Entry Level – Financial Advisor

Position Overview

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. serves 2.4 million clients nationwide. In this Entry Level – Financial Advisor role based in Austin, TX, you will embark on a structured path toward becoming a wealth manager—helping individuals and families achieve meaningful financial wellness while growing within an organization committed to social impact and community engagement.

Key Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management while ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Product and Service Consultation: Discuss tailored financial products and services to meet clients' unique situations.
• Location Requirement: In-office presence in Austin, TX.
• Work-Life Balance: Enjoy a flexible schedule that maximizes productivity and personal time.

Required Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: Must obtain State Life & Health, SIE, Series 7, and Series 66 licenses.
• Personal Attributes: Values-driven with a track record of success and accomplishment.
• Communication: Excellent interpersonal and communication skills with strong self-confidence.
• Mindset: Entrepreneurial spirit and desire to make a positive impact on others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Benefits & Perks

• Sign-On Payment: Determined by the time needed to complete company-sponsored FINRA licenses and registrations prior to entering the Preliminary Employment Period (PEP).
• Stable Pay: Enjoy biweekly pay designed for eligible financial professionals as you build your wealth management career.
• Commissions and Bonus: In addition to stable pay, earn commissions and bonus based on performance.
• Benefits: Comprehensive packages including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to applicable terms.