Job Description

Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness. Our network of over 4,300 financial professionals nationwide is committed to fostering relationships that support clients on their financial journeys. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Responsibilities Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Qualifications Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CFP, ChFC and Equitable Advisors’ Credentialed Holistic Financial Coach program Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses Stable Pay: after completing PEP, eligibility to receive biweekly stable pay for up to 24 months, with a structured 40-hour workweek and $32,400 annual salary Commissions and Bonus: in addition to Stable Pay, earnings through commissions and bonuses Benefits Eligibility: eligible for comprehensive benefits programs including health, dental and vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement incentives Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and 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. We strive for a workplace culture dedicated to social impact and community engagement. Equitable Advisors is an equal opportunity employer. M/F/D/V. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Note: This posting does not constitute a job offer or guarantee of employment. #J-18808-Ljbffr

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