Entry-Level Financial Consultant

Position Overview

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. With a network of over 4,300 financial professionals serving 2.4 million clients nationwide, our mission is to help individuals and families achieve meaningful financial wellness. We offer a structured path to becoming a wealth manager through comprehensive licensing, training, and employment opportunities.Job Type:Full-time |Work Location:In person.

Key Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, 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 financial products and services tailored to clients’ unique situations.
• Location:In-office presence required.
• Work-Life Balance: Enjoy a flexible schedule to maximize productivity and personal time.

Required Qualifications

• 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.

Benefits & Perks

• Sign-On Payment:$250–$1,000 after signing the PEP agreement and successfully completing required FINRA licenses.
• Stable Pay:Starting at $34,500 annually (structured for a 40-hour workweek with biweekly payments during the initial 24 months) with commission and bonus opportunities available, with potential to earn up to $125,000 per year.
• Benefits Eligibility:Comprehensive programs including 401(k), 401(k) matching, dental, health, life, and vision insurance, plus an Employee Stock Purchase Plan.
• Training & Development:Benefit from FINRA sponsorship, a comprehensive 120-day Preliminary Employment Period (PEP), access to a Virtual University, mentorship, personalized coaching from local leadership, and opportunities for Leadership Development and professional designations (e.g., CFP®, ChFC, Credentialed Holistic Financial Coach).