Equitable Advisors ยท 5 hours ago
Financial Advisor
Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of over 4,300 financial professionals across the U.S. The Financial Advisor role involves building client relationships, developing personalized financial strategies, and consulting on financial products and services, all while maintaining a flexible schedule.
Responsibilities
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations
Qualification
Required
Bachelor's degree or equivalent skills and work experience
Company will sponsor NJ State Life & Health, SIE, Series 7, Series 66, but candidates with licenses are a plus
values-driven with a track record of success and accomplishment
excellent interpersonal and communication abilities with strong self-confidence
entrepreneurial spirit with a desire to positively impact others' lives
ability to work with and learn from top performers
must be authorized to work in the United States
Benefits
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
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 StageCompany data provided by crunchbase