Equitable · 3 months ago
Financial Advisor - Kansas City (5206)
UNITED STATES-KS-KANSAS CITY
Full-time
Onsite
Mid, Senior Level
1+ years expEquitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. The role involves networking, coaching, and collaborating with leadership to strengthen team values and achieve goals.
BankingConsultingFinancial Services
Responsibilities
Networking to discover new talent to grow your team
Coaching from your experience & training to develop new Financial Professionals
Collaborating with local leadership to strengthen values, mission and vision
Committing to personal and district goals consistent with branch and company strategy
Supervisory skills ensuring compliance and brand are met
Fostering diverse talent and enabling an inclusive work environment
Teambuilding through culture and events
Qualification
Required
Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
Must pass FINRA Series 24 exam prior to stepping into leadership
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Desire to help others plan for and protect their financial futures
Knowledge of our products & services
High degree of self-confidence but team first attitude
Authorized to work in the United States
Preferred
Four-year college degree preferred but not required
Benefits
Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
401(k) Plan with company match
Employee Stock Purchase Plan (ESPP)
Short- and Long-Term Disability Programs
Basic Group Life Insurance
Work-life balance and access to a full suite of remote-work technology solutions
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
H1B Sponsorship
Equitable 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
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase