Equitable Advisors · 1 day ago
Financial Advisor
Melville, NY
Full-time
Onsite
New Grad, Entry Level
$34K/yr - $34K/yrEquitable Advisors is a company focused on cultivating future business owners and leaders in wealth management. The role of Financial Advisor involves building relationships with clients, creating personalized financial plans, and delivering tailored financial solutions while growing a personal practice.
Financial Services
Hiring Manager
Jesse Romano, MBA
Responsibilities
Engage Clients : Build relationships through networking, outreach, and consistent communication
Develop Strategies : Create personalized financial plans based on each client’s goals and risk tolerance
Deliver Solutions : Recommend products and services tailored to each client’s unique situation
Grow Your Practice : Leverage our tools, mentorship, and team support to build your business
Qualification
Required
Entrepreneurial Mindset: You're motivated to build something meaningful and long-lasting
Strong Communicator: You enjoy connecting with people and guiding them through important decisions
Collaborative Spirit: You thrive in a team environment and value learning from others
Driven & Purposeful: You want to make a difference in people's lives — and your own
Licensing Support: Sponsorship for FINRA licenses (SIE, Series 7, Series 66) and State Life & Health
Benefits
Health
Dental
Vision
401(k)
ESPP
Life insurance
And more
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
H1B Sponsorship
Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase