Financial Advisor
Equitable Advisors
Washington DC-Baltimore AreaFresher2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree
- Must know
- Networking
- Work
- On-site in Washington DC-Baltimore Area
- Pay
- Not stated by the employer.
- Listed
- Nov 10, 2026 · still open
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About the Role
Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Key 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.
- In-office presence required.
Requirements & Tech Stack
- State Life & Health
- SIE
- Series 7
- Series 66
- Excellent interpersonal and communication abilities
- Strong self-confidence
- Entrepreneurial spirit
- Desire to positively impact others' lives
- Ability to work with and learn from top performers.
- 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 (Preliminary Employment Period - PEP).
- Access to Equitable Advisors' Virtual University for continuous learning.
- Opportunities for joint work and mentorship.
- Personalized coaching 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 Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company-sponsored required FINRA licenses and registrations.
- Stable Pay: Eligible for biweekly stable pay for up to the first 24 months as a financial professional, based on a structured 40-hour workweek at $36,500 annually.
- Commissions and Bonus: Eligible to earn in addition to Stable Pay.
- Benefits Eligibility: Health, dental, and vision insurance; 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP).