Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$24k

Equitable Advisors LLC

Financial Professional - Retirement Benefits GroupAre you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!Role HighlightsClient Engagement: Cultivate and expand your network within established marketsProducts and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needsClient Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & servicesWork-Life Balance: Flexible schedule to maximize productivity and personal timeSkills & ExperienceEducation: Bachelor's degree or equivalent skills and work experienceLicensing: State Life & Health, SIE, Series 7, Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities with strong self-confidenceMindset: entrepreneurial spirit with a desire to positively impact others' livesCollaboration: ability to work with and learn from top performersWork Authorization: must be authorized to work in the United StatesTraining & DevelopmentFINRA Sponsorship: provided for required FINRA licensingPreliminary Employment Period (PEP): comprehensive 120-day hands-on trainingVirtual University: access to Equitable Advisors' Virtual University for continuous learningMentorship: opportunities for joint work and mentorshipPersonalized 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 succeedLeadership Development: access to Leadership Development School for those with management ambitionProfessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach programCompensation & BenefitsSign-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.Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.Commissions and Bonus: In addition to an annual salary, RBG 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 Culture and Community ImpactEquitable 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.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Cleveland, OH vacancy
  •  ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary... 
    Suggested

    Dollar Bank, FSB

    Cleveland, OH
    4 days ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cleveland, OH
    4 days ago
  •  ...and enjoy being part of a dynamic, mission-driven team, this role is a great fit for you. Job Summary The Associate Philanthropic Advisor plays a key role in cultivating and managing relationships with donors to support their philanthropic goals through strategic advising... 
    Suggested
    Work at office
    Immediate start

    Cleveland Foundation

    Cleveland, OH
    3 days ago
  • $75k - $150k

     ...FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition...  ...of trust and confidence with our client to serve as the main advisor for their wealth management needs* Discuss client investment... 
    Suggested

    Manning & Napier Advisors

    Cleveland, OH
    1 day ago
  •  ...Senior Financial Advisor - Remote/HybridSeeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.This opportunity is ideal for advisors looking for:Greater control over... 
    Suggested
    Remote work

    MBC Talent Connections

    Cleveland, OH
    6 days ago
  • $150k - $200k

     ...Golden Reserve, LLC in Cleveland, Ohio, is seeking an experienced financial sales professional to conduct client meetings and uphold company standards. This role provides the opportunity to focus on retirement planning without needing to source clients directly. Unique... 

    Golden Reserve LLC

    Cleveland, OH
    5 days ago
  • $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

    Unavailable

    Cleveland, OH
    2 days ago
  •  ...Firefighters Community Credit Union in Cleveland is seeking a full-time Financial Service Representative at our Emerald Branch to assist members with sales and service, open accounts, process loans, and guide financial decisions. The role blends teller duties with platform... 
    Full time

    Firefighters Community Credit Union

    Cleveland, OH
    1 day ago
  •  ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals... 

    Voya Financial

    Cleveland, OH
    5 days ago
  •  ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training...  ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan... 
    Immediate start

    MassMutual

    Cleveland, OH
    2 days ago
  •  ...Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield Village, Pepper Pike, and Akron). We understand the challenges of breaking into the financial industry and support our team... 

    AlerStallings

    Cleveland, OH
    5 days ago
  • $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 pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Cleveland, OH
    3 days ago
  • ## Financial Advisor - Greater Cleveland AreaApplylocations: Remote-OHtime type: Full timeposted on: Posted Todayjob requisition id: JR2600641Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals... 
    Local area
    Immediate start
    Remote work

    Corebridge Financial, Inc.

    Cleveland, OH
    4 days ago
  • Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families... 

    Prudential Financial

    Cleveland, OH
    3 days ago
  •  ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s...  ...opportunities are posted here as they become available. Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined... 
    Local area

    Voya Financial Advisors

    Cleveland, OH
    2 days ago
  • $61k - $250k

    Northwestern Mutual is seeking a Financial Advisor in Cleveland, Ohio. This unique opportunity allows you to start a business focused on helping clients achieve their financial goals through personalized planning. The role involves growing your client base, building tailored... 

    Northwestern Mutual

    Cleveland, OH
    5 days ago
  • Bank of America in Cleveland seeks a client-focused financial adviser to help clients achieve their financial goals through tailored solutions. You will review goals, offer brokerage and banking products, and collaborate with partners to deliver comprehensive financial... 

    Bank of America

    Cleveland, OH
    3 days ago
  • $61k - $250k

    Northwestern Mutual is hiring a Financial Advisor in Cleveland, Ohio. The role involves building client relationships and creating personalized financial plans. Candidates should have a Bachelor's degree and entrepreneurial ambitions, with excellent time-management and... 

    UNAVAILABLE

    Cleveland, OH
    1 day ago
  • A financial services firm is seeking an Entry Level Financial Advisor in Cleveland, OH. Responsibilities include building client relationships and developing personalized financial strategies. Applicants should possess a bachelor's degree and be authorized to work in the... 

    Equitable Advisors

    Cleveland, OH
    5 days ago
  • Entry Level - Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) Apply for the entry‑level Financial Advisor role at Equitable Advisors. Join a network of over 4,300 financial professionals dedicated to helping clients achieve meaningful financial wellness... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Cleveland, OH
    5 days ago
  • Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for:... 
    Remote job
    Flexible hours

    MBC Talent Connections

    Cleveland, OH
    4 days ago
  • HFA Financial Advisor Senior - Branch page is loaded## HFA Financial Advisor Senior - Branchremote type: Officelocations: Cleveland, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0065553# **Description****Summary:**The HFA Financial Advisor Senior -... 
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Cleveland, OH
    5 days ago
  • Corebridge Financial, Inc. is seeking a Financial Advisor in the Greater Cleveland Area. The role focuses on providing personalized financial planning for clients, enabling them to achieve their financial goals. This position allows for flexibility in scheduling and the... 
    Remote job

    Corebridge Financial, Inc.

    Cleveland, OH
    4 days ago
  • $200k - $250k

    A dynamic wealth management firm in Cleveland is seeking driven Financial Advisors. This salaried-plus-bonus position allows advisors to focus on holistic financial planning with no pressure for cold prospecting. The role offers substantial first-year earnings between... 

    Makari Group, LLC

    Cleveland, OH
    5 days ago
  • $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.... 
    Hourly pay
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Cleveland, OH
    3 days ago
  • $82.6k - $162.8k

     ...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and... 
    Local area
    Visa sponsorship

    Deloitte

    Cleveland, OH
    5 days ago
  • $125k - $175k

     ...Business Development Financial Advisor CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth... 
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    CAPTRUST

    Cleveland, OH
    3 days ago
  • Job Title: Financial Advisor, Money Coach Program As a Money Coach, you’ll serve as a key financial wellness resource for retirement plan participants, offering one-on-one guidance and group education to help them confidently plan for the future. You'll empower individuals... 
    Work at office
    Night shift

    Oswald Companies

    Cleveland, OH
    2 days ago
  • $125k - $175k

    CAPTRUST is seeking a Business Development Financial Advisor to help bring in new clients through our custodial distribution channels. The role offers a competitive salary range of $125,000 to $175,000 plus bonuses based on experience and location. Ideal candidates will... 

    CAPTRUST

    Cleveland, OH
    5 days ago
  • $19.23 - $28.37 per hour

     ...Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...  ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Cleveland, OH
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!