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Results based on filters ( 146 jobs found )

Emerging Financial Planner - CT, Stamford (5225)

Equitable
Stamford, CT
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Emerging Financial Planner - CT, Stamford (5225) ( 26000021 ) Primary ...
Details
Summary
About the job:
Location : UNITED STATES-CT-Stamford Organization : Equitable Advisors 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...
Location:
Stamford, CT
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Equitable
Certifications / Licenses:
FINRA Series 7
FINRA Series 66
Chartered Financial Consultant
Financial Industry Regulatory Authority
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Product Manager - Group Retirement (REMOTE)

Equitable
Charlotte, NC
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Product Manager - Group Retirement (REMOTE) ( 250000LO ) Primary Location : ...
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Summary
About the job:
UNITED STATES-NC-Charlotte Other Locations : UNITED STATES-NY-New York, UNITED STATES-Remote, UNITED STATES-NY-Syracuse Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The team member will be a key member of the Product Lifecycle Squad, supporting product innovation, regulatory compliance, and implementation for Equitable’s Enterprise Solutions and Educators...
Location:
Charlotte, NC
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Equitable
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Detailed Job Information

Document Management Specialist (IN OFFICE 5 DAYS/WEEK)

Equitable
Charlotte, NC
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Document Management Specialist (IN OFFICE 5 DAYS/WEEK) ( 26000020 ) Primary ...
Details
Summary
About the job:
Location : UNITED STATES-NC-Charlotte Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Document Management Specialist. The Document Management Center (DMC) is a critical component of our overall Life New Business operation. This unit will be the initial point of processing for all our client paperwork after the Replace project goes live....
Location:
Charlotte, NC
Job Type:
Full-Time
Permanent
Occupation:
Office Clerks, General
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Equitable
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Internal Wholesaler- Mutual Funds (HYBRID)

Equitable
Charlotte, NC
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Internal Wholesaler- Mutual Funds (HYBRID) ( 26000024 ) Primary Location : ...
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Summary
About the job:
UNITED STATES-NC-Charlotte Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales...
Location:
Charlotte, NC
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Equitable
Certifications / Licenses:
FINRA / NASD Series 6
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Employee Benefits Sales Executive, Colorado

Equitable
Colorado
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Employee Benefits Sales Executive, Colorado ( 26000023 ) Primary Location : ...
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Summary
About the job:
UNITED STATES-CO Other Locations : UNITED STATES-Remote Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for a dynamic Sales Executive to join our Employee Benefits (Group Insurance) team! You will work in conjunction with regional and national distribution leadership to drive prospect activity and sales in the Utah and Colorado market, working...
Location:
Colorado
Job Type:
Full-Time
Permanent
Occupation:
Sales Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Equitable
Certifications / Licenses:
State insurance license
Insurance License
Life And Health Insurance License
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

EVP Administrative Assistant (Onsite)

Equitable
Denver, CO
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EVP Administrative Assistant (Onsite) ( 2600001U ) Primary Location : UNITED ...
Details
Summary
About the job:
STATES-CO-Denver Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In...
Location:
Denver, CO
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Equitable
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Financial Professional - NY, Melville (5226)

Equitable
Melville, NY
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Financial Professional - NY, Melville (5226) ( 2600002H ) Primary Location : ...
Details
Summary
About the job:
UNITED STATES-NY-Melville Organization : Equitable Advisors 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...
Location:
Melville, NY
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Equitable
Certifications / Licenses:
Certified Financial Planner
Financial Industry Regulatory Authority
Chartered Financial Consultant
FINRA Series 66
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Disability and Leave Management Claims Specialist (Disability Claims Experience Required) (REMOTE)

Equitable
Located in Ohio
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Disability and Leave Management Claims Specialist (Disability Claims ...
Details
Summary
About the job:
Experience Required) (REMOTE) ( 2600001R ) Primary Location : UNITED STATES-Remote Other Locations : UNITED STATES-NC-Charlotte, UNITED STATES-NY-Syracuse Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for an experienced Claims Specialist supporting Disability and Leave Management claims to join our team! The Claims Specialist is responsible for...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Claims Adjusters, Examiners, and Investigators
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Equitable
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Retirement Plan Account Manager (HYBRID)

Equitable
Syracuse, NY
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Retirement Plan Account Manager (HYBRID) ( 2600001W ) Primary Location : ...
Details
Summary
About the job:
UNITED STATES-NY-Syracuse Other Locations : UNITED STATES-NC-Charlotte Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Retirement Plan Account Manager to support our Silver Tiered Retirement Plan Advisors and Plan Sponsors. We are committed to delivering the highest level of support, ensuring that we meet the unique needs of our valued...
Location:
Syracuse, NY
Job Type:
Full-Time
Permanent
Occupation:
Compliance Officers
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Equitable
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Case Coordinator (Remote)

Equitable
Located in Ohio
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Case Coordinator (REMOTE) ( 2600002C ) Primary Location : UNITED ...
Details
Summary
About the job:
STATES-Remote Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. As a Case Coordinator, you are the primary point of contact to financial professionals and internal/ wholesalers who submit new applications on behalf of clients purchasing financial products. This role is responsible for ensuring applications and fund transfer documents meet all regulatory standards and client...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Eligibility Interviewers, Government Programs
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Equitable
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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