Wealth Management Associate - Traditional
Equitable Advisors
At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Scottsdale. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. Individuals who excel at Equitable Advisors come from many different professional backgrounds including: Law Brokerage Accounting Banking Management What it takes You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation Compensation you control and a comprehensive benefits package for eligible individuals Opportunity to work jointly with senior joint-work partners and to be coached by top performers Personalized and comprehensive training and support in all areas important to building your business A work-life balance and access to a full suite of remote-work technology solutions Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY View phone number on click.appcast.io) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. #J-18808-Ljbffr Equitable Advisors
- ...Wealth Management Associate - AZ, ScottsdalePrimary Location: United States-AZ-ScottsdaleOrganizationEquitable 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...SuggestedWork at officeLocal areaFlexible hours
- Equitable Advisors in Scottsdale, Arizona is looking for motivated individuals to join their team as Wealth Managers. The position offers a unique opportunity to positively impact clients' lives while enjoying flexible work-life balance and limitless income potential. Join...SuggestedFlexible hours
- Stratos, located in Scottsdale, Arizona, seeks a Financial Planning Associate to aid in client relationship management and enhance financial service delivery. The ideal candidate will possess at least 2 years of experience in financial services or a recent relevant degree...Suggested
$100k - $150k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...role will be between $100,000 and $150,000 per year for Associate at the commencement of employment and between $140,000 and...SuggestedContract workTemporary workWorldwide$70k - $130k
...a sales distribution role within State Street Investment Management’s U.S. Wealth Business. In this role, you will work with a team of model... ...sales role, with focused travel and time in the office.As Associate Regional Consultant, Model Portfolios:You will effectively...SuggestedFull timeTemporary workCurrently hiringWork at officeHome officeFlexible hours- Break Line Wealth + Tax, based in Scottsdale, AZ, seeks an Associate Advisor to support coordinated wealth and tax planning under the Founder. This client-facing role requires presenting integrated strategies and maintaining strong client relationships from day one. You...
- Trajan Wealth LLC in Scottsdale, AZ is seeking an Associate Family Office Fiduciary Advisor to support an established client base. This licensed professional... ...will collaborate with Senior Advisors, Portfolio Management, and Planning Specialists to deliver comprehensive...Work at office
- About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor... ...Wealth is seeking a motivated and client-focused Associate Family Office Fiduciary Advisor to support the ongoing...Base plus commissionTemporary workWork at officeRelocation package
- ...Company Description G&G Wealth is an experienced Scottsdale based team of professionals who strive to provide tailored, expert advice on all aspects of wealth management for a select group of women individuals, families, and businesses both locally and around...Weekend workAfternoon shift
$80k
...Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides \"Fractional Family Office\" wealth management services to entrepreneurs... ..., and deliver insights that move the needle. As an Associate Advisor, you'll work alongside an Advisor, Lead Advisor, and...Work at officeEasy work$17 - $20 per hour
...Job Title: Pet Care Technician & Front Desk Associate Reports To: General Manager / Pet Care Management Location: Paw Commons Scottsdale Compensation: $17 - $20/hour + Client Tips & Performance Incentives Be the Face of Fun. Be the Heart of Care. At Paw Commons, we don...Hourly payFull time- ...Senior Associate, Oracle Consulting A career in our Enterprise Performance Management team, within our Oracle consulting practice, will provide the opportunity to work alongside CEOs, CFOs, controllers and business leaders to drive value throughout the organization....
$70k - $85k
...establish yourself as a recognised specialist in a high-value niche. You will also be able to grow a small team and progress quickly to management. We have created a great culture within this office location, and we want people who want to be a part of this. Technology...Permanent employmentFull timeTemporary workWork at officeRelocation- ...Associate Vice President, Strategic Planning About the Company Prominent insurance & financial services organization Industry... ...Banking Finance Financial Services Insurance Investment Management Banking & Mortgages B2C Auto Insurance Auto...
$75k - $85k
...About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth...Temporary workWork at office- Break Line Wealth + Tax is a coordinated wealth and tax planning... ..., our answer to the traditional financial advisory firms offering... ...challenging the fragmented way wealth management has traditionally been done.... ..., capability-based growth.Associate Advisors take on increasing...Full time
$65k - $80k
...understand and address our clients' needs more comprehensively than traditional, siloed methods. Our in-house experts collaborate closely,... ...leverage your expertise in project cost accounting, billing management, and financial reporting to provide critical support to...Full timeFor subcontractorWork at office$73.9k - $98.5k
...a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has...Remote jobWork experience placement- Colossal Management, LLC in Scottsdale, Arizona is seeking a proactive Junior Associate Attorney to join their in-house legal team. The ideal candidate will support a wide range of legal matters including contract negotiation, compliance, and intellectual property. Responsibilities...Contract work
- ...Job Description: Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard collaborates with various business units to support Wealth Management clients possessing assets of $5 million or more. The team's primary objectives include facilitating...Work at officeRemote workMonday to Friday
$31 - $34.1 per hour
...Mission Control Associate Our client, a leader in autonomous mobility services, is seeking Mission Control Associates to join their... ...changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative...Weekly payRemote workShift work$16 - $20 per hour
...from the ground up, Signup Expert is the engine behind some of the fastest-growing names in iGaming. What we do: Associate Programs— We source, train, and manage brand representatives who deliver real, trackable results in local markets across North America Content &...Full timeContract workPart timeLocal areaFlexible hours$88k - $115k
...understand and address our clients' needs more comprehensively than traditional, siloed methods. What sets us apart is our ability to... ...integration of VDC/BIM processes into project workflows. Monitor and manage the progress of VDC/BIM tasks, ensuring adherence to...Full timeFor contractorsFor subcontractorWork at officeFlexible hours$109.3k - $120k
...innovative, global supply-chain solutions across Automotive, Consumer, Industrial and Retail markets. These solutions include Order Management, Distribution & Fulfillment, Customs Brokerage and Transportation products delivered across six regions. We also pioneered the...Work experience placementFor subcontractorWork at officeRemote workFlexible hours- The Program & Change Management team serves as a strategic partner, trusted advisor, and delivery enabler for HR’s highest priorities. We operate at the intersection of strategy, execution, and crew experience, helping stakeholders navigate complex transformation while...Full timeWork experience placement
$70k - $80k
...50,000 businesses and nearly 1.5 million active savers, Vestwell manages over $30 billion in assets across the United States. Position Overview We are hiring a Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and...Work at officeFlexible hours$125k - $145k
...working at A&M. Description Restructuring Associate, Alvarez & Marsal Scottsdale Office As a... ...in the industry. Our successes managing some of the largest crises in the world... ...from a variety of backgrounds that bring a wealth of industry depth and knowledge. Relying...Part timeWork experience placementWork at officeFlexible hours- Young Innovations in Scottsdale, Arizona is hiring a Distribution Associate to manage pharmaceutical and medical supply orders. The role involves picking, packing and shipping orders, ensuring compliance with regulations, and maintaining inventory accuracy. Ideal candidates...
$55k - $60k
Focus Partners Wealth LLC in the Scottsdale, AZ area is seeking a Business Development Associate to support the Business Development team, drive growth, and ensure an outstanding client experience within the custodial referral network. The role offers a hybrid schedule...Work at officeRemote work3 days per week$24.32 per hour
...Associate Researcher Are you detail-oriented and skilled at gathering property-level... ...in the Real Estate field, i.e. property management, financial services, real estate appraisal... ...by seamlessly blending 40 years of tradition with forward-thinking innovation. We've...Work experience placementWork at officeFlexible hours
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