Financial Advisor | Entrepreneurial Career Track
Equitable Advisors is seeking ambitious, relationship-driven individuals for an entrepreneurial career in financial services. As a Financial Advisor, you will build long-term client relationships and guide them through various financial stages, including investments, retirement planning, and comprehensive personal finance guidance.
Responsibilities
- Build long‑term client relationships
- Guide clients through every stage of their financial lives
- Help clients with investments and portfolio strategy
- Assist with retirement and tax‑efficient planning
- Provide estate planning concepts
- Implement risk management and protection strategies
- Support clients with cash flow, budgeting, and financial organization
- Offer comprehensive personal finance guidance
- Build your own book of business
- Define your markets and shape your practice through networking, referrals, seminars, and digital strategies
- Access hands‑on coaching and structured development from experienced advisors
- Explore multiple career pathways including top producer, team leadership, or management
Skills
- Strong communication and relationship‑building skills
- A desire to help people make informed financial decisions
- Entrepreneurial drive and self‑motivation
- Discipline and commitment to personal and professional growth
Benefits
- 401(k) with company match
- Medical, dental, and vision insurance
- Pension program
- Employee stock purchase plan
- HSA and FSA options
- Life and disability coverage
Company Overview
Company H1B Sponsorship