Equitable Advisors
Entry Level - Wealth Manager
Equitable Advisors, Beverly Hills, California, United States, 90211
Vice President & Retirement Planning Specialist
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 simple: 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 $36,200.00/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
Skills & Experience
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
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 to assist you throughout your journey
Leadership Development:
access to Leadership Development School for those with management ambition
Professional Growth:
encourage pursuit of designations such as CFP, ChFC, and Equitable Advisors' Credentialed Holistic Financial Coach program
Sign-On Payment Eligibility:
250-1000 after signing the PEP agreement, based on a 120-day timeline for completion of FINRA licenses and registrations
Stable Pay:
after completing PEP, eligible for biweekly stable pay for up to 24 months with a structured 40-hour workweek and 36,200 annual base
Commissions and Bonus:
eligibility to earn commissions and bonuses in addition to Stable Pay
Benefits Eligibility:
eligible for comprehensive benefits including health, dental and vision, 401(k), ESPP, disability, life insurance, and 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.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time to remain open to exceptional candidates when they are ready to apply.
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)
Details
Seniority level:
Not Applicable
Employment type:
Full-time
Job function:
Finance, Business Development, and Consulting
Industries:
Financial Services, Investment Banking, and Banking
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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 simple: 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 $36,200.00/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
Skills & Experience
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
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 to assist you throughout your journey
Leadership Development:
access to Leadership Development School for those with management ambition
Professional Growth:
encourage pursuit of designations such as CFP, ChFC, and Equitable Advisors' Credentialed Holistic Financial Coach program
Sign-On Payment Eligibility:
250-1000 after signing the PEP agreement, based on a 120-day timeline for completion of FINRA licenses and registrations
Stable Pay:
after completing PEP, eligible for biweekly stable pay for up to 24 months with a structured 40-hour workweek and 36,200 annual base
Commissions and Bonus:
eligibility to earn commissions and bonuses in addition to Stable Pay
Benefits Eligibility:
eligible for comprehensive benefits including health, dental and vision, 401(k), ESPP, disability, life insurance, and 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.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time to remain open to exceptional candidates when they are ready to apply.
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)
Details
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