Financial Professional

Equitable Advisors is a respected wealth management firm dedicated to helping clients achieve financial well-being. The Financial Professional role involves providing financial services and products, fostering client relationships, and participating in training and development opportunities.

Responsibilities

• Help clients secure their financial well-being
• Provide financial services and products
• Participate in employee resource groups
• Engage in community programs
• Complete entry level training curriculum
• Upskill through development programs
• Pursue professional designations
• Navigate obtaining required state licenses
• Develop markets and sustain long-term relationships

Skills

• Applicants must be authorized to work in the United States
• 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
• 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
• A four-year college degree is preferred but not required

Benefits

• Medical insurance through our company-sponsored Health Plan at your sole expense
• Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
• 401(k) Plan with company match
• Employee Stock Purchase Plan (ESPP)
• Short- and Long-Term Disability Programs
• Basic Group Life Insurance
• Transportation Reimbursement Incentive Program (“TRIP”)

Company Overview

Company H1B Sponsorship