Financial Advisor - Entry Level

Equitable Advisors; Charlotte (NC); On-site; USD 28,000 - 125,000; Full time

Benefits offered by this job

Health and Dental Coverage

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

Job summary

An established industry player seeks motivated individuals to join their team as Financial Professionals. This role offers a unique opportunity to guide clients towards financial confidence and clarity. With a strong emphasis on training and support, you will gain essential skills in client relationship management and financial planning. The company champions diversity and inclusion, providing a flexible work environment and a comprehensive benefits package. If you are passionate about making a positive impact on clients' financial futures and eager to grow your career, this opportunity is perfect for you.

Qualifications

• Entry-level training for financial professionals with a focus on client management.
• Encouragement for pursuing professional designations like CFP and ChFC.

Responsibilities

• Lead a team of Financial Advisors to help clients achieve financial clarity.
• Provide financial services and products tailored to client needs.

Skills

Client Relationship Management

Networking

Market Development

Financial Planning

Education

Bachelor's Degree

CERTIFIED FINANCIAL PLANNER (CFP)

Chartered Financial Consultant (ChFC)

Tools

Remote-work Technology Solutions

Job description

This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$28,000.00/yr - $125,000.00/yr

Regional Vice President | Leading a team of Financial Advisors | Helping Clients Create Financial Confidence & Clarity | CERTIFIED FINANCIAL PLANNER…

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission 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

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

• 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 (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
• Social impact and community engagement prosper through our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually.
• Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves.

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers 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 just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: 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; and Transportation Reimbursement Incentive Program (“TRIP”).

Our strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance, Consulting, and Strategy/Planning

Industries

Financial Services and Investment Management