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Financial Advisor

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Equitable Advisors

2021-12-03 07:32:06

Job location Houston, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals. Equitable Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based.

We're looking for highly motivated, achievement-driven individuals who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation's leading financial services firms.

As an Equitable Advisors financial professional, you'll be part of a recognized, respected company that offers:

  • High earnings potential and comprehensive benefits
  • Training, support and hands-on management
  • Advancement/management opportunities

Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you.

Job Description:

  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
  • Provide information/education to clients about the purpose and details of financial products, services and strategies.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

Job Type: Full-time

Pay: $23,415.00 - $157,925.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday
  • Weekends

Supplemental Pay:

  • Bonus pay
  • Commission pay

Education:

  • Bachelor's (Preferred)

Experience:

  • Financial Services: 1 year (Preferred)

Management:

  • Team Lead

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • People-oriented -- enjoys interacting with people and working on group projects
  • Detail-oriented -- would rather focus on the details of work than the bigger picture
  • Achievement-oriented -- enjoys taking on challenges, even if they might fail
  • High stress tolerance -- thrives in a high-pressure environment

Company's website:

Benefit Conditions:

  • Waiting period may apply
  • Only full-time employees eligible

Work Remotely:

  • Temporarily due to COVID-19

COVID-19 Precaution(s):

  • Remote interview process
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place

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