Entry Level - Wealth Management

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. Their mission is to make a
difference by helping individuals and families achieve meaningful financial wellness. This full-time role
offers a structured path to becoming a wealth manager with comprehensive training and development including
FINRA Sponsorship, a 120-day Preliminary Employment Period with hands-on training, access to a Virtual University,
mentorship, and personalized coaching. Equitable Advisors also fosters an inclusive culture through wellness
programs, employee resource groups, and community engagement initiatives.

Job Type: Full-time • Pay: $34,500.00 - $125,000.00 per year • Work Location: In person •Application Question: Are you a U.S. citizen or a Green card holder?

Key Responsibilities

• Client Engagement – Build and nurture 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 tailored financial products and services to suit clients’ unique situations.
• In-office presence – Maintain required in-person attendance.
• Work-Life Balance – Enjoy a flexible schedule designed to maximize productivity and personal time.

Required Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• Values-driven with a proven track record of success and accomplishment.
• Excellent interpersonal and communication skills with strong self-confidence.
• Entrepreneurial spirit with a passion for positively impacting others’ lives.
• Ability to collaborate and learn from top performers.
• Must be authorized to work in the United States.

Benefits & Perks

• Sign-On Payment: Determined by the time taken to complete required FINRA licenses and registrations and to enter the Preliminary Employment Period.
• Stable Pay: Enjoy biweekly pay ensuring stability as you build your wealth management career.
• Bonus & Commission: Opportunity to earn commissions, bonus opportunities, and participate in an Employee Stock Purchase Plan.
• Comprehensive Benefits: Access to health, dental, and vision insurance; 401(k) with matching; flexible spending and health savings accounts; life insurance; paid time off; parental leave; and more, subject to plan terms.
• Additional perks include employee assistance programs, employee discounts, professional development assistance, referral programs, and tuition reimbursement.