Financial Consultant

Position Overview

Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well‐being and achieve long, fulfilling lives. Our mission is to make a positive impact by providing financial services and products tailored to evolving needs. We support a diverse group of professionals—from recent graduates and career crossovers to experienced experts—with comprehensive training, ongoing development, and opportunities for leadership. Choose the career path that suits you best, whether it’s a client‐facing role as a Financial Consultant or a detail‐oriented role as a Financial Analyst.

Key Responsibilities

• Obtain and maintain required financial licenses (SIE, Series 7, Series 66, and LAH) prior to onboarding.
• Build long-term client relationships and deliver customized financial strategies.
• Participate in comprehensive training programs and leverage cutting-edge technology for market development.
• Choose your career path as a Financial Consultant or a Financial Analyst to best align with your strengths.

Required Qualifications

• Applicants must be authorized to work in the United States.
• A four-year college degree is preferred but not required.
• Ability to navigate obtaining required state licenses and pass the SIE exam prior to onboarding.
• Willingness to pursue FINRA Series 7 and 66 registrations with company sponsorship.
• Results-driven self-starter with integrity, a strong work ethic, and excellent interpersonal skills.
• Proven ability to leverage past experiences to develop markets and sustain long-term relationships.

Compensation Details

Entry level Financial Professionals begin in our Preliminary Employment Program (PEP) and may receive a sign-on payment ranging from $250 to $1,000. During PEP, you have the opportunity to earn 100% of the commissions generated in accordance with the Company’s commission schedules. After your first 90 days as a PEP Prospective Associate, you become eligible for company-sponsored medical insurance (at your expense). Upon successful completion of PEP, you can choose between two compensation structures: full commission plus bonus (with a 30% bonus on eligible first-year commissions) or an annual base salary of $24,000 with reduced commission. Average first-year earnings have ranged from $62,000 to $135,000 for top performers.

Benefits & Perks

• 401(k) Plan with company match
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Flexible schedule
• Additional comprehensive benefits including Employee Stock Purchase, Disability Programs, and the Transportation Reimbursement Incentive Program (TRIP) upon successful completion of PEP