Wealth Manager

Job Description

About Equitable Advisors

Equitable Advisors is a nationwide network of over 4,300 financial professionals dedicated to making a lasting, positive impact in clients’ lives. We focus on building strong relationships to help individuals and families achieve meaningful financial wellness. Currently, Equitable Advisors proudly serves 2.4 million clients across the U.S.

Our mission is simple: to make a difference in people’s lives. If you are passionate about guiding others toward their financial goals, we offer a clear path to becoming a wealth manager through structured training, licensing, and professional development.

Role: Wealth Manager

Role Highlights

• Client Engagement: Build and strengthen client relationships through networking, portfolio management, and consistent communication.
• Financial Strategy Development: Assess client goals and risk tolerance to craft tailored strategies and provide clear recommendations.
• Product & Service Consultation: Present solutions that align with each client’s unique financial needs.
• Location: In-office presence required.
• Work-Life Balance: Flexible scheduling designed to maximize both productivity and personal well-being.

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 proven track record of success.
• Communication: Strong interpersonal skills with confidence in client interactions.
• Mindset: Entrepreneurial spirit with a commitment to positively impacting lives.
• Collaboration: Ability to learn from and partner with top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

Equitable Advisors is committed to your professional growth, offering extensive training and development opportunities:

• FINRA Sponsorship: Provided for required licensing (SIE, Series 7, Series 66, and State Life & Health).
• Preliminary Employment Period (PEP): A 120-day, hands-on training program designed to equip you with foundational skills.
• Virtual University: Continuous learning through our dedicated online platform.
• Mentorship: Opportunities to collaborate with experienced professionals.
• Personalized Coaching: Ongoing guidance from a local Vice President for career growth.
• Leadership Development: Access to our Leadership Development School for aspiring leaders.
• Professional Growth: Encouragement and support to pursue advanced industry designations, including CFP®, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign-On Payment: $250–$1,000 upon signing the PEP agreement, based on timely completion of licensing requirements.
• Stable Pay: Upon completing PEP, become a 20th Edition financial professional with up to 24 months of biweekly stable pay ($35,500 annually, based on a structured 40-hour workweek).
• Commissions & Bonus: Opportunities to earn additional income through performance.
• Comprehensive Benefits: Health, dental, and vision insurance; 401(k); Employee Stock Purchase Plan (ESPP); disability and life insurance; and transportation reimbursement (TRIP).

Our Impact & Culture

Equitable Advisors is committed to fostering a diverse, inclusive culture that empowers both employees and communities. Our initiatives include:

• Wellness Programs & ERGs: Supporting employee well-being and inclusion.
• Community Engagement: “1,000 Hours of Giving Back,” a program led by our Women’s Network.
• Educational Impact: The Equitable Excellence program, awarding 200 college scholarships annually.

We continuously seek top talent to grow our network of Financial Professionals. Applications are accepted year-round, ensuring we remain open to exceptional candidates ready to make an impact.

Equitable Advisors, LLC, member FINRA/SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC (including Equitable Network Insurance Agency entities in CA, UT, and PR). Equal Opportunity Employer M/F/D/V. GE-7814315.1(4/25)(Exp.4/29).