Job details

Entry Level - Financial Advisor - IL, Oak Brook (2355)

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.Our peopleOur Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.· We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment· Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit· Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually· Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selvesTraining and supportTo get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.Benefits and compensationCompensation options you control and a comprehensive benefits package for eligible individuals: 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; and Transportation Reimbursement Incentive Program (“TRIP”).Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

Average salary estimate

$62500 / YEARLY (est.)

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$50000K

$75000K

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What You Should Know About Entry Level - Financial Advisor - IL, Oak Brook (2355), Equitable

If you're looking to kickstart your career in finance, Equitable Advisors has a fantastic opportunity waiting for you as an Entry Level Financial Advisor in Oak Brook, IL! This role is perfect for motivated individuals eager to make a difference in people's financial lives. At Equitable Advisors, we pride ourselves on our mission to secure our clients' financial well-being, allowing them to lead fulfilling lives. You'll be trained and supported throughout your journey, learning skills in client relationship management, product knowledge, and market development. We value diversity and respect backgrounds of all kinds, promoting an inclusive work environment that encourages growth and professional development. You can also take advantage of our unique training programs, which can lead to professional designations like CERTIFIED FINANCIAL PLANNER™ (CFP®). Plus, with benefits that include health coverage, a 401(k) with company match, and opportunities for community engagement through our “1,000 Hours of Giving Back” initiative, it’s clear that Equitable Advisors is committed to your success and well-being. Come join our team of Financial Professionals—and together, let’s shape a bright future for our clients and ourselves!

Frequently Asked Questions (FAQs) for Entry Level - Financial Advisor - IL, Oak Brook (2355) Role at Equitable

What are the responsibilities of an Entry Level Financial Advisor at Equitable Advisors?

As an Entry Level Financial Advisor at Equitable Advisors, your primary responsibilities will include building and maintaining client relationships, assessing clients' financial needs, and recommending suitable financial products and services. You will provide guidance to clients on investment strategies and financial planning to help them achieve their long-term goals. Additionally, you'll be expected to stay current on financial trends and market developments to effectively serve your clients' evolving needs.