Holistic Wealth Management Associate

The Financial Professional career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life.

Equitable Advisors 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 your community.

Our growing field force enjoys the flexibility and work-life balance our company provides to build their career on their own terms.

Reaching your full potential is easier with the right mindset and awareness of how you can use your unique abilities to serve others.

We believe success goes hand-in-hand with maintaining a healthy lifestyle.

The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients.

We’ve created the first of its kind in the industry, the Credentialed Holistic Financial Coach title. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FP so they can up their game by learning to coach clients on the journey to pursue their best lives by meeting them where they are and leading them to where they want to be.

This certification integrates the traditional planning our Financial Professionals are already doing with whole-brain, Ivy-League coaching resulting in a more purpose-driven financial plan.

Training and support

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

Our entry level Financial Professional 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.

Our exclusive Holistic Financial Coach Program is open to Financial Professionals meeting the required production level, manager approval, additional training time and cost.

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

Become the best version of yourself and guide your clients on the same journey for a fulfilled life.

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.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) AGE- 5929119.1 (9 / 23)(Exp.9 / 25)