Financial Professional

Description:

Equitable Advisors is a respected wealth management firm committed to helping clients achieve financial security and confidence for a fulfilling life. We empower individuals and businesses with financial solutions tailored to evolving needs, creating long-term relationships based on trust, guidance, and innovative technology.

Key Responsibilities:

Client Relationship Management:

✅ Work closely with clients to understand their financial goals, aspirations, and risk tolerance.
✅ Build and maintain long-term relationships by providing customized financial strategies.
✅ Offer wealth management, investment, and insurance solutions to address client needs.

Training & Professional Growth:

✅ Participate in Equitable Advisors’ structured training program for industry and product knowledge.
✅ Gain hands-on experience through joint-work opportunities and mentorship programs.
✅ Obtain FINRA registrations and state licensing sponsorship for financial advisory roles.
✅ Pursue professional designations like CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC).
✅ Opportunity to earn a Holistic Financial Coach certification in partnership with Columbia University.

Career Development & Leadership Opportunities:

✅ Access to local and national development programs to enhance financial expertise.
✅ Participate in the Leadership Development School for those interested in management roles.
✅ Work with diverse teams and take part in employee resource groups and Diversity Summit initiatives.

Qualifications & Skills:

✔ Recent college graduates, career changers, and experienced financial professionals are encouraged to apply.
✔ Strong entrepreneurial mindset with a passion for networking and relationship-building.
✔ Values-driven, success-oriented, and motivated to help others secure their financial future.
✔ Excellent communication and interpersonal skills for building client trust and rapport.
✔ Ability to work independently while leveraging firm support and technology tools.

Benefits & Compensation:

✅ Compensation flexibility: Base salary + Commission + Performance-based incentives.
✅ Comprehensive benefits package for eligible individuals:

• 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).

Why Join Equitable Advisors?

🚀 Be part of a leading wealth management firm dedicated to client success.
📈 Unparalleled career development, training, and professional designation support.
🤝 Diverse, inclusive, and values-driven work environment.
🌎 Opportunities for community engagement and social impact initiatives.