Equitable Advisors
Financial Advisor - Entry Level
Equitable Advisors, Charlotte, North Carolina, United States, 28245
Base pay range
$35,000.00/yr - $55,000.00/yr
Regional Vice President | Leading a team of Financial Advisors | Helping Clients Create Financial Confidence & Clarity | CERTIFIED FINANCIAL PLANNER 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.
Role Highlights
Client Engagement:
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development:
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
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
Skills & Experience
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
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 the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development:
access to Leadership Development School for those with management ambition
Professional Growth:
encouragement to pursue professional designations such as CFP®, ChFC and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Sign‑On Payment:
Based on the time it takes you to complete the company-sponsored required FINRA licenses and registrations and enter PEP
Stable Pay (Commission Draw):
Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus:
In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits:
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).
Our Impact & Culture Equitable 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.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Seniority level Entry level
Employment type Full‑time
Job function Finance, Consulting, and Strategy/Planning
Industries Financial Services and Investment Management
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Regional Vice President | Leading a team of Financial Advisors | Helping Clients Create Financial Confidence & Clarity | CERTIFIED FINANCIAL PLANNER 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.
Role Highlights
Client Engagement:
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development:
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
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
Skills & Experience
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
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 the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development:
access to Leadership Development School for those with management ambition
Professional Growth:
encouragement to pursue professional designations such as CFP®, ChFC and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Sign‑On Payment:
Based on the time it takes you to complete the company-sponsored required FINRA licenses and registrations and enter PEP
Stable Pay (Commission Draw):
Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus:
In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits:
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).
Our Impact & Culture Equitable 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.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Seniority level Entry level
Employment type Full‑time
Job function Finance, Consulting, and Strategy/Planning
Industries Financial Services and Investment Management
#J-18808-Ljbffr