- 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
-
Financial Advisor
6 days ago
Equitable Services Scottsdale, United StatesEquitable 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 posit ...
-
Financial Advisor
1 week ago
Key Wealth Management Scottsdale, United StatesAs part of the applicant process, it's necessary to take this survey. Take the survey here: · Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them liv ...
-
Financial Advisor
1 week ago
Key Wealth Management Scottsdale, United StatesAs part of the applicant process, its necessary to take this survey. Take the survey here: · Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them liv ...
-
Financial Advisor
2 hours ago
Alerus Financial Scottsdale, United States Full timeWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business opportu ...
-
Junior Financial Advisor
1 week ago
FusionWorks Phenix City, United StatesPhenix City MLP is looking for a Junior Financial Advisor (m/f/d) in Bonn. · A meaningful and fulfilling role: · - You will develop financial concepts as an independent advisor (m/f/d) and support people in making better career and financial decisions. · - You will accompany your ...
-
Financial Investment Advisor
1 week ago
HUB International Scottsdale, United StatesFinancial Investment Advisor page is loaded · Financial Investment Advisor · Solicitar · locations · Scottsdale, AZ · time type · Full time · posted on · Publicado hace 2 días · job requisition id · R · As a Financial Advisor on the Wealth Management Services team, you ...
-
Associate Financial Advisor
1 week ago
North Star Resource Group Scottsdale, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed arou ...
-
Associate Financial Advisor
5 days ago
North Star Resource Group Scottsdale, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed arou ...
-
Lead Financial Advisor
1 week ago
D. French Advisors Scottsdale, United StatesActs as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan". · Leverages internal and ex ...
-
Lead Financial Advisor
6 days ago
D. French Advisors Scottsdale, United StatesActs as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their Life Plan. · Leverages internal and ext ...
-
Financial Advisor Trainee-Scottsdale, AZ
2 weeks ago
Raymond James Financial Incorporated Scottsdale, United StatesJob Summary · The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate ...
-
Aurora Technologies Glendale, United StatesAbout the Company · Since 1969, we have been advising academics throughout Germany on all professional and financial matters, from study planning to career start, initial insurance questions, setting up a practice, buying a property, and retirement and investment planning. · How ...
-
Financial Advisor
5 days ago
Strategy Financial Group Phoenix, United StatesFinancial Advisor · Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior ...
-
Financial Planning Association Scottsdale, United StatesThis position will combine associate advisor and paraplanner responsibilities with a career path of an advisor. This position will support the firm's lead advisors in serving current client needs on a day-to-day basis. In addition, the position will play a critical role with new ...
-
Financial Advisor
1 week ago
Alerus Phoenix, United StatesWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business oppor ...
-
Financial Advisor
4 days ago
Thrivent Arizona, United StatesJob descriptionBe in Business for Yourself, not By Yourself · Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be succe ...
-
Financial Advisor
4 hours ago
Strategy Financial Group Phoenix, United StatesFinancial Advisor · Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior ...
-
Financial Advisor
1 week ago
Northwestern Mutual Gilbert, United StatesCompany Description · Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a big-picture approach that includes insurance and investments. With $265.0 billion?in assets, $28.1 billion?in revenues, and more than?$1.8 t ...
-
Financial Advisor
6 days ago
New York Life Phoenix, United States· Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humil ...
-
Financial Advisor
2 days ago
New York Life - Lance Gillman Phoenix, United StatesJob Description · Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounde ...
Financial Advisor - Scottsdale, United States - Equitable Services
Description
Financial Advisor - AZ, Scottsdale OG )Primary Location :
UNITED STATES-AZ-SCOTTSDALE
Organization :
Equitable Advisors
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.
Qualifications
Training and support
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.
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 PLANNERTM (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.
Benefits and compensation
Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 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.
Equitable Advisors, LLC, (NY, NY 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. GE /23)(Exp.7/25)Req ID: 190007OG
