Equitable Advisors
Overview
This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. 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. Base pay range: $43,500.00/yr - $125,000.00/yr 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. Location: In-office presence required. Work-Life Balance: Flexible schedule to maximize productivity and personal time. Qualifications
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
INRA 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 who will support your journey and help you succeed. 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’ Credentialed Holistic Financial Coach program. 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. Pay & Benefits
Stable Pay: After the PEP, you will be eligible to receive stable pay for up to your first 24 months as a financial professional, with a structure of 40-hour workweeks and the equivalent of $43,500 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonuses. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP). Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like '1,000 Hours of Giving Back', sponsored by our Women’s Network, and Equitable Excellence, which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Seniority level
Not Applicable Employment type
Full-time Job function
Finance, Business Development, and Consulting Industries
Financial Services, Investment Banking, and Banking
#J-18808-Ljbffr
This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. 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. Base pay range: $43,500.00/yr - $125,000.00/yr 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. Location: In-office presence required. Work-Life Balance: Flexible schedule to maximize productivity and personal time. Qualifications
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
INRA 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 who will support your journey and help you succeed. 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’ Credentialed Holistic Financial Coach program. 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. Pay & Benefits
Stable Pay: After the PEP, you will be eligible to receive stable pay for up to your first 24 months as a financial professional, with a structure of 40-hour workweeks and the equivalent of $43,500 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonuses. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP). Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like '1,000 Hours of Giving Back', sponsored by our Women’s Network, and Equitable Excellence, which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Seniority level
Not Applicable Employment type
Full-time Job function
Finance, Business Development, and Consulting Industries
Financial Services, Investment Banking, and Banking
#J-18808-Ljbffr