Equitable Advisors
Entry Level - Financial Planner
Equitable Advisors, San Diego, California, United States, 92189
Overview
Regional Vice President at Equitable Advisors 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.
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
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:
Benefit from the guidance of a local Vice President to assist you throughout your journey.
Leadership Development:
Access to Leadership Development School for those with management ambition.
Professional Growth:
Encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ own 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.
Compensation & Benefits
Base Pay:
After completing PEP, eligible for stable biweekly pay for up to 24 months with an annualized amount around $36,200, based on a structured 40-hour workweek.
Commissions and Bonus:
Eligible to earn commissions and bonuses in addition to base pay.
Benefits Eligibility:
Eligible for health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to plan terms.
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and 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" and Equitable Excellence, which awards 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 without a set deadline.
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 Entry level
Employment type Full-time
Job function Business Development, Sales, and Finance Industries: Financial Services, Investment Management, and Insurance
Inferred from the description for this job Medical insurance, Vision insurance, 401(k), Disability insurance, Pension plan, Child care support
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Regional Vice President at Equitable Advisors 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.
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
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:
Benefit from the guidance of a local Vice President to assist you throughout your journey.
Leadership Development:
Access to Leadership Development School for those with management ambition.
Professional Growth:
Encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ own 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.
Compensation & Benefits
Base Pay:
After completing PEP, eligible for stable biweekly pay for up to 24 months with an annualized amount around $36,200, based on a structured 40-hour workweek.
Commissions and Bonus:
Eligible to earn commissions and bonuses in addition to base pay.
Benefits Eligibility:
Eligible for health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to plan terms.
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and 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" and Equitable Excellence, which awards 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 without a set deadline.
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 Entry level
Employment type Full-time
Job function Business Development, Sales, and Finance Industries: Financial Services, Investment Management, and Insurance
Inferred from the description for this job Medical insurance, Vision insurance, 401(k), Disability insurance, Pension plan, Child care support
Get notified about new Financial Planner jobs in San Diego, CA.
Other related postings We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr