Equity Trust Company Careers, Benefits, Review

How do we foster Diversity, Equity and Inclusion at Equity? Diversity, Equity and Inclusion are an essential part of our culture and highlight the ways we bring purpose to our community.

We aim to embed Diversity, Equity and Inclusion in all aspects of what we do. As an organization, we are looking to achieve these efforts by continuing to build an inclusive culture that recognizes, celebrates, and values the realities and experiences of our associates, and to serve the needs of our clients by engaging with society in the markets where we operate.

Created in 2020, the Diversity, Equity and Inclusion Taskforce has 10 associate members, from all areas of Equity. The Taskforce's goal is to develop and promote strategies for best practices, specifically focusing on racial, social and gender diversity at Equity. The Taskforce further serves as a platform for members to provide suggestions and challenges that relate to Diversity, Equity and Inclusion.

In 2020, Equity implemented a Diversity, Equity and Inclusion training that focuses on unconscious bias, microaggressions, and the relationship between privilege, oppression, and power. Associates at every level are required to complete the training and will do so annually.

The foundation of our Diversity, Equity and Inclusion work is steeped in recognizing and understanding the impacts of unconscious bias and the role it plays in the culture of our workplace. Unconscious biases are social stereotypes about certain groups of people that individuals form outside their own conscious awareness. We all hold unconscious beliefs about various social and identity groups, and these biases stem from our spheres of influence. It is vital that we understand this as we interact with people from all walks of life each day. Here at Equity, we strive to celebrate our differences.

Equity Trust: An Industry-Leading Custodian of Alternatives

As an Equity Trust associate, our core values are our foundation and the guiding principles we embody to support our mission. To better serve our clients in a universal way, we will…

• Be Bold & Creative: Innovate and anticipate change with agility
• Be Curious: Inquire to know more and never stop learning
• Be Invested: Provide value beyond the transaction and own the solution
• Be Collaborate: Ignite opportunity through communication and maintain an open mind
• Become the Expert: Strive to be better tomorrow than you are today

Equity Trust Company is privately owned by the Desich family. In 1974, Richard Desich founded a brokerage company, the business that ultimately became Equity Trust Company.

With an Equity Trust account, our clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more with a retirement account, or other tax-advantaged account. Additionally, our clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.

Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service and has over 45 years of experience. As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

Equity Institutional assists financial professionals as a custodian that offers support of a full breadth of alternative assets, in addition to traditional assets, all in one account.

At Equity Trust, we offer a wide array of amenities for associates - from our on-site Grab n' Go, to our wellness program "Thrive" - we also offer:

• In-house wellness center featuring a full selection of exercise equipment, group fitness classes, a massage room with monthly complimentary massages, personal training, an outdoor walking track and an employed fitness instructor
• Smoke-free campus
• On-site dry cleaning service
• Orientation and onboarding program for all new hires
• Competitive base salary

• All employees are eligible for a bonus/incentive plan
• Employer matched 401(k) plan - which has been adopted to provide full- and part-time (more than 1,000 hours annually) associates with the opportunity to save for retirement on a tax-deferred basis
• Comprehensive medical, dental and vision plans with non-smoking discount
• Company paid short- and long-term disability insurance
• Company paid life insurance (and additional voluntary life insurance)

• Paid time off and paid sick time
• Company sponsored events
• Training, education, and career development
• Volunteer and social perks

Our Core Values 

Our Core Values were created with both our clients and our associates in mind. These ideas grew into a structure to make it easy for our clients to prosper and our employees to support our mission.

1. Be Bold & Creative: innovate and anticipate change with agility
2. Be Curious: inquire to knoq more and never stop learning
3. Be Invested: provide value beyond the transaction and own the solution
4. Be Collaborative: ignite opportunity through communication and maintain an open mind
5. Become the Expert: strive to be better tomorrow than you are today

We're hiring! Be sure to check out our careers page for all current openings.