Financial Professional - OH, Columbus

Overview

Financial Professional - OH, Columbus (5202) at Equitable Advisors. Equitable Advisors is dedicated to making a positive impact in the lives of its clients, with a network of over 4,300 financial professionals serving 2.4 million clients nationwide. The organization offers a structured path to becoming a wealth manager through licensing and employment.

• Client Engagement:
  Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development:
  Understand clients  financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation:
  Discuss financial products and services tailored to clients  unique situations
• Location:
  
  In-office presence required
• Work-Life Balance:
  Flexible schedule to maximize productivity and personal time

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

• 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:
  
  guidance from a local Vice President to support your journey
• 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

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations
• Stable Pay:
  After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, with a structured 40-hour workweek and $27,550 annually
• Commissions and Bonus:
  In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus
• Benefits Eligibility:
  Eligible financial professionals can participate in comprehensive benefits programs including health, dental and vision, 401(k);
  Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back" and Equitable Excellence, which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors is an equal opportunity employer. M/F/D/V.

Primary

Location:

UNITED STATES-OH-Columbus

Other Locations: UNITED STATES-OH-Columbus, UNITED STATES-OH-Cleveland