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Financial Professional - IL, Oak Brook (5179) at Equitable
Oak Brook, Illinois, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Finra Sponsorship, Mentorship, Coaching, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must be authorized to work in the United States, with a strong entrepreneurial spirit and excellent communication skills. Required licensing includes State Life & Health, SIE, Series 7, and Series 66, for which training and sponsorship are provided.
Wealth Management Associate- NJ, Wall (5188) at Equitable
Wall Township, New Jersey, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Mentorship, Coaching, Leadership Development, Financial Planning, Relationship Building
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary licensing including State Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial spirit, and authorization to work in the United States.
Entry Level - Wealth Manager - NJ, Secaucus (5190) at Equitable
, , United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing (Life & Health), Licensing (Sie), Licensing (Series 7), Licensing (Series 66)
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must be authorized to work in the United States, with a strong desire to positively impact others' lives. Required licensing includes State Life & Health, SIE, Series 7, and Series 66, for which FINRA sponsorship is provided.
Financial Professional - Retirement Benefits Group - IL, Deerfield (5174) at Equitable
Deerfield, Illinois, United States - Full Time
Skills Needed
Client Engagement, Financial Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Sales, Networking
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with necessary licensing including State Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial spirit.
Financial Professional - NY, New York (5035) at Equitable
New York, New York, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Mentorship, Coaching, Licensing, Wealth Management, Finra Sponsorship
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must be authorized to work in the United States, with a strong entrepreneurial spirit and excellent communication skills. Required licensing includes State Life & Health, SIE, Series 7, and Series 66, for which FINRA sponsorship is provided.
Wealth Management Associate - Retirement Benefits Group - FL Orlando, Mt. D at Equitable
Orlando, Florida, United States - Full Time
Skills Needed
Client Engagement, Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Financial Planning, Mentorship, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with required state and FINRA licensing (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial spirit, and authorization to work in the United States.
Financial Professional - NY, Albany, Buffalo, Vestal, Rochester & Syracuse at Equitable
Erie, Pennsylvania, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Product Consultation, Networking, Communication Skills, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Finra Sponsorship, Coaching, Mentorship, Leadership Development, Financial Wellness
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary state life & health, SIE, Series 7, and Series 66 licenses, for which FINRA sponsorship is provided. Essential personal attributes include being values-driven, having excellent communication skills, and possessing an entrepreneurial spirit, along with authorization to work in the United States.
Wealth Management Associate - Retirement Benefits Group - TX, San Antonio ( at Equitable
San Antonio, Texas, United States - Full Time
Skills Needed
Client Engagement, Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Financial Planning, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain required state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial spirit with a desire to positively impact others.
Wealth Management Associate - CO, Denver (2293) at Equitable
Denver, Colorado, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship, Leadership Development
Specialization
Candidates need a Bachelor's degree or equivalent experience and must obtain required FINRA licenses (SIE, Series 7, Series 66, State Life & Health), with sponsorship provided. Essential personal attributes include being values-driven, possessing excellent communication skills, and having an entrepreneurial mindset.
Wealth Management Associate - MA, Wellesley (3998) at Equitable
Wellesley, Massachusetts, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Networking, Communication Skills
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with required FINRA licenses including SIE, Series 7, Series 66, and State Life & Health. Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial mindset.
Wealth Management Associate - AZ, Scottsdale (5043) at Equitable
Scottsdale, Arizona, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain required state and FINRA licenses, including Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial mindset.
Entry Level – Financial Advisor - Cleveland (OH), Columbus (OH), Indianapo at Equitable
Cincinnati, Ohio, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Networking
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with the necessary licensing (State Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial spirit.
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108 at Equitable
Kansas City, Kansas, United States - Full Time
Skills Needed
Client Engagement, Financial Products Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Work Authorization, Finra Licensing, Wealth Management, Retirement Planning
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, along with required FINRA licenses (SIE, Series 7, Series 66) and State Life & Health licensing. Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial spirit with a desire to positively impact others.
Wealth Management Associate - TX, Dallas (4096) at Equitable
Dallas, Texas, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain necessary state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and possessing an entrepreneurial mindset.
Entry Level – Wealth Manager - OH, Cleveland (6003) at Equitable
Cleveland, Ohio, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Training, Mentorship, Coaching, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, authorization to work in the United States, and must obtain required state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and possessing an entrepreneurial mindset.
Wealth Management Associate - Retirement Benefits Group - TX, San Antonio ( at Equitable
San Antonio, Texas, United States - Full Time
Skills Needed
Client Engagement, Network Expansion, Financial Product Consultation, Client Service, Data Analysis, Confidentiality, Licensing, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Mentorship, Coaching, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain required state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial mindset focused on positive impact.
Wealth Management Associate - Retirement Benefits Group - AZ, Scottsdale (5 at Equitable
Scottsdale, Arizona, United States - Full Time
Skills Needed
Client Engagement, Network Expansion, Products Consultation, Client Service, Data Analysis, Implementation, Self Confidence, Entrepreneurial Spirit, Collaboration, Interpersonal Communication, Communication Skills
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary state life & health, SIE, Series 7, and Series 66 licenses, or the ability to obtain them with company sponsorship. Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial mindset focused on positive impact.
Financial Professional - Retirement Benefits Group - FL, Fort Myers/Naples at Equitable
Fort Myers, Florida, United States - Full Time
Skills Needed
Client Engagement, Financial Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Finra Sponsorship, Mentorship, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with obtaining necessary state and FINRA licensing (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial mindset focused on positive impact.
Financial Professional - NY, New York (5170) at Equitable
New York, New York, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary licensing including State Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial mindset, and authorization to work in the United States.
Wealth Management Associate - Retirement Benefits Group - FL Tampa, St. Pet at Equitable
Tampa, Florida, United States - Full Time
Skills Needed
Client Engagement, Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Financial Planning, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with required state life & health, SIE, Series 7, and Series 66 licenses. Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial spirit, and authorization to work in the United States.
Financial Professional - IL, Oak Brook (5179) at Equitable
Oak Brook, Illinois, United States -
Full Time


Start Date

Immediate

Expiry Date

21 May, 26

Salary

31500.0

Posted On

20 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self-Confidence, Entrepreneurial Spirit, Collaboration, Licensing, FINRA Sponsorship, Mentorship, Coaching, Leadership Development

Industry

Financial Services

Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $31,500 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Responsibilities
The role involves building and nurturing client relationships through networking and portfolio management while developing personalized financial strategies based on client objectives and risk tolerance. Professionals will also consult on tailored financial products and services.
Financial Professional - IL, Oak Brook (5179) at Equitable
Oak Brook, Illinois, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Finra Sponsorship, Mentorship, Coaching, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must be authorized to work in the United States, with a strong entrepreneurial spirit and excellent communication skills. Required licensing includes State Life & Health, SIE, Series 7, and Series 66, for which training and sponsorship are provided.
Wealth Management Associate- NJ, Wall (5188) at Equitable
Wall Township, New Jersey, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Mentorship, Coaching, Leadership Development, Financial Planning, Relationship Building
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary licensing including State Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial spirit, and authorization to work in the United States.
Entry Level - Wealth Manager - NJ, Secaucus (5190) at Equitable
, , United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing (Life & Health), Licensing (Sie), Licensing (Series 7), Licensing (Series 66)
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must be authorized to work in the United States, with a strong desire to positively impact others' lives. Required licensing includes State Life & Health, SIE, Series 7, and Series 66, for which FINRA sponsorship is provided.
Financial Professional - Retirement Benefits Group - IL, Deerfield (5174) at Equitable
Deerfield, Illinois, United States - Full Time
Skills Needed
Client Engagement, Financial Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Sales, Networking
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with necessary licensing including State Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial spirit.
Financial Professional - NY, New York (5035) at Equitable
New York, New York, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Mentorship, Coaching, Licensing, Wealth Management, Finra Sponsorship
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must be authorized to work in the United States, with a strong entrepreneurial spirit and excellent communication skills. Required licensing includes State Life & Health, SIE, Series 7, and Series 66, for which FINRA sponsorship is provided.
Wealth Management Associate - Retirement Benefits Group - FL Orlando, Mt. D at Equitable
Orlando, Florida, United States - Full Time
Skills Needed
Client Engagement, Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Financial Planning, Mentorship, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with required state and FINRA licensing (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial spirit, and authorization to work in the United States.
Financial Professional - NY, Albany, Buffalo, Vestal, Rochester & Syracuse at Equitable
Erie, Pennsylvania, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Product Consultation, Networking, Communication Skills, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Finra Sponsorship, Coaching, Mentorship, Leadership Development, Financial Wellness
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary state life & health, SIE, Series 7, and Series 66 licenses, for which FINRA sponsorship is provided. Essential personal attributes include being values-driven, having excellent communication skills, and possessing an entrepreneurial spirit, along with authorization to work in the United States.
Wealth Management Associate - Retirement Benefits Group - TX, San Antonio ( at Equitable
San Antonio, Texas, United States - Full Time
Skills Needed
Client Engagement, Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Financial Planning, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain required state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial spirit with a desire to positively impact others.
Wealth Management Associate - CO, Denver (2293) at Equitable
Denver, Colorado, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Networking, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship, Leadership Development
Specialization
Candidates need a Bachelor's degree or equivalent experience and must obtain required FINRA licenses (SIE, Series 7, Series 66, State Life & Health), with sponsorship provided. Essential personal attributes include being values-driven, possessing excellent communication skills, and having an entrepreneurial mindset.
Wealth Management Associate - MA, Wellesley (3998) at Equitable
Wellesley, Massachusetts, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Networking, Communication Skills
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with required FINRA licenses including SIE, Series 7, Series 66, and State Life & Health. Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial mindset.
Wealth Management Associate - AZ, Scottsdale (5043) at Equitable
Scottsdale, Arizona, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain required state and FINRA licenses, including Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial mindset.
Entry Level – Financial Advisor - Cleveland (OH), Columbus (OH), Indianapo at Equitable
Cincinnati, Ohio, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Networking
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with the necessary licensing (State Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial spirit.
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108 at Equitable
Kansas City, Kansas, United States - Full Time
Skills Needed
Client Engagement, Financial Products Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Work Authorization, Finra Licensing, Wealth Management, Retirement Planning
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, along with required FINRA licenses (SIE, Series 7, Series 66) and State Life & Health licensing. Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial spirit with a desire to positively impact others.
Wealth Management Associate - TX, Dallas (4096) at Equitable
Dallas, Texas, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain necessary state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and possessing an entrepreneurial mindset.
Entry Level – Wealth Manager - OH, Cleveland (6003) at Equitable
Cleveland, Ohio, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Training, Mentorship, Coaching, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, authorization to work in the United States, and must obtain required state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and possessing an entrepreneurial mindset.
Wealth Management Associate - Retirement Benefits Group - TX, San Antonio ( at Equitable
San Antonio, Texas, United States - Full Time
Skills Needed
Client Engagement, Network Expansion, Financial Product Consultation, Client Service, Data Analysis, Confidentiality, Licensing, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Mentorship, Coaching, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent experience and must obtain required state and FINRA licenses (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, and demonstrating an entrepreneurial mindset focused on positive impact.
Wealth Management Associate - Retirement Benefits Group - AZ, Scottsdale (5 at Equitable
Scottsdale, Arizona, United States - Full Time
Skills Needed
Client Engagement, Network Expansion, Products Consultation, Client Service, Data Analysis, Implementation, Self Confidence, Entrepreneurial Spirit, Collaboration, Interpersonal Communication, Communication Skills
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary state life & health, SIE, Series 7, and Series 66 licenses, or the ability to obtain them with company sponsorship. Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial mindset focused on positive impact.
Financial Professional - Retirement Benefits Group - FL, Fort Myers/Naples at Equitable
Fort Myers, Florida, United States - Full Time
Skills Needed
Client Engagement, Financial Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Finra Sponsorship, Mentorship, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and work experience, along with obtaining necessary state and FINRA licensing (Life & Health, SIE, Series 7, Series 66). Essential personal attributes include being values-driven, having excellent communication skills, strong self-confidence, and an entrepreneurial mindset focused on positive impact.
Financial Professional - NY, New York (5170) at Equitable
New York, New York, United States - Full Time
Skills Needed
Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Product Consultation, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Finra Licensing, Coaching, Mentorship, Leadership Development
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with necessary licensing including State Life & Health, SIE, Series 7, and Series 66. Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial mindset, and authorization to work in the United States.
Wealth Management Associate - Retirement Benefits Group - FL Tampa, St. Pet at Equitable
Tampa, Florida, United States - Full Time
Skills Needed
Client Engagement, Product Consultation, Client Service, Data Analysis, Interpersonal Communication, Self Confidence, Entrepreneurial Spirit, Collaboration, Licensing, Wealth Management, Financial Planning, Coaching
Specialization
Candidates must possess a Bachelor's degree or equivalent skills and experience, along with required state life & health, SIE, Series 7, and Series 66 licenses. Essential personal attributes include being values-driven, having excellent communication skills, an entrepreneurial spirit, and authorization to work in the United States.

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To fulfill all these requirements, recruiters worldwide are showing a great interest in global talent, as cross-border hiring is on the rise. Skilled professionals are being sought after for various fields beyond IT, including Engineering, Accounting & Finance, Administration, Hospitality, Healthcare, STEM, and others.

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With your business's expansion and transformation, your in-house recruitment team may be tasked with intricate interviews across various roles unfamiliar to them. Our staff are experts in sector-specific recruitment, affording us superior understanding of technical roles and their associated skills. We have the proficiency to identify transferable skills pertinent to your job vacancies that might be overlooked within your organization.

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A significant portion of a recruiter's work is performed prior to any potential compensation from our client. In the event that no candidate is hired, no fees are incurred for services rendered. If we cannot facilitate your business effectively, you owe us nothing. This guarantees that our services, resources, and skills are committed to supplying you with the top-tier candidates that align with your business growth strategy – those whose dream job is to be a part of your team.

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Through continuous interactions with clients and candidates, top-tier recruiters amass substantial knowledge about the industry they serve. They are well-positioned to offer invaluable insights and wise counsel, which are integral to their role.

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Not all top-performing candidates are actively seeking new job opportunities. These 'passive talents' as identified by Y-Axis recruitment firm, may require additional time to discover.

Our Commitment

Above all, our dedicated team relentlessly strives to fulfill your recruitment needs. Our primary objective is to source elite talent who aspire to contribute to your business.

How to Apply?

  1. Register with us
  2. Select Employer page
  3. Check the list
  4. Choose the perfect fit
  5. Hire them

Our Impact

  1. Verified Candidates
  2. 25+ Years Experience
  3. 10 Million+ Candidate Database
  4. Individual Employer Support

Frequently Asked Questions

Y-Axis Recruitment Firm provides easy access to a top-tier workforce through a vast database of millions of candidates across various occupations. They offer individual employer support, ensuring businesses find the perfect fit to scale up, maintain high professional standards, and utilize advanced software tools for efficient recruitment. Additionally, they offer recruitment solutions for international employers looking to hire global talent.

Y-Axis leverages its extensive database, strong industry connections, and advanced recruitment systems to identify and match specific skills quickly. Their expert recruiters streamline the hiring process, allowing businesses to secure the perfect candidates much faster than traditional methods.

Y-Axis offers a vast pool of pre-vetted and referenced candidates who have undergone thorough evaluations and interviews. This ensures that employers meet only with exceptional candidates possessing the necessary skills and expertise relevant to their industry.

Yes, Y-Axis has industry-specific recruitment expertise. Their staff are experts in various sectors, allowing them to understand technical roles and identify transferable skills that might be overlooked by in-house recruitment teams. This specialization ensures a better match for diverse and intricate roles.

Y-Axis operates on a no-win, no-fee basis. If they cannot facilitate the hiring of a suitable candidate for your business, no fees are incurred. This ensures that their services, resources, and skills are fully committed to supplying top-tier candidates aligned with your business growth strategy.

Through continuous interactions with both clients and candidates, Y-Axis recruiters accumulate substantial industry knowledge. This in-depth market understanding allows them to offer invaluable insights and wise counsel, enhancing the recruitment process.

Absolutely. Y-Axis specializes in identifying and engaging passive talents—top-performing candidates who may not be actively looking for new opportunities. Their proactive approach ensures that these high-caliber professionals are discovered and considered for your job openings.

The application process is straightforward:
  • Register with Y-Axis: Create an account on their platform.
  • Select Employer Page: Navigate to the employer section.
  • Check the List: Review the available candidates or services.
  • Choose the Perfect Fit: Select candidates that best match your requirements.
  • Hire Them: Proceed with the hiring process.

Y-Axis has a significant impact with over 25 years of experience, a database of more than 10 million candidates, and a commitment to individual employer support. They ensure that candidates are verified and meet the highest professional standards, contributing to successful placements globally.

Y-Axis provides recruitment solutions tailored for international employers, recognizing the global transformation in the job market. They facilitate cross-border hiring across various fields beyond IT, including Engineering, Accounting & Finance, Administration, Hospitality, Healthcare, STEM, and more, helping companies source skilled professionals from different nations to support and expand their operations.
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