Financial Professional - OH, Cincinnati (5130)

EQH•Cincinnati, OH

3d•Remote

About The Position

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 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.

Requirements

Entry level training curriculum designed to empower you with the skills and tools needed for success
Access to a full suite of remote-work technology solutions
Demonstrated patterns of success
Values driven
Entrepreneurial mindset
Knack for networking
Desire to shape and protect their future as well as those they serve
FINRA licensing requirements
State licensing needs

Nice To Haves

Continuing education
Ways to expand their career by sharpening their skills
Management opportunities
Leadership Development School

Responsibilities

Client relationship management
Product knowledge
Market development
Role play
Participating in local and national development programs
Joint-work opportunities for a hands-on experience
Pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC)
Pursuit of Holistic Financial Coach certification within our specialized Holistic Financial Planning platform
Advancing into leadership roles
Building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.