Financial Advisory Associate

2 weeks ago


Miami, Florida, United States Equitable Full time

Position Overview

Equitable Advisors is a distinguished financial advisory firm recognized for its excellence in wealth management. Our commitment lies in empowering clients to achieve their financial aspirations, fostering confidence to lead fulfilling lives. We are dedicated to making a meaningful difference in the lives of individuals and businesses by providing tailored financial services and products that adapt to their changing financial circumstances over time.

Our Team

Our Financial Professionals come from diverse backgrounds, including recent graduates, career changers, and seasoned experts. Despite their varied experiences, they share essential qualities: a history of success, strong values, an entrepreneurial spirit, exceptional networking abilities, and a commitment to shaping their futures and those of their clients.

· We prioritize inclusivity and respect for individuals from all backgrounds, focusing on nurturing diverse talent and creating an inclusive workplace.

· Our Diversity, Equity, and Inclusion (DEI) initiatives thrive through participation in activities such as employee resource groups and our highly anticipated annual Diversity Summit, celebrating various cultures and achievements.

· We actively engage in social impact and community service through programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and the "Equitable Excellence" initiative, which awards 200 college scholarships each year.

· We promote a healthy work-life balance, allowing our team members to connect with their authentic selves.

Training and Development

To embark on your journey as a Financial Professional, Equitable Advisors will support you in meeting the FINRA licensing requirements and navigating state licensing processes.

Our comprehensive entry-level training program is designed to equip you with the necessary skills and tools for success, including client relationship management, product knowledge, market development, role-playing exercises, and access to advanced remote-work technology solutions. You will also benefit from local and national development programs and collaborative work opportunities for hands-on experience.

Financial professionals at all experience levels seek ongoing education and opportunities to enhance their skills. We encourage the pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC). In collaboration with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification as part of our specialized Holistic Life Planning platform.

We also provide management pathways for those interested in advancing into leadership roles or exploring leadership opportunities through our Leadership Development School.

Compensation and Benefits

We offer flexible compensation options and a comprehensive benefits package for eligible individuals, including health and dental coverage, vision care, a 401(k) plan with company matching, an Employee Stock Purchase Plan (ESPP), short- and long-term disability programs, basic group life insurance, and a Transportation Reimbursement Incentive Program ("TRIP").

Equitable Advisors is committed to understanding the needs, goals, and aspirations of our clients. We strive to deliver exceptional customer experiences while fostering long-term relationships built on trust, guidance, and technology to provide customized financial strategies.

Equitable Advisors, LLC, (NY, NY) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.



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