Entry Level – Financial Advisor - Cincinnati (OH) Lexington, Louisville (KY) (3963)

Equitable • Cincinnati, OH

8h • Onsite

About The Position

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Requirements

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66
• values-driven with a track record of success and accomplishment
• excellent interpersonal and communication abilities with strong self-confidence
• entrepreneurial spirit with a desire to positively impact others' lives
• ability to work with and learn from top performers
• must be authorized to work in the United States

Nice To Haves

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Benefits

• Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• health, dental and vision
• 401(k)
• Employee Stock Purchase Plan (ESPP)
• disability
• life Insurance
• Transportation Reimbursement Incentive Program (TRIP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level