Financial Professional

Description:

Equitable Advisors, a leading wealth management firm, is seeking motivated Financial Professionals to help clients secure their financial future. This role provides an opportunity to make a positive impact by offering financial services and products tailored to clients’ evolving needs throughout their lifetime. Whether you are a recent graduate, career changer, or experienced financial professional, this role offers the training, support, and flexibility to build a successful career in financial planning.

Why Join Equitable Advisors?

✅ Comprehensive Training & Support – Gain expertise through FINRA licensing sponsorship, state licensing support, and structured training in client management, market development, and product knowledge.
✅ Career Growth & Specializations – Pursue certifications such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). Specialized training in Holistic Life Planning is available in partnership with Columbia University.
✅ Diversity & Inclusion – Work in a firm that values diverse talent and fosters an inclusive work environment. Participate in Employee Resource Groups and the annual Diversity Summit.
✅ Work-Life Balance – Enjoy flexibility and autonomy, allowing you to identify with your authentic self while balancing work and personal life.
✅ Leadership & Management Opportunities – Those interested in leadership can advance into management or participate in the Leadership Development School to explore leadership roles.

Key Responsibilities:

• Client Relationship Management – Build and maintain long-term client relationships, focusing on trust and financial security.

• Financial Strategy Development – Analyze client needs and provide tailored financial solutions.

• Market Development – Expand your network and grow your client base through various engagement strategies.

• Continuing Education & Certification – Stay ahead with ongoing training, coaching, and professional designations.

Benefits & Compensation:

• Performance-Based Compensation – Unlimited earning potential based on performance.

• Comprehensive Benefits:

  • Health, dental, and vision coverage

  • 401(k) plan with company match

  • Employee Stock Purchase Plan (ESPP)

  • Short- and Long-Term Disability Programs

  • Basic Group Life Insurance

  • Transportation Reimbursement Incentive Program (TRIP)