Jobs
>
Étreux

    Financial Advisor - Boston, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Boston, United States

    4 weeks ago

    Equitable Advisors background
    Description

    Founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.

    Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

    • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
    • Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
    • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)

    What it takes to be a Financial Advisor

    • A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
    • If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 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
    • Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
    • Must be authorized to work in the United States
    • MBA, JD, CFP, CPA or ChFC, a plus

    Benefits of working with Equitable Advisors

    • Compensation you control and a complete benefits package
    • Personalized and comprehensive training and support
    • Advancement and management opportunities
    • A work-life balance most financial careers don't offer

    You will receive support that is unparalleled in the industry. To get you up and running, Equitable will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

    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.8/23)

  • Johnson Brunetti

    Financial Advisor

    3 days ago

    Johnson Brunetti Boston, United States

    Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to focus on leadgeneration? If you enjoy working closely with cli ...

  • Equitable Advisors LLC

    Financial Advisor

    3 weeks ago

    Equitable Advisors LLC Boston, United States

    Founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is seeking entrepren ...

  • Equitable Advisors LLC

    Financial Advisor

    3 weeks ago

    Equitable Advisors LLC Boston, United States

    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 pas ...

  • Thrivent Financial

    Financial Advisor

    1 week ago

    Thrivent Financial Boston, United States

    Financial Advisor - Greater Boston South (Canton, Braintree, Dedham, Abington, Brockton) page is loaded · Financial Advisor - Greater Boston South (Canton, Braintree, Dedham, Abington, Brockton) · Apply · locations · MA – Boston · time type · Full time · posted on · Poste ...

  • Citizens Bank

    Private Client Financial Advisor

    4 weeks ago

    Citizens Bank Boston, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...

  • Cooper White Group

    Senior Financial Advisor

    4 weeks ago

    Cooper White Group Boston, United States

    Role: Senior Financial Advisor - USA (SVP/Principal) · Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, a ...

  • Bank of America

    Merrill Experienced Financial Advisor

    2 weeks ago

    Bank of America Boston, United States

    Merrill Experienced Financial Advisor · Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, ...

  • Citizens

    Private Client Financial Advisor

    3 weeks ago

    Citizens Boston, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...

  • CFA Institute

    Private Client Financial Advisor

    3 weeks ago

    CFA Institute Boston, United States

    · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. · In this role, you'll deepen relationships with your clients by collaborating with peers across banking, len ...

  • Bank of America

    Merrill Financial Solutions Advisor

    2 weeks ago

    Bank of America Boston, United States

    Merrill Financial Solutions Advisor - Boston Financial Market · Boston, Massachusetts;Hyannis, Massachusetts; Hingham, Massachusetts · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every co ...

  • Citizens

    Private Client Financial Advisor

    3 weeks ago

    Citizens Boston, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...

  • Trove Family Office

    Relationship Manager

    4 weeks ago

    Trove Family Office Boston, United States

    Company Overview · Trove is an administrative financial services company that understands the complex needs of high­net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to­day, financial solutions to the families and engagements it s ...

  • UpperEdge, LLC

    IT Sourcing Advisor

    1 week ago

    UpperEdge, LLC Boston, United States

    About UpperEdge, LLC · UpperEdge is a leading IT sourcing and commercial advisory firm that specializes in helping our clients successfully source and deliver transformational programs while maximizing the value they receive from their key information technology relationships. We ...

  • Heartland

    Outside Sales Representative

    4 days ago

    Heartland Boston, United States

    Sales Representative - Payroll/ HR · At Heartland, we're not just leading the way in payroll and HR technology; we're redefining the landscape. With a commitment to innovation and excellence, we are seeking a dynamic Sales Representative (Sr. Product Advisor) who is ready to make ...

  • Bay Shore Staffing

    Investment Writer

    4 weeks ago

    Bay Shore Staffing Boston, United States

    Are you looking for a new Investment Writer role? Our Boston based client is searching for you · As a Writer within our client's firm, you will be a member of the broader Marketing team and will produce creative, customized content focused on target date and other multi-asset sol ...

  • G2 Capital Advisors

    Associate, Capital Markets

    4 weeks ago

    G2 Capital Advisors Boston, United States

    G2 Capital Advisors ) is a multi-product and sector-focused investment bank and restructuring firm. G2 was formed on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of M&A or capital ...

  • Selby Jennings

    Director of Capital Formation

    3 weeks ago

    Selby Jennings Boston, United States

    Director of Investor Relations - Private Debt · A leading Private Debt Firm is looking for a dynamic and experienced individual to join their team as the Head of Capital Formation with a focus on cultivating and managing relationships within the private wealth sector. As a vital ...

  • Specialized Recruiting Group

    Billing Specialist

    1 week ago

    Specialized Recruiting Group Boston, United States

    We are assisting an AMLAW firm in Boston who is looking for a new Billing Specialist. Assist attorneys with the preparation of bills for clients, ensuring that the client bills are processed timely and in accordance with the client agreement. The Billing Specialist answers billin ...

  • NFP, an Aon company

    Account Manager

    3 days ago

    NFP, an Aon company Boston, United States

    Who We Are: · NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Ag ...

  • Health Connector

    Director of Operations and Business Development

    4 weeks ago

    Health Connector Boston, United States

    Health Connector for Business · THE COMMONWEALTH HEALTH INSURANCE CONNECTOR AUTHORITY · The Director of Operations and Business Development, Health Connector for Business (HCB) is responsible for the strategic direction, leadership, and oversight of Health Connector's Health Conn ...