What are the responsibilities and job description for the Financial Professional Career Opportunities position at Equitable Advisors?
Company Overview:
We are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives.
We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our People:
- We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
- Our Diversity, Equity, and Inclusion initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
- Social impact and community engagement prosper through our programs like '1,000 Hours of Giving Back' sponsored by our Women's Network and 'Equitable Excellence', which provides 200 college scholarships annually.
- We enjoy the flexibility for Work-Life Balance, enabling us to identify with our authentic selves.
Training and Support:
Our entry-level training curriculum empowers you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play, and access to remote-work technology solutions.
You will upskill from participating in local and national development programs as well as joint-work opportunities for hands-on experience.
Financial professionals at every level can continue their education and expand their career by sharpening their skills. We encourage the pursuit of professional designations, including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC).
In partnership with Columbia University, we offer a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or try it on in our Leadership Development School.
