Equitable Advisors
Overview
Financial Professional - OH, Columbus (5202) at Equitable Advisors. Equitable Advisors is dedicated to making a positive impact in the lives of its clients, with a network of over 4,300 financial professionals serving 2.4 million clients nationwide. The organization 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
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 support your journey 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\’ own Credentialed Holistic Financial Coach program Compensation & Benefits
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 Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, with a structured 40-hour workweek and $27,550 annually Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus Benefits Eligibility: Eligible financial professionals can participate in 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" 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 is an equal opportunity employer. M/F/D/V. Location
Primary Location: UNITED STATES-OH-Columbus Other Locations: UNITED STATES-OH-Columbus, UNITED STATES-OH-Cleveland
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Financial Professional - OH, Columbus (5202) at Equitable Advisors. Equitable Advisors is dedicated to making a positive impact in the lives of its clients, with a network of over 4,300 financial professionals serving 2.4 million clients nationwide. The organization 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
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 support your journey 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\’ own Credentialed Holistic Financial Coach program Compensation & Benefits
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 Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, with a structured 40-hour workweek and $27,550 annually Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus Benefits Eligibility: Eligible financial professionals can participate in 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" 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 is an equal opportunity employer. M/F/D/V. Location
Primary Location: UNITED STATES-OH-Columbus Other Locations: UNITED STATES-OH-Columbus, UNITED STATES-OH-Cleveland
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