ Strategy Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver an amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Job Details Seniority Level Associate Employment Type Full-time Job Function Sales, Consulting, and Finance #J-18808-Ljbffr Equitable Advisors
- Join a respected wealth management firm dedicated to helping clients achieve financial well-being. This exciting role as a Financial Professional offers the opportunity to empower individuals and businesses with tailored financial strategies. You will receive comprehensive...SuggestedRemote jobFlexible hours
$23 per hour
...Exemption Type: Non-Exempt Wage Amount: $23 hourly minimum General Summary - Primary Functions The primary purpose of the Financial Services Consultant III is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service...SuggestedHourly payFull timeWork at office$19.25 per hour
Overview Job Type: Full Time Exemption Type: Non-Exempt Wage Amount: $19.25 hourly minimum As a Financial Services Consultant, your role will be a combination of both Teller and Personal Banker positions. You bring the willingness to provide great service to the members...SuggestedHourly payFull timePart timeWork experience placement$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...SuggestedLocal areaVisa sponsorship- A leading insurance agency in Austin, Texas, seeks a Financial Services Rep to market financial products that manage everyday risks. The role involves consulting customers on financial planning and recommending appropriate products based on their needs. Applicants should...Suggested
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive... ...Identify opportunities to deepen relationships through additional services and referrals Participate in client meetings, reviews, and...Permanent employmentWork at office
- $350M+ AUM, TEAM-CENTRIC, SEC RIA Interested? Click HERE for more information. Our client is a premier financial planning and wealth management firm based in Taylor, Texas. They have been serving clients in central Texas and beyond for over two decades. The growth...
$124k - $148k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and...Full timePart timeImmediate start$120k
...Certified Financial AdvisorAustin, USAUp to $120,000/ yearBuilds and maintains relationships with clients. Delivers financial advice and complex portfolio management guidance.Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with...Remote work- A+ Federal Credit Union seeks a Financial Services Consultant to provide exemplary service and build strong financial relationships with members. This role involves engaging with members to identify their financial needs, processing transactions, and recommending services...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Austin, Texas; Temple, Texas... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$43.89k - $150k
...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial... ...Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (...Full timeTemporary workLocal areaFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...Work at officeWork from homeHome officeFlexible hours$48k - $100k
...Financial Advisor with Merrill Wealth Management. Key Responsibilities Deliver a full range of goals-based financial planning and wealth strategies including assessment of client needs. Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies...Shift workDay shift- ...Financial Advisor HilltopSecurities is looking to hire a Financial Advisor in Austin, Texas. This role will be responsible for creating... ...and achieve client satisfaction and loyalty through excellent service Qualifications Bachelor's degree in business,...Full time
- ...Who we are looking for: A seasoned financial planning professional looking to build their business or a team An experienced financial professional... ...‑edge digital tools and client resources to modernize your service delivery. A collegial environment that promotes both...
- ...NeuroRehab Center is currently accepting applicants for a Contracting/Financial Counseling Specialist II. This candidate will effectively and... ...Delaware, Inc., the management company for Universal Health Services, Inc. and a wholly-owned subsidiary of Universal Health...Contract workLocal areaFlexible hours
$97k - $192k
...The Lonergan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching...Work at officeLocal areaWork from homeFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we...Work at officeFlexible hours
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...
- ...Financial AdvisorAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...Full timeTemporary workPart timeWork experience placementWork at office
- ...Entry Level – Financial AdvisorPrimary Location: UNITED STATES-TX-AustinOrganizationEquitable Advisors is dedicated to making a... ...strategies, offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services tailored to...Work at officeLocal areaFlexible hours
- ...Northwestern Mutual in Austin is seeking a Financial Representative to build long-term client relationships and deliver personalized insurance solutions and financial planning. You will work with clients to understand goals, develop comprehensive plans, and provide ongoing...Flexible hours
$60k - $300k
...One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. Our representatives have a genuine care for people and a responsibility...Full timeRelocation packageFlexible hours- ...Contracting/Financial Counseling Specialist II Texas NeuroRehab Center is a specialized treatment facility located ten minutes from downtown Austin on 67 wooded acres. Originally a cattle ranch, the land was purchased in 1943 as part of The Brown Schools and has operated...Contract workLocal areaFlexible hours
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ...career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you...Local area
$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission... ...strategies • Provide long-term client service and relationship management --- The... ...&O coverage • Proven sales record with consultative approach • Self-motivated with strong communication...Full timePart timeWork at office
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