Wealth Management Professional

4 weeks ago


Woodbridge, New Jersey, United States Equitable Services Full time

About Equitable Advisors

We are a respected wealth management firm driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives.

Our Approach

We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Our Team

Our Financial Professionals come from a variety of backgrounds, yet they all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve.

Our Values

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.

Our Benefits

We offer a comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).

Our Training and Support

To get started as a Financial Professional, we will sponsor your pursuit of the FINRA licensing requirements and help you navigate state licensing needs. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions.

Our Opportunities for Growth

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, we offer a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

Our Leadership Development

We also have management opportunities for those wanting to advance into leadership or try it on in our Leadership Development School.



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