Jobs
>
Columbia

    Financial Advisor - Columbia, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Columbia, United States

    3 weeks ago

    Equitable Advisors background
    Accounting / Finance
    Description

    Description

    We're looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation's leading financial services firms.


    • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.


    • Provide information/education to clients about the purpose and details of financial products, services and strategies.


    • Build and maintain client base, keep 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.


    • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

    Individuals who excel at Equitable Advisors come from many different professional backgrounds including:


    • Law


    • Brokerage


    • Banking


    • Management


    • Accounting

    Job Requirements


    • A four-year college degree is required


    • Relevant professional FINRA securities registrations


    • If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations


    • 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


    • Must be authorized to work in the United States

    Note -- applicants must be authorized to work in the United States.

    Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SECregistered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE /21) (Exp.08/23)

  • Equitable Advisors LLC

    Financial Advisor

    3 weeks ago

    Equitable Advisors LLC Columbia, United States

    Why Equitable Advisors? · Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 finan ...

  • Voya Financial Advisors

    Voya Financial Ellicot City Financial Advisor

    2 weeks ago

    Voya Financial Advisors Ellicott City, United States

    Job Description · Job DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement Professional · Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Pro ...

  • Bank of America

    Financial Solutions Advisor

    2 weeks ago

    Bank of America Columbia, United States

    Financial Solutions Advisor - Consumer Investments - Chesapeake Market · Columbia, Maryland;Lutherville, Maryland; Baltimore, Maryland · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every ...

  • F.N.B. Corporation

    Financial Advisor

    2 weeks ago

    F.N.B. Corporation Baltimore, United States

    Associate Financial Advisor page is loaded · Associate Financial Advisor · Apply · locations · Hollidaysburg, PA · time type · Full time · posted on · Posted 25 Days Ago · job requisition id · Primary Office Location: 224 Allegheny Street. Hollidaysburg, Pennsylvania · ...

  • Texas Trust Credit Union

    Financial Advisor

    2 weeks ago

    Texas Trust Credit Union Baltimore, United States

    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...

  • First Command Financial Services, Inc

    Financial Advisor

    4 weeks ago

    First Command Financial Services, Inc Odenton, United States Full time/Regular

    Financial Advisor · 4 out of 5 of our Advisors are veterans or military spouses · Who we are: · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal ...

  • Magellan Financial Inc

    Financial Advisor

    2 weeks ago

    Magellan Financial Inc Baltimore, United States

    Imagine a role where your potential is recognized with elite compensation and zero prospecting—welcome to your next big career move.Just Ask Freeman · is an esteemed independent retirement planning, wealth management, and Registered Investment Advisory firm based in Upper Marlbo ...

  • Bank of America

    Financial Solutions Advisor

    3 weeks ago

    Bank of America Columbia, United States

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Magellan Financial & Insurance Services, Inc.

    Financial Advisor

    1 week ago

    Magellan Financial & Insurance Services, Inc. Maryland, United States

    Join Elite Income Advisors In Ellicott City, MD - · Are you ready to be part of a team where fun meets functionality, and productivity thrives? At Elite Income Advisors, we're not just a financial services firm; we're a dynamic force in the industry, celebrated for our vibrant, ...

  • Gamma Phi Beta

    Financial Advisor

    2 weeks ago

    Gamma Phi Beta Washington, United States

    Application Deadline:October 31, 2023 · Purpose · A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities ...

  • WesBanco Bank, Inc.

    Financial Advisor

    5 days ago

    WesBanco Bank, Inc. Rockville, United States Full time

    Requirements · Bachelor's Degree preferred. · State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. · Knowledge of core investment products including fixed and variable annuities and mutual funds. · Must have fundamental understanding of ...

  • Magellan Financial & Insurance Services, Inc.

    Financial Advisor

    3 weeks ago

    Magellan Financial & Insurance Services, Inc. Upper Marlboro, United States

    Imagine a role where your potential is recognized with elite compensation and zero prospecting—welcome to your next big career move. · Just Ask Freeman is an esteemed independent retirement planning, wealth management, and Registered Investment Advisory firm based in Upper Marlbo ...

  • Lenox Advisors

    Financial Advisor

    2 weeks ago

    Lenox Advisors Baltimore, United States

    If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...

  • Texas Trust Credit Union

    Financial Advisor

    4 weeks ago

    Texas Trust Credit Union Baltimore, United States

    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...

  • Lenox Advisors

    Financial Advisor

    3 weeks ago

    Lenox Advisors Baltimore, United States

    If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...

  • Magellan Financial Inc

    Financial Advisor

    4 weeks ago

    Magellan Financial Inc Baltimore, United States

    Imagine a role where your potential is recognized with elite compensation and zero prospecting—welcome to your next big career move. · Just Ask Freeman · is an esteemed independent retirement planning, wealth management, and Registered Investment Advisory firm based in Upper Mar ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Maryland, United States

    Financial Advisor · As business owners, Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our i ...

  • PNC Financial Services Group

    Financial Advisor

    4 days ago

    PNC Financial Services Group Hampstead, United States

    Job Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...

  • New York Life - Bethesda, MD

    Financial Advisor

    2 weeks ago

    New York Life - Bethesda, MD Bethesda, United States

    Job Description · Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-leve ...

  • Lenox Advisors

    Financial Advisor

    2 weeks ago

    Lenox Advisors Hunt Valley, United States

    Job Description · Job DescriptionIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bri ...