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Equitable
, CA, United States
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 f
Job Source: EquitableBankers Life
Los Angeles, CA, United States
Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing r
Job Source: Bankers LifeSteve Bush Financial Services
Los Angeles, CA, United States
Are you looking for a career that allows you to make a difference in people’s lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule? Are you an ambitious, highly motivated individual with an entrepreneurial spirit? If so, then we have the perfect job for you! No prior
Job Source: Steve Bush Financial ServicesGlobal Financial Impact
Los Angeles, CA, United States
Job brief The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. We seek highly motivated, competent, capable, and committed business partners to become financial pr
Job Source: Global Financial ImpactEquitable Advisors
, CA, United States
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 imme
Job Source: Equitable AdvisorsBankers Life
Pasadena, CA, United States
Financial Services Professional - Hybrid Experience Location: Pasadena, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Represe
Job Source: Bankers LifeKetchum U.S.
Los Angeles, CA, United States
About Ketchum As a global communications consultancy with 100 years of experience, Ketchum is a trusted partner who is equal parts creative and analytical. Ketchum is a place where all perspectives and points of view are welcome and encouraged. We are a collection of communications specialists, content creators, creatives, researchers, data analys
Job Source: Ketchum U.S.Prudential Advisors
Los Angeles, CA, United States
Job Description Job Description Financial Professional Associate The Financial Professional Associate career with Prudential Advisors is multi-faceted. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Professionals whose goal is to successfully
Job Source: Prudential Advisors, CA, United States
The Background
It is never too late to start the conversation about financial planning. Growing up as a son of immigrant parents who were in the insurance industry, I witnessed firsthand the impact they were making in people’s lives through planning and protection. After graduating from the University of Arizona, with a double major in Finance and Entrepreneurship, I was looking for a career where I could make an impact in my community. I am looking to effect change in the financial education space through my work as a financial advisor.
As a Financial Advisor, you're truly a entrepreneur, building your practice, making long lasting relationships with you clients, but most importantly impacting people's lives in a significant way.
The Ask
I am seeking individuals who have entrepreneurial spirit, competitive, coachable, and a passion for helping people to join my team as financial professionals. This is not an easy career to start in, but it is one of the best once you get started.
Equitable Advisors’ Offer
Equitable Advisors offers two compensation packages:
• A base salary model
• A full commission model
***both include the same competitive benefit package
The Responsibilities
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base
Building long lasting relationships with client base
Getting Started
The individual selected to join our wealth management team will need to:
•Obtain their FINRA Series 7, 66 registrations and CA Life, Accident and Health Insurance license (Equitable Advisors will sponsor your pursuit of the required FINRA registrations).
•Attend virtual trainings and receive mentorship.
•Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
•Collaborate with other professionals to best support clients.
•Analyze financial information obtained from clients.
•Provide knowledgeable, objective financial guidance and customized strategies to determine products and services.
Important requirements:
-Must be eligible to work in the United States
-Candidate must be physically located in California or Hawaii or willing to move within 6 mos
Apply now for immediate consideration.
Equitable Advisors, Member FINRA/SIPC is an Equal Opportunity Employer M/F/D/V. AGE-157964(12/20)(Exp.12/23)
Benefits of working with Equitable Advisors
•Compensation you control and a complete benefits package (Uncapped Income Potential)
•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.
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Financial Services Professional jobs in , CA, United States
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