Financial Services Professional

3 days ago


San Francisco, California, United States Equitable Holdings Full time
Unlock Your Potential as a Financial Professional

We're on a mission to empower individuals to build fulfilling futures. Our commitment to helping people pursue their goals has never been stronger. As a Financial Professional, you'll guide clients forward with courage, strength, and wisdom, supporting them in making informed decisions that lead to a more fulfilling life.

At Equitable Advisors, we're a leading firm in the financial services and insurance industry. Our mission is to help people build fulfilling futures grounded in our stability, innovative strategies, and commitment to our clients.

As a Financial Professional, you'll have the opportunity to:

  • Make a meaningful impact on clients' financial lives, helping them focus on what matters most.
  • Enjoy independence and control over your career, with opportunities to grow and develop at your own pace.
  • Accelerate your earning potential, with opportunities to grow your income or responsibilities based on your performance.

Our ideal candidate is an entrepreneurial-oriented individual who is passionate about helping others achieve their financial goals. As a Financial Professional, you'll:

  • Analyze financial information to determine strategies and recommend financial products and services that meet clients' needs.
  • Build and maintain a client base, keeping client plans up-to-date and acquiring 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.

We're seeking talented individuals who share our passion for helping others achieve their financial goals. If you're a motivated and ambitious professional looking to make a meaningful impact, we encourage you to explore this opportunity further.



  • San Francisco, California, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Finance Professional, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...


  • San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Financial Services Professional is a developing professional role that integrates in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role demonstrates a good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Key...


  • San Ramon, California, United States Summit Financial Group, LLC Full time

    About UsSummit Financial Group, LLC is a high-touch, wealth management firm dedicated to enriching the lives of our clients, team, and community. We pride ourselves on being a collaborative community of like-minded peers, learning together and sharing insights and best practices.Why Choose Us?· Experience and Expertise: With over 20 years of steadfast...


  • San Francisco, California, United States Citizens Full time

    About the RoleCitizens is seeking an exceptional Business Banking Lending Specialist to support the underwriting needs of our Private Bank's business loan products. This role is based in San Francisco and will focus on processing, evaluating, and completing financial analysis on business loan requests.Key ResponsibilitiesSupport Underwriting Needs: Ensure...


  • San Francisco, California, United States Northern Trust Corporation Full time

    About Northern Trust Corporation:Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We remain true to our enduring principles of service, expertise, and integrity, serving...


  • San Diego, California, United States Charles Schwab Full time

    About the RoleWe are seeking highly motivated and ambitious individuals to join our Financial Consultant Academy as a Financial Services Professional. As a member of our team, you will have the opportunity to develop your skills and knowledge in financial planning, wealth management, and client relationships.Key ResponsibilitiesDevelop and implement...


  • San Diego, California, United States Charles Schwab Full time

    About UsAt Charles Schwab, we're dedicated to empowering individuals to take control of their financial futures. Our team of experienced professionals is passionate about delivering innovative financial solutions that challenge the status quo.Our MissionWe're committed to helping our clients achieve their financial goals by providing personalized service,...


  • San Jose, California, United States New York Life Full time

    About the RoleJob Summary:We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As an Insurance and Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and plan for the unexpected.Key Responsibilities:Client Acquisition and Relationship...


  • San Jose, California, United States New York Life Full time

    About New York LifeNew York Life is a leading financial services company with a rich history of providing excellent service to its clients. Our company has earned the highest possible financial strength ratings from major ratings agencies, including Standard & Poor's, A.M. Best, Moody's, and Fitch.Job SummaryWe are seeking an experienced financial...


  • San Jose, California, United States New York Life Full time

    About New York LifeNew York Life is a leading financial services company that has been serving clients for over 175 years. We are committed to providing our customers with a wide range of financial products and services, including life insurance, annuities, and mutual funds.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services...


  • San Jose, California, United States New York Life Full time

    About New York LifeNew York Life is a leading financial services company that has been serving clients for over 175 years. We are committed to providing our customers with a wide range of financial products and services, including life insurance, annuities, and mutual funds.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services...


  • San Jose, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeAt Northwestern Mutual, we're committed to helping individuals achieve financial security and live life differently. As a Financial Representative, you'll have the opportunity to make a meaningful impact in the lives of our clients while building a rewarding career.Key Responsibilities:Identify and engage...


  • San Jose, California, United States New York Life Full time

    {"h1": "New York Life - A Career of Excellence", "p": "At New York Life, we're dedicated to helping our financial professionals achieve their goals and make a meaningful impact in their communities. As a Financial Services Professional, you'll have the opportunity to work with a wide range of clients, from individuals to businesses, and help them develop a...


  • San Jose, California, United States New York Life Full time

    {"title": "Financial Advisor Role at New York Life", "description": "Key ResponsibilitiesAs a Financial Advisor at New York Life, you will be responsible for understanding the financial needs and concerns of clients, educating them on how to plan ahead for the future, and promoting customized ways for them to achieve their long-term financial goals.You will...

  • Financial Manager

    3 days ago


    San Francisco, California, United States Creative Financial Staffing Full time

    Job Title: Manager of FinanceAt Creative Financial Staffing, we are seeking a highly skilled and experienced Manager of Finance to join our team. The successful candidate will be responsible for the financial management of our organization, ensuring accurate and timely financial reporting, and providing strategic financial guidance to our leadership team.Key...


  • San Diego, California, United States San Diego Financial Center Full time

    Financial Services Career Opportunity **About Us** At San Diego Financial Center, we strive to provide a comprehensive range of financial services to our clients. Our team is dedicated to helping individuals prepare for and live in retirement, while promoting financial literacy and stability. **Job Summary** We are seeking a skilled and passionate...


  • San Francisco, California, United States Karat Financial Full time

    Position Overview:We are seeking a dedicated Senior Accountant to join our Finance team at Karat Financial. This role is essential for managing and executing our key financial reporting and treasury functions.Key Responsibilities:- Ensure accurate and timely monthly closing of financial records using Quickbooks, preparing comprehensive financial packages for...


  • San Luis Obispo, California, United States Eclipse Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Services Professional to join our team at Eclipse Solutions. As a key member of our team, you will be responsible for providing expert advice and support to our clients in the fields of accounting, risk management, and corporate banking.Key Responsibilities:Provide financial analysis and advice to...


  • San Francisco, California, United States Interstellar Lab Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our team at Interstellar Lab. As a key member of our finance department, you will play a critical role in providing accurate and data-driven insights to support our business growth.Key ResponsibilitiesAnalyze financial data and provide forecasting support to inform business...


  • San Diego, California, United States Northwestern Mutual La Jolla Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual La Jolla, we're seeking a talented Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Provide expert...