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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. \n \n Role Highlights \n\n • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking\n, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance\n, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations\n, • Location: In-office presence required\n, • Work-Life Balance: Flexible schedule to maximize productivity and personal time\n\n Skills & Experience \n\n • Education: Bachelor's degree or equivalent skills and work experience\n, • Licensing: State Life & Health, SIE, Series 7, Series 66\n, • Personal Attributes: values-driven with a track record of success and accomplishment\n, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence\n, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives\n, • Collaboration: ability to work with and learn from top performers\n, • Work Authorization: must be authorized to work in the United States\n\n Training & Development \n\n • FINRA Sponsorship: provided for required FINRA licensing\n, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training\n, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning\n, • Mentorship: opportunities for joint work and mentorship\n, • 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\n, • Leadership Development: access to Leadership Development School for those with management ambition\n, • 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\n\n Compensation & Benefits \n\n • 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.\n\n \n\n • 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 $33,400 annually.\n\n \n\n • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.\n, • 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.\n\n \n Our Impact & Culture \n 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. \n 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. \n 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-7814315.1(4/25)(Exp.4/29)

Job Description Our firm is rapidly expanding, and we are looking for financial advisors to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven track record of success advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $75,000+ at plan with benefits Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Bachelor’s degree in business administration, finance, or related field is required, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Strong interest in financial planning and investment management, • Excellent interpersonal and communication skills, • Sales experience or customer service background, • Willing to study and obtain a Life Insurance license, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary About Company Our mission is clear: To Dramatically Impact the Lives of Others For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow a book of business. Open, transfer, and manage client accounts. Prepare financial policy and procedure documentation. Identify financial process improvement. Generate and process paper and electronic documents.

Primary Location: UNITED STATES-NY-BUFFALO 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. • 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 In-office presence required Flexible schedule to maximize productivity and personal time 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 Must be authorized to work in the United States 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 $33,400 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, as may be in effect from time to time. 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.

This position will provide coverage in short-term, surge, and on-demand situations resulting from military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. Responsibilities include: • Provides personal financial counseling and management services directly to service members and their families., • Assists service members in establishing a spending plan for extended absences., • Develops and makes available informational financial materials to service members and families., • Coordinates, publicizes, and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34., • Responds to requests for age-appropriate classes or seminars., • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office., • Manages duty to warn situations according to Department of Defense (DoD) protocol., • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned., • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate., • All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Other Job Requirements Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Senior Planner, Omni Merchandise Planning. As Manager, Merchandise Planning, you and your team will drive the success of one or more product categories by creating a financial roadmap and marrying it to brand strategy and customer needs. Develop and maintain effective working relationships with memb

Senior Planner, Omni Merchandise Planning. As Manager, Merchandise Planning, you and your team will drive the success of one or more product categories by creating a financial roadmap and marrying it to brand strategy and customer needs. Develop and maintain effective working relationships with memb

The Vermont Agency is seeking an experienced financial advisor in Buffalo, NY to design and implement client strategies, maintain strong relationships, and provide ongoing financial guidance.

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Amazon delivery partner opportunity – Earn $22.It's simple! Use your vehicle and smartphone to earn extra money delivering with a brand you trust.With Amazon Flex, you only deliver when you want to.Amazon Flex pays delivery partners for completing delivery blocks.When you schedule a block, you’l

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Maintains financial profitability by meeting and exceeding purchasing and sales targets.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Manage and coordinate ongoing projects and research activities.Conduct research and gather relevant information to support business initiatives.Manage and organize emails, including responding to inquiries and maintaining an organized inbox.Coordinate and maintain calendars, appointments, meetings,

We are seeking a highly organised and proactive individual to join our team.The successful candidate will provide essential administrative support and ensure the smooth operation of our office environment.Manage and maintain schedules, appointments, and correspondence.Assist in the preparation of re

Lowenstein Sandler is a one of the most sophisticated law firms in the United States, with over 400 lawyers and 300 business services professionals serving clients from offices in New York, Palo Alto, New Jersey, Utah and Washington, DC.Our primary administrative offices are located in Roseland, New

Apollo is a Mission-Critical Infrastructure Engineering, Construction, Commissioning, and Operations Support Services Company.We serve mission-critical industries globally with commissioning, emergency response, operations support, and owner's representative services.Apollo is currently executing pr

The ideal candidate should have a deep expertise in enterprise financial processes and systems, experience with a complex ecosystem of financial applications, like Netsuite, Oracle Fusion, Zip, Pigment, Zuora etc. Support month-end/quarter-end close activities, general ledger management, financial r

Location: Mexico, Brazil, and Canada (PST Overlap).Virtasant is a global technology services company with a network of over 4,000 technology professionals across 130+ countries.We specialize in cloud architecture, infrastructure, migration, and optimization, helping enterprises scale efficiently whi

To Qualify For This Position you MUST Currently reside in Tennessee.AdvanceCare Health Services, LLC is seeking a proactive.Office/Administrative Assistant.This role is perfect for someone eager to make a difference in a fast-paced setting while advancing their professional skills.The ideal candidat

PLC’s Housing and Homelessness Prevention Unit provides high quality direct representation, in addition to coordinating and supervising pro bono representation, of tenants in cases involving unlawful detainer, discrimination, subsidized housing disputes (including housing vouchers), affordable hou

Work -From -Home Data Entry Research Panelist!.Comprehensive training is provided to set you up for.Participate in research studies that contribute.Don’t wait – take the first step toward.Earn cash working part time or full time.Learn

BioLogos, a Christian nonprofit, is seeking a dynamic and conscientious.Grand Rapids, Michigan! This is a fully remote position, but it does require the ability to travel within the Grand Rapids area to handle errands, deliveries, and meetings as needed, work a mutually agreed-upon first-shift sched

We are a multifaceted CPA firm that provides financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to o

Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support. Own the monthly financial reporting to your respective group(s), including ELT member. Contribute to the creation of a detailed operating plan and lon

Strong financial background and demonstrated ability to perform financial analyses and modeling. Experience with ERP financial software (i. The position requires knowledge of both Finance and Accounting principles, experience with advanced financial modeling and analysis techniques, understanding of

Nectir is the secure AI infrastructure purpose-built for schools.Nectir AI provides 24/7 personalized learning support grounded in course content, without compromising trust, outcomes, or academic integrity.Nectir AI can be integrated into existing Learning Management Systems and is fully FERPA- and

Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. At Greenlight, we believe every child should have the opportunity to become financially healthy and happy.

This job is with Soho House, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly.The Junior Buyer is an procurement professional responsible for supporting the sourcing of direct food and beverag

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

This job is with Soho House, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly.The Junior Buyer is a procurement professional responsible for supporting the sourcing of indirect goods and servi