Financial Advisor

Job Description

Financial Advisor | Equitable Advisors

The Tone:
This is a full-time, in-office role at Equitable Advisors, a company committed to empowering individuals and families across the U.S. to achieve meaningful financial wellness. The company builds lasting, positive relationships with clients, providing a clear path for financial professionals to grow and make a difference. This role is crucial for guiding clients toward their financial goals and positively impacting their lives through tailored strategies and solutions.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: various in-office locations
• Pay: $35500 yearly
• Mission: Guide individuals and families toward their financial goals to achieve meaningful financial wellness.

What You’ll Actually Do
• Client Engagement: Build and strengthen client relationships through networking and consistent communication.
• Financial Strategy: Assess client goals and risk tolerance to craft tailored strategies and provide clear recommendations.
• Product Consultation: Present solutions that align with each client’s unique financial needs.
• Portfolio Oversight: Manage client portfolios to support their financial objectives.

The Must-Haves
• Background: Bachelor’s degree, or equivalent skills and work experience.
• Experience: Proven track record of success, with a values-driven and entrepreneurial mindset.
• Skills: State Life & Health, SIE, Series 7, Series 66 licenses (FINRA sponsorship provided); strong interpersonal skills with confidence in client interactions; ability to learn from and partner with top performers.
• Work Authorization: Must be authorized to work in the United States.