Equitable Advisors is dedicated to making a positive impact in the lives of its clients by fostering relationships that help people achieve meaningful financial wellness.
Requirements
- Build and nurture client relationships through networking events and portfolio management
- Understand clients' financial objectives and risk tolerance to devise personalized strategies
- Discuss financial products and services tailored to clients' unique situations
- State Life & Health, SIE, Series 7, Series 66 licenses required
- Bachelor's degree or equivalent skills and work experience
Benefits
- Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability insurance
- Life insurance
- Transportation Reimbursement Incentive Program (TRIP)