Equitable Advisors
Overview
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of financial professionals serves 2.4 million clients nationwide and we offer a structured path to becoming a wealth manager through licensing and employment. Base pay range: $32,400.00/yr - $135,000.00/yr Direct message the job poster from Equitable Advisors 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) 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 to support your success Leadership Development: Access to Leadership Development School for management ambition Professional Growth: Encouragement to pursue CFP, ChFC, and other credentials Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for completing licenses Compensation & Benefits
Pay structure: After PEP, biweekly stable pay for up to the first 24 months with a 40-hour workweek; base pay example discussed above Commissions and Bonus: Eligible to earn commissions and bonuses in addition to stable pay Benefits Eligibility: Health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), subject to program 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, and support social impact initiatives and scholarships. How to Apply
Applications are welcome at any time as part of ongoing recruitment. End of description. Equal Opportunity Statement
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, is an equal opportunity employer. M/F/D/V.
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Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of financial professionals serves 2.4 million clients nationwide and we offer a structured path to becoming a wealth manager through licensing and employment. Base pay range: $32,400.00/yr - $135,000.00/yr Direct message the job poster from Equitable Advisors 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) 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 to support your success Leadership Development: Access to Leadership Development School for management ambition Professional Growth: Encouragement to pursue CFP, ChFC, and other credentials Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for completing licenses Compensation & Benefits
Pay structure: After PEP, biweekly stable pay for up to the first 24 months with a 40-hour workweek; base pay example discussed above Commissions and Bonus: Eligible to earn commissions and bonuses in addition to stable pay Benefits Eligibility: Health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), subject to program 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, and support social impact initiatives and scholarships. How to Apply
Applications are welcome at any time as part of ongoing recruitment. End of description. Equal Opportunity Statement
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, is an equal opportunity employer. M/F/D/V.
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