Financial Services Professional

6 days ago


Indianapolis, Indiana, United States Equitable Advisors Full time
About the Role

We are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a Financial Advisor with Equitable Advisors, LLC, you will have the opportunity to build a successful career in financial services and help individuals and families achieve their financial goals.

Key Responsibilities
  • Analyze financial information to determine strategies and financial products to help clients meet their objectives
  • Build and maintain a 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 solutions to consumer segments that demand high-quality service
  • Sell financial products and services, including life insurance, annuities, and investment options
Requirements
  • 2-5+ years of professional experience prior to career break
  • A four-year college degree is preferred but not required
  • Ability to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures
  • Team player with 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
Benefits
  • 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
About Equitable Advisors, LLC

Equitable Advisors, LLC is a leading financial services company committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws.



  • Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the financial well-being of our clients.Key Responsibilities:Financial Planning and Analysis: Identify, properly depreciate, and maintain fixed assets, as well as account for a company's...


  • Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of our financial statements.Main ResponsibilitiesPrepare and post journal entries to ensure accurate financial records.Conduct thorough...


  • Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of our financial statements.Main ResponsibilitiesPrepare and post journal entries to ensure accurate financial records.Conduct thorough...


  • Indianapolis, Indiana, United States Financial Center First Credit Union Full time

    Job SummaryFinancial Center First Credit Union is seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional service to our members, processing financial transactions, and promoting our products and services.Key...


  • Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Exciting Career Opportunity at Marietta Financial Services, Inc.Marietta Financial Services, Inc., a dynamic and expanding financial firm, is seeking a skilled accounting and tax expert to enhance their team. The firm provides exceptional financial and tax services to a diverse clientele, ensuring comprehensive support for businesses across various...


  • Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Exciting Career Opportunity at Marietta Financial Services, Inc.Marietta Financial Services, Inc., a dynamic and expanding financial firm, is seeking a skilled and dedicated accounting and tax expert to enhance their team. The firm provides exceptional financial services to a diverse clientele, ensuring comprehensive tax and accounting solutions as well as...

  • Financial Accountant

    2 weeks ago


    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Indianapolis, INAbout Creative Financial Staffing: At Creative Financial Staffing, we prioritize a nurturing and collaborative workplace where every employee can excel. Our commitment to innovation and excellence drives us to deliver exceptional services to our clients. We are dedicated to fostering a positive work-life balance...

  • Financial Specialist

    2 weeks ago


    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Indianapolis, INCompany Overview: At Creative Financial Staffing, we are committed to creating a nurturing and cooperative workplace where every employee can excel. Our focus is on innovation, quality, and delivering exceptional services to our clients. We prioritize a positive work-life balance and value our employees.Position...

  • Financial Specialist

    2 weeks ago


    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Indianapolis, INCompany Overview: At Creative Financial Staffing, we are committed to creating a nurturing and collaborative workplace where every employee can excel. Our focus is on innovation, quality, and delivering exceptional services to our clients. We prioritize a positive work-life balance and value our team...

  • Financial Manager

    6 days ago


    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job DescriptionJob Title: Financial ManagerJob Summary:We are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. The successful candidate will be responsible for overseeing and managing the general accounting functions, including accounts payable, accounts receivable, general ledger, and taxes.Key...

  • Financial Controller

    2 weeks ago


    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Join Creative Financial Staffing as a Financial Controller - Your Pathway to Executive LeadershipAre you an innovative finance expert with a strong desire for strategic management and a commitment to advancing your career? If this resonates with you, we encourage you to consider an exciting opportunity with Creative Financial Staffing as they seek a...

  • Financial Controller

    5 hours ago


    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Controller to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for providing financial leadership and guidance to our clients in the construction industry.Key ResponsibilitiesFinancial Planning and Analysis: Develop and maintain accurate...


  • Indianapolis, Indiana, United States Creative Financial Staffing Full time

    About the Company and Project Financial Specialist:Creative Financial Staffing is a leading provider of financial staffing solutions, dedicated to helping businesses succeed in a rapidly changing market. As a Project Financial Specialist, you will be part of a dynamic team that is passionate about delivering exceptional results and making a positive impact...


  • Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: Director of AccountingLocation: Indianapolis, INAbout Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community. Rooted in unwavering faith, they have dedicated themselves to serving those in need, providing solace, support, and opportunities for growth. Their mission...


  • Indianapolis, Indiana, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our Retail Branch organization as a Full Time Teller. As a key member of our team, you will be responsible for providing exceptional customer service, accurately processing high-volume customer banking transactions, and developing banking product...


  • Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Financial Operations ManagerWhy Join Us? Collaborate across various departments Gain exposure to a highly skilled Executive Leadership team Play a key role in developing and refining operational processes Become part of an organization with a strong growth trajectory Enjoy opportunities for professional advancementKey Responsibilities of the Financial...


  • Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Position OverviewBenefits:Retirement plan/matchHealth insuranceOpportunities for career growthPaid time offMarietta Financial Services, Inc. is seeking a dedicated client services coordinator to support our dynamic team. This role encompasses a range of tasks that require exceptional organizational abilities and a proactive approach. We are in search of a...


  • Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Position OverviewBenefits:Retirement plan/matchHealth insuranceOpportunities for career growthPaid time offMarietta Financial Services, Inc. is seeking a dedicated client services coordinator/administrative support associate to join our dynamic team. This role encompasses a range of tasks and demands exceptional organizational abilities. We are in search of...


  • Indianapolis, Indiana, United States Dungarvin Full time

    Job OverviewThe Financial Services and Billing Specialist plays a crucial role in managing entry-level financial responsibilities, ensuring that the financial records for individuals served are accurately maintained and that all financial commitments are fulfilled punctually. This position is also tasked with the completion of all necessary financial...


  • Indianapolis, Indiana, United States Heritage Environmental Services Full time

    Job DescriptionHeritage Environmental Services is a leading provider of industrial waste management solutions, with a strong commitment to environmental leadership and customer satisfaction.Job Summary:We are seeking a highly motivated and detail-oriented Accounting Intern to join our team. As an Accounting Intern, you will assist our accounting team with...