Financial Services Professional
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 Compensation & Benefits Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals 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. 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) Primary Location UNITED STATES-NV-Las Vegas #J-18808-Ljbffr
$120.56k
.... New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in... ...to guide your success. * The terms “agent” and “financial professional” are used interchangeably throughout this brochure and refer...SuggestedFull timeContract workFor contractors- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
- A financial services staffing company is seeking an Entry-Level Financial Professional to work remotely with clients in the United States. The role involves providing financial education, developing personalized plans, and requires no prior finance experience. Ideal candidates...SuggestedRemote jobFlexible hours
- A financial services staffing company is seeking an Entry-Level Financial Professional for a remote or hybrid part-time/full-time opportunity. You will work with clients online, building relationships, providing financial education, and developing personalized plans to...SuggestedRemote jobFull timePart time
$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...SuggestedWork at officeLocal areaMonday to Friday$80k - $120k
...insurance industry. We design, underwrite, price, and issue insurance directly. Insurance is the largest unautomated industry in financial services, and we're rebuilding it from the ground up using AI. We've raised $374M from Kindred, TCV, and others to do so. Building...Work at officeImmediate start- ...properly account for general ledger activity Analyze and document financial statement variances monthly, quarterly, and yearly Prepare... ...Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to...Work at officeLocal area
- ...Support JFK Financial's accounting operations, including AP/AR, payroll reconciliation, and month‑end close. We're hiring an Accounting... ...2+ years of accounting experience (mortgage or financial services preferred) Proficiency in QuickBooks or similar Strong attention...
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...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people... ...ll Work With Corebridge Financial Services has been helping Americans plan for and...Hourly payLocal areaImmediate startRemote workRelocation- ...country. Responsibilities and Duties The Gaming and Hospitality Consulting Senior Associate provides a variety of financial consulting services to clients. The types of consulting services provided may include, but are not limited to: Technical accounting and...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial... ...leadership, entrepreneurship, and professional growth come together. Your experience matters... ...designed for veterans, transitioning service members and military spouses to start and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$69.8k - $132k
...We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change... ..., integrated resort, hotel and hospitality accounting and financial operations business issues? Are you looking for a fast-paced...Work experience placementInternshipLocal areaFlexible hours$65k - $85k
...Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance... ...or automated decisioning tools is preferred Professional Attributes Analytical and intellectually curious Strategic...$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... .... Uphold and reinforce professional and technical standards (e.g. refer to...H1b- ...to personalized benefit structures and financial compensation options that give you choice... ...with taking care of yourself Professional development opportunities: A learning culture... ...Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience...Summer workLocal areaRemote workFlexible hours
- ...Lucia Capital Groupis seeking licensed financial advisors to become part of our growing teams in San Diego, Scottsdale, Las Vegas, and... ...accounts on an ongoing basis. Position Requirements Financial services/insurance experience (including sales) The following (current)...
- ...Life Insurance Company has been a trusted financial partner for over 180 years, offering... ...investments, retirement, and advisory services. As a mutual company, we prioritize transparency... ...inclusion, providing opportunities for professional and personal development. New York Life...Full timeRemote work
- ...US Capital Global is a leading full-service private financial group headquartered in San Francisco, offering a wide range of investment banking, asset management, and financial advisory services to lower middle market companies and investors worldwide. We specialize in...Worldwide
$1,000 per week
...Job Description for Financial Representative at Western & Southern Life Join a team of talented professionals driven by new challenges and growth opportunities. If you are highly... ..., including newcomers to financial services, military veterans, recent graduates, and...Full time- ...Description We are seeking an Office Assistant/Customer Service Representative to join our team! You will be... ...to prioritize and multitask Positive and professional demeanor \nCompany Description CAR Financial Services is a national company and industry leading...Work at office
- ...Join the Financial Industry with EZ FILE NOW EZ FILE NOW is seeking motivated, coachable... ...or owning a tax office Access to professional tax software and systems Mentorship... ...entrepreneurs Step into the financial services industry with real career growth...Weekly payTemporary workSeasonal workWork at officeRemote workFlexible hours
$17 - $20 per hour
...schedule? Looking to add a second income? Fintech Umbrella Financial Services is looking for a seasonal or possible full time tax... ...and meet assigned deadlines ~ Must be a team player in a professional office environment ~1 or more years of recent experience...Hourly payFull timePart timeSeasonal workWork at officeMonday to FridayFlexible hoursWeekend work- A leading financial services company seeks a Credentialed Tax Accountant to work fully remote, assisting clients with tax filings and providing expert advice. With a requirement of at least 2 years of paid tax experience, successful candidates will leverage their accounting...Remote work
- ...from Thrivent. Make an impact providing expert financial advice with heart. Thrivent is a financial services firm that puts generosity at the center of saving... .... Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs...Full time
- Financial Advisor Careers at First Command First Command has been helping military families... ...mindsets and a desire for professional growth. What Our Financial Advisors Do... ...training program for veterans, transitioning service members, and military spouses. Full sponsorship...Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
$24 - $26.27 per hour
...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... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...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... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Hourly payWork at officeShift workWeekend workDay shift$90k - $130k
...Corebridge Financial Services Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for...Hourly payLocal areaImmediate startRemote work
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