Jobs · Finance · Georgia

Entry Level – Financial Advisor - Atlanta, GA (4037)

Equitable Advisors · Atlanta, GA · 8 mo ago
FinanceFull-time

Role Highlights

  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Location

In-office presence required

Work-Life Balance

Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66

Personal Attributes

  • Values-driven with a track record of success and accomplishment
  • Ethical and professional conduct
  • Excellent interpersonal and communication abilities with strong self-confidence
  • Entrepreneurial spirit with a desire to positively impact others' lives

Collaboration

Able to work with and learn from top performers

Mindset

Positive attitude and willingness to take initiative

Training & Development

  • FINRA Sponsorship: Provided for required FINRA licensing
  • Virtual University: Access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: Opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: Access to Leadership Development School for those with management ambition
  • Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time

Our Impact & Culture

  • Commitment to making a difference in the lives of its people and their communities
  • Value diversity and inclusivity, offer wellness programs and employee resource groups
  • Programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually

Join Us

Be part of a workplace culture dedicated to social impact and community engagement

Contact Information

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.)

About the Company

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others.

Company Culture

Equitable Advisors is committed to being a Force for Good. Our commitment to social impact and community engagement is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.

Equal Opportunity Employer

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.

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