Entry Level Financial Advisor

Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let Financial Advisors focus on serving clients and scaling their business -on their terms.

You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.

Serve your clients

Integrated technology and support help you manage your practice efficiently, improving your clients’ experience—and your own.

Scale your practice

We provide local and national support, technology, and a collaborative culture to help you take your wealth management practice to the next level.

Choose your own path

We give you flexibility and control over how you structure and brand your practice, and benefit from the business you’ve developed.

RESPONSIBILITIES:

What does it take to succeed as an Equitable Advisors’ financial professional?

Our team of financial professionals, strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service.

You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You will be developing strategic and trusted long-term client relationships. In addition, you will have the opportunity to help make a positive impact on individuals’ and businesses’ futures by offering financial services and products that address their evolving financial needs throughout their life times. These needs may include life insurance, investments, retirement and estate planning as well as executive benefits, business succession plans and employee benefits for your business clients.

Our dedicated management and support teams will provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater income potential. You will engage state of the art technology and internal systems and processes to service your clients.

At Equitable Advisors, training is a process not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint-work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

Requirements:

If you’re a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success. Specific qualifications for the Financial Professional position include:

· A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus

· Minimum 2-years of experience in investment, insurance, and financial planning sales.

· If you do not have the following, you will be required to attain them, under our sponsorship: state life and health licenses, FINRA, Series 7 and 66 registrations

· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others to plan for and protect their financial futures

· A team player and possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

· Ability to draw upon past experiences and acquaintances to develop markets and build upon them to sustain long term relationships

· Must be authorized to work in the United States

· MBA. JD, CFP©, CPA ChFC, a plus

Benefits of working with us:

· Competitive compensation and a comprehensive benefits package

· Training, support and hands-on management

· Advancement/management opportunities

In the next stage of your career, let us be your strategic resource – with the support of the firm and local branch offices -- to help you achieve a new set of goals. Not captive. Not alone. Our platform offers you the best of both worlds.

QUALIFICATIONS:

What does it take to join Equitable Advisors as a financial professional?

Equitable Advisors’ financial professionals may come from a variety of backgrounds but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.

Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts. Equitable Advisors’ financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships.

A four-year college degree is preferred and relevant professional securities designations or licenses are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of Equitable Advisors: state life and health licenses, NASD Series 7 and 66.

Equitable Advisors provides a total support system to help you succeed in today’s competitive marketplace. It takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.

Please visit us at: http://www.northerncaliforniahawaii.equitableadvisors.com/

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Testimonials:

"After graduating college, I grew a print marketing company that had over 65 employees. In 2012, after 26 years, I sold my company and decided to get back to my passion which was finance. It was a pretty natural transition from where I was with the printing company to building my business with Equitable Advisors. I called on the clients I had built relationships with over the past 26 years and told them about what I was doing now. I love being able to meet with business owners, really understand what they're going through and help offer financial solutions."

-Jim Altebrando, Financial Professional

"Prior to becoming a Financial Professional, I was a teacher. I enjoyed it, but there was a lack of fulfillment and I was looking for something more. What I love most about this career is that it allows me the flexibility to be a mother and a wife to my family first. Secondly, I get such a thrill knowing that I've been able to help someone with their financial future."

-Arrkeenah Willis, Financial Professional

"I always knew I wanted to get into finance so after college, I started interviewing at about a dozen different firms and chose to join Equitable Advisors. Starting out, it was a challenge, but about six months in, I started getting referrals and could really see the value I was bringing to clients. Since then my business has steadily increased."

-Bryan Tessier, District Manager, PACNW

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)

Job Types: Full-time, Permanent

Pay: $55,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Employee stock purchase plan
• Profit sharing

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Folsom, CA 95630