Entry Level – Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) (3963)
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, communication skills: excellent interpersonal and communication abilities with strong self-confidence, mindset: entrepreneurial spirit with a desire to positively impact others' lives, collaboration: ability to work with and learn from top performers
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- 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
Preliminary Employment Period (PEP)
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, 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 Eligibility
- Health, dental and vision
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- disability
- life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
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
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, 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 Eligibility
- Health, dental and vision
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- disability
- life Insurance
- Transportation Reimbursement Incentive Program (TRIP)