What are the responsibilities and job description for the Entry Level Financial Advisor position at Equitable Advisors?
Full-Time Position: Wealth Manager
About Us
We are a network of over 4,300 financial professionals committed to helping individuals and families achieve meaningful financial wellness.
Your Role
Build and nurture client relationships through networking events and portfolio management. Ensure consistent communication and progress tracking.
Key Responsibilities
- Develop personalized financial strategies for clients based on their objectives and risk tolerance.
- Discuss financial products and services tailored to clients' unique situations.
- Maintain an in-office presence and adapt to a flexible schedule to maximize productivity and personal time.
What We Offer
Comprehensive training and development opportunities:
- Certificate program with Equitable Advisors' Virtual University.
- Personalized coaching from a local Vice President.
- Ongoing encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Credentialed Holistic Financial Coach.
Competitive compensation and benefits package:
- Biweekly pay for eligible financial professionals.
- Opportunities to earn commissions and bonus.
- Extensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; and Transportation Reimbursement Incentive Program (TRIP).
Our Culture
We value diversity, inclusivity, and community engagement. Join us to be part of a workplace culture dedicated to social impact and making a difference in the lives of our people and their communities.
