Entry Level, Financial Planner

About the Role

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. 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.

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.
• Ensure consistent communication and progress tracking with clients.
• Understand clients' financial objectives and risk tolerance.
• Devise personalized financial strategies.
• Offer clear recommendations and guidance to clients.
• Discuss financial products and services tailored to clients' unique situations.

Requirements & Tech Stack

• 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.
• 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.
• Stable Pay: Biweekly stable pay for up to the first 24 months as a financial professional ($35,500 annually, based on a structured 40-hour workweek).
• Commissions and Bonus: Eligibility to earn commissions and bonus.
• Benefits Eligibility: Health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP).