Wealth Management Associate

Role Highlights

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network includes more than 4,300 financial professionals across the United States and serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors provides a structured path to becoming a wealth manager through licensing and employment.

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Assess clients' financial objectives and risk tolerance to devise personalized strategies with 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 licensing
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training
• Virtual University: Access to ongoing learning resources
• Mentorship: Opportunities for joint work and guidance from experienced colleagues
• Personalized Coaching: Support from a local Vice President to help you succeed
• Leadership Development: Access to Leadership Development School for those pursuing management roles
• Professional Growth: Encouragement to obtain professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC), and Equitable Advisors’ 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 completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors provides biweekly stable pay for up to the first 24 months as a financial professional, enabling you to establish your career in wealth management. Stable pay is based on a 40-hour workweek with $34,500 annually
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonuses
• Benefits Eligibility: Eligible professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to terms and conditions of the applicable program

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, sponsored by our Women’s Network, and Equitable Excellence, which awards 200 college scholarships annually. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline to ensure we consider exceptional candidates whenever they are ready to apply.

Equal Opportunity & Compliance

Equitable Advisors, LLC is a member of FINRA and SIPC. Our affiliate network includes Equitable Financial Advisors in Michigan and Tennessee, and Equitable Network, LLC. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) is an equal opportunity employer. M/F/D/V.