Financial Services Specialist

6 days ago


Boston, Massachusetts, United States Equitable Full time

About Us

At Equitable Advisors, we are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our mission is to provide personalized financial services and solutions that address the evolving needs of our clients.

Our Team

We are a diverse and inclusive team of financial professionals who share a passion for delivering exceptional customer experiences. Our team members come from a variety of backgrounds and possess a range of skills and expertise.

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 cultural celebrations.

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

We provide ongoing training and support to help our financial professionals develop the skills and knowledge they need to succeed. Our entry-level training curriculum includes client relationship management, product knowledge, market development, role play, and access to remote-work technology solutions.

Our Career Advancement Opportunities

We offer opportunities for career advancement and professional growth, including management positions and leadership development programs. Our financial professionals can pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC).

About Our Company

Equitable Advisors is a member of FINRA and SIPC. We are an Equal Opportunity Employer and welcome applications from diverse candidates.



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