Basic Group Life Insurance Work-life balance and access to a full suite of remote-work technology solutions Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to ...
Basic Group Life Insurance Work-life balance and access to a full suite of remote-work technology solutions Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to ...
Wealth Operations Manager
Lawrence, KS · On-site +1
... management, and performance development * Oversee core operational workflows including onboarding ... remote work arrangements (if residing more than 45 miles from Lawrence, Kansas). You\'ll work with ...
Wealth Operations Manager
Lawrence, KS · On-site +1
... management, and performance development * Oversee core operational workflows including onboarding ... remote work arrangements (if residing more than 45 miles from Lawrence, Kansas). You\'ll work with ...
$149K - $251K/yr
Manager, Sales * Team: Sales * Location : US or Canada Remote Compensation Philosophy Remote ... We hope to inspire other companies to support global talent-hiring and bring local wealth to ...
$149K - $251K/yr
Manager, Sales * Team: Sales * Location : US or Canada Remote Compensation Philosophy Remote ... We hope to inspire other companies to support global talent-hiring and bring local wealth to ...
$31K - $88K/yr
Clearly communicating Remote's value propositions to prospects and learning about their needs to ... Manager, Outbound Sales Development - AMER * Team: Sales - Sales Development * Location: AMER
$31K - $88K/yr
Clearly communicating Remote's value propositions to prospects and learning about their needs to ... Manager, Outbound Sales Development - AMER * Team: Sales - Sales Development * Location: AMER
... wealth management, or a related field where you've advised individuals or families on portfolio ... Remote position open to candidates based in the United States. * Full-time role with competitive ...
... wealth management, or a related field where you've advised individuals or families on portfolio ... Remote position open to candidates based in the United States. * Full-time role with competitive ...
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Quick apply
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Quick apply
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Quick apply
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Quick apply
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Quick apply
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Payroll Implementation Specialist
Overland Park, KS · On-site +1
$22.75 - $31.25/hr
... wealth management and trust services to clients throughout the nation. With office locations ... Home office environment, including separate work area, if remote. Additional technology ...
Payroll Implementation Specialist
Overland Park, KS · On-site +1
$22.75 - $31.25/hr
... wealth management and trust services to clients throughout the nation. With office locations ... Home office environment, including separate work area, if remote. Additional technology ...
Actuarial Associate - Risk and Planning
Leawood, KS · On-site +1
S. retirement market with more than $60 billion in assets under management. We offer opportunities ... We are open to remote for the right candidate. SB associates work in a hybrid environment with both ...
Actuarial Associate - Risk and Planning
Leawood, KS · On-site +1
S. retirement market with more than $60 billion in assets under management. We offer opportunities ... We are open to remote for the right candidate. SB associates work in a hybrid environment with both ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Senior Tax Advisor
Wichita, KS · On-site +1
$100K - $150K/yr
Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... This role is not centered around simply managing tax return production. The preparation team ...
Quick apply
Senior Tax Advisor
Wichita, KS · On-site +1
$100K - $150K/yr
Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... This role is not centered around simply managing tax return production. The preparation team ...
Company-provided technology, including equipment, helpdesk assistance, client management and ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.
Company-provided technology, including equipment, helpdesk assistance, client management and ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.
Company-provided technology, including equipment, helpdesk assistance, client management and ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.
Company-provided technology, including equipment, helpdesk assistance, client management and ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.
Remote Rbc Wealth Management information
What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?
| Aspect | Remote Rbc Wealth Management | Remote Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, CFA, or similar |
| Work Environment | Bank-affiliated, corporate setting | Independent or firm-affiliated, client-focused |
| Employer & Industry | RBC, banking and wealth management industry | Financial services firms, independent or corporate |
Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 28 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.
Daily Activities may include
Networking to discover new talent to grow your team
Coaching from your experience & training to develop new Financial Professionals
Collaborating with local leadership to strengthen values, mission and vision
Committing to personal and district goals consistent with branch and company strategy
Supervisory skills ensuring compliance and brand are met
Fostering diverse talent and enabling an inclusive work environment
Teambuilding through culture and events
Requirements
Four-year college degree preferred but not required
Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
Must pass FINRA Series 24 exam prior to stepping into leadership
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Desire to help others plan for and protect their financial futures
Knowledge of our products & services
High degree of self-confidence but team first attitude
Authorized to work in the United States
Training & Support
Leadership Development School
Equitable Advisors' Virtual University
Columbia Holistic Financial Coach Program
Sponsorship for FINRA licensing
Working closely with top leadership thru 1:1 coaching
Joint work and mentorship opportunities
Personalized training and support in all areas important to building your business
Opportunity to earn specialized designations such as Certified Financial Planner (CFP)
Compensation & Benefits
Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
Work-life balance and access to a full suite of remote-work technology solutions
Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
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 8204370.1(7/25)(Exp7/29)
What Equitable employees say
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Benefits
Hours and flexibility
Workplace
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About Equitable
Sourced by ZipRecruiter
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859