Financial Advisor
Equitable Advisors LLC
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are 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 Highlights
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
- Location: Working outside the office in local schools and municipalities
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
- Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus : In addition to an annual salary, 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 Culture and Community Impact
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- .1(4/25)(Exp.4/29)
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...SuggestedTemporary workLocal areaFlexible hours- ...opportunities for professionals to contribute to an evolving environment with room for professional development. Role Description The Financial Advisor is a full-time, remote role responsible for providing comprehensive financial guidance to individual and business clients. Day...SuggestedFull timeRemote work
- ...Bank Of America Financial AdvisorAt 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...SuggestedTemporary workWork at officeShift workDay shift
- Commerce Bank is seeking a motivated Financial Advisor for the Kansas City market, based in Overland Park, KS. The role focuses on selling investment products to individual investors and managing an existing book of clients. The candidate will work with internal teams to...Suggested
- Financial Advisor First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on‑one coaching with military families. We embrace time‑tested financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Position Summary / Career Interest The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare...Full time
- Commerce Bank in Overland Park, Kansas is seeking a motivated Financial Advisor to sell investment products to individual investors. You will manage an existing client book, partner with internal teams to create new opportunities, and use digital tools to enhance the client...
- Western & Southern Life is seeking a Financial Representative in Overland Park to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and sell appropriate financial solutions in an ethical, client-focused manner...Local area
- Merrill is seeking an entry-level Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and building foundational advisory skills. You will learn to acquire, build, and manage client relationships while addressing complex financial needs...
- ...Sr. Financial AdvisorAt FNBO, our employees are the heart of our story—and we're committed to their success! Please see below the details... ...how it fits into our organization's success.The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery...Contract workLocal area
- ...Overland Park, KS. This role handles teller transactions, assists customers with accounts, and cross-sells bank products to help meet financial goals. The CSA II provides friendly, confidential service in lobby, drive-thru, or by phone, ensuring accuracy and satisfaction...
- ...we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and... ...long‑term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and...Full timeInternship
- A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial...Full time
- Position 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...Remote jobWork at officeImmediate startFlexible hours
- Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors. Interns will assist in client meetings...Full timeInternship
- First Command seeks a Senior Financial Advisor to guide seasoned clients with comprehensive financial planning. You will deliver wealth management strategies, retirement income planning, and estate considerations resulting from long-standing client relationships and trusted...
- Senior Financial Advisor - Experienced Professionals Join the mission. Coach those who serve. At First Command, we’ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact...For contractorsLocal areaFlexible hoursShift work
- Concorde Career Colleges seeks a diligent Financial Aid Advisor to guide students through federal, state, and institutional aid processes. You will evaluate eligibility, assist with FAFSA and loan documents, and ensure compliance while helping families understand funding...Remote job
- Synergy Wealth Solutions is seeking a motivated Financial Advisor to join a training‑driven, mentorship‑oriented environment in Overland Park, KS. The role emphasizes building client relationships, delivering holistic financial planning, and growing a practice with strong...
- AFE Private Wealth is seeking an Associate Financial Advisor to join a team of professionals working on client goals. This on-site role in Overland Park offers growth opportunities and a fast-paced environment. Ideal candidates are eager to learn, hungry for success, and...
- Synergy Wealth Solutions is seeking a motivated Career Changer Financial Advisor who can build a planning-focused practice, develop client relationships, and help people make informed financial decisions. You’ll receive structured training, mentorship, and support to grow...
- About Us At Synergy Wealth Solutions, we know some of the best financial advisors start in entirely different industries. If you have built trust, influenced decisions, grown relationships, or delivered results in another field, you may already have the foundation to succeed...
- Corebridge Financial is seeking an organized Administrative Support specialist to back one or more Financial Advisors in a remote KS role. You will handle calls, data entry, appointment coordination, and client correspondence, ensuring accurate records and confidentiality...Remote jobWork at office
- First Command Financial Services, Inc. is looking for a Financial Advisor to coach military families toward financial security. This role involves providing personalized financial plans and guidance, along with engaging with local military organizations to connect with...Local area
- Associate Financial Advisor - Join a Firm Going 10X! On-site only, Overland Park. Are you ready to take your career to the moon (and beyond)? At AFE Private Wealth, we’re not just growing; we’re scaling at 10x speed. And we need you to help us navigate this rocket ship...
- Universal Technical Institute, Inc. seeks a Financial Aid Advisor to guide students and families through the financial aid process. You will evaluate eligibility, advise on funding options, and ensure compliance with federal, state, and institutional rules. The role also...
$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... ...advancement. What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized...Full timeWork at officeImmediate startRemote workFlexible hours- ...Financial Advisor Elmira, NY We are seeking an experienced Certified Financial Planner to join our team in the greater Elmira, NY area. In this role, you will serve as a trusted advisor to high net-worth clients, delivering comprehensive financial planning and wealth...Local areaRelocationRelocation package
- ...Job Description - Financial Advisor - Kansas City (5206) (250000JJ) Financial Advisor - Kansas City (5206) ( 250000JJ ) Organization Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right...Temporary workLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- associate corporate finance Overland Park, KS
- estate planning consultant Overland Park, KS
- financial counselor Overland Park, KS
- financial advisor associate Overland Park, KS
- financial planning assistant Overland Park, KS
- financial advisor Overland Park, KS
- financial planner Overland Park, KS
- financial advisor training program Overland Park, KS
- jde finance consultant Overland Park, KS
- finance associate Overland Park, KS

