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 to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
About the Role - Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
Qualifications - Applicants must be authorized to work in the United States. A four-year college degree is preferred but not required. We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding. We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding.
Required Skills :
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
- Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Preferred Skills - Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC).
Pay range and compensation package - Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules which vary depending on the financial product sold.
Equal Opportunity Statement - Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. 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.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)