Financial Professional
3 months ago
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 passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our people
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
Qualifications
Training and support
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
Benefits and compensation
Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).
Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Equitable Advisors, LLC, (NY, NY ) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.
-
Financial Controller
1 month ago
Boston, United States Sungage Financial Full timeJob DescriptionJob DescriptionSungage Financial originates thousands of loans each year through hundreds of solar installation partners nationwide, using our specialized and industry-leading solar finance platform. Our lean team of professionals moves quickly and adapts to the ever-changing demands of this exciting, dynamic and impactful industry. This role...
-
Financial Controller
1 month ago
Boston, United States Sungage Financial Full timeJob DescriptionJob DescriptionSungage Financial originates thousands of loans each year through hundreds of solar installation partners nationwide, using our specialized and industry-leading solar finance platform. Our lean team of professionals moves quickly and adapts to the ever-changing demands of this exciting, dynamic and impactful industry. This role...
-
Marketing Professional
3 days ago
Boston, Massachusetts, United States Sungage Financial Full timeAbout Sungage FinancialSungage Financial is a pioneering company in the residential solar industry, revolutionizing the way people go solar. Our mission is to provide reliable and flexible financing solutions that empower solar installers to build strong businesses while helping families save money and live more sustainably.Job SummaryWe are seeking a highly...
-
Financial Reporting Specialist
2 weeks ago
Boston, Massachusetts, United States Creative Financial Staffing Full timeCreative Financial Staffing is seeking a skilled Financial Reporting Specialist to join their team in Boston. This role will involve working closely with the accounting department to ensure accurate and timely financial reporting.Why Work with Our Client?Our client is a well-established international law firm with a strong reputation in the Boston area.They...
-
National Financial Consultant Advisor
2 weeks ago
Boston, Massachusetts, United States Ameriprise Financial Full timeEmbark on a Rewarding CareerAre you looking to begin a fulfilling career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.Role OverviewAs a...
-
National Financial Consultant Advisor
2 weeks ago
Boston, Massachusetts, United States Ameriprise Financial Full timeAre you ready to embark on a rewarding career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.In this position, you will advocate for...
-
Financial Services Professional
1 week ago
Boston, Massachusetts, United States Lifetime Recruiting Strategies Full timeJob Summary:Lifetime Recruiting Strategies is seeking a highly motivated and results-driven Financial Advisor to join our elite team of high-performing producers. As a Financial Advisor, you will be responsible for prospecting for clients, developing and maintaining long-term relationships, and providing client-centric financial solutions.Key...
-
Financial Advisor
3 weeks ago
Boston, United States Magellan Financial Inc Full timeJoin Our Team at Balanced Wealth Management: Make an Impact as a Financial Advisor! At Balanced Wealth Management, we are seeking to expand into the Boston market and are looking for a dynamic advisor to lead this initiative. The selected candidate will spend the first 3-6 months training and acclimating at our main office in East Greenwich, RI. Upon...
-
Account Manager
6 days ago
Boston, Massachusetts, United States The Select Group Full timeAbout The Select GroupThe Select Group is a leading provider of custom Managed Solutions for transformational business leaders. Our mission is to positively impact lives by enabling the voices and career opportunities of all.Job SummaryWe are seeking a high-impact sales professional to join our team as an Account Manager - Financial Services. This role will...
-
Boston, United States Attensi AS Full timeWe are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages.We work with some of the largest professional services, insurance,...
-
Portfolio Analyst
3 days ago
Boston, Massachusetts, United States Moors & Cabot Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Portfolio Analyst to join our team at Moors & Cabot Inc. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing investment portfolios, and developing financial planning solutions.Key ResponsibilitiesClient Service and Portfolio...
-
Boston, United States Attensi AS Full timeWe are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages. We work with some of the largest professional services, insurance,...
-
Boston, United States Attensi Full time👋 We are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages. We work with some of the largest professional services, insurance,...
-
Boston, United States Attensi Full time???? We are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages. We work with some of the largest professional services, insurance,...
-
Boston, United States Attensi Full time👋 We are Attensi, a global company founded in Norway specialized in gamified simulation training. Since our inception in 2012, Attensi has grown to become a global leader in the field, with training solutions used by global brands in more than 150 countries and in 50 different languages.We work with some of the largest professional services, insurance,...
-
Boston, United States Citizens Financial Group, Inc. Full timeJob Description The Director, Non-Financial Risk Management is a senior leader within the Risk Intelligence Team and is responsible for overseeing the definition and delivery of Core Operational Risk and Compliance Regulatory monitoring through partnership with our broader Non-Financial Independent Risk Management (IRM) stakeholders. Reporting directly to...
-
Boston, United States Citizens Financial Group, Inc. Full timeDescription The Director, Non-Financial Risk Management is a senior leader within the Risk Intelligence Team and is responsible for overseeing the definition and delivery of Core Operational Risk and Compliance Regulatory monitoring through partnership with our broader Non-Financial Independent Risk Management (IRM) stakeholders. Reporting directly to the...
-
Financial Advisor
3 months ago
Boston, United States Moody Street Group Full timeJob DescriptionJob DescriptionThe Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve...
-
Financial Analyst
4 weeks ago
Boston, United States The Michel-Shaked Group Full timeThe Michel-Shaked Group (MSG) provides corporate finance, expert testimony, and business consulting services to law firms, government entities, and corporations worldwide. We have decades of experience performing rigorous analyses of financial and business issues in a wide array of industries.MSG’s staff consists of dedicated and experienced professionals,...
-
Financial Analyst
4 weeks ago
Boston, United States The Michel-Shaked Group Full timeThe Michel-Shaked Group (MSG) provides corporate finance, expert testimony, and business consulting services to law firms, government entities, and corporations worldwide. We have decades of experience performing rigorous analyses of financial and business issues in a wide array of industries.MSG’s staff consists of dedicated and experienced professionals,...
