Equitable Advisors
Financial Advisor at Equitable Advisors, LLC
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well‑being, providing them confidence to pursue long and fulfilling lives. We have a passion for making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving needs throughout their lifetime.
Our People
– Our financial professionals come from a variety of backgrounds including recent college graduates, career crossovers, and experienced professionals, yet they all share several key traits: demonstrated patterns of success, value‑driven, entrepreneurial mindset, networking aptitude, and a desire to shape and protect their future as well as those they serve.
We value and respect people from all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive through employee‑resource groups, a celebration of cultures, and community engagement programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually. Employees enjoy flexible work‑life balance to stay authentic.
Training and Support
– Our entry‑level curriculum empowers you with client relationship management, product knowledge, sales techniques, market development, role play, and remote‑work technology solutions. You will also upskill through local and national development programs and experiential learning.
We encourage pursuit of professional designations—including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within a specialized Holistic Life Planning platform. Management opportunities are available through our Leadership Development School.
Requirements
Authorized to work in the United States.
Four‑year college degree preferred but not required.
Will be guided through state license acquisition and SIE testing prior to onboarding. Sponsorship is provided for FINRA Series 7 and 66 registration, which must be passed before onboarding.
Results‑driven, highly motivated, self‑starter with integrity, strong work ethic, and a genuine desire to help clients plan and protect their financial futures.
Team‑player with excellent interpersonal and communication skills and high self‑confidence.
Able to leverage experience and acquaintances to develop markets and maintain long‑term relationships.
Compensation and Benefits Entry‑level professionals begin in the Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations, with a sign‑on payment ranging from $250–$1,000. During PEP you may earn 100 % of commissions generated, subject to company commission schedules. The PEP lasts a maximum of 120 days to meet program requirements. After the first 90 days, you will be eligible for medical insurance through a company‑sponsored Health Plan at your sole expense.
Upon successful completion of PEP, you become a 20th‑Edition Financial Professional. You may choose a compensation structure of full commission plus a 30 % bonus on eligible first‑year commissions, or an annual base salary of $24,000 with reduced commission. Commission calculations follow the company’s schedules. In 2021, the average earnings of a new Financial Professional in their first full year after PEP was $62,000, with top quartile earners reaching $135,000.
As a 20th‑Edition Financial Professional, you benefit from a comprehensive plan: health, dental, and vision insurance (company‑subsidized rates), 401(k) plan with company match, Employee Stock Purchase Plan (ESPP), short‑ and long‑term disability programs, basic group life insurance, and transportation reimbursement incentive program (“TRIP”).
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.) is an Equal Opportunity Employer. M/F/D/V. GE‑7061481.1 (9/24) (Exp. 9/26).
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Our People
– Our financial professionals come from a variety of backgrounds including recent college graduates, career crossovers, and experienced professionals, yet they all share several key traits: demonstrated patterns of success, value‑driven, entrepreneurial mindset, networking aptitude, and a desire to shape and protect their future as well as those they serve.
We value and respect people from all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive through employee‑resource groups, a celebration of cultures, and community engagement programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually. Employees enjoy flexible work‑life balance to stay authentic.
Training and Support
– Our entry‑level curriculum empowers you with client relationship management, product knowledge, sales techniques, market development, role play, and remote‑work technology solutions. You will also upskill through local and national development programs and experiential learning.
We encourage pursuit of professional designations—including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within a specialized Holistic Life Planning platform. Management opportunities are available through our Leadership Development School.
Requirements
Authorized to work in the United States.
Four‑year college degree preferred but not required.
Will be guided through state license acquisition and SIE testing prior to onboarding. Sponsorship is provided for FINRA Series 7 and 66 registration, which must be passed before onboarding.
Results‑driven, highly motivated, self‑starter with integrity, strong work ethic, and a genuine desire to help clients plan and protect their financial futures.
Team‑player with excellent interpersonal and communication skills and high self‑confidence.
Able to leverage experience and acquaintances to develop markets and maintain long‑term relationships.
Compensation and Benefits Entry‑level professionals begin in the Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations, with a sign‑on payment ranging from $250–$1,000. During PEP you may earn 100 % of commissions generated, subject to company commission schedules. The PEP lasts a maximum of 120 days to meet program requirements. After the first 90 days, you will be eligible for medical insurance through a company‑sponsored Health Plan at your sole expense.
Upon successful completion of PEP, you become a 20th‑Edition Financial Professional. You may choose a compensation structure of full commission plus a 30 % bonus on eligible first‑year commissions, or an annual base salary of $24,000 with reduced commission. Commission calculations follow the company’s schedules. In 2021, the average earnings of a new Financial Professional in their first full year after PEP was $62,000, with top quartile earners reaching $135,000.
As a 20th‑Edition Financial Professional, you benefit from a comprehensive plan: health, dental, and vision insurance (company‑subsidized rates), 401(k) plan with company match, Employee Stock Purchase Plan (ESPP), short‑ and long‑term disability programs, basic group life insurance, and transportation reimbursement incentive program (“TRIP”).
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.) is an Equal Opportunity Employer. M/F/D/V. GE‑7061481.1 (9/24) (Exp. 9/26).
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