Financial Services Professional

5 days ago


Scottsdale, Arizona, United States Equitable Services 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 the confidence to pursue long and fulfilling lives.

Our Approach

We take a holistic approach to financial planning, addressing the evolving financial needs of our clients throughout their lifetime. Our Financial Professionals come from a variety of backgrounds, yet they all share key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future and those they serve.

Our Values

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

Our Benefits

We offer a comprehensive benefits package, 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 Culture

We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Our culture is built on the principles of integrity, respect, and excellence, and we are committed to making a positive impact on the futures of individuals and businesses.

Qualifications and Training
  • 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, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions.
  • We encourage pursuit of professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC).
  • We also offer management opportunities for those wanting to advance into leadership or try it on in our Leadership Development School.
Compensation and Benefits

We offer compensation options you control and 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).



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