Financial Professional
Equitable Advisors
Independence, OHFresher19m agovia LinkedIn
Posted 13 Nov 2026, 17:27 ET
This job at a glance
- Who can apply
- New grads, no experience needed · Bachelor's degree
- Must know
- Networking
- Work
- On-site in Independence
- Pay
- Not stated by the employer.
- Skill demand
- Networking3%of 91 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 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.
- Flexible schedule to maximize productivity and personal time.
Requirements & Tech Stack
- State Life & Health, SIE, Series 7, Series 66 licensing.
- Bachelor's degree or equivalent skills and work experience.
- 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
- 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.
- 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 for successful completion of company sponsored required FINRA licenses and registrations.
- Stable Pay: Biweekly stable pay for up to the first 24 months as a financial professional, based on a structured 40-hour workweek, at $27,550 annually.
- Commissions and Bonus eligibility.
- Comprehensive benefits programs: health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).