Financial Professional

Equitable Advisors - Williamsville, NY; Cincinnati (OH); On-site; USD 24,000 - 135,000; Full time

Job summary

Equitable Advisors is seeking Financial Professionals to join their team in Cincinnati, offering a commission-based role with a base salary of $24,000. Successful candidates will have strong networking skills and a desire to assist clients in achieving their financial goals. The position provides comprehensive training, continual education, and opportunities for professional growth and leadership.

Benefits

Comprehensive benefits package

Health insurance

401(k) plan

Stock Purchase plans after PEP completion

Continuing education support

Leadership opportunities

Qualifications

• Work authorization in the U.S. required.
• State licenses and SIE exam prior to onboarding.
• Series 7 and 66 registrations required.

Responsibilities

• Help clients secure their financial well-being.
• Develop and sustain client relationships.
• Participate in the entry-level program for training.

Skills

Networking skills

Sales techniques

Client relationship management

Interpersonal communication

Education

College degree preferred

Job description

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.

Compensation: This is a commission based role with high earning potential. We offer a guaranteed base salary of $24,000, to ensure all Financial Professionals have a consistent base, however the average Financial Professional can earn up to $135,000 with commission and bonuses.

Benefits: Comprehensive benefits package including Health, 401(k), and Stock Purchase plans upon completing the Professional Entry Program (PEP).

Our People:

Successful Financial Professionals typically exhibit the following traits:

• Proven success

• Values-driven

• Entrepreneurial mindset

• Networking skills

• Desire to help others

We value diversity and inclusion, offering opportunities for community engagement, work-life balance, and professional growth.

Training & Support:

Our entry-level program provides comprehensive training in:

• Client relationship management

• Product knowledge

• Sales techniques

• Market development

• Role-play

• Remote-work technology

We encourage and support continuing education and professional designations. Leadership opportunities are also available.

Requirements:

• Work authorization in the U.S.

• College degree preferred but not required

• State licenses and SIE exam prior to onboarding

• Series 7 and 66 registrations prior to onboarding

• Results-driven, self-starter with strong work ethic and desire to help others

• Team player with excellent interpersonal and communication skills

• Ability to develop and sustain client relationships

Equitable Advisors’ 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.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)