Financial Advisor
Equitable Advisors
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 $33,400 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 Equitable Advisors
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$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedHourly payFull timeWork at officeLocal areaShift workDay shift- # Financial Aid AdvisorHot JobSan Diego - San Diego, CA 92115## OverviewSalary Range$22.00 - $25.00 HourlyPosition TypeFull-TimeJob ShiftDayEducation... ...career advancement. Careers Site: SUMMARY**The Financial Aid Advisor administers financial aid programs to prospective and active...SuggestedTemporary workWork at officeFlexible hours
$61k - $119k
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$45k - $100k
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.... The division comprises the offices of Enrollment Management, Financial Aid & Scholarships, University Registrar, and Undergraduate Admissions... ..., and/or work-study awards. Responsibilities The Financial Aid Advisor uses professional financial aid concepts applied to a limited...Hourly paySeasonal workWork at officeLocal areaNight shift- ...Financial Aid Advisor II Agency Texas A&M University - San Antonio Department Enrollment Management Proposed Minimum SalaryCommensurate Job LocationSan Antonio, Texas Job TypeStaff This position, under the supervision of the Assistant Director in Financial Aid, will provide...Work at officeMonday to FridayAfternoon shift
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$48k
...Time Media, PA, US Salary: $48,000.00 Annually TheFinancial Aid Advisor must have exceptional customer service, organizational and... ...week in the office. General Duties: Responsible for processing financial aid applications and counseling students and parents on all aspects...Full timeContract workWork at office3 days per week- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and...
$70k - $80k
...Job Description: At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Full timeTemporary workWork at officeFlexible hoursShift workDay shift$66.56k - $117.52k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...Full timeWork at officeLocal areaWork from homeFlexible hours$28.85 - $33.65 per hour
Job Description:At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- If you are motivated and believe in the credit union philosophy of \"People Helping People\", join our team! The Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency...Work at officeImmediate start
$24 - $27 per hour
Overview The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance...Hourly payImmediate startFlexible hours$50k
Black Hills State University is seeking a dynamic, student-focused professional to join our Student Financial Aid Office as a Financial Aid Advisor. This position is an integral part of the Enrollment Management team and is based on the Spearfish campus. The Financial Aid...Summer workWork at officeMonday to FridayFlexible hoursNight shift- ...Satisfactory Academic Progress, Professional Judgments, Outreach and Communication, and Education Abroad. Assisting in determining financial aid eligibility and resolving student eligibility issues. Processing awards and reviewing Professional Judgment appeals. Leading...Full timeWork at officeWork from homeAfternoon shift
$20 per hour
Clearview Federal Credit Union seeks an on-site member service professional who will educate members on financial products, tailor solutions, and build lasting relationships both in person and by phone. This role requires a high school diploma or equivalent, 6+ months of...Hourly payFlexible hours$21 per hour
GRASP has an opening for a part-time college financial aid advisor to work at Buckingham County High School during the school year. Advisors are assigned to a particular school 1-2 days per week during the school year. All training is provided: 2 - 4 days per year in Richmond...Part timeLocal area2 days per week1 day per week- Financial Aid Advisor - Lincoln Tech - Lincoln, RI We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands‑on financial aid experience in higher...Full timeTemporary workImmediate start
- ...days 11-8, Fridays 8:30-5, some Saturdays, Sundays and holidays Job Description: Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you...Weekend work
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- About Allworth Financial Allworth Financial ( ) is an independent investment advisory firm providing full-context wealth planning solutions... ...the fastest growing RIAs, is seeking an experienced Financial Advisor to join our Kennesaw, GA office. This is a in person role, with...Full timeContract workPart timeInternshipWork at officeWork from homeFlexible hours
- GuideWorth Advisors is seeking a seasoned Financial Advisor to join our high-support wealth practice. You’ll service existing Firm clients, meet new clients from Firm marketing, and have the opportunity to develop your own book of business. The role offers potential for...Work at officeRemote work
$88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...and long-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$63.3k - $117.2k
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