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Financial Services Professional
2 months ago
About Equitable Services
Equitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our mission is to deliver exceptional customer experiences, building trust and guidance through customized financial strategies.
Our Team
Our Financial Professionals are passionate about making a positive impact on the futures of our clients. They share a common trait: a desire to shape and protect their future, as well as those they serve. We value and respect people of all backgrounds, fostering an inclusive work environment that encourages diverse talent to thrive.
Our Approach
We take a holistic approach to financial planning, considering the evolving needs of our clients throughout their lifetime. Our team is committed to delivering amazing customer experiences, leveraging technology to provide customized financial solutions.
Benefits and Compensation
We offer a comprehensive benefits package, including health and dental coverage options, vision care coverage, a 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and a Transportation Reimbursement Incentive Program.
Training and Support
We sponsor our Financial Professionals' pursuit of FINRA licensing requirements and provide ongoing training and support to ensure their success. Our entry-level training curriculum empowers them with the skills and tools needed to excel in client relationship management, product knowledge, market development, and more.
Opportunities for Growth
We offer opportunities for advancement into leadership roles, as well as continuing education and professional development programs, including the Holistic Financial Coach certification in partnership with Columbia University.
