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. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. The company values diversity, inclusivity, and community engagement.

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 – 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.
• Driver's License – Required.
• Ability to Commute – Must be able to commute to Buffalo, NY 14221.

Training & Development

• FINRA Sponsorship – Provided for required FINRA licensing.
• Preliminary Employment Period (PEP) – Comprehensive 120-day hands-on training.
• Virtual University – Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship – Opportunities for joint work and mentorship.
• Personalized Coaching – Benefit from training and guidance of a local Vice President offering valuable insights and support.
• Leadership Development – Access to Leadership Development School for those with management ambition.
• Professional Growth – Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ Credentialed Holistic Financial Coach program.

Benefits & Perks

• Sign-On Payment Eligibility – $250-$1,000 after signing the PEP agreement based on a 120-day timeline for successful completion of company-sponsored FINRA licenses and registrations.
• Stable Pay – After completing the PEP, eligible to become a 20th Edition financial professional with biweekly stable pay for up to the first 24 months, based on a structured 40-hour workweek with $32,400 annually.
• Commissions and Bonus – In addition to stable pay, financial professionals are eligible to earn commissions and bonuses.
• Benefits Eligibility – Comprehensive benefits including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Vision insurance