Job summary
Job post source
This job is directly from Equitable Advisors
Job overview
The Financial Planning Professional role at Equitable Advisors involves helping clients secure their financial well-being by providing tailored financial services and products, contributing to the company's mission of positive client impact.
Responsibilities and impact
The role requires managing client relationships, developing markets, obtaining necessary licenses, and delivering customized financial strategies to clients to build long-term trust and guidance.
Compensation and benefits
Entry-level professionals start in a Preliminary Employment Program with potential sign-on payments and commission earnings, progressing to a 20th Edition Financial Professional with options for commission plus bonus or base salary plus reduced commission, plus benefits including health insurance, 401(k) with match, stock purchase plan, disability programs, life insurance, and transportation reimbursement.
Experience and skills
Applicants should be authorized to work in the U.S., preferably have a four-year degree, be motivated self-starters with strong interpersonal skills, and willing to obtain required FINRA licenses with company support.
Career development
The company offers extensive training, continuing education, professional designation sponsorships, leadership development opportunities, and partnerships with institutions like Columbia University for certification programs.
Work environment and culture
Equitable Advisors fosters an inclusive, diverse, and values-driven culture with initiatives supporting community engagement, work-life balance, and employee resource groups.
Company information
Equitable Advisors is a respected wealth management firm focused on delivering customized financial strategies and long-term client relationships through trust, guidance, and technology.
Unique job features
The job features a structured Preliminary Employment Program with licensing sponsorship, flexible compensation options, and access to advanced training and certification programs.
Company overview
Equitable Advisors is a prominent financial services firm specializing in providing comprehensive financial planning, investment management, and insurance solutions to individuals and businesses. They generate revenue through advisory fees, asset management, and insurance premiums. Originally part of the Equitable Life Assurance Society founded in 1859, the company has evolved to become a key player in the financial services industry, emphasizing personalized client relationships and innovative financial strategies. Notably, Equitable Advisors is known for its commitment to professional development and robust training programs for its advisors.
How to land this job
Tailor your resume to emphasize your motivation, integrity, and strong work ethic, as Equitable Advisors values results-driven self-starters who help clients secure their financial futures.
Highlight any experience or skills related to client relationship management, networking, and communication, since these are key traits for success as a Financial Planning Professional here.
Apply through multiple platforms including Equitable Advisors' official corporate careers page and LinkedIn to maximize your chances of being noticed.
Connect with current Financial Professionals or recruiters at Equitable Advisors on LinkedIn; use ice breakers like commenting on their participation in the company’s Diversity Summit or asking about their experience with the Preliminary Employment Program.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client relationship management,' 'financial planning,' 'self-starter,' 'networking,' and 'licensed financial professional' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume, identify the best application channels, and find LinkedIn contacts to network with, saving you time and improving your job search effectiveness.
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