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. #J-18808-Ljbffr
$61k - $119k
...Overview 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 advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...We're looking for an ambitious individual who is motivated by financial rewards to join us in their next (and ideally final) stop in financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments...Suggested
$150k
...Job Description Job Description Join our team as an Experienced Financial Advisor, where your passion for finance meets a collaborative work environment. At New York Life, you'll help clients achieve their financial dreams while enjoying competitive compensation, including...SuggestedLive in- ...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...SuggestedInternshipWork at officeVisa sponsorshipFlexible hours
- ...Overview 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...Suggested
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 300 West Oak - Fort Collins, Colorado 80522 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full‑time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeFor contractorsInternshipLocal areaFlexible hours$105.5k - $243k
...Job Description: Serves as a strategic consultant and trusted advisor to the North America Deal Desk, HPE business units, and sales... ...guidance in the development of pricing analysts through coaching, financial modeling, analysis, and strategic recommendations. Delivers...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week$25.1 - $35.05 per hour
...A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we’re more than just a financial institution—we’re a team of forward‑thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and...Full timeWork at officeFlexible hours$25.1 - $35.05 per hour
...A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and...Full timeWork at officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeFor contractorsInternshipLocal areaFlexible hours$23 - $28 per hour
Bank of Colorado is seeking a customer service and sales associate to promote long-term customer relationships. You will assist customers with account problems, initiate deposit accounts, and provide loan processing support. You will build customer profiles, offer product...Hourly payTraineeshipFlexible hours$22 - $27 per hour
Customer Service And Sales Representative 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...Hourly pay16 hoursTraineeshipBank staffImmediate startFlexible hours- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$23.63 - $29.54 per hour
Location: On site: Elevations Credit Union - Ft Collins Oldtown Branch Summary/Objective: As part of the branch team, the Financial Solutions Guide (FSG) meets with Elevation’s members and prospective members to provide account services, financial guidance and offer value...Hourly payFull timeWork at officeLocal area$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. Pay: $19-$23/hour Location: Colorado Responsibilities Greet customers...$20 - $24.5 per hour
...Personal Bankers are enthusiastic/self‑motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workWork at office$19 - $24 per hour
...: The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person...Hourly payFull timeWork at office- ...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
- ...’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 timeLocal areaWork from homeFlexible hours
$45k - $75k
...will not provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning...Full time1 day per week$19.5 - $22.5 per hour
...CO 80521, USA Description *This is a part-time position Monday through Friday, 10:00AM-3:00PM* We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement,...Hourly payPart timeWork at officeMonday to FridayFlexible hours$19 - $23 per hour
Provides quality service by assisting customers accurately and efficiently and develops long term customer relationships. Oversees the receiving and paying of money to bank customers and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments...Hourly pay16 hoursBank staffFlexible hours- ...available Position Overview We are seeking an experienced Commercial Loan Officer to join a dynamic, community-focused financial institution. The ideal candidate will be responsible for originating, developing, and managing a diverse portfolio of commercial loans...Permanent employmentFull timeWork at officeVisa sponsorshipRelocation package
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours$62.4k - $79.04k
...Monday - Friday 8:00AM - 5:00PM COMPENSATION: Yearly $62,400 - $79,040 Responsibilities And Duties Prepares complete and concise financial analyses by obtaining necessary information from the lender. Financial analyses will focus on financial trends and repayment...16 hoursBank staffMonday to FridayFlexible hours$85.38k - $106.73k
Job Description Job Description Job Description:-- SIGNING BONUS:--Negotiable Location::-- Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least...Full timeRelocation package$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 - $23 per hour
Verus Bank of Commerce, Fort Collins, CO, US 7 days ago Requisition ID: 1066 Salary Range: $19.00 To $23.00 Hourly Who We Are: We named our Company Verus because it is loosely translated Latin for right. Our philosophy is do the right thing: do right by our community, do...Hourly payFull timeWork at officeLocal areaShift work
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