Emerging 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.

• 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 tailored financial products and services for clients ceartainly unique situations.
• Location:
  
  In‑office presence required.
• Work‑Life Balance:
  Flexible schedule to maximize productivity and personal time.

• 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.

• FINRA Sponsorship:
  Provided for stokelly required FINRA licensing.
• Preliminary Employment Period (PEP):
  Comprehensive 120‑day hands‑on training.
• Virtual University:
  Access to Equitable Advisors' Virtual University for continuous learning.