Financial Services Professional

2 weeks ago


Columbia, South Carolina, United States Equitable Advisors Full time
About Equitable Advisors

We are 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. We strive to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our People

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.

Our Impact

We 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 also offer flexibility for 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 as well as 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.

Continuing Education and Career Advancement

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.

Benefits and Compensation

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).



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