Becoming a Financial Professional
What We Look For in a Financial Professional
We seek talented people to grow with us, people who possess special attributes that afford them the opportunity to earn the respect and prestige of an Equitable Advisors financial professional.
The ideal individual will have:
- Achievement-driven goals
- A desire to help others
- A team-oriented focus
- Motivation to learn
- High integrity and professionalism
- Effective communication skills
To qualify, you should have a strong personal history of success. You should be results-driven, possess unequivocal honesty and integrity, and be motivated to helping others achieve financial independence. Having an educational background in law, accounting, banking, brokerage or executive management will be particularly useful and an advanced degree and designation (MBA, JD, CFP®, CPA, ChFC) are definite pluses.
How to Get Started
Licensing & Registration
Training – Phase 1
Selling – Phase 2
Contracting
Your Professional Growth
At Equitable Advisors, training and development is a continuing process in which financial professionals build their business. We have an integrated training strategy that provides comprehensive knowledge and skills to support Equitable Advisors' expansive offering of financial products and investment services. Training combines instructor-led programs, eLearning courses, licensing and certification, field training and mentoring. Plus, you will be personally coached and mentored by an Equitable Advisors Vice President committed to each new financial professional's development. And while getting off to a great start is crucial, helping you to grow with Equitable Advisors is something that we are just as committed to. We have something called the "Career Path Tracks." This progression model is housed electronically so that you can take the initiative to grow professionally and develop as quickly or as slowly as you want.
How’s that for taking charge of your own future?
Equitable Advisors is an Equal Opportunity Employer -- M/F/D/V. Securities offered through Equitable Advisors (NY, NY 212-554-1234), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which does business CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in TX as Equitable Network Insurance Agency of Texas, Inc., in PR as Equitable Network of Puerto Rico, Inc.
"Equitable" (referred to here also as "Equitable U.S.") is the brand name of Equitable Financial Services, LLC and its family of companies, including Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), Equitable Advisors (member FINRA, SIPC), and Equitable Distributors, LLC (member SIPC). Equitable Group refers to Equitable S.A., a French holding company for a group of international insurance and financial services companies, including Equitable Financial Services, LLC. The obligations of Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims-paying ability
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