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About the Role

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment, dedicated to making a positive impact in the lives of clients by helping them achieve financial wellness.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Ensure consistent communication and progress tracking with clients.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Offer clear recommendations and guidance to clients.
• Discuss financial products and services tailored to clients' unique situations.

Requirements

• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Skills

• Networking
• Portfolio management
• Financial strategy development
• Client communication
• Interpersonal skills
• Communication skills
• Self-confidence
• Entrepreneurial spirit

Location

• In-office presence required

Work Type

• In-office
• Full-time

Experience Level

• Entry-level

Education Level

• Bachelor's degree or equivalent skills and work experience

Salary/Compensations

• $33,400 annually (stable pay after PEP)
• $250-$1,000 sign-on payment eligibility
• Commissions and bonus eligible

Benefits

• FINRA Sponsorship provided for required FINRA licensing
• Comprehensive 120-day hands-on training (PEP)
• Access to Equitable Advisors' Virtual University for continuous learning
• Opportunities for joint work and mentorship
• Personalized coaching from a local Vice President
• Access to Leadership Development School
• Encouragement to pursue professional designations (CFP®, ChFC, Equitable Advisors’ Credentialed Holistic Financial Coach program)
• Health, dental and vision insurance
• 401(k)
• Employee Stock Purchase Plan (ESPP)
• Disability insurance
• Life Insurance
• Transportation Reimbursement Incentive Program (TRIP)

About the Company

• 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.
• Equitable Advisors serves 2.4 million clients nationwide.
• 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.

Equal Opportunity

• Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.