Financial Professional

Equitable Advisors; Cleveland (OH); On-site; USD 99,000 - 129,000; Full time

Job summary

Equitable Advisors seeks a driven Vice President | Financial Advisor to build meaningful relationships with clients and provide strategic financial advice. The role emphasizes collaboration, client-focused financial planning, and offers flexible compensation opportunities. Ideal candidates are motivated individuals willing to engage in continuous learning and development while building a career in financial services.

Benefits

Medical insurance

Vision insurance

401(k) plan

Personalized training and support

Work-life balance

Qualifications

• Must attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Results-driven, highly motivated self-starter.
• Ability to develop markets and sustain long-term relationships.

Responsibilities

• Provide knowledgeable financial guidance and customized strategies.
• Build and maintain a client base, update client plans.
• Incorporate holistic life and financial planning strategies.

Skills

Integrity

Motivated

Results-driven

Teamwork

Education

State life and health licenses

SIE, FINRA Series 7 and 66 exams

Job description

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Vice President | Financial Advisor at Equitable Advisors

Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Northeast Ohio.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Individuals who excel at Equitable Advisors come from many different professional backgrounds including:

• Law
• Brokerage
• Accounting
• Banking
• Management

What it takes

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Benefits and compensation

• Compensation you control and a comprehensive benefits package for eligible individuals
• Opportunity to work jointly with senior joint-work partners and to be coached by top performers
• Personalized and comprehensive training and support in all areas important to building your business
• A work-life balance and access to a full suite of remote-work technology solutions
• Advancement and management opportunities

You can build your career on your own terms. No one-track path.

Note -- applicants must be authorized to work in the United States.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7221523.1 (10/24) (Exp.10/26)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Strategy/Planning, and Sales

• Industries

  Financial Services, Insurance, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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