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: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, 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 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. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr
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$100k
...Company Overview We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe... ...us. As we continue to grow, we are looking for an Associate Advisor to expand our team. Position Overview / Summary The Associate...SuggestedWork at office- ...Job Summary: A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...SuggestedWork at office
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...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- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$48k - $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...Work at officeShift workDay shift$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...Full timeContract workFor contractorsWork at office$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST 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 practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hours$79k - $127k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit Our Miami office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hours- ...Meaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$90k
...RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: Florida Compensation: $90,000 - $500,000 / year Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes...Full timeRemote workFlexible hours- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to identify needs, develop relationships, review financial...Interim roleImmediate startShift workDay shift
$123.75k
...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high‑impact brand into... ...you. The Difference You Make: The Senior Associate Investment Advisor is an experienced, client‑facing Financial Advisor responsible...Contract workShift work$123.75k
...Sr. Associate, Financial Advisor Overview We are looking for an experienced, client‑facing Financial Advisor to deliver investment advice, grow client relationships, and generate investment revenue across both brokerage and Managed Account / advisory platforms. Key Responsibilities...- ...State of Florida. With a mission to empower clients to achieve financial well-being, the organization offers personalized, strategic financial... ...is a full-time, remote or in person position, for a Financial Advisor. The Financial Advisor will provide clients with expert...Full timeRemote work
- ...Financial Aid Advisor The Financial Aid Advisor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process and determines eligibility within the parameters of institutional, state...Full timeLocal area
- A financial services agency in Miami is looking for a passionate individual to join their team. This role offers flexibility with the option to work from home while focusing on securing families' financial well-being. Your daily tasks will include virtual consultations,...Weekly payRemote workWork from home
- ...A dynamic company is seeking passionate individuals to secure families' financial well-being. The role offers virtual client consultations, flexible work from home, and incentives such as no cold calling and weekly pay. Candidates should be motivated and adaptable, ready...Weekly payRemote workWork from homeFlexible hours
- ...Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workShift workDay shift
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...TraineeshipHome office- ...Financial Solution Advisor - South Miami Coral Gables, Florida;Miami, Florida; Miami, Florida; Perrine, Florida; Doral, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet...Temporary workWork at officeShift workDay shift
- ...Job Summary We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while...
$80k
...HR Ratings HR Ratings is a leading Latin American credit rating agency and a U.S. SEC-registered NRSRO specializing in corporate, financial institution, and public finance ratings. As part of its international expansion, the firm is actively building its U.S. analytical...Full timeInternshipWork at office- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’... ...their life goals. Your experience will make you their trusted advisor. Confident Sales: Present clear, compelling financial solutions...Extra incomePart timeRemote work
- ...A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Company-funded pension and contributions to PFGF, our version of a profit‑sharing retirement plan designed to support your long‑term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success...Work from homeVisa sponsorshipFlexible hours
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