Overview
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.
Base pay range
$27,500.00 / yr - $125,000.00 / yr
Additional compensation types
- Annual Bonus
- Commission
- Sign-on bonus
Role Highlights
Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingFinancial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceProduct and Service Consultation : Discuss financial products and services tailored to clients' unique situationsLocation : In-office presence requiredWork-Life Balance : Flexible schedule to maximize productivity and personal timeQualifications
Education : Bachelor's degree or equivalent skills and work experienceLicensing : State Life & Health, SIE, Series 7, Series 66Personal Attributes : values-driven with a track record of success and accomplishmentCommunication Skills : excellent interpersonal and communication abilities with strong self-confidenceMindset : entrepreneurial spirit with a desire to positively impact others' livesCollaboration : ability to work with and learn from top performersWork Authorization : must be authorized to work in the United StatesTraining & Development
FINRA Sponsorship : provided for required FINRA licensingPreliminary Employment Period (PEP) : comprehensive 120-day hands-on trainingVirtual University : access to Equitable Advisors' Virtual University for continuous learningMentorship : opportunities for joint work and mentorshipPersonalized Coaching : Guidance from a local Vice President who will assist you throughout your journey, offering insights and support to help you succeedLeadership Development : access to Leadership Development School for those with management ambitionProfessional Growth : encouragement to pursue professional designations such as CFP, ChFC and the firm's own Holistic Financial Coach programSign-On Payment : Based on the time it takes you to complete the required FINRA licenses and enter PEPStable Pay : Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth managementCommissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonusBenefits : Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan; disability; life insurance; and transportation reimbursement programOur 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.
Position Details
Seniority level : AssociateEmployment type : Full-timeJob function : Finance, Sales, and Strategy / PlanningIndustries : Investment Management, Insurance, and Financial ServicesEquitable Advisors is an equal opportunity employer. M / F / D / V.
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