Equitableposted 3 days ago
Full-time • Entry Level
Raleigh, NC
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.
Responsibilities
- Help clients secure their financial well-being.
- Provide financial services and products that address evolving financial needs.
- Participate in training and development programs.
- Pursue FINRA licensing requirements.
- Engage in client relationship management and market development.
Requirements
- Demonstrated patterns of success.
- Values driven with an entrepreneurial mindset.
- Ability to network effectively.
- Desire to shape and protect the future of clients.
Nice-to-haves
- Experience in financial services.
- Professional designations such as CFP® or ChFC.
- Interest in leadership development.
Benefits
- 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).
