Financial Professional - OH, Cincinnati (5130)
About the role
Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being and shaping their futures. Our mission is to provide confidence for long and fulfilling lives through financial services and products tailored to evolving needs.
Responsibilities
- Provide financial advice and solutions to clients
- Manage client relationships and develop new business opportunities
- Stay updated on financial regulations and trends
- Participate in professional development programs
Requirements
- Demonstrated success in financial planning and management
- Strong interpersonal and communication skills
- Ability to work independently and as part of a team
- Passion for making a positive impact on clients and communities
Qualifications
- Bachelor's degree in finance, economics, or related field
- FINRA Series 7 and 66 licenses preferred
- Experience in wealth management or financial services
Skills
- Financial analysis and planning
- Client relationship management
- Product knowledge and market development
- Communication and interpersonal skills
Benefits
- Comprehensive benefits package including health, dental, vision, disability, life insurance, and ESPP
- Flexible work arrangements
- Continuing education opportunities
- Professional designation support
- Training and development programs
Pay
Compensation options are competitive and customizable.
Schedule
Work-life balance is prioritized with flexible hours.
Benefits
- Health and dental coverage options
- Vision care coverage
- 401(k) Plan with company match
- Employee Stock Purchase Plan (ESPP)
- Short- and Long-Term Disability Programs
- Basic Group Life Insurance
- Transportation Reimbursement Incentive Program (“TRIP”)
Company Overview
Equitable Advisors is committed to diversity, equity, and inclusion, fostering an environment where all employees feel valued and supported. We offer various programs and initiatives to promote these values, including the “1,000 Hours of Giving Back” and the “Equitable Excellence” scholarship program.
Equal Opportunity Employer
We are proud to be an equal opportunity employer and welcome applications from all qualified individuals.