Maryland, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client engagement, Portfolio management, Financial strategy development, Risk tolerance assessment, Financial product consultation
Irvine, California, United States · On-site
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Wealth management, Financial consulting, Client engagement, Data analysis, Communication skills
Maryland, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client engagement, Portfolio management, Financial strategy development, Risk tolerance assessment, Financial product consultation
United States · Remote OK
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Regional Vice President (External…
Skills: Sales, Territory management, Investment expertise, Relationship management, Mutual funds
Syracuse, New York, United States · Hybrid
$145k–$170k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is seeking a Reinsurance Administration Lead who i…
Skills: Reinsurance administration, Financial reporting, Reconciliation, Treaty interpretation, SOX compliance
Minneapolis, Minnesota, United States · On-site
$52k–$54k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. We are seeking a highly organized, service-driven Branch Off…
Skills: Office Administration, Attention To Detail, Effective Communication, Interpersonal Relationships, Managing Multiple Priorities
Irvine, California, United States · Hybrid
$60k–$75k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a dynamic Branch Controls Coordinat…
Skills: Administrative Support, Calendar Management, Compliance Tracking, Data Entry, Microsoft Office Suite
Syracuse, New York, United States · Hybrid
$58k–$70k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. The Results Delivery Office (RDO) supports the planning, exe…
Skills: Meeting Coordination, Agenda Preparation, Project Tracking, Microsoft Office, SharePoint
Washington, District of Columbia, United States · Remote OK
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for a dynamic Group Retirement Regional …
Skills: 401(k) Wholesaling, 457(b) Wholesaling, Territory Management, Prospecting, Sales & Marketing
Cleveland, Ohio, United States · On-site
$100k–$125k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is seeking a dynamic, high-energy individual to joi…
Skills: Operations Management, Staff Workflow Management, Budget Management, Expense Approvals, Project Administration
New York, New York, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Analysis, Interpersonal Communication
New York, New York, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Interpersonal Communication
Charlotte, North Carolina, United States · Hybrid
$220k–$274k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. The Equitable Law Department’s Mission is to Serve as Equita…
Skills: Legal Analysis, Negotiation, Drafting Commercial Agreements, Wealth Management Law, Restrictive Covenant Review
Los Angeles, California, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Interpersonal Communication
Dallas, Texas, United States · On-site
$72k–$108k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is seeking a dynamic, high-energy individual to joi…
Skills: Operations Management, Staff Workflow Management, Budget Management, Expense Approval, Project Administration
United States · Remote OK
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for a motivated and passionate Regional …
Skills: Direct Sales, Territory Management, Financial Advice, Prospecting, Influencing
Syracuse, New York, United States · Hybrid
$60k–$80k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Business Analyst to join our Weal…
Skills: Business Data Analysis, Business Process Design, Cross-functional Collaboration, Data Analysis Tools, Data Gathering and Analysis
Charlotte, North Carolina, United States · Remote OK
$80k–$100k/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for a Product Manager driven to shape th…
Skills: Due Diligence, Risk Management, Product Onboarding, Stakeholder Collaboration, Business Acumen
New York, New York, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client Engagement, Portfolio Management, Financial Strategy Development, Risk Tolerance Analysis, Interpersonal Communication
Charlotte, North Carolina, United States · Hybrid
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is seeking a results-driven Equitable Investment M…
Skills: People Management, Investment Product Knowledge, Sales Coaching, Relationship Management, Lead Generation
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The financial professional will build and nurture client relationships through networking and portfolio management while developing personalized financial strategies. They are responsible for discussing financial products and services tailored to meet the unique objectives and risk tolerance of each client.
Candidates must hold a bachelor's degree or equivalent experience and possess or be willing to obtain necessary FINRA licenses including Series 7 and 66. Strong interpersonal skills, an entrepreneurial mindset, and authorization to work in the United States are required.
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Skills & Experience
Training & Development
Compensation & Benefits
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Leading with insight, guiding with empathy
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
Leading with insight, guiding with empathy
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
