Financial Services Consultant

Equitable Advisors; Austin (TX); On-site; USD 24,000 - 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

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Transportation Reimbursement Incentive Program

Job summary

Join a respected wealth management firm dedicated to helping clients achieve financial well-being. This exciting role as a Financial Professional offers the opportunity to empower individuals and businesses with tailored financial strategies. You will receive comprehensive training, support for licensing, and the chance to pursue professional designations, all while enjoying a flexible work-life balance. With a focus on diversity and community engagement, this position is perfect for those looking to make a positive impact while advancing their careers in a dynamic environment.

Qualifications

• Seeking individuals with a strong entrepreneurial mindset and networking abilities.
• Encouragement for professional designations like CFP and ChFC.

Responsibilities

• Provide financial advice and services to clients seeking financial security.
• Build long-term relationships through trust and guidance.

Skills

Client Relationship Management

Networking

Market Development

Financial Planning

Sales Skills

Education

Bachelor's Degree

Professional Designations (CFP, 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

$24,000.00/yr - $125,000.00/yr

About Equitable Advisors

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. They all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and 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 and celebrations of cultures and accomplishments at the annual Diversity Summit.
• Social impact and community engagement prosper through 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 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”).

Equitable Advisors’ Strategy

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

Job Details

Seniority Level

Associate

Employment Type

Full-time

Job Function

Sales, Consulting, and Finance