Equitable Advisors · 1 day ago
Financial Advisor
Pittsburgh, PA
Full-time
Hybrid
Entry, Mid LevelEquitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. They are seeking Financial Advisors who will provide financial services and products to address clients' evolving financial needs throughout their lifetime.
Financial Services
Hiring Manager
Cameron Ryan RICP®
Responsibilities
Help clients secure their financial well-being by providing financial services and products
Build long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to clients
Participate in continuing education and pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
Engage in management opportunities and leadership development programs
Qualification
Required
Demonstrated patterns of success
Values driven
Entrepreneurial mindset
Knack for networking
Desire to shape and protect their future as well as those they serve
Preferred
Recent college grads
Career crossovers
Experienced financial professionals
Pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
Participation in local and national development programs
Management opportunities for those wanting to advance into leadership
Participation in employee resource groups
Engagement in community programs such as '1,000 Hours of Giving Back'
Involvement in the annual Diversity Summit
Holistic Financial Coach certification
Benefits
Health and dental coverage options
Vision care coverage
401(k) Plan with company match
Employee Stock Purchase Plan (ESPP)
Short- and Long-Term Disability Programs
Basic Group 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.
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