Financial Professional - OH, Cincinnati (5130)

Equitable • Cincinnati, OH

21h • Hybrid

About The Position

Equitable Advisors is a respected wealth management firm dedicated to helping clients achieve financial well-being and confidence for long and fulfilling lives. The firm aims to positively impact individuals and businesses by offering financial services and products that meet their evolving needs throughout their lifetime. The company values and respects people of all backgrounds, focusing on developing diverse talent and fostering an inclusive work environment. Their DEI initiatives include employee resource groups and an annual Diversity Summit. Social impact is promoted through programs like "1,000 Hours of Giving Back" and "Equitable Excellence," which provides college scholarships. The company also emphasizes work-life balance, allowing employees to be their authentic selves.

Requirements

• Demonstrated patterns of success.
• Values driven.
• Entrepreneurial mindset.
• Knack for networking.
• Desire to shape and protect their future and those they serve.
• Recent college graduates, career crossovers, and experienced financial professionals are welcome.

Nice To Haves

• Pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC).
• Experience with Equitable Advisors' specialized Holistic Life Planning platform.
• Interest in leadership or management opportunities.

Responsibilities

• Help clients secure their financial well-being.
• Provide financial services and products.
• Develop client relationships.
• Manage client needs and goals.
• Deliver customized financial strategies.
• Build long-term relationships based on trust, guidance, and technology.

Benefits

• Sponsorship for FINRA licensing requirements.
• Assistance with state licensing needs.
• Entry-level training curriculum.
• Client relationship management training.
• Product knowledge training.
• Market development training.
• Role play training.
• Access to remote-work technology solutions.
• Participation in local and national development programs.
• Joint-work opportunities.
• Encouragement for continuing education.
• Holistic Financial Coach certification through Columbia University partnership.
• Management opportunities through Leadership Development School.
• 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.
• Transportation Reimbursement Incentive Program (“TRIP”).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed