RESPONSIBILITIES

What does it take to succeed as an Equitable Advisors’ financial professional?

Our team of financial professionals, strive to provide knowledgeable, objective financial guidance and customized strategies to our clients that demand the highest quality service.

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This career duties include:

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Our dedicated management and support teams will provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater income potential. You will engage state of the art technology and internal systems and processes to service your clients.

At Equitable Advisors, training is a process not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint-work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

QUALIFICATIONS

What does it take to join Equitable Advisors as a financial professional?

Equitable Advisors’ financial professionals may come from a variety of backgrounds but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.

Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts. Equitable Advisors’ financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships.

A four-year college degree is preferred and relevant professional securities designations or licenses are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of Equitable Advisors: state life and health licenses, Series 7 and 66.

Equitable Advisors provides a total support system to help you succeed in today’s competitive marketplace. It takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.

Please visit us at: http://www.northerncaliforniahawaii.equitableadvisors.com/

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Work Remotely

• Hybrid

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

COVID-19 considerations:
We are following all necessary protocols per State and Federal authority

Ability to commute/relocate:

• Honolulu, HI 96813: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Willingness to travel:

• 25% (Preferred)

Work Location: In person

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