Financial Services Professional

3 weeks ago


Williamsville, Illinois, United States Equitable Full time
About Equitable Advisors

At Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer service and building long-term relationships with our clients.

Our Mission

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 mission is to provide our clients with confidence to pursue long and fulfilling lives.

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 to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.

Our Benefits

We offer a comprehensive benefits package, including medical insurance, 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 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.

Requirements
  • Applicants must be authorized to work in the United States
  • A four-year college degree is preferred but not required
  • We will help you navigate obtaining the required state licenses as well as sitting for the SIE, which must be passed prior to onboarding
  • We will sponsor your pursuit of FINRA Series 7 and 66 registrations (to be completed on your own time but no later than within 240 days of joining)
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures
  • Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships


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