Financial Professional - MA, Boston

Equitable Advisors

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.

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In‑office presence required.
• Flexible schedule to maximize productivity and personal time.

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Values‑driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self‑confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

• FINRA sponsorship for required licensing.
• 120‑day hands‑on training (Preliminary Employment Period).
• Access to Virtual University for continuous learning.
• Mentorship opportunities for joint work and guidance.
• Personalized coaching from a local Vice President.
• Leadership Development School access for management enthusiasts.
• Encouragement to pursue professional designations such as CFP, ChFC, Credentialed Holistic Financial Coach program.

• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of FINRA licenses.
• After PEP, eligible to become a 20th Edition financial professional with bi‑weekly stable pay for up to first 24 months at $33,400 annually based on a 40‑hour workweek.
• Eligible for commissions and bonus.
• Participation in comprehensive benefits programs including health, dental, vision, 401(k), Employee Stock Purchase Plan, disability, life insurance, and Transportation Reimbursement Incentive Program, subject to terms and conditions.

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.

Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, is an equal‑opportunity employer. M/F/D/V.