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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 clients' lives and fostering relationships that help people achieve meaningful 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
- Client relationship management
- Financial strategy development
- Communication skills
- Interpersonal skills
- Self-confidence
- Entrepreneurial mindset
- Collaboration
Location
- In-office presence required
Work Type
- Full-time
- In-office
Experience Level
- Entry-level
Education Level
- Bachelor's degree or equivalent skills and work experience
Salary/Compensations
- $40,900 annually (Stable Pay after PEP completion)
- $250-$1,000 Sign-On Payment eligibility
- Commissions and Bonus eligible
Benefits
- 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.