20 Best financial advisor jobs (Hiring Now!)

Wealth Management Advisor
Equitable Advisors —Syracuse, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
From $90,000 a year
Quick Apply
Trust Officer 6+ years experience
Coral Gables Trust Company —West Palm Beach, FL
Bachelor's degree in a relevant field and ideally, a master's degree. Coordinate annual unitrust payments and private foundation grant payments with tax…
From $90,000 a year
Quick Apply
10d
Licensed Financial ParaPlanner
Valenta Capital Management —Denver, CO
Position Summary: This position will provide financial plan support to two financial advisors by collecting and analyzing client financial data, developing…
$60,000 - $80,000 a year
Quick Apply
Financial Services Client Service Associate
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
Quick Apply
6d
Senior Wealth Advisor
Northwestern Mutual —Indianapolis, IN
Minimum 10 years of experience in wealth management or related field, serving high-net-worth clients. As a key team member, you'll build and maintain client…
$150,000 - $200,000 a year
Quick Apply
Financial Consultant
U.S. Eagle Federal Credit Union —Santa Fe, NM
Make appropriate follow-up calls to members to ensure member satisfaction. Process routine and complex transactions in accordance with established credit union…
$23.60 an hour
Advisor Advocate
Regal Financial Group —Kentwood, MI
A bachelor’s degree in business, or a related field, is a requirement. Series 6, 7, 65 or 66 and/or Insurance license is required.
$19.23 - $23.16 an hour
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Financial Architect
Verve A Credit Union —Fond du Lac, WI
AA degree in Business Administration or a financial field desirable or 1-2 years relevant experience; equivalent education and experience will be considered.
Estimated: $40.6K - $51.4K a year
Personal Financial Advisor
GFI - San Diego —Remote
Analyze clients' financial situations to develop personalized financial plans. Provide guidance on investment strategies and financial products.
$75,000 - $90,000 a year
Quick Apply
6d
Financial Representative
Auto Baraki —Remote
Responsibilities: - Provide financial guidance and support to clients - Manage client portfolios and assets effectively - Conduct financial analysis and develop…
$67,264 - $77,490 a year
Quick Apply
14h
Financial Advisor
PaperClip Finances —Remote
►Professional industry (training and license) with a clear advancement path. W2). No prior certification, experience, or education is necessary.
$50,000 - $250,000 a year
Quick Apply
Financial Advisor
Northwestern Mutual - Louisiana & Mississippi —Louisiana
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. Health care and dependent care reimbursement accounts.
$75,000 - $152,000 a year
Quick Apply
11d
Client Administrative Manager
Steward Partners Global Advisory LLC —Keene, NH
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
$40,000 - $50,000 a year
Quick Apply
Financial Consultant
AO Mutuals Inc. —Remote
The ideal candidate will be utilizing many aspects of the financial industry: Wealth Management, Retirement Planning, Tax Deductions, College Funding, Wealth…
$40,000 - $130,000 a year
Quick Apply
6d
Financial consultant/ Financials Advisor
Experior Financial Group —Milwaukee, WI
This job doesn't have a salary base, but commissioner, the more you reach out, the more you make money. You will be working for yourself from anywhere. 100%…
$70,000 - $200,000 a year
2d
Financial Advisor
Creed Agency —Remote
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their…
$30,000 - $150,000 a year
Quick Apply
Family Medicine, Internal Medicine and Med Peds
Chelmsford Family Practice —North Chelmsford, MA
Opportunities for teaching with Tufts or UMass, opportunities to engage in physician leadership and innovative practice models such as integrated behavioral…
Estimated: $185K - $234K a year
Quick Apply
Investment Advisor
Polk and Associates, P.L.C. —Saint Clair Shores, MI
Current Series 65 or 66 license required. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or certifications (CFP®, CFA, CPA)…
Estimated: $104K - $131K a year
Quick Apply
9d
Financial Advisor
John Graham & Associates —East Peoria, IL
Our next advisor will enjoy a base salary, a portion of the JGA book, health insurance, and 401k with match. Series 66 License (or a combination of 63 and 65).
$45,000 - $80,000 a year
Quick Apply
Financial Consultant
AFinance —Remote
Prospecting and lead generation: You will identify and develop new business opportunities by prospecting, networking, and leveraging your personal and…
$20,351 - $96,386 a year
Quick Apply
3d

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Wealth Management Advisor

Equitable Advisors - Syracuse, NY

Quick Apply

Job Details

Permanent | Full-time From $90,000 a year

Benefits

Profit sharing
Paid training
Continuing education credits
Stock options
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Matching gift program
Tuition reimbursement
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Financial sales
CFP
Sales
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Financial concepts
FINRA License
Communication skills

Full Job Description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Qualifications

Requirements

Applicants must be authorized to work in the United States
A four-year college degree is preferred but not required
We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
We will sponsor your pursuit of FINRA Series 7 and 66 registrations (to be completed on your own time but no later than within 240 days of joining)
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
Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Compensation and Benefits

Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”), the first week of which is a 40 hour week of paid training. During this first week, you will be paid the hourly minimum wage for your location which will range from $546-762.40 for the week. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 240 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.

Upon successful completion of PEP, you will be eligible to become a 20 th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus ( 30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company’s commission schedules and vary depending on the financial product sold. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.

Upon successful completion of PEP , you will be eligible to become a 20 th Edition Financial Professional. As a 20 th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Securities offered through Equitable Advisors, LLC (NY, NY [Phone number shown when applying]), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE- 5823023.1(7/23)(Exp.7/25)

Job Types: Full-time, Permanent

Pay: From $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Matching gift program
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Compensation package:

Bonus opportunities
Commission only
Commission pay
Employee stock purchase plan
Profit sharing
Signing bonus
Stock options

Weekly schedule:

Choose your own hours

Work setting:

In-person
In the field
Office

Education:

Bachelor's (Preferred)

Work Location: In person

Quick Apply

financial advisor jobs

Wealth Management Advisor

Trust Officer 6+ years experience

Licensed Financial ParaPlanner

Financial Services Client Service Associate

Senior Wealth Advisor

Financial Consultant

Advisor Advocate

Financial Architect

Personal Financial Advisor

Financial Representative

Financial Advisor

Financial Advisor

Client Administrative Manager

Financial Consultant

Financial consultant/ Financials Advisor

Financial Advisor

Family Medicine, Internal Medicine and Med Peds

Investment Advisor

Financial Advisor

Financial Consultant

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