Jobs
>
Scottsdale

    Experienced Wealth Management Advisor - Scottsdale, United States - Equitable Advisors LLC

    Default job background
    Description

    Overview

    You are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.

    Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals.

    Key responsibilities include:

    Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals

    Ensuring compliance oversight and supervision.

    Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.

    Qualifications

    With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

    A four-year college degree is preferred but not required

    You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

    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

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

    What Equitable Advisors Offers

    Compensation you control and a complete benefits package

    Personalized and comprehensive training and support in all areas important to building your business

    Sponsorship as well as coaching to obtain the licensing required for hire

    Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

    Ability to work jointly with senior joint-work partners and to be coached by top performers

    Advancement and management opportunities

    A work-life balance and access to a full suite of remote-work technology solutions

    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 SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V GE /21) (Exp.08/23)



  • Western Alliance Bank Phoenix, United States

    Job Title: · Treasury Management Advisor · **Location**: · Biltmore · What you'll do: · As a Treasury Management Advisor, you will be responsible for managing the full client lifecycle for top-tier clients utilizing products and services from the Treasury Management suite. Respon ...


  • Northwestern Mutual Phoenix, United States

    **LOCATION** · 2201 E Camelback Road, Suite 400, Phoenix, AZ 85016 · **HOURS** · 40 hours a week, 7:00AM-11:00AM, 1 hour lunch, 12:00PM-4:00PM. In office, no remote work. · Projected start date: June 3, 2024 · **JOB DESCRIPTION** · The Associate Wealth Management Advisor speciali ...


  • Western Alliance Bank Phoenix, United States

    Job Title: · Treasury Management Advisor Director · **Location**: · CityScape · What you'll do: · What we are looking for: · - Acts as Treasury Management Subject Matter Expert on assigned Subcommittees and/or Working Groups. · - Sets goals for the team to develop independent cha ...

  • Heath's Auto Management LLC

    Service Advisor

    1 week ago


    Heath's Auto Management LLC Scottsdale, United States

    We are looking for our next Rockstar Service Advisor to join our team in Scottsdale · Mainstream Automotive Management has 6 locations in Arizona · - owned and operated by a husband and wife and their incredible team -no Franchise or corporation We are a team-oriented business wi ...


  • Chapman Hyundai Scottsdale Scottsdale, United States

    Chapman Hyundai Scottsdale is looking for an experienced Service Advisor to join our team Our Service Advisors help our customers get the most out of their vehicle ownership experience by advising of necessary maintenance and repairs to keep their car running like new. As a Servi ...


  • Ashton Thomas Private Wealth Scottsdale, United States

    **About us** · At Ashton Thomas, we care about our people. We are a Registered Investment Advisor (RIA), offering extraordinary client service in private wealth management. Our financial advisors help clients pursue the life they envision through a one-on-one relationship with an ...

  • HUB International

    Retirement Plan

    6 days ago


    HUB International Scottsdale, United States

    As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy ...


  • Ashton Thomas Private Wealth Scottsdale, United States

    **Overview** · We are an RIA seeking a Front Office Coordinator to join our growing team in Scottsdale, AZ. We specialize in providing sophisticated investment management and financial planning solutions to high-net worth individuals, families, and corporate executives. · At Asht ...

  • Ashton Thomas Private Wealth

    Financial Planner

    1 week ago


    Ashton Thomas Private Wealth Scottsdale, United States

    **Overview** · We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. · At Ashton Thomas ...


  • YogaSix Scottsdale, United States

    **DESCRIPTION** · Job Title: Wellness Advisor · Reports to: General Manager · **COMPANY OVERVIEW**: · YogaSix believes everyone deserves the mind-body experience of yoga. YogaSix offers six different class types designed to accommodate students of all levels in a way that is empo ...


  • Cigna Scottsdale, United States

    Partners with key stakeholders across the segment to drive meaningful strategic initiatives related to affordability and deliver results. Drive fulfillment of affordability commitments for aligned value streams with creation of performance scorecards Healthcare, Management, Healt ...


  • Raymond James Financial, Inc. Scottsdale, United States

    **External Wholesaler, Asset Management Services**-**2401634** · **Description** · **Job Summary** · Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationshi ...

  • Tri Pointe Homes Holdings, Inc.

    New Home Specialist

    2 weeks ago


    Tri Pointe Homes Holdings, Inc. Scottsdale, United States

    Overview: · **Tri Pointe Homes Arizona is looking for an experienced, enthusiastic individual to join our talented group as a New Home Specialist.** · **Position Highlights**: Generates and responds to online leads and inquiries with the goal of scheduling appointments and ultima ...

  • STORE CAPITAL ADVISORS LLC

    Tax Analyst

    1 week ago


    STORE CAPITAL ADVISORS LLC Scottsdale, United States

    STORE Capital Advisors, LLC is seeking a **Tax Analyst **to join our team. · **How you will contribute to STORE's mission**: · The Tax Analyst is a hands-on role responsible for performing a variety of tax department functions which will include both preparation and review. The A ...

  • STORE CAPITAL ADVISORS LLC

    Portfolio Manager

    1 week ago


    STORE CAPITAL ADVISORS LLC Scottsdale, United States

    STORE Capital Advisors, LLC is seeking a **Portfolio Manager** to join our Underwriting and Portfolio Management team. · How you will contribute to STORE's mission: · The Portfolio Manager is part of STORE's Portfolio Management team responsible for reviewing and analyzing tenant ...


  • HonorHealth Scottsdale, United States

    Overview: Looking to be part of something more meaningful? At HonorHealth, you'll be part of a team, creating a multi-dimensional care experience for our patients. You'll have opportunities to make a difference. From our Ambassador Movement to our robust training and development ...


  • Financial Planning Association Scottsdale, United States

    Seaside Wealth Management- Lead Wealth Advisor · Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients ...


  • Consumer Cellular Scottsdale, United States

    Retail Assistant Store Manager · **Job Summary** · The **Retail Assistant Store Manager** role requires meeting and exceeding expectations with overall store responsibility for store effectiveness and customer satisfaction. In order to do their jobs effectively, the Retail Assis ...


  • Joseph Luke Munguia Agency Scottsdale, United States

    **Benefits**: · - Retirement Plan Matching · - Bonus based on performance · - Competitive salary · - Donation matching · - Flexible schedule · - Free food & snacks · - Home office stipend · - Opportunity for advancement · - Paid time off · - Parental leave · *** · As an American ...


  • Chapman Dodge Chrysler Jeep Ram Scottsdale Scottsdale, United States

    Chapman Dodge Chrysler Jeep Ram in Scottsdale is looking for Express Lube Technicians to join our team As an Express Lube Technician, you will help our customers keep their vehicles on the road by performing routine maintenance and minor repairs, while enhancing your technical sk ...