Financial Services Professional

21 hours ago

Wall Township NJ USA, United States Equitable Advisors Full time
About Equitable Advisors

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with confidence to pursue long and fulfilling lives.

Our Team

Our Financial Professionals come from a variety of backgrounds, including recent college graduates, career crossovers, and experienced financial professionals. They 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.
  • Social impact and community engagement prosper through our programs, including "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually.
  • We prioritize Work Life Balance, enabling us to identify with our authentic selves.
Training and Support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration 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: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions.

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, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

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

Benefits and Compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: 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 strategy begins with the needs, goals, and aspirations of those we serve. 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.

Equitable Advisors, LLC, (NY, NY member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

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