Equitable Advisors

Company Overview

Equitable Advisors is a leader in helping individuals and businesses address their financial goals through

financial strategies, investment services and risk management. We have more than 40 branches across the

country employing approximately 5,000 financial professionals- providing services of financial, retirement,

estate planning strategies asset allocation, annuities; life insurance and mutual funds as well as fee based

managed accounts.

We believe in a holistic approach to financial planning that takes into account every facet of our clients lives:

their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the

work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on

the people and the passions in their lives that matter most to them.

Description

We re looking for highly motivated, results-driven individuals who want the opportunity to establish and

potentially grow a book of business with the support and strength of one of the nation s leading financial

services firms.

o Analyze financial information obtained from clients to determine strategies, products and services to

help clients meet their financial objectives.

o Provide information/education to clients about the purpose and details of financial products, services

and strategies.

o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing

basis.

o Contact clients periodically to determine if there have been changes in their financial status.

o Provide knowledgeable, objective financial guidance and customized strategies to consumer segments

that demand high quality service

Individuals who excel at Equitable Advisors come from many different professional backgrounds

including:

o Law

o Brokerage

o Banking

o Management

o Accounting

Job Requirements

o A four-year college degree is preferred but not required

o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other

designations a plus)

o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire

to help others plan for and protect their financial futures

o Team player who possesses excellent interpersonal skills and communication abilities, with a high

degree of self-confidence

o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long term relationships

Note -- applicants must be authorized to work in the United States.

Securities offered through Equitable Advisors, LLC (NY, NY (212) ###-####), member FINRA, SIPC (Equitable Financial

Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SECregistered

investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable

Advisors is an equal opportunity employer M/F/D/V. GE- 3702679 (8/21)(Exp.7/24)