Wealth Management Professional

3 weeks ago


Melville, New York, United States Equitable Holdings Full time

About Equitable Advisors

At Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. Our passion is 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 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 Commitment to Diversity, Equity, and Inclusion

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.

Community Engagement and Social Impact

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.

Training and Support

Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

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.

Leadership Development Opportunities

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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