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Job description
Entry Level – Financial AdvisorPrimary Location: UNITED STATES-WI-MadisonOrganizationEquitable 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.Role HighlightsClient Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingFinancial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services tailored to clients' unique situationsLocation: In-office presence requiredWork-Life Balance: Flexible schedule to maximize productivity and personal timeSkills & ExperienceEducation: Bachelor's degree or equivalent skills and work experienceLicensing: State Life & Health, SIE, Series 7, Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities with strong self-confidenceMindset: entrepreneurial spirit with a desire to positively impact others' livesCollaboration: ability to work with and learn from top performersWork Authorization: must be authorized to work in the United StatesTraining & DevelopmentFINRA Sponsorship: provided for required FINRA licensingPreliminary Employment Period (PEP): comprehensive 120-day hands-on trainingVirtual University: access to Equitable Advisors' Virtual University for continuous learningMentorship: opportunities for joint work and mentorshipPersonalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeedLeadership Development: access to Leadership Development School for those with management ambitionProfessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach programCompensation & BenefitsSign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEPStable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth managementCommissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonusBenefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.Our Impact & CultureEquitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Worksite address
madison, WI, 53703, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.