Financial Professional - NC, Raleigh (5234)
Equitable AdvisorsRaleigh, North Carolina, United States
Posted March 2, 2026
Full Time
About the Company
Equitable Advisors is a national broker-dealer and registered investment advisory firm that empowers independent financial advisors to grow their practices on their own terms. By combining the scale and research capabilities of a leading national organization with localized support teams, the firm delivers a unique "supported independence" model that enables advisors to focus on client service while accessing comprehensive operational, technology, and compliance resources. Equitable also offers retirement-benefit solutions through its specialized Retirement Benefits Group and operates affiliated insurance agencies across multiple states. The company's inclusive culture and commitment to professional development make it an attractive destination for advisors seeking autonomy and robust support.
Job Description
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.
Requirements
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Benefits
- Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)
- Sign-On Payment
- Stable Pay
- Commissions and Bonus
