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 $32,400 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. 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 is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr
$75k
...We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising...SuggestedWork at office$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...Company Description Wilcox Financial Group, LLC is a financial planning and wealth management firm that specializes in serving women and... ...future. Role Description This is a full‑time, on‑site Financial Advisor role based in Buffalo, NY. The Financial Advisor will provide...SuggestedFull time
- ...Build Wealth. Build Relationships. Build Your Future. At Alliance Financial Network, our Financial Advisors are trusted advocates—guiding clients to protect assets, build wealth, and achieve lasting financial success. With flexible tools and personalized strategies, you...SuggestedFlexible hours
- ...Financial Advisor We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful...
- Prudential Advisors is looking for an Experienced Financial Advisor in the Buffalo market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
- Prudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the...
- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
- ...Job Description The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions...Immediate start
$53.41k
...Title: Financial Counselor Job Type: Regular Company: Roswell Park Comprehensive Cancer Center Department: Revenue Integrity and Financial Clearance Time Type: Full time Weekly Hours: 37.5 FTE: 0.9375 Shift: First Shift (United...Full timeWork at officeShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office- ...Northwestern Mutual in Buffalo is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will engage clients, design comprehensive plans, and provide ongoing support while leveraging...Flexible hours
$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...Work at office$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible 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- ...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 a...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$75k
...Job Description Job Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of...- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$28.85 - $33.65 per hour
...Position Summary Financial Solutions Advisor Stage I (FSA I) – retail and small‑business advisor focused on guiding clients through financial planning and investment solutions. Candidates must obtain SIE, Series 7, and Series 66 licenses within specified timelines and...Hourly payPermanent employmentImmediate startMonday to FridayDay shift$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$127.5k - $150k
...related to federal tax law, securities law, and state and local tax law. Support closings and coordinate with underwriters, financial advisors, issuers, and other transaction participants. Prepare closing and post-closing documents and maintain organized...Local areaFlexible hours- ...transform the finance industry together. ? Schwab's branch team is at the heart of our firm's commitment to?helping clients own their financial futures. In this exciting role, you'll?give clients financial guidance while forming lasting relationships?built on trust, respect...
$112k - $210k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$96.7k - $125.7k
...Finance function for a large, multi-brand retailer in a fast-paced, complex environment. Gap Inc.'s headquarters Finance team provides financial support to various business units and the Executive Leadership teams. You will be responsible for providing guidance, data, and...Minimum wage$89.6k - $149.3k
...Work Model:This is a hybrid position requiring 4 days in-office per week at One M&T Plaza Buffalo, NY onlyOverview:Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in...Full timeWork at office$80k - $125k
...Together, we’re creating a legacy that goes beyond business—one that’s changing the world for the better. In this role, a Senior Financial Analyst, FP&A will support our fast‑growing U.S. sales organization, which is forecasted to grow by 35% next year. This highly visible...$16 - $22 per hour
...Northwest Bank in Buffalo, NY seeks a Financial Center Banker to provide consultative financial options and grow banking relationships through opening accounts and identifying customer needs. The role emphasizes exceptional service, adherence to regulatory requirements...Hourly pay$20.67 - $31.25 per hour
...Kenmore, New York 14217 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$19 - $26 per hour
...Relationship Banker At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, you will combine expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. You’ll drive...Hourly payFull timeBank staffWork at officeLocal areaFlexible hoursRotating shiftAfternoon shift
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