Equitable Advisors · 5 hours ago
Wealth Management Advisor
Fresno, CA
Full-time
Onsite
Mid LevelEquitable Advisors is a leading firm in wealth management, dedicated to supporting financial professionals in growing their practices. The Wealth Management Advisor role focuses on providing strategic resources, tools, and platforms to enhance client experiences and achieve business goals.
Financial Services
Hiring Manager
Gregg LaSpisa, CLU
Responsibilities
Help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience
Achieve your goals through our open-architecture platform for client solutions
Utilize our broker/dealer powered by one of the world’s largest broker/dealers LPL
Access our elite benefits and wealth-building programs
Benefit from our competitive payouts
Leverage our operation and compliance infrastructure support
Qualification
Benefits
Our elite benefits and wealth-building programs
Our competitive payouts
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
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase