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.
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 thru 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
Qualifications
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 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 technologysolutions.
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 ).
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, (NY, NY ) 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.
Financial Representative/ Financial Advisor - Austin, TX
Financial Representative/ Financial Advisor - Northwestern Mutual Wealth Management Company. Our advisors help their clients live more and worry less through our personalized approach to financial planning. As a Northwestern Mutual Financial Advisor:. As a business owner, they spend their days acqui...
Entry Level Management Trainee
At our company, our Entry Level Management Trainee role will provide you with complete training and mentorship in business, sales and customer service. In the Entry Level Management Trainee role, there will be a hands-on approach to learning which will consist of roleplay scenarios by letting the ca...
Financial Advisor - Austin and Surrounding areas
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Assistant Manager - Entry Level Management
Develop & train new team members and advise management on marketing strategies Requirements: Ability to lead as well as follow and execute instructions effectively Must be highly organized, self-motivated, and able to work independently Must be solution-driven Must be comfortable working ...
J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TX
At least 2 years in a Financial Advisor role or equivalent financial services experience. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrate a deep understanding of financial markets and sound bu...
NICU Director Level III RN Austin, TX
NICU Director Level III RN Austin, TX. Location: 12221 Mopac Expressway North, Austin, TX 78758. The facility is home to , featuring a Level III NICU, a Kidney Transplant Center, and the. Davids North Austin Medical Center is part of St. ...
Advisor, On-Premise Hospitality - Austin, TX
The Advisor, On-Premise Hospitality is responsible for driving brand and commercial performance across a territory of on-premise accounts for a large portfolio of spirits brands using strategic business solutions and hospitality industry expertise. Reporting to the Manager, ...
Senior Home Lending Advisor - North Austin TX - Capital Plaza
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. As a Senior Home Lending Advisor in Chase Home Lending, you will put your exceptional knowledge and underst...
An Immediate Opening - Service Advisor (Entry Level)
For this reason, the Service Advisor role maintains a balanced and consistent workflow by completing various duties and tasks that assist in the servicing of a book of business. Service Advisors process applications for, changes to, reinstatement of, and cancellation of insurance policies and mainta...
Entry Level Equity Trader Job in Dallas-Fort Worth, TX | Full Time
Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders. Entry Level Equity Trader Job at Maverick Trading. Position: Entry Level Equity Trader (Remote). We are a global team, united by the common goal of financial e...