Entry Level - Financial Advisor
Equitable Advisors, Lynchburg, VA, United States
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. fosters 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, ensuring 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.
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 CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (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: Biweekly pay for eligible financial professionals.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits
Health, Dental and Vision insurance.
401(k) plan.
Employee Stock Purchase Plan (ESPP).
Disability and Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Additional benefits subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Equitable Advisors is an equal opportunity employer. M/F/D/V.
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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. fosters 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, ensuring 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.
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 CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (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: Biweekly pay for eligible financial professionals.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits
Health, Dental and Vision insurance.
401(k) plan.
Employee Stock Purchase Plan (ESPP).
Disability and Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Additional benefits subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Equitable Advisors is an equal opportunity employer. M/F/D/V.
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