Holistic Financial Coach

Description:

The Financial Professional(FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to your community.

Flexibility & Control

• Create your own schedule and balance the demands of personal and professional life

• Control how you build your business and the clientele you serve

• Women centric benefits: parental bonding leave for benefits eligible FPs, Family support benefits including adoption, back-up care, dependent tutoring services, paid caregiver leave

Culture

• DEI Initiatives: gender equal world, women’s breakout session at annual Diversity Summit

• Women’s Network Employee Resource Group: women’s mentoring, career excellence, personal wellness, giving back 1,000 hours to the community

• Women in leadership roles: Complex president, branch manager, district managers, national honor guard president

Impact

• Women managed wealth is growing 1 ½ times faster than other wealth.1

• Women now control more than 50% of personal wealth in the United States.1

• 70% of women prefer to work with a female financial professional.2

• Women will control more than $30 trillion in U.S. financial assets by 2030.3

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level Financial Professional training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Our exclusive Holistic Financial Coach Program is open to Financial Professionals meeting the required production level, manager approval, additional training time and cost.