Financial Advisor

About the Role

Equitable Advisors is seeking passionate individuals to make a positive impact in clients' lives as Financial Advisors. This role offers a structured path to becoming a wealth manager through licensing and employment.

Key Responsibilities

• Client Engagement: Build and nurture client relationships, ensure consistent communication and progress tracking.
• Financial Strategy Development: Devise personalized strategies based on clients' financial objectives and risk tolerance, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.

Requirements & Tech Stack

• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Values-driven with a track record of success and accomplishment.

Training & Development

• FINRA Sponsorship provided for required FINRA licensing.
• Comprehensive 120-day hands-on training during the Preliminary Employment Period (PEP).
• Access to Equitable Advisors' Virtual University for continuous learning.
• Opportunities for joint work and mentorship.
• Personalized coaching and guidance from a local Vice President.
• Access to Leadership Development School for those with management ambition.
• 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: Based on the time taken to complete company-sponsored FINRA licenses and registrations and enter PEP.
• Stable Pay: Biweekly pay for eligible financial professionals.
• Commissions and Bonus: Eligible to earn in addition to Stable Pay.
• Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP).