Financial Advisor

About the Role

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. The company offers a structured path to becoming a wealth manager through licensing and employment for individuals passionate about helping others reach their financial goals.

Role Highlights

• 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.

Key Responsibilities

• Build and nurture client relationships.
• Manage client portfolios.
• Ensure consistent client communication and progress tracking.
• Understand client financial objectives and risk tolerance.
• Devise personalized financial strategies.
• Offer clear financial recommendations and guidance.
• Discuss tailored financial products and services.

Requirements & Tech Stack

• 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: guidance from a local Vice President.
• Leadership Development: access to Leadership Development School for those with management ambition.
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on successful completion of company-sponsored required FINRA licenses and registrations within 120 days.
• Stable Pay: After PEP completion, eligible for biweekly stable pay for up to 24 months, set at $35,500 annually, based on a structured 40-hour workweek.
• Commissions and Bonus: Eligible to earn commissions and bonus in addition to stable pay.
• Benefits Eligibility: Eligible financial professionals can participate in benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP).